Blockchain – the technology behind bitcoin – is revolutionizing marketing, and it has the potential to revolutionize marketing as well. Explore what blockchain will mean for financial services and for your marketing efforts. Gain insights on how to:
Develop a strategy to make blockchain work for your financial services marketing.
Emerging technologies such as Augmented Reality and Cognitive Computing lie at the periphery of the Enterprise. They’re powerful and quite intriguing, but are they useful? In this session we’ll explore:
Walk away with a renewed appreciation for the art of the possible and how to harness emerging technologies for your brand.
It’s clear that digital is the way forward for financial services marketers, but making that transition is no easy feat. Jump-start your transformation with insights for the planning, design, and execution of a comprehensive digital marketing strategy. Develop a blueprint to:
Source your plan of action from financial services marketing leaders.
Conditions are ripe for large and medium banks to plan and invest in innovation and transformation efforts that will help future-proof their businesses. In this session, we’ll explore today’s unique market forces and the most recent trends they’ve engendered, helping attendees to:
BMO launched the first of many customer led redesigns of the digital experience. The six-month project entailed delivering a mobile-first design approach while focusing on key customer journeys.
Apply three key pillars to improve your customer satisfaction. Source insights to:
Create a truly optimized customer journey through customer co-creation and digital analytics.
Most Financial Services Brands understand the importance of social media in their marketing, customer service and sales efforts, however, they still struggle to capture and analyze all the rich information and insights that the massive social data landscape provides. Explore four common use cases for your financial services brands. Source expert insights on how to:
Leverage SaaS technology to empower your social data driven digital ecosystem.
Marketers have a wealth of data to deal with. From your CRM to social media to specific campaigns, explore how you can best extract value from data. Get a plan to:
Align your strategy and resources to extract the most value from your data to grow the bottom line.
In the digital age, customers are no longer forming strong relationships with the brand they covet. Turned off by face to face and telemarketing sales techniques, today’s customer turns online for a better experience and to save time and hassle. Discover how personalization technology can:
Discover the fundamental technologies that can humanize your digital customer experience.
A national or international financial institution can create a complex service environment. Embrace service design as a means to remove silos, place your customer within the decision making process and to consider the holistic service experience. Develop a strategy to:
Apply service design to improve your customers’ experience across channels.
Delivering a top-notch customer experience is particularly difficult for the Fiserv industry. Financial offerings are so broad and deep that website visitors seldom see products and content that is important to them. Develop a plan to:
Transform your CX with real-time content.
Demand side platforms (DSP) allow marketers an unprecedented ability to optimize display performance with real-time bidding. Stretch your advertising budget and enable precision inventory buys. Examine strategies for:
Increase your advertising effectiveness and save costs using programmatic tools.
The world is awash in data, and you and your company are quite likely already tapping into your own first party data while purchasing 3rd party data through your media buying agency. But a second party data relationship can offer a combination of accuracy and scale that your existing data configuration simply can't match. Attendees will:
Sharpen your competitive positioning and develop new strategies and tools to effectively attract New Canadians with relevant customer experiences. Develop a road map to:
Take away new strategies and action plans to leverage data and insights to grow your wallet share and minimize disruption.
Achieving cross-channel parity is one of the most important factors in creating a customer-centric experience. Maintain a uniform presence across your platforms to make every interaction excellent. Overcome challenges around:
Deliver a truly client-centric experience to attract consumers to your brand.
Learn how today’s marketers can find new customers and increase the value of existing ones by leveraging the power of physical with digital marketing channels and the role of sequencing in your marketing messages. The latest neuroscience research conducted by Ipsos’ Neuro and Behavioural Science Centre shows the impact of integrated campaigns on consumer attention, emotional engagement and brand recall. This presentation will help you:
In assessing and amplifying your “integrated” marketing mix, you too can achieve the ultimate objective of inspiring action with customers.
