8:00 am
DAY TWO REGISTRATION & NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS
8:50 am
DAY TWO OPENING REMARKS FROM THE CHAIRPERSON
9:00 am
KEYNOTE FIRESIDE CHAT:
Practical keys for using data and AI to enable your Go to Market
Learn practical ways that TIAA is are accelerating growth by infusing and embedding and analytics into their go to market. Hear best practices about ways you can use AI enabled insights and intelligence (from blu) to
- Target much more specific audiences with first party data signals, third party augmentation data, targeted media and persona based content
- Orchestrate paid, owned, earned and shared media into highly coordinated campaigns
- Create feedback loops
- Take the time, cost and complexity out of targeting and personalizing your go to market programs on an account, persona and individual level at scale.
Learn how to AI and advanced analytics can help you execute a connected media strategy that harnesses the full potential of your media investments to build the brand, drive revenue, and multiply business impact
9:30 am
INDUSTRY EXPERT PRESENTATION: SOCIAL, SEARCH & INFLUENCE CONVERGENCE
Leveraging Cross-Channel Synergy for Exponential Reach
Drive scalable reach and deeper engagement by unifying search, social media, and reputation management. Adopt best practices to:
- Craft content that ranks in AI-driven search results and fuels social sharing.
- Align paid search, organic SEO, and hyper-local campaigns to reinforce messaging and maximize ROI.
- Integrate cross-channel analytics to measure interaction effects and dynamically guide budget distribution.
Amplify the collective impact of social, search, and reputation management to expand visibility and deliver continuous growth.
10:00 am
PANEL DISCUSSION: MEDIA IN FLUX
Navigating the Rapidly Shifting Landscape of Paid, Owned, and Earned Channels
Adapt your media strategy to today’s evolving mix of traditional, digital, and social platforms for maximum impact. Source practical tips to:
- Identify high-potential emerging channels and reallocating investment to capture early-adopter audiences without exceeding budget.
- Break down silos across paid, owned, and earned teams to deliver cohesive, cross-channel campaigns.
- Update measurement frameworks to accurately track performance across today’s fragmented, privacy-focused media ecosystem.
Optimize your brand’s ability to succeed in a transforming media environment through an agile, integrated channel strategy.
10:45 am
REFRESHMENTS BREAK & EXHIBITOR LOUNGE:ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS
11:15 am
ROUNDTABLE DISCUSSIONS (45 mins)
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.
ROUNDTABLE A: The Power of Leading with JOY
Human-Centered Marketing that Builds Connections and Drives Organic Growth
Led by Denise Milano Sprung, Chief Marketing Officer, Miltin Financial
ROUNDTABLE B: AI GOVERNANCE IN MARKETING.
Reducing Bias, Preventing Hallucinations, and Navigating Compliance Risks.
Led By Bruce Schneider, Enterprise Account Executive, Kaltura
ROUNDTABLE C: CREDIT UNION MERGER SUCCESS
Turning Member Consent into Long-Term Loyalty and Growth.
Led by Emily Stewart, VP, Growth Strategies, Meritrust Credit Union
ROUNDTABLE D: FROM CLICK TO CONVERSION, OPTIMIZING HIGH-COST TRAFFIC IN FINANCE
Turning $20–$40 CPCs into ROI through smarter post-click experiences
Led by Garrett Schultz Head of Business Development, Convincely
Co-led with Grace Connolly, former Digital Experience Designer at AIA
ROUNDTABLE E: DATA-DRIVEN STORYTELLING. Building a Beloved Brand in a Hated Industry.
Led by Kate Brown, Chief Marketing Officer, Insurely
12:00 pm
INDUSTRY EXPERT PRESENTATION:
Leading the Shift: Modern Marketing in a Legacy Industry
Financial services is undergoing a quiet revolution and marketing is at the center of it. In this candid fireside chat, top marketing leaders share how they’re evolving trusted, regulated brands while staying rooted in credibility and compliance. Walk away with key insights on:
- Scaling authentic client experiences in a digital-first world, where AI, personalization, and human connection must work in harmony
- Balancing tradition with transformation to lead teams through rapid change
- Future-proofing a marketing organization in one of the world’s most legacy-bound industries
- Reimagine your brand strategy, navigate compliance with creativity, and learn to lead with more impact
Reimagine your brand strategy, navigate compliance with creativity, and learn to lead with more impact
12:00 pm
INDUSTRY EXPERT PRESENTATION: PRECISION IN A BROAD MARKET
How First-Party Data Fueled Kiavi’s Paid Media Breakthrough
Financial services marketers face a unique dilemma: broad customer pools and strict compliance requirements make precision targeting difficult, and scaling spend without sacrificing efficiency even harder. Kiavi, one of the nation’s largest private lenders, partnered with Level Agency to overcome this challenge by transforming their first-party data into a targeting engine that trained platforms like Google and Meta to recognize high-quality prospects earlier in the funnel. The result was improved lead quality, stable acquisition costs, and the confidence to diversify their media mix beyond search.
