Agenda - Day 2
Please note that all times listed are EST (Eastern Standard Time; -5:00 UTC)
7:30 am
7:30 am
Registration and Breakfast
- Start your day off right and make connections with digital marketing leaders.
- Interact with your peers, discuss best practices and share innovative strategies.
- Gather essential content and get exclusive offers at exhibit booths.
8:30 am
8:30 am
Opening Comments from your Host
Gain insight into today’s sessions so you can get the most out of your conference experience and maximize your value.
8:45 am
8:45 am
OPENING KEYNOTE: BRAND VOICE IS THE NEW LOGO
How Your Voice Makes Or Breaks Your Marketing
Financial services brands need to stand out in today’s noisy world. What’s more, we need to build trust more than almost any industry. But instead of using our words, we fiddle and over fonts and diddle over design.
Brand voice matters. In fact, it’s the very thing that matters the most in modern digital marketing, especially as technology increasingly helps us do our jobs.
It’s the key to trust, affinity, connection… all the things we prize highly in financial services.
In this high-energy talk, the world’s first Chief Content Officer Ann Handley will untangle….
- what is brand voice, exactly?
- how your voice is your greatest overlooked asset
- where and how to apply it
Brand voice is central to standing out in the monsoon of messaging.
Don’t miss this talk, which will give you renewed vigor for your own marketing!
9:30 am
9:30 am
PRESENTATION: CONTENT TRANSFORMATION INTO ENGAGING EXPERIENCE
Transform Complex B2B Presentations Into Engaging Digital Experiences That Deliver
Some topics are easy to present. Others not so much. With the right approach, you can transform even the most unusual or difficult and heavy content into an engaging experience that generates real, measurable results. Hear real-life examples of how the Prudential Creative House combines technology, storytelling, and process to create powerful B2B presentations that generate real business results.
10:00 am
10:00 am
CASE STUDY: MARKETING THROUGH CUSTOMER DATA & ANALYTICS
Leverage Data & Analytics for Consumer Engagement
The key to consumer engagement sits at the intersection of data, technology, and analytics. But while financial services are catching up to the many industries that have cracked the consumer engagement code, it’s not always easy to get it right.
Susan Grossman, EVP of Marketing Services at Mastercard, will discuss how financial institutions can leverage data and analytics for consumer engagement. In this 30-minute spotlight session, Susan will discuss the consumer engagement trifecta, the key principles for personalization, and how to put it all together.
10:30 am
10:30 am
Morning Break
- Engage with conference speakers and fellow attendees.
- Secure new business contacts and discuss crucial developments in FinServ marketing.
- Experience live demos and test drive new technology.
11:00 am
INDUSTRY EXPERT
FIRESIDE: CWB’s Journey to Accelerating Brand Compliance, Content Efficiency and Marketing Operations Mastery
Ensure that your team and the broader marketing function are able to tackle creative and brand challenges head-on through a single SaaS platform and focus on logical structure and efficiency. Take away actionable strategies to:
- The triggers and milestones that can lead to a discussion on improving creative and content workflow
- How to evaluate technology options for digital asset management and creative workflow
- Selecting a technology platform to meet the needs of both today and tomorrow
- How to craft the business case for creative and workflow management transformation
11:00 am
11:00 am
TRACK 2: CX INTEGRATIONCUSTOMER EXPERIENCE IS MARKETING
How To Embed Customer Experience Strategy To Your Marketing Approach
In a time where consumer choice is infinite, the most impactful differentiator is your brand’s customer experience. Elevate your brand and marketing strategy by integrating customer experience. Develop a blueprint to:
- Integrate CX into marketing strategies
- Create a customer journey map for your marketing
- Tune your brain to have a consumer mindset
Boost your sales by raising your brand level through CX Marketing
11:35 am
11:35 am
TRACK 1: CUSTOMER DATA PLATFORMSPECIAL PRESENTATION: ACCESS CUSTOMER DATA FROM AN AERIAL VIEW
How a CDP can Help FinServ Brands in Times of Uncertainty
Banks and financial services organizations are continuously striving to build customer trust. Stand out from the competition by providing one-to-one engagement in a time when in-person interactions are limited. Uncover growth and opportunity in existing customer data with a Customer Data Platform. Take away an action plan to:
- Build trust in times of uncertainty
- Create more of the moments and experiences your customers are hoping for
- Double down on digital in times of lower foot traffic
Develop a central source of trusted customer data for your decentralized workforce.
11:35 am
INDUSTRY EXPERT
EMERGING PLATFORM TRENDS FOR FINANCIAL SERVICES
- Gathering insights on how user behavior and digital engagement evolved over the past few years
- Understanding trends on key platforms, measurement, and emerging media with a performance marketing lens
- How should marketers pivot for 2023, given macro-economic headwinds
12:10 pm
12:10 pm
INNOVATING AS A DIGITAL BANK
What I Learned As A First-Mover In Finance
- Crypto Rewards
- Wearable Payments
- In the Metaverse
12:45 pm
12:45 pm
Networking Lunch
- Expand your network and make connections that last beyond the conference.
