2023 Agenda
PLEASE NOTE ALL TIMES ARE EST (-4:00 GMT)
7:30 am
7:30 am
NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS
- Start your day off right and connect with digital financial service leaders.
- 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
KEYNOTE SESSION: HOW DO WE ADOPT GENERATIVE AI?
Unlocking Trust in AI, Generative AI and the Power of Explainable AI for Financial Services
Explore the pivotal role of Explainable AI in fostering trust, mitigating risks and enhancing communication within high-stakes industries like finance and their legal and marketing compliance systems. Discover how to embrace all things AI to deliver competitive advantages, uncovers process blind spots and ensure a clear ROI for AI implementation.
- Building Trust in AI: Understand how Explainable AI can enhance trust among customers by demystifying AI decisions that impact products and services
- Unveiling Opportunities: Learn how to harness AI and machine learning to uncover blind spots in processes and identify new growth areas aligned to data and analytics
- Demonstrating ROI and Avoiding ‘AI Washing’: A Series of Case Studies
How to plan to embed Gen AI to deliver unstoppable efficiency and innovations for customers
9:30 am
9:30 am
FUTURE GROWTH PANEL: GAINING CREATIVE COURAGE IN FINANCIAL SERVICES
How to Stand Out and Differentiate in a Uniform Market
Join us for an inspiring conference session as we tackle the challenge of zero differentiation in the financial services industry. Discover how to break free from the sea of sameness and unleash your creative courage to achieve true differentiation.
- Stand Out: Making your brand shine amidst the sea of sameness
- How changing browser cookie policies will affect digital marketers in financial services
- Innovate Engagement: Uncover innovative methods to captivate consumers
- ‘Voice of the customer’ – the human behind the technology: Integrating the emotion with digital
- Maximize Returns: Optimal tools, time, and budget for digital marketing, advertising, and creative endeavors
- Embrace Differentiation: Depart with renewed hope and inspiration for a bold future in financial services.
Let’s revolutionize the financial services landscape by embracing creativity and the courage to be different
10:00 am
10:00 am
INDUSTRY EXPERT: REIMAGINING THE MARKETING & SALES PARTNERSHIP FRAMEWORK
Discover How the Partnership Between Sales and Marketing Continues to Evolve As Client Engagements Move To Digital Channels
Through this deeper partnership, marketing team are collaborating closely with their sales colleagues to jointly map pout client and prospect experiences in support of business goals. Learn more about how financial services marketers can effectively leverage enablement technology to:
- Ensure that that “last mile” of client communication by sales is supported with impactful content
- Allow sales teams to personalize client-facing content in compliance with industry regulations.
- Measure impact and sales usage of content to inform priorities and identify opportunities.
Discover how modern enablement technology can grow impact of both sales and marketing
10:30 am
10:30 am
SPOTLIGHT SESSION: HOW THE WORLD’S BIGGEST BRANDS DRIVE MARKETING INNOVATION
Ask Me Anything! Top 10 Digital Marketing Tips from Leading Brands and Digital Marketers
Digital marketing isn’t a set-and-forget strategy. New marketing trends, technology and evolving consumer and market demands keep digital marketing in a constant state of metamorphosis. In this dynamic panel session, our audience can ask these leading digital marketers from both Financial Services and across a wider range of companies – What are their top tips to stay competitive and within budget! Don’t miss your chance to get your answers here
- What’s next for social media and the role of influencers?
- Design thinking: its rising role and relevance
- Marketing automation and conversational AI
- Mobile first marketing tactics
- Customer acquisition and growththrough multichannel
- What are the next trends to watch out for?
Get inspired and take back some practical ideas to empower your own digital marketing teams!
11:00 am
11:00 am
EXHIBITOR LOUNGE: VISIT BOOTHS & SOURCE EXPERTISE
11:30 am
11:30 am
TRACK 2: DATA & DIGITAL PERFORMANCEIMPORTANCE OF AN INTEGRATED DATA APPROACH TO MARKETING
And how It Can Make You Stand Out In A Hugely Competitive Market
The average US consumer is likely to change their checking account on average every 17 years, whilst only 1/3rd of US consumers have changed their credit card in the past five years.
Changing customers’ purchasing behavior in financial markets can be exceptionally hard, especially when consumers are so deeply rooted in their behaviors, so how can marketers affect change and drive greater adoption of their services?
The first thing is to get a greater and better understanding of your marketing performance, are you shouting into the wind, are your campaigns landing and if not why not?