In this session, you’ll learn how to:
- Navigate compliance and scale challenges unique to financial services marketing.
- Translate first-party data into actionable customer models that improve platform targeting.
- Increase lead quality and throughput while maintaining efficiency.
- Confidently diversify your paid media mix beyond search.
12:00 pm
INDUSTRY EXPERT PRESENTATION: BEYOND THE LEAD FUNNEL
Automating Campaign Planning, Budget Allocation, and ROI Optimization
Traditional lead generation often fails to deliver the deal size and speed that Sales requires in the relationship-driven Financial Services sector. Discover the proven methodology used by one organization to transform their GTM strategy and align marketing with high-value revenue goals. Create a roadmap to:
The “show, don’t tell” strategy used to secure executive and Sales buy-in by replacing strategic decks with tangible pipeline results from targeted pilots.
The essential data and platform requirements needed to establish clean account intelligence, integration protocols, and scale orchestration to high-value firms.
Proven omni-channel tactics that deliver significant engagement lift and shift internal reporting from lead volume to account-level pipeline velocity.
Learn how to drive a business transformation that aligns marketing with how your most strategic customers actually buy.
12:30 pm
CASE STUDY: THE POWER OF THE UNSCALABLE
Balancing High-Touch Impact with Scalable Efficiency
Break free from “automate everything” thinking and discover how bespoke, relationship-driven tactics can drive unmatched trust, loyalty, and differentiation in financial services. You will walk away with actionable strategies on:
- Identifying moments in the customer journey where hyper-personalized outreach delivers outsized ROI compared to automated campaigns.
- Designing unscalable experiences—concierge onboarding, custom content, surprise-and-delight touchpoints—that deepen emotional connections.
- Integrating high-touch initiatives with automated programs to create a balanced marketing mix that maximizes both efficiency and human impact.
Leave with a refreshed perspective on when to scale, when not to, and how unscalable moments can make your brand unforgettable.
12:30 pm
CASE STUDY: TALENT & TECH FUSION
Upskilling Teams for AI, Analytics, and the Next Wave of Martech Innovation
Prepare your organization to harness new technologies by building the skills and culture that bridge marketing, data science, and IT. Create a roadmap to:
- Identify critical skill gaps in AI, analytics, and martech, and design targeted upskilling and reskilling programs.
- Encourage cross-functional collaboration between marketing, IT, and data teams to accelerate innovation.
- Create a continuous learning culture with hands-on labs, mentorship, and strategic partnerships to keep pace with emerging tools.
Advance your workforce to lead the next era of marketing innovation through the seamless fusion of talent and technology.
12:30 pm
CASE STUDY: AI-POWERED WORKFLOW REINVENTION AT PRUDENTIAL
Reimagining Your Marketing Workflow to Eliminate Pain Points and Improve Speed to Market
Redefine your marketing strategy and transform your marketing operations at scale using Generative AI. You will walk away with practical advice on:
- Deploying AI agents that draft creative briefs, link internal + external data, and auto-route projects through Workfront to slash cycle times.
- Activating Adobe Target’s generative-AI features to fuel true one-to-one personalization while filtering low-quality outputs via human-in-the-loop safeguards.
- Leading change management – mapping workflow pain points, piloting quick wins, and guiding stakeholders through tough “keep vs. change” decisions.
Transform your marketing operations into an AI-enhanced engine that speeds personalization to market and frees talent for high-value creativity.
1:00 pm
NETWORKING LUNCH & EXHIBITOR LOUNGE VISITS
2:00 pm
I INDUSTRY EXPERT PRESENTATION: ATTENTION IS THE NEW INTEREST RATE
How Financial Brands Are Competing in the Economy of Trust
Financial brands aren’t just competing with each other; they’re competing with everyone in the feed. Charlie Grinnell, Co-CEO of RightMetric, reveals how creators are rebuilding financial trust one post at a time and what that means for banks navigating today’s attention economy.