- Visit the exhibitor hall and pose your toughest questions to leading solution providers.
- Enjoy great food and service while engaging with your digital marketing colleagues.
2:00 pm
PANEL: DESMYSTIFY YOUR MARTECH
How to Build a Marketing Technology Stack that will Grow with your Business
- Streamline your day-to-day business processes
- Build a marketing tech stack that stays with you as you scale your business
- Embed tools that will save you time and money in the long run
2:00 pm
PANEL: UNLOCK THE POWER OF YOUR CLIENT DATA
How to Optimize your Marketing Return on Investment
Customers expect experiences that reflect a trusted use of their information. Achieve greater reach, return and revenue by combining data, technology and analytics. Adopt best practices to:
- Consolidate data to create a single view of your customers
- Utilize data amalgamation for client engagement and ongoing marketing campaigns
- Build a comprehensive data foundation to increase your marketing ROI
Establish intelligent banking to drive personalized experiences.
2:35 pm
INDUSTRY EXPERT: PREDICTIVE ANALYTICS & CUSTOMER ACQUISITION
How to Scale High-Value Customer Acquisition with Predictive Targeting
- Reap all the benefits of e-commerce marketing in the financial services space.
- Gain all the benefits of e-commerce marketing but tailored to financial services
- Harness the power and speed of effective e-commerce marketing customized to your FinServ needs
2:35 pm
INDUSTRY EXPERT: THIRD PARTY DEMOGRAPHIC RISK FREE DATA FOR CUSTOMER ACQUISITION
Why Finserv’s Next Customer Experience Driver Is First-Party Data
- Offer valuable customer guidance with better personalization and without risk
- Embrace a first-party data-driven strategy that’s both future-proof and fosters meaningful customer relationships
- Use Lytics’ machine learning decision making capabilities to target customers more intentionally — and leave the simple digital policies of yesterday behind
3:05 pm
3:05 pm
Afternoon Break
- Engage with conference speakers and fellow attendees.
- Secure new business contacts and discuss crucial developments in FinServ marketing.
- Experience live demos and test drive new technology.
3:35 pm
3:35 pm
Track 1: FRICTIONLESS COMMERCEINDUSTRY EXPERT:
How to Make Your Media Spend Work Harder in a Down Market
- How to navigate the economic and customer trends going into Q4
- Insights into how creative decisions impact results
- Examples of FinServ brands implementing creative data to fuel their growth
3:35 pm
INDUSTRY EXPERT: FIRST PARTY DATA IS NOT ENOUGH
Building a Marketing Strategy That Lasts
Better first-party data is often offered as a way to compensate for the loss of third-party data due to privacy changes. But first-party data addresses only some of the use cases marketers need to solve; acquisition in particular can be a challenge as third-party cookies continue to depreciate. Benefit your your business by leveraging insights both within and beyond your first party customer database to drive persona development, segmentation, targeting, and cross-channel experiences. Take away actionable strategies to:
- Improve your marketing strategy by going beyond first-party data
- Discover new and innovative ways to focus spend and target prospects who look like your ideal customers
- Acquire net-new customers with are more likely to be profitable for your business
4:10 pm
4:10 pm
INDUSTRY EXPERT: FUTURE PROOF INSIGHT DRIVEN CX ORGANIZATION
Build a Data-Driven Approach to Engaging Customers
With regulations changing and third-party cookies depreciating, recognizing and marketing to anonymous users at the top-of-funnel will prove to be a challenge. On top of this, the customer’s demand for a high degree of personalization is causing financial services to rethink how they go to market. Organizations are forced to reimagine their tech stacks and internal processes. Join us during this session where you’ll learn how Jackson Hewitt is:
- Building out a data-driven value exchange that leverages personalization and illustrates a customer-centric focus
- Creating organizational synergies across engineering, product, legal and marketing teams
- Empowering business users to reduce the time it takes to execute omni-channel campaigns
4:45 pm
4:45 pm
INDUSTRY EXPERT A: DIGITAL & SOCIAL SELLING IN FINSERV
How to Close the Personalization Gap and Cultivate Meaningful Relationships
Social media is a valuable way of engaging with both existing and prospective clients as more conversations move to digital channels. Increase conversions through personalization and engagement across digital channels, including social media. Develop a blueprint to:
- Help your client-facing teams effectively leverage social media
- Harness the power of other digital channels to grow client relationships
- Drive impact as advisors, bankers, wholesalers and agents
Achieve greater ROI by boosting customer engagement across multiple platforms.
5:15 pm
5:15 pm
Closing Comments from your Host
Review the key solutions and takeaways from the conference. Source a summary of action points to implement in your work.
5:20 pm
5:20 pm