Day 1: Nov 6, 2025
9:00 am
KEYNOTE PRESENTATION: FIVE GENERATIONS, ONE BRAND
How to Stay Relevant Across a Century of Change
Explore how modern bank brands can maintain a unified identity while adapting to different generational preferences, platforms, and cultural shifts. You will hear real-world examples, actionable insights, and lessons from a tenure in major legacy brands that I’ve helped to develop, manage, curate, and merge including:
- The Generational Landscape: A hands-on approach to understanding the five living generations, their defining traits, and how these differences shape brand perception.
- The Continuity–Change Paradox: How to signal stability and consistency in the brand while evolving and flexing messages and channels for different audiences.
- Your Story-telling Teammates: Frameworks for tailoring storytelling without diluting the core brand promise – and engaging your front-line bankers to be master storytellers.
- Data-Driven Personalization: Using analytics and AI responsibly to deliver relevance while respecting privacy and values.
Balance consistency with agility, ensuring your brand remains relevant, trusted, and future ready
2:00 pm
CASE STUDY: FUTURE-PROOF GROWTH-DRIVEN MARKETING
Streamlining Content Supply Chains and Roles for an AI-Driven Landscape
Replace manual bottlenecks with AI-powered workflows and re-skill your staff for high-value, data-driven work. You will walk away with practical advice on:
- Automating the content supply chain, from creative brief to asset deployment, so brand managers and analysts can focus on strategy, not production.
- Defining and hiring for new AI-augmented roles while setting clear KPIs for efficiency and revenue impact.
- Rolling out a phased change plan that captures early “soft” wins (speed, cost) and hard metrics (NPS lift, revenue per asset) to fuel ongoing investment.
Equip your organization to thrive in an AI-driven future by blending automation, new capabilities, and measurable business outcomes.
Day 2: Nov 7, 2025
