Agenda - Day 2

• 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

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.

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

• 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

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

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.

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

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

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

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

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

• 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.