2023 Agenda

PLEASE NOTE ALL TIMES ARE EST (-4:00 GMT)

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7:45 am

7:45 am

NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS

  • Start your day off right and connect with digital marketing leaders from the financial services sector
  • Get to know your industry peers and colleagues over a delicious breakfast.
  • Source practical tips, discuss best practices and prepare for the day ahead.

8:45 am

8:45 am

OPENING COMMENTS FROM YOUR HOST

Gain insight into today’s sessions so you can get the most out of your conference experience.

9:00 am

9:00 am

FUTURE TRENDS DUAL DEBATE: BUILDING A WORLD LEADING DIGITAL BANKING PROPOSITION

Trust as a Catalyst and Turning Point for FS & Banking Innovators?

When discussing future trends which will truly differentiate the winners in digital banking on a global scale our keynote guest speakers have a raft of international experience.  Hear the future trends and how the future of Financial Services is marked by fundamental change where non-banks compete for their business and banks edge towards new and innovative partnerships outside their own arena.   This scene-setting session will define the brave moves and unique approaches which takes financial services and banking into a new future, leveraging on the trust they have hard won with customers.  Which worldclass banks what will be next!

  • The next innovation landscape: Embracing all things digital, fintech and blockchain for crafting customer-centric campaigns aligned with shifting consumer preferences
  • Reaching higher pinnacles of customer-centricity: satisfying global demand for seamless online experiences, paving the way for tailored digital marketing strategies and brand leadership
  • Using blockchain and DLT to underpin growth, change and emerging partnerships
  • Choosing the right non-FS and non-traditional partners in retail, CMS (Commerce Marketplace Specialist) and mass wholesale intermediation

This visionary session aims to share what future success looks like and how to start planning your next move to  carve a bigger share of the market via non-traditional partnerships with practical avenues for worldwide impact

9:30 am

9:30 am

CMO POWER PANEL: WHAT’S NEXT FOR CMOS IN FINANCIAL SERVICES?

Managing Complex Growth and Taking a Seat at the Revenue Table

As the role of CMOs in financial services continues to evolve, marketing leaders are increasingly recognized as key contributors to revenue generation and overall business growth. Find out how these key professionals have tackled decision-making, leveraging their expertise in digital marketing to optimize customer acquisition, retention and lifetime value. Make your own plan to deliver growth and revenue:

  • CFO vs CMO – Who gets a seat at the table for ROI and revenue? Stronger relationships
  • Building a stronger foundation for customer insight
  • Business Alignment: How can CMOs can forge stronger partnerships with sales, finance and other teams
  • Data-Driven Decision Making: harness the power of analytics to drive targeted campaigns and optimize ROI
  • Technology Enablement: leveraging emerging marketing technologies – AI and predictive analytics

Getting marketing on the balance sheet: Giving CMOs pricing power and sustainable value

10:00 am

10:00 am

INDUSTRY EXPERT: NAVIGATING THE AI FRONTIER

Strategies for Building Safer and Stronger Brands

In the age of artificial intelligence, brands face both extraordinary opportunities and complex challenges. This session delves into the burgeoning integration of AI into marketing strategies, which has been embraced by some brands but also viewed with suspicion by others. Participants will explore how to create a roadmap to:

  • Overcome key barriers to adoption, including concerns over data security, accuracy and brand consistency
  • Select the right tools, improve communication skills with AI
  • How to adapt to AI-driven transformations in search engine interfaces

Equipping marketers with the knowledge and tools to make their brands safer and stronger in an AI-dominated landscape

10:30 am

10:30 am

SPEED NETWORKING! MAKE MEANINGFUL CONNECTIONS

Grow your network by meeting like-minded individuals to share your latest ideas and projects with:

  • Enjoy a quick icebreaker, exchange LinkedIn information, and build lasting business relationships.
  • Achieve your conference networking goals in a fun and agile fashion.
  • Join a community of digital marketing leaders and gain invaluable support.

10:45 am

10:45 am

EXHIBITOR LOUNGE: VISIT BOOTHS & SOURCE EXPERTISE

  • Explore the latest digital marketing strategies with our financial service industry leaders
  • Share your challenges with the biggest innovators in the business.

11:15 am

11:15 am

KEYNOTE PANEL: BUILDING A ‘DIGITAL FIRST’ INFRASTRUCTURE

Winning Formulas Harnessing New MarTech Tools from Data to Marketing Platforms

Incumbent banks face challenges in their transformation to digital-first banks, such as legacy technology, culture, and regulation. They can address these challenges by migrating to new digital platforms, establishing digital brands, or partnering with fintechs. The best approach will depend on the bank’s size, culture, and regulatory environment. Secure your blueprint to:

  • Understanding the types and capabilities of marketing platforms in an omnichannel backdrop
  • Data silos that prevent a holistic view of the customer and proper analysis
  • Why existing systems and decisions which don’t always produce actionable insights
  • Building a strong marketing analytics and first-party data backbone as digital finance marketing leader’s most valued asset
  • Bigger, bolder leadership: navigating tough economic times and our outlook

How embrace the new digital transformation tech stacks and tools

11:45 am

11:45 am

INDUSTRY EXPERT: GROWTH THROUGH ACQUISITION

Winning Strategies for Acquisition In Banking and Financial Services.