- Attention Is the New Interest Rate: Growth now depends on cultural fluency, not just conversion funnels.
- Blind Spots Kill Growth: Learn where traditional analytics fail and what external signals to track instead.
- Authenticity Scales: Real creators build trust faster than campaigns ever could.
- Transparency Wins: Showing your math, margins, systems, or struggles earns credibility and replay value.
- Outsight over Insight: Build strategies from what is happening outside your brand walls
Drawing from RightMetric’s latest research, this session shows how credit cards, small-business financing, and mortgage brands can earn attention through empathy, transparency, and cultural fluency before it converts elsewhere.
2:30 pm
PANEL DISCUSSION: RISK-REWARD CREATIVE FRAMEWORK
Balancing Bold Storytelling with Compliance in Financial Marketing
Drive bold creative campaigns that captivate audiences while embedding compliance at every stage. Take away specific solutions to:
- Establish a risk-reward rubric to evaluate creative concepts against regulatory requirements.
- Embed compliance checkpoints into the creative workflow to maintain speed and governance.
- Collaborate with legal and compliance teams early to turn constraints into creative opportunities.
Heighten your team’s creative freedom with rigorous compliance standards to drive bold campaigns that captivate and convert.
2:30 pm
PANEL DISCUSSION: MARKETING IMPACT MEASUREMENT
Linking Attribution, ROI, and Zero-Party Data to Clear Business Outcomes
Prove marketing’s value by combining advanced attribution models, ROI frameworks, and zero-party data insights. Source practical tips to:
- Design multi-touch attribution models that accurately reflect credit across complex customer journeys.
- Integrate zero-party data into your measurement strategy to enhance personalization and attribution accuracy.
- Present ROI-driven narratives and dashboards that link marketing activities directly to revenue, retention, and growth metrics.
Achieve measurable business outcomes from every marketing initiative to build trust and secure continued investment from executive stakeholders.
2:30 pm
PANEL DISCUSSION: DATA-DRIVEN DEMAND GENERATION
Optimizing Engagement, Lead Nurturing, and Pipeline Growth
Boost your funnel performance by embedding data and analytics at every stage of demand generation. Develop a blueprint to:
- Build a predictive framework to identify high-value prospects and prioritize outreach.
- Design automated, behavior-triggered nurture streams that deepen engagement and advance leads.
- Align sales and marketing through shared metrics and real-time dashboards to accelerate pipeline velocity.
Transform your demand generation engine into a data-fueled growth machine that delivers continuous, measurable results.
3:15 pm
INDUSTRY EXPERT PRESENTATION: NEXT GEN FINANCE
How Fintechs Earn Gen Z’s Trust
Gen Z now wields over $140 billion in spending power and is shaping the future of financial services. But they don’t engage with traditional performance marketing, they engage with brands that invest in their future. This session explores how fintechs can use “value-first” campaigns to outperform ads in both trust and ROI. You’ll learn how to meaningfully connect with Gen Z through messaging frameworks rooted in authenticity, transparency, and purpose, plus proven channel strategies that actually drive engagement. Walk away with practical tactics to turn Gen Z awareness into genuine connection and long-term brand loyalty.
3:45 pm
CASE STUDY:
Safeguarding Brand Trust in the Age of Generative Content
As AI becomes a true teammate in the creative process, the opportunity to accelerate content creation has never been greater — nor have the risks. In this fireside chat, Bill Snider, Chief Strategy and Innovation Officer at Clearview Federal Credit Union, joins Jaime Punishill, Chief Product Officer at Lytho/Stephen Diorio, to explore how forward-thinking organizations are balancing innovation with governance to protect their brand and their customers’ trust.
Discover how to:
- Reimagine AI as a teammate — a creative partner that enhances, not replaces, human ingenuity.
- Build oversight into every phase of the content lifecycle — from creation to activation, personalization, optimization, and distribution.
- Leverage data to develop an atomic understanding of your content assets and componentry for better insight, development processes, and control.
- Empower teams to move fast with “enablement at the edge” while embedding compliance and brand integrity at the core.
Join this conversation to see how innovation, structure, and trust can coexist — and how the most disciplined brands will be the ones that lead with creativity.
4:15 pm