Agenda

Please note that all times listed are EDT (Eastern Daylight Time; -4:00 UTC)

There are no agenda items with this track

9:00 am

9:00 am

Enter Networking Lounge

  • Start your day off right and make connections with industry leadership
  • Join “drop-in” roundtables discussing current industry issues
  • Schedule private 1-2-1 video meetings with peers
  • Gather essential content and get exclusive offers at virtual exhibit booths

10:00 am

10:00 am

Welcome from your Host

Plan your day to maximize your learnings and takeaways. This will help ensure that you don’t miss any of the key highlights of the event.

10:05 am

10:05 am

Keynote Presentation

Bitcoin, Blockchain and The Financial Services Revolution

This session covers:

  • How Bitcoin and blockchain will transform financial services in the same way the internet reshaped media and publishing
  • Different ways financial services executives can harness this technology to not only survive but thrive in this new era of digital disruption

Channel the powers of Bitcoin and blockchain to excel in a changing digital environment.

10:30 am

10:30 am

Executive Case Study | Content Marketing Strategy Update

Content Marketing Strategy In 2021: What Now? What’s Next?

There is no doubt that Financial Services marketing has moved into a new era of strategic content. Automation, algorithms, data and privacy are the priorities of today’s organizations. The ability to create and manage content as a strategic function is at the centre of all this change. This session will teach attendees how to:

  • Use a key framework to assess the purpose of their current and future content marketing strategy
  • Measure audiences to prove the value and impact of content
  • Incorporate best practices from companies achieving strategic and measurable business success through the use of content-driven digital marketing

Effectively measure your content strategy to drive ROI and customer satisfaction.

11:10 am

11:10 am

Panel | CMO Power Panel

Improve your Business & Digital Strategy with the Maturing Role of the Chief Marketing Officer

The role of the CMO is transforming to one of a change leader. It now requires increasing and broadening business responsibilities and technical capabilities. Understand how the role of the CMO is transitioning from delivery executive to now include business executive. Take away proven strategies to:

  • Identify key trends that demonstrate the CMO’s increased role in technology and in the business overall
  • Discover why privacy and consent will significantly change how CMOs do their job in the future
  • Examine the ever-evolving digital identity of customers

Improve your digital marketing strategy by utilizing the maturing role of the CMO.

12:00 pm

12:00 pm

Industry Expert | Marketing Technology

Selecting the Right MarTech Stack in a Noisy Marketplace – A Client’s Perspective

Cut through the noise of digital marketing technology choices to find what fits best for your marketing organization and how to drive growth through personalized digital experiences that align with people, process, technology, and information. Gain insights to:
–       CBANC’s aggressive growth strategy
–       Accelerated approaches to evaluate marketing needs
–       Techniques to rapidly design and implement digital marketing technologies
Explore a client’s perspective to selecting the right martech stack.

12:30 pm

12:30 pm

PANEL | DIGITAL MARKETING COMPLIANCE

Best Practices to Stay Compliant in a Highly Regulated Industry

Digital marketers working in highly controlled industries, like financial services, face multiple challenges when it comes to reaching their audiences in a personal and relevant way. The cost of noncompliance could have dire effects on your brand and cause huge financial fines and sanctions. Join our distinguished panelists as they discuss:

  • The current state of financial services regulations and their impact on digital marketing efforts
  • Staying on top of changing regulations and the obstacles they present
  • Case studies featuring successful and compliant digital marketing campaigns

Explore best practices to remain compliant in digital marketing

1:00 pm

1:00 pm

Industry Expert

Connecting Audiences to the Right Content: How State Fund utilizes AI, personalization, and content optimizations to meet their audiences’ needs

When you have to pivot from first class in-person interactions to 100% digital you will find gaps that cannot be filled with your current technology. Find out how State Compensation Insurance Fund adapted with Optimizely to produce better design and content, 1:1 personalization, A/B testing and performant search, all with less reliance on their IT team. Walk away with a blueprint to:
·       Analyze the content you have and how it performs with your visitors.
·       Create and test new content fast without waiting on IT.
·       Personalize the experience with AI powered 1:1 content recommendations.
·       Native search functionality to get visitors to what they need first time.

1:30 pm

1:30 pm

Networking

Build Relationships, Visit Sponsor Booths and Experience Unparalleled Peer-to-Peer Learning

Expand your network and engage in specialized learning with your peers. Take advantage of our online platform to deepen your knowledge and connect with industry leaders:

  • Visit sponsor booths and view live demos
  • Join “drop-in” roundtable chats in the networking lounge
  • Engage in 1:1 video conversation with peers or vendors

2:00 pm

2:00 pm

Case study | Maintain Your Competitive Advantage

How Digital Marketing is Changing the Competitive Landscape within Financial Services

Large legacy brands are facing incredible competition from innovative, customer-centric upstarts like Wealthsimple and Robinhood. 2020 has underscored just how critical it is for organizations to be digitally agile. This session will highlight the required skills for future CMOs, and how you can build teams that are poised to capture the next generation of wealth. Gain insights into:

  • How the gamification of education increases investor acquisition
  • The importance of brand voice authenticity
  • The necessary MarTech stack in order to be competitive in the new normal

Identify the competitive advantages of digital marketing to secure organizational buy-in.

2:30 pm

2:30 pm

Industry Expert: Sitecore

Modernizing the FinServ Digital Experience

The result of the pandemic has not been a shift in priorities for financial services, but more of an acceleration of the trends we were seeing prior to COVID: customer insights, the shift towards digital-first interactions and a significant emphasis on the customer experience. This session will focus on how FinServ organizations can become customer-centric and the key initiatives to undertake in the short-term to regain ground in an increasingly digital world. Topics covered in this session will include

  • New customer demands for FinServ
  • Creating a bridge from physical to digital and even “phygital” interactions
  • The increasingly important role of customer data
  • The role of personalization in meeting customer needs
  • Creating human interactions with AI and ML
Explore the modernization of the FinServ Digital Experience

3:00 pm

3:00 pm

Practical Perspectives for a More Connected Customer Experience

Most financial services organizations hear the word analytics and think of one thing – building credit risk fraud prevention, and pricing models for use across the organization. What if analytics is the solution to manage everything from digital data collection to strategic process planning, to customer engagement, to measurement and optimization? Join us in this interactive virtual session to secure practical steps on how you can create a more connected customer experience with analytics. In this session, we will answer questions including:
  • Why do challenges exist around digital transformation in the financial services industry?
  • What’s involved in the technical and business transformation of the customer experience?
  • What are the benefits global banks and insurers are seeing by using analytics for digital customer experience transformation and what are best practices?

3:30 pm

3:30 pm

Closing Address | Improving Agility

Agility: Creating the “New Normal” Playbook For A Digital World

2020 saw marketing executives in financial services accelerating their digital transformations and online services. 2021 will focus more on this new normal as we learn how to successfully pivot to an agile digital channel strategy. This is essential to not only meet customer needs but also to anticipate the conversations happening both on and offline. Develop a blueprint to:

  • Adapt to future challenges and balance priorities
  • Stay agile and maintain your competitive advantage
  • Navigate the rapidly changing economic, social and digital landscape

Revamp your marketing strategies to succeed in the new normal.

4:00 pm

4:00 pm

Conference Adjourns

4:10 pm

4:10 pm

Virtual Happy Hour

  • Get to know fellow delegates in virtual roundtable chats
  • Engage in 1:1 video conversation with peers or vendors
  • Connect with other attendees based on similar interests and business objectives using our “recommend matches” tool

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