A multi-channel, holistic approach is a must in today’s digital age. As teams and channels have been segmented, financial marketers are forced to find synergies on how paid and organic search can work together in order to maximize the overall digital shelf space. Hear what it means to:

  • Develop a cohesive search strategy.
  • Understand the roles of the channels and how they can complement each other.
  • Ultimately some key factors and ways to deliver a connected search program.

Join us today on this hot topic that leads discussions around integrated search

12:15 pm

12:15 pm

GAMECHANGERS PANEL: EMBRACING GENERATIVE AI

Personalization, Content Creation, Customer Engagement

ChatGPT has over 100 million users and rising. However, the wider applications of AI continues to develop at a rapid pace with the sudden emergence AI digital transformation tools: creating data, imagery, audio and abundant content. How can you fulfill the promise of this revolution to boost analytics and decision-making abilities along with creativity.  Let’s take a confident step to fundamentally change the way financial services reach consumers. Find the right path for your organization by:

  • Harnessing disruptive AI amongst a raft of marketing tools for enhanced engagement
  • Using AI to uncover insights and patterns in customer data
  • Understanding where AI meets and connects with data, compliance and regulation
  • Creating better digital campaigns with super-personalized content

Unlocking the potential of intuitive disruptive technologies to drive growth and efficiencies

12:45 pm

12:45 pm

INDUSTRY EXPERT: BETTER CUSTOMER-CENTRIC CONTENT

Personalization Strategies for Orchestrating Engaging Omnichannel Experiences

Customer expectations in the financial services industry have changed rapidly in recent years, and marketers are adapting their strategies to keep up. Fostering meaningful, personalized conversations and connections with your customers has become vital. This session introduces Sitecore’s DX Maturity Model and highlights real-world strategies banks and insurance firms have used to accelerate customer engagement. In this session, we’ll learn by:

  • Exploring use case examples of omnichannel personalized experiences across banking, insurance, and finance in the context of Sitecore’s DX Maturity Model
  • Reviewing recommendations for initiating and scaling a data-driven optimization program
  • Previewing an innovative use case leveraging GenAI to draft personalized marketing messaging for various Financial Services audience segments

1:15 pm

1:15 pm

NETWORKING LUNCH: DELVE INTO INDUSTRY CONVERSATIONS

2:15 pm

2:15 pm

EXHIBITOR LOUNGE: VISIT BOOTHS & WIN PRIZES

2:40 pm

Panel Discussion: STORYTELLING

Creating Narratives that Move Audiences to Action

Gain new tools to transform your storytelling and get inspired by new ideas of how best to capture and share insight-led stories. Join this step-by-step case study and hear how to build skills to think outside the box with innovative, immersive and impactful modes of insight delivery. Source practical tips to:

  • Hear new, creative and immersive storytelling approaches
  • Discover the art of telling insight led stories that stir emotions and drive action
  • Embed consumer stories at the centre of your organisation
  • Hone your storytelling skills based on lessons from theatre, journalism and film
  • Understand and influence the stories that consumers tell themselves

Amplify your marketing teams storytelling potential across your financial customers base

2:40 pm

DELIVER MORE WITH COMPOSABLE MARTECH

Unleash the Value Behind a Composable Promise

This session will focus on sharing the successes of companies who have adopted a composable approach to their marketing and technology. Seize the opportunity for your organization to deliver more value with less cost. Source practical takeaways to apply to where you are today:

  • Leverages modularized, cloud-native business capabilities
  • Move towards future-proof digital experiences
  • Ensure peak performance, measure results, and make key decisions

Adopt composable methodology to increase efficiency and functionality of your teams and technology

3:10 pm

MULTILINGUAL CONTENT & STORYTELLING

The Profitable Thing to Do! Making the Business Case for Multilingual Services in the Financial Industry

Multilingual services and the marketing of those services for Limited English Proficiency (LEP) consumers has been a topic of discussion for many years. With the recent requirement from the FHFA & HUD to collect language preference during the application process, many believe this will expand to other financial products and financial institutions will be expected to develop language programs in support of the country’s demographics. Why is multilingual support so critical in the current market? Can financial institutions stand-up multilingual services and marketing in a regulatory acceptable way? What are the challenges business leaders face when there is a desire to offer multilingual services?

