Agenda

Don’t miss this exclusive session designed for C-level financial services leaders. Bringing together 25 senior marketing and digital executives to drive organizational success and business impact in 2025. Take away specific solutions to:

• Identify the impact of key trends on fellow financial services CMOs and how that will shape their strategy going forward.
• Plan your next steps for delivering exceptional growth and customer experiences.
• Benchmark investment priorities and success metrics.

Achieve a winning vision and actionable strategies to ensure your teams excel, guided by industry-leading experts

Unlock the potential of technology to spearhead transformative change within your organization. This keynote presentation will equip you with the insights and strategies needed to build a compelling business case and foster the momentum necessary for successful change management. You will walk away with advice on how to:

• Get your organization comfortable with innovation and identify how to prioritize transformation projects.
• Engage stakeholders and garner support around your vision.
• Think about change and risk-taking as a leader.

Amplify your ability to drive change and innovation to ensure your business remains dynamic and adaptable.

Build customer trust through robust first- and zero-party data strategies, fostering a mutually beneficial value exchange between your brand and customers. Create a roadmap to:

• Cultivate relationships with customers centered around data and value exchange.
• Consolidate first-party data to create a comprehensive understanding of your customers and effectively target the right audience.
• Design meaningful personalized interactions to improve customer engagement and loyalty.

Optimize your data strategy to enhance customer trust and nurture long-term loyalty.

Discover how early adopters discern the most impactful business use cases, separating reality from hype and swiftly involving relevant internal stakeholders. Adopt best practices to:

• Navigate a use case from pilot setup to execution stage.
• Address privacy and bias concerns within internal teams and external customers.
• Identify opportunities to upskill your teams with AI-powered tools.

Transform your AI capabilities to unlock new levels of efficiency, innovation, and competitive advantage in your marketing strategies.

Break into smaller groups of approximately 10 industry peers to work through a series of questions and challenges to share knowledge on a particular topic that is most critical to your role and business.

Elevate your team’s role as a key driver of revenue growth. This session will provide you with actionable strategies on how to:

• Directly connect your team’s role, remit and results to their impact on the revenues, profits, and the value of the customer relationship.
• Leverage technology, data, and AI to inform and enhance the quality, effectiveness, consistency, and compliance of your entire go-to market team.
• Work across product, marketing, sales, and response to improve the workflow, productivity, knowledge sharing, responsiveness and the customer experience of the revenue team.

Transform your marketing team into a recognized revenue-generating powerhouse within your organization.

Elevate your content strategy by mastering the art of storytelling and adapting to the needs of modern audiences. In this presentation, you will draw from Mark’s extensive experience bringing brands into their digital future and how the knowledge learnt can be effectively applied to the financial services industry, based on examples from Harding Loevner. Walk away with a blueprint on how to:

• Match your story to the most effective content form and platform, ensuring it resonates with your target audience.
• Maintain narrative consistency while telling the same story across multiple platforms.
• Produce timely and relevant content that aligns with how audiences consume information today.

Transform your content strategy to captivate modern audiences and drive meaningful engagement through powerful storytelling.