Agenda
PLEASE NOTE ALL TIMES ARE EST (-4:00 GMT)
7:30 am
7:30 am
DAY TWO REGISTRATION & NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS
8:00 am
8:00 am
LEADERS’ CIRCLE (C-LEVEL INVITATION-ONLY SESSION)
Reflecting on 2024 and Setting Strategic Priorities to Stay Ahead of the Evolving Technological Landscape
8:50 am
8:50 am
DAY TWO OPENING REMARKS FROM THE CHAIRPERSON
9:00 am
9:00 am
CASE STUDY: PERSONALIZED ENGAGEMENT STRATEGY
Creating a Multi-Channel, Personalized Client Engagement Ecosystem to Grow and Retain Your Client Base
9:30 am
9:30 am
INDUSTRY EXPERT PRESENTATION: CUSTOMER TRUST AND LOYALTY
How Should You Approach Customer Trust to Build Deeper Relationships in a Cookie-Less World?
10:00 am
10:00 am
PANEL DISCUSSION: AI-DRIVEN TRANSFORMATION
Driving Your Organization Towards Rapid and Responsible Exploration of AI Capabilities for Process Optimization, Scaling, and Customer Journey Improvements
10:40 am
10:40 am
REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS
11:10 am
11:10 am
ROUNDTABLE DISCUSSIONS
12:00 pm
12:00 pm
TRACK A: DIGITAL INNOVATION & GROWTHPANEL DISCUSSION: FINANCIAL SERVICES FOR THE NEXT GENERATION
Redefining Financial Services to Resonate with a Younger Consumer Demographic
12:00 pm
12:00 pm
TRACK B: CONTENT STRATEGYPANEL DISCUSSION: VIDEO CONTENT IN FINANCE
Best Ways to Leverage Video in 2025 to Boost Customer Engagement
12:00 pm
12:00 pm
TRACK C: INTERACTIVE SESSIONWORKSHOP 5: MARKETING TO HIGH-NET-WORTH INDIVIDUALS (HNWIs)
Increasing Customer Value and Preventing Churn in a HNWI Customer Base
12:30 pm
12:30 pm
TRACK A: DIGITAL INNOVATION & GROWTHINDUSTRY EXPERT PRESENTATION: MARKETING INSIGHT AND ANALYTICS
Increase the Insight Maturity of Your Organization to Measure Success, Drive Growth, and Maximize Customer Experience
12:30 pm
12:30 pm
TRACK B: CONTENT STRATEGYINDUSTRY EXPERT PRESENTATION: CONTENT STRATEGY OPTIMIZATION
Create Content that Captivates Audiences, Builds Trust, and Drives Conversion Within a Highly Regulated Industry
1:00 pm
1:00 pm
NETWORKING LUNCH & EXHIBITOR LOUNGE VISITS
2:00 pm
CASE STUDY: GROWTH THROUGH PARTNERSHIPS
Unlocking New Avenues for Business Growth and Enhancing Customer Value by Leveraging Strategic Fintech Partnerships
2:00 pm
2:00 pm
TRACK B: CONTENT STRATEGYCASE STUDY: PODCASTS AS AN EFFECTIVE MARKETING TOOL
Launching a Podcast in a World Where Everyone Has a Podcast
2:30 pm
INDUSTRY EXPERT PRESENTATION: AI-ENABLED PERSONALIZATION
Driving Marketing Effectiveness, Customer Value, and Loyalty with Personalized Communication at Scale
2:30 pm
2:30 pm
TRACK B: CONTENT STRATEGYINDUSTRY EXPERT PRESENTATION: LINKEDIN AS A POWERFUL CONTENT PLATFORM
The Most Effective Ways to Use LinkedIn as a Tool for Lead Generation and Customer Engagement
3:00 pm
3:00 pm
REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS
3:30 pm
3:30 pm
PANEL DISCUSSION: REPUTATION MANAGEMENT
Protecting and Enhancing Your Brand: Strategies for Effective Reputation Management
4:10 pm
4:10 pm
CLOSING KEYNOTE PRESENTATION: CONTENT STRATEGY AND STORYTELLING
Pushing the Boundaries of Your Brand to Increase Content Effectiveness for Modern Audiences
4:40 pm
4:40 pm