Take away specific solutions to:

  • Challenge the status quo to implement multilingual services
  • Develop the appropriate partnerships to scale-up multilingual services
  • Outline steps to a robust and comprehensive multilingual program
  • Identify a marketing strategy that applies to your specific organization

Create global content that offers practical solutions and actionable advice

3:10 pm

CUSTOMER SUCCESS STORIES:

Leveraging Preferences and Consents in Digital Marketing for Financial Services

Explore inspiring customer success stories in financial services, where preferences and consents drive digital marketing innovation and customer satisfaction.

  • Discover how leading financial institutions leverage customer preferences to create personalized and meaningful interactions.
  • Learn how consent-driven approaches not only enhance compliance but also boost customer trust and loyalty.

Access actional takeaways and valuable insights into the power of aligning marketing efforts with customer preferences and consent, from increased engagement to revenue growth

3:40 pm

3:40 pm

EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS

4:00 pm

INDUSTRY EXPERT: SMARTER MARKETING IN B2B FINANCIAL SERVICES

How to Engage the Entire Buying Group

Navigating the intricate landscape of B2B marketing within financial services can be difficult. The challenges of identifying potential clients, understanding the decision-makers involved in the process, and reaching these stakeholders with the most relevant offers often can be daunting. This session is designed to simplify that journey. Attend to enhance your marketing strategy by delving into:

  • Understanding B2B buying group behavior and composition
  • Meeting client needs with intent data and account-based marketing
  • Bringing these practices to life

Honing B2B buying behaviour insights into a better, stronger relationship

4:00 pm

Panel Discussion: DIGITAL MARKETING AND SALES INTEGRATION

Which Digital Technology Solutions Will Truly Accelerate Your Organization’s Capabilities?

Uncover the best cutting-edge digital marketing tools that will work for both sales and marketing. Learn which software your competitors are using to leverage social media, SEO, and content marketing to boost brand visibility and attract high-quality leads. Get your blueprint to:

  • Optimize Conversion Rates: Dive into the world of conversion optimization and discover proven techniques for converting prospects into customers
  • Streamline Operations: Say goodbye to manual processes and welcome efficiency into your workflows
  • Measure Success with Precision: Leave guesswork behind and embrace data-driven decision-making

Achieve measurable results and demonstrate ROI to stakeholders.

4:30 pm

4:30 pm

INDUSTRY EXPERT FIRESIDE CHAT: DIGITAL IMAGERY

Turning Silo-ettes into Customer Portraits

A picture is worth a 1000 data points. Personalization can only begin when you know everything about your customer, but siloed data doesn’t allow you to get there. With today’s data driven decision-making, it is essential to have a segment-of-one view to drive effective audience engagement.

This session will help you create a roadmap to:

  • Moving on from fragmented customer journeys caused by siloed data systems allowing you to personalize interactions at scale
  • Enabling your organization to practice data-driven decision-making starting with a segment-of-one view of your audiences, leading to hyper-personalized communications
  • Developing effective audience engagement with tailored marketing messages
  • Generating a complete 360-degree view of your customer from acquisition, to retention, all the way to loyalty

5:00 pm

5:00 pm

INDUSTRY EXPERT: THE FUTURE DIGITAL MARKETER

The Secrets to Conquering Global Marketing and CX Demands

In today’s ever-changing world the demands on marketing and CX professionals have experienced momentous transformation. Technology disruption combined with increased consumer expectations have altered the DNA of model digital marketeer.

Prudential and TCS have joined each other on this journey for the past 8 years. Building propositions across multiple business lines, services and the brand they have taken key learnings into their talent pool which has led to some major outcomes. In this session, learn:

  • Six key skills required for the future digital marketer
  • Why are they important?
  • How Prudential and TCS learned to value these skills

5:30 pm

5:30 pm

SPECIAL ASIA FOCUS KEYNOTE: HUMANIZING FINANCIAL SERVICES

How Financial Services in Asia are Investing in New Digital Strategies Which Attract Customers and Empower Marketing Teams

Maybank, one of Southeast Asia’s largest and most prominent banks pre-tax profits rose by 45% in the first quarter of this year.  Part of this success was due to the return of purchasing power post-COVID but also being ready to attract and retain customers with new product launches, strategic pricing and incentivizing desired client behavior to adapt to the digital banking landscape and the competition it brings. Find out how US digital marketers can learn to grab opportunities and overcome challenges. Learn new skills in financial services marketing:

  • What does the new post-COVID customer want from their bank and financial services?
  • Implementing dynamic products, services and prices across the entire customer portfolio, not just individual products, for revenue growth
  • Implications for digital marketing teams and data analytics

Innovations in the way digital marketers connect, communicate and engage with customers

6:00 pm

6:00 pm

EVENING RECEPTION: ENJOY GREAT CONVERSATION, MUSIC & NETWORKING

7:00 pm

7:00 pm

CONFERENCE ADJOURNS

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