Agenda - Day 2

Please note that all times listed are EST (Eastern Standard Time; -5:00 UTC)

There are no agenda items with this track

9:00 am

9:00 am

Enter Networking Lounge, Connect with your Industry Colleagues

  • Get a jump on the day and make connections with industry leadership
  • Join “drop-in” roundtables on the most topical issues
  • Schedule 1-2-1 video meetings with peers
  • Gather essential content at virtual exhibit booths

9:45 am

9:45 am

Setting Today’s Plan from your morning Host

Review the key highlights of this event to help in achieving success from today’s sessions.  Plan out your time strategically to achieve your most pressing needs.

9:50 am

9:50 am

KEYNOTE PANEL: BUILDING A ROBUST FUTURE THROUGH CONTENT MARKETING

Keeping Pace with Powerful Changes in Digital by Harnessing Better Content Marketing

As more brands invest in digital content, the quick wins they need have become harder to achieve. To stick out from the crowd, the most successful financial brands are investing in longer content with higher production values. In this important session, we discuss how digital marketing teams can produce better reading experiences and engagement for their leads.  Dive into digitally immersive content:

  • Why brands are embracing immersive digital storytelling & experts for their content marketing
  • How to get started: the merits of content hubs vs digital platforms
  • Building digital impact without blowing your budget
  • Backing your content with research and generating sales – not just clicks

Your guide to how digital storytelling can transform your content marketing impact

10:30 am

10:30 am

How to Avoid Content Chaos when Hyper-Segmenting Marketing and Customer Communications

During the COVID-19 pandemic many financial services organizations moved to hyper-segmentation in marketing campaigns and customer communications in order to deliver more relevant content and establish deeper customer connections to drive greater loyalty and lifetime value.  While much of the focus when adopting this approach is placed on how to identify the right segments and create the right content, little attention is paid to the crippling complexity that comes with execution. Take a deep dive into:
  • How content can be better managed, targeted, and delivered to customers
  • How to overcome ‘content chaos’ caused by the proliferation of content and templates
  • How to identify wasteful, redundant work and create the optimum streamlined personal digital customer engagement
Learn best practices for managing content when adopting a hyper-segmentation strategy

11:00 am

11:00 am

Managing Marketing and Brand Compliance in the World of Financial Services

How to Find the Right Balance Between Efficiency and Compliance and for Financial Services Marketers

Financial services marketers are under increasing pressure to develop compelling, ‘on-brand content’ targeting multiple audiences. IntelligenceBank will provide insight garnered across our work with 3 of the world’s Top 50 banks, and dozens of Insurance, Credit Union, and Fintech clients over the past decade. This vitally important session highlights how to remain in control and stay synchronized while juggling planning, creation, reviews, tracking, and reporting across content deliverables at scale

  • How streamlining content process and bring stability … even in the chaos of change
  • Working to meet lightening evolving customer expectations: how to you simultaneously keep up with tight regulatory compliance
  • Creating personalized content experiences that get results
  • How efficiencies can enhance creativity and amplify your content marketing

Excel at more compliant, content experiences to increase conversions

11:30 am

11:30 am

Delivering a New Digital Experience

Ready, Set, Digital: Accelerating Engagement for FSI Organizations

The financial services sector has experienced industry-wide changes in the past few years that have now put people at the center. And in order to meet the ever-evolving needs of both customers and employees, digital transformation of the financial services industry is required — and quick! FSI organizations have no choice but to take digital transformation seriously and prioritize efforts without delay. Digital is no longer an add on — it’s the ultimate destination. This session will detail how FSI organizations can accelerate transformation and become a leader in digital-first engagements by going beyond the transaction. Topics covered in this session will include:

  • New customer demands for financial services
  • The increasingly important role of customer data
  • Strengthening your technical foundation
  • The role of personalization in meeting customer needs
  • Creating human interactions with AI and ML
  • Identifying the emerging customer demands for finserv

Go beyond the transaction and become a leader in digital-first interactions.

12:00 pm

12:00 pm

BANKING ON PURPOSE

How Intention Elevates People, the Planet and Profit

As the world continues to face profound change, banks now have the power to shape and elevate our global economy like never before – from societies to communities to every person. Purpose and profitability intersect when banks embrace technology and innovation – with intention. By turning data into insights, and insights into the right actions, banks can move forward with intention to make their businesses customer-centric and financially inclusive. Create positive impact in the community. Because the human story matters as much as the business story. During this practical session, we’ll discuss how banks can:

  • Balance and prioritize banking core functions with emerging concerns like social change, financial equity, and inclusivity
  • Drive higher purpose and profitability together through innovation
  • Proactively address individual customer needs with data and analytics insights

Blending data and people for a winning marketing strategy for future growth

12:30 pm

12:30 pm

CASE STUDY

Create Your Blueprint for Customer-Centric Digital Transformation

As digital transformation disrupts industries, Financial Services companies companies everywhere are prioritizing their customer experiences as new competition comes forward with superior experiences for their customers. With over 30% of financial services customers saying they’re likely to recommend a brand because of the transformation efforts they are undertaking, it’s more important than ever to unlock what matters to your customers. In this session, we discuss:
•      What steps to take to create your own digital transformation blueprint
•      How to utilize your own data to build personalized experiences for your customers
•      Top benchmarks KPI’s to measure how you stack up against your competitors

1:00 pm

1:00 pm

NETWORKING

Build Relationships, Visit Sponsor Booths and Experience Unparalleled Peer-to-Peer Learning

Expand your network and engage in specialized learning with your peers. Take advantage of our online platform to deepen your knowledge and connect with industry leaders:
·         Visit sponsor booths and view live demos
·         Join “drop-in” roundtable chats in the networking lounge
·         Engage in 1:1 video conversation with peers or vendors

1:30 pm

1:30 pm

INDUSTRY EXPERT: Pssst...Don’t delay, ABM DOORBUSTERS!

