Tim Pannell | DMFS NEW YORK VIRTUAL SUMMIT

Tim Pannell is founder of Financial Marketing Solutions and President/CEO of FMS Consulting. A prolific traveler, coveted consultant, thought-leader and sought-after speaker, Tim advises financial institutions on corporate strategies and marketing as it relates to the changing landscape of the banking industry. He has more than 34 years of experience creating and implementing branding, strategic, digital and social marketing for banks. Tim serves on an advisory board for Studio Bank in Nashville, TN. He speaks and teaches at banking graduate programs, state banking associations and international banking forums. He is a constant source of motivation to bankers, executives, and clients through his passion for excellence, contagious energy, and clarity of purpose.

All Sessions by Tim Pannell

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Day 1: Nov 3, 2022

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.

9:30 am

EXCLUSIVE CMO PANEL: OPTIMIZE YOUR MARKETING STRATEGY

How to Drive Revenue By Increasing Sales Through Marketing Activities

Every business undertakes marketing strategies to analyze results and to better understand their customers’ tastes. Generate sales by ensuring that your organization’s message is distributed across all channels and to the targeted audience. Master the latest strategies to:

Build compelling structure to new ways of messaging such as mobile platforms, video and social media
Set up key indicators for company’s growth ranging from creative influence to business strategy
Close gaps in the conversion funnel
Manage complexity of different business models and regulatory environments

Generate leads for your brand and fuel organic traffic.

4:10 pm

TRACK 1: PERSONALIZATION

INDUSTRY EXPERT: PERSONALISATION AT SCALE

Are You Delivering the Experience Your Customers Expect?

While 87% of B2B and 73% B2C customers want to be delighted by the experiences companies provide, just 37% of B2B and 15% of B2C financial services consumers say that the financial services companies they’ve interacted recently with have met that standard.

Join us to hear from industry experts about:

Tools you can use to apply personalization to forms, sites and documents
How you can deliver a better experience to your customers while increasing internal efficiency and lower costs
How you can achieve compliance coverage, and differentiated customer experiences
How to increase capacity to ensure the creation of all the personalized content.

Deliver personalized experiences to your customers with the right tools

4:45 pm

Closing Comments from your Host

Review the key solutions and takeaways from today’s sessions. Source a summary of action points to implement in your work. Discuss tomorrow’s highlights!

Day 2: Nov 4, 2022

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.

2:00 pm

TRACK 1: MARTECH FOR SERVICE PERFORMANCE & ANALYSIS

PANEL: DESMYSTIFY YOUR MARTECH

How to Build a Marketing Technology Stack that will Grow with your Business

The marketers of today need innovative technology to execute their campaigns. Strengthen your business by automating tasks and empowering your team’s tech workflows. Create a blueprint to:

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

Choose the right tech tools to expand your business.

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.