Content journeys often reflect internal organizational perspectives and processes and don’t always match true customer needs. This puts the focus on helping the seller sell instead of the buyer buy. Hear about practical lessons learned from optimizing parts of content journeys that:
New technologies, data sources and innovations offer opportunities, but only for institutions that are on top of new trends. Source new innovations to gain your competitive advantage. Gather insights on:
Stay on top of the latest marketing innovations to develop your competitive advantage.
Banks and insurers are investing heavily in innovations that digitally tether customers to their brand – from mobile apps to artificial intelligence. But while many organizations chase the next big innovation, they overlook where real brand differentiation lives – with their employees. Get answers to key questions:
Source leading practices in making employees your most valuable players
The five best words you can hear a customer say are, “That’s interesting. Tell me more.” A conversation is a powerful marketing tool, because it’s one of the most effective ways to form a relationship with your customers. Conversations make your brand sticky. Gain insights on how to:
What’s working in digital marketing today? Hear how you can best reach, engage and convert your customers. Through this exclusive gathering of Chief Marketing Officers, source insights on:
Source best practices from financial services marketing leaders to build your marketing strategy.
A significant gap in financial literacy has gravely impacted the ways in which new and expecting parents interact with financial services and products. Discover how you can harness moments of change during this significant life-stage, to increase new account acquisition and lasting brand equity. Create an actionable plan by:
Take away validated knowledge, wisdom and insight into Canada's new and expecting parents to help achieve your acquisition and brand equity goals.
The aspiration of every financial services institution is to deliver superior cross-channel customer experiences to increase engagement and retention and drive sales and revenue from digital channels.
This session will help you take away specific ideas on how you can accelerate your digital maturity.
Widespread digital disruption in e-commerce is resulting in a rapid change in consumer expectations. The only way to protect and grow your website’s ROI is through constant conversion rate optimization with A/B testing. Develop a plan to:
Increase revenues and delight your customers with a high converting website coupled with a frictionless user experience.
The reality, of course, is the “perfectly timed ballet” of transitioning between human and digital is an ever-changing process of adaptation and optimization fraught with organizations and compliance hurdles. How does a financial services organization create a platform capable of messaging, understanding and differentiating their products and services in a rapidly evolving manner all while supporting a diminishing, but still very relevant human line of business? Join us to explore:
Learn how to “time your ballet” for an easier transition move from an agent-focused service model to digital-focused.
Credit unions and other smaller financial institutions may lack the resources of their largest competitors, but that doesn’t mean they can’t compete. Explore how your institution can win market share via digital marketing. Source a plan to:
Use digital marketing tools to better reach your customers and compete with larger institutions
In the Summer of 2016, Borrowell became the first company in Canada to offer credit scores for free. Discover how creating value up front for your consumers can supercharge acquisition capabilities across your entire business. Take away best practices to:
Redefine your marketing strategy from a consumer value creation perspective
The challenge of financial services marketing is to engage customers at every touchpoint. Understand how to setup your technology infrastructure, resources, and processes to deliver a unique and highly relevant user experience. Develop insights on:
Drive your marketing efforts with an improved experience at every touchpoint.
Digital marketing in the B2B world requires a different strategy from retail financial services. Develop a marketing plan designed to meet the specific needs of your business customers. Source insights on:
Tailor your digital marketing strategy for a B2B audience.
B2B relationships in the digital era are still based on relationships. Learn how your institution can build an omni-channel marketing and relationship model anchored on client segments. Develop a plan to:
Strengthen your B2B relationships with digital technologies.
Various target markets react differently to marketing efforts. Enhance your campaigns by targeting them to your specific audience. Create a strategy to:
Develop a focused marketing strategy that resonates with specific audiences.
Everyone has an opinion on your mobile roadmap: your boss, the sales team, the call centre, IT. The challenge is they all view different things as top priority, and your end user — the client — is a voice missing at the table. How do you build an app experience based on real client needs and wishes? This session will focus on developing a client-centric strategy, and building a bullet-proof roadmap that can survive all of your internal review cycles without losing focus or integrity.