Best Practices for the upcoming holiday season: Advertising, Personalization, and ABM tactics

Thousands of companies are vying for the attention of consumers over the holiday season. In order to stand out, you’ll need to upgrade your digital marketing efforts. Find out the best tactics in this in-depth practical session:

  • Scouring the deals: Curious about ABM impacting the finserv landscape?
  • No need to get up at 5am: Where you are is the perfect place to start… you can crawl, walk then run!
  • Plan ahead: Advertising tactics & personalization ideas to better engage and build trust and loyalty

How to maximise reach with a native campaign and manage engagement

2:00 pm

2:00 pm

IN DATA WE TRUST

How A CDP Helps FinServ Brands In Times of Uncertainty

How can banking and financial services organizations build customer trust and provide one-to-one engagement in a time when in-person interactions are limited?
Join us as we discuss how banking and financial services firms can find growth and opportunity in existing customer data with a Customer Data Platform and specifically learn how to:

  • Build trust in times of uncertainty
  • Create more of the moments your members are hoping for
  • Double down on digital in times of lower foot traffic
  • Create a central source of trusted customer data for your decentralized workforce

2:30 pm

2:30 pm

TURNING ‘INTERNAL CUSTOMERS’ INTO LIFELONG BRAND ADVOCATES

Building More Personalized Experiences Using Digital Customer Feedback, Data and Insights

At a time where digital-first is top of mind for employees and consumers alike, it’s important that financial institutions continue to keep up with the demands of today’s customer. Progress starts by enabling and learning from employees.  Consumers are likely to act on their behaviours formed during the pandemic and financial institutions have a duty to ensure that their employees are able to help make those customer transitions as smoothly as possible. In this practical discussion, find out how to build digital marketing best practices by recognising that  employees are consumers too … so what better way to gain insights than from those on the ground. Take a deep dive into:
·      How great employee experiences translate to better customer experiences
·      Remote working and the digital marketing working revolution
·      How should customer experience be defined in a future where financial wellbeing is prioritised
Find out where to put your efforts to prepare for a digitally disrupted and empowered FS marketing world

3:00 pm

3:00 pm

INDUSTRY EXPERT: Thinking Ahead

2022 Financial Services Audience Trends

Marketers must be laser-focused on their audiences, understanding how they behave and finding the appropriate mechanisms to capture and retain their attention. Often times, this means letting go of pre-conceived notions and running cookie cutter programs. This session will provide strategy and benchmarking specific to financial services audiences.  Cut through the noise and get practical guidance on:

  • Setting up a marketing strategy geared towards audience behaviors
  • Leverage marketing programs to capture first-party data
  • Understanding how financial services audiences behave on digital experiences

3:30 pm

3:30 pm

THE CHOICE OF LEADERS: WHO’S MAKING THE BEST MARTECH INVESTMENTS?

Cost-Saving IT: Tools and Tactics Across all Digital Marketing Levels

We are at the cutting edge of new disruptive trends and now is the time to plan future scenarios for fresh, innovative product development and distribution. Explore a new world order and build a digital marketing offer in the next decade. The way forward: 10 top ideas to boost innovation after the crisis:
·      Setting up a COVID-19 cross-functional command centre
·      Responding to diverse demand curves across call centres vs branch enquiries
·      Adjusting your brand campaigns- sharing strategies and tactics with your key teams across the business
·      Winning budget and measuring/demonstrating ROI for transformation
Harness COVID019 change for an always on 24/7 digitally robust marketing strategy

4:00 pm

4:00 pm

CASE STUDY: PERFORMANCE MARKETING

Highly Targeted Acquisition and Sales Marketing: Its Role in the Digital Marketer’s Toolkit

Performance marketing is an emerging practice of generating customer acquisition or sales using highly targeted marketing tactics and channels. For those that want to be in the 1% of their field, this practice is for those who are willing to not settle for the status quo. Plan to learn game-changing skills in this indepth presentation:

  • What are the fundamental shifts in growth marketing
  • Leaders versus laggards
  • How to choose the type & number of KPIs

4:40 pm

4:40 pm

Virtual Happy Hour!

  • Meet informally with fellow delegates in “Drop-in” virtual roundtable chats.
  • Engage in 1:1 video conversation with peers or vendors.
  • Connect with fellow delegates as “recommend matches” based on similar interests and business objectives.

5:15 pm

5:15 pm

Conference Adjourns

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