In this session, Adverity and American Express will discuss:
- The challenges faced by marketers in such a competitive industry
- The benefits of an integrated data approach
- How marketing teams can achieve an integrated data approach
- The importance of adding value to customers through a data-centric culture and how to build it within your organization
Being able to react and adjust spend correctly
12:00 pm
12:00 pm
TRACK 2: DATA & DIGITAL PERFORMANCEUSING BEST METRICS TO EVALUATE DIGITAL MARKETING PERFORMANCE
Taking Digital Marketing to the Next Level of Complexity & ROI
In marketing decisions, data and metrics act as the guiding light. Our expert will help you benchmark digital marketing data, set goals, track KPIs, and evaluate performance. Learn to ask the right questions, assess results, and adjust strategies for better ROI. Discover how to create a robust blueprint for metrics:
- Identify the key metrics you should be tracking for each type of your digital marketing goals
- Accurately evaluate and determine if you are on track to hit your goals based on data
- Utilize digital experience metrics to gain insights into user engagement, satisfaction, and behavior
- Increase ROI by pivoting your marketing strategy based on data
How to start setting better goals and KPIs for your digital marketing activities
12:30 pm
12:30 pm
TRACK 2: DATA & DIGITAL PERFORMANCEACCOUNT BASED MARKETING – WHY, WHAT, HOW, AND SO WHAT?
Does ABM work for the financial industry? How to align Marketing and Sales for success.
Digital marketers in financial services enjoy precise audience targeting, real-time analytics, and efficient automation. Expanded market reach, improved ROI assessment, and elevated engagement through interactive content are additional advantages. This empowers professionals to navigate the evolving landscape, achieve high conversions, and foster lasting customer relationships. Take away specific solutions to:
- Gain insights into the rationale behind Account Based Marketing (ABM) and its application in the financial sector.
- Discover the effectiveness of ABM tailored to the unique needs of the financial industry.
- Learn how to seamlessly align Marketing and Sales strategies to achieve remarkable outcomes in ABM implementation.
Leave this session with new tactics for a more streamline sales and marketing strategy, led by data
1:00 pm
1:00 pm
NETWORKING LUNCH: DELVE INTO INDUSTRY CONVERSATIONS
2:00 pm
2:00 pm
EXHIBITOR LOUNGE: VISIT BOOTHS & WIN PRIZES
- Browse through different sponsor booths and test drive new technology.
- Enter your name for a chance to win exciting prizes.
- Take advantage of event-specific offers and special content.
2:15 pm
2:15 pm
DEEP DIVE DISCUSSION GROUPS
ROUNDTABLES: SHARE & DISCOVER THOUGHT-PROVOKING IDEAS
3:00 pm
3:00 pm
INDUSTRY EXPERT FIRESIDE CHAT: A NEW CONSUMER GENERATION
How Financial Services Institutions Partner With Creators And Publishers To Forge Deeper Customer Connections
Brands are engaging with the first generation to never know life before social media and smartphones—and they’re built differently. In this financial climate, Gen Z is seeking advice from real people they trust, not generic advertisements. In this session you’ll learn to:
- Leverage influencers and partners to reach Gen Z
- Grow your relationships with customers through the right partners
- Create integrated marketing solutions that feel authentic
Implement practical frameworks and models to identify and fix cracks in your digital customer experience.
3:30 pm
3:30 pm
EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS
- Enjoy exclusive sponsor demos and experience the next level of digital marketing innovation firsthand.
- Meet one on one with leading solution providers to discuss organizational hurdles.
- Brainstorm solutions and gain new perspectives and ideas.
3:50 pm
3:50 pm
CASE STUDY: FRICTIONLESS CUSTOMER JOURNEYS
Achieve Seamless, Frictionless Success with a 360 Degree View of Your Customers
A 360-degree view is the foundation that makes an organization’s relationship with customers both experiential and seamless — rather than transactional. Tackle your barriers to success and to realize a more profitable digital CX vision. Practical ways to gain a 360 degree future CX:
- Build integrated, immersive experiences across all channels
- Connect apps and mobile experiences
- Bring physical into the digital experience
Gain a unique insight of how your customers by engage across all the touchpoints in their journey
4:20 pm
4:20 pm
FUTURE POWER PANEL: FAIL FAST - SUCCEED QUICKER FOR TRANSFORMATION IMPACT
How to Find the Right Balance Between Speed, Continuity, and Change for Your Financial Services Organization
Digital transformation is a journey, not a destination. Leading digital transformation is about securing buy-in from senior stakeholders, choosing the right software and driving down costs within your organisation. Whether through a lack of understanding of the benefits of going digital or sometimes out of personal concerns, all projects meet some opposition in the drive to digital marketing transformation. Find out what success looks like for your business, within a digital journey and how to avoid the failures and missed opportunities that are all too common within digital transformation strategies. Putting the best roadmap in place. Build your own blueprint to:
- Embrace greater integration and complexity without compromising short term growth
- Maintain a lead on local and global financial global regulation and standards
- Balancing the best new tech approaches and old-school channel expertise
Finding your best approaches to faster acceleration of cost reduction and restructuring
4:45 pm
4:45 pm
Closing Comments from your Host and End of DMFS New York
Review the key solutions and takeaways from the conference. Source a summary of action points to implement in your work.