Agenda

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

There are no agenda items with this track

7:30 am

7:30 am

Registration and Breakfast

⦁ Start your day off right and make connections with digital marketing leaders.
⦁ Connect with your peers, discuss best practices and share innovative strategies.
⦁ Gather essential content and get exclusive offers at exhibit booths.

8:20 am

8:20 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.

8:30 am

8:30 am

OPENING KEYNOTE: THE DIGITAL ASSET REVOLUTION

How DeFi is Disrupting Wall Street: Supercharge the Way You Deliver Financial Digital Marketing Products and Services

For better or worse, the pandemic prompted us to hit the reset button in many different parts of our lives. Customers are feeling bolder, more empowered and wanting to manage more financial transactions online. Transform how you engage with your customers and augment success more rapidly. Walk away with an action plan to:

  • Implement digital marketing campaigns with a shorter timescale, from three years to three months or less
  • Manage digital ‘test and learn’ more quickly to achieve bolder, more tightly integrated digital strategies
  • Leverage design thinking’s systemic reasoning to address complex problems

Rise above day-to-day demands and accelerate your COVID-19 response.

9:00 am

9:00 am

CMO GAMECHANGERS PANEL: RIGHT OFFER, RIGHT TIME, RIGHT CHANNEL

Captivate Your Customers’ Attention with an Engaging, Blended Omnichannel Journey

Having an efficient cross-channel digital marketing strategy in place for your campaigns is a necessity. Strengthen the positioning of your products and services in front of multichannel audiences to maximize the chances of converting them. Take away specific tools to:

  • Create a seamless journey by incorporating new platforms into older, traditional comms
  • Personalize the supporter journey and delight your stakeholders using the right comms on the right channels
  • Discover which emerging channels are right for your brand in the financial services space

Follow your audience as they move across different channels, media and physical branches.

9:40 am

9:40 am

INDUSTRY EXPERT: DELIVERING A NEW DIGITAL EXPERIENCE

Ready, Set, Digital: Accelerating Engagement for FSI Organizations

The financial services industry has experienced industry wide changes in the past few years that have put people at the centre. In order to meet the ever-changing needs of both customers and employees, digital transformation of the financial services industry is required – and quick! FSI organizations have no choice but to take digital transformation seriously and prioritize efforts without delay. Digital is no longer an add on — it’s the ultimate destination. This practical session will focus on how FSI organizations can accelerate transformation and lead in digital-first engagements by going beyond the transaction. Topics covered in this session will include:

  • New customer demands for financial services
  • The increasingly important role of customer data
  • Strengthening your technical foundation
  • The role of personalization in meeting customer needs
  • Creating human interactions with AI and ML

Overcome engagement challenges to build digital customer experiences and drive innovation.

10:10 am

10:10 am

INDUSTRY EXPERT PANEL: HARNESS THE POWER OF PARTNERSHIPS

Build a Powerful Influencer and Affiliate Marketing Program that Amplifies Your Overall Digital Strategy

Partnerships, affiliates and influencers — is your brand doing it right? More effective partnership strategies: Uncover the quick wins to successful execution. Hear from performance marketing experts at leading Canadian financial brands and discover how to:

  • Maximize the value of your marketing partnerships
  • Incorporate partnerships with YouTubers, TikTokers and media outlets in your channel mix
  • Avoid the common pitfalls of building a partner marketing program
  • Prepare a scalable, results-driven marketing plan to drive new customer acquisition

Leave with actionable insights to strengthen your partnership marketing approach.

10:40 am

10:40 am

Morning Break

  • Engage with conference speakers and fellow attendees.
  • Secure new business contacts and discuss crucial developments in digital marketing.
  • Experience live demos and test drive new technology.

11:10 am

CASE STUDY

Brand Differentiation through Data Personalization and Journey Mapping

A new approach to data-driven, personalized marketing should be the core priority in the shifting tide for digital marketers. Discover how to rebuild relationships for increased engagement. Find out where personalization and hyper-personalization fit into the bigger picture with a more informed strategy. Adapt and drive tailored digital marketing with new tools:

  • Manage and segment your customer base across multichannel campaigns with greater precision
  • Deliver personalized and targeted content through machine learning approaches and automation
  • Build a robust 360-degree view of your customers’ journey by stitching all your data sources effortlessly in one unified platform

Stand out by delivering next generation personalized experiences that positively impact your bottom line.

11:10 am

CASE STUDY

Optimize Your Self-Service Customer Experience: Proactive, Seamless, Intelligent

The development of digital technologies has brought heightened customer expectations.  Seamlessly support your customers to embrace a digital self-service path.  Discover how far to go to ensure customer satisfaction remains your priority:

  • Strike the balance between digital & human: Managing sensitive, critical & complex interactions
  • How to become a one-stop-shop for your customer’s needs: Determine the self-service platform strategies that are best suited for your services
  • Manage and integrate digital self-service interfaces for a heightened customer experience

Master self-service and user-friendly technologies which deliver greater customer satisfaction

11:40 am

CASE STUDY

Why and How Marketers Should Leverage Micro-Moments Marketing

The old days of predictable, periodic media sessions have been replaced by numerous short bursts of digital activity throughout the day. Micro-moments occur when your customer turns to a device – usually a smartphone to act on a need to learn something, do something, discover something, watch something or buy something. What does this mean for the savvy digital marketer in the financial services sector? Achieve a step-by-step plan to:

  • Get a better understanding of when and where your customers want to find information about financial services
  • Pinpoint how customers want to use mobile: saving, retirement or spending more effectively
  • Be more helpful online in the moment with content that engages them in a meaningful way

Tailor your strategy into mobile-rich moments at the moment when decisions are made.

11:40 am

CASE STUDY

Madtech Measurement: Two Worlds Collide

Now more than ever, financial marketers are challenged to build strong bonds between their brands and consumers. And with the demise of the third-party cookie, building and measuring this bond will become even more of a challenge.
Join us to learn to how to capitalize on the opportunity of “madtech” – the convergence of marketing and advertising technology. By optimizing digital advertising, marketing, and creative spend – and measuring the results – your brand can strengthen brand equity, the customer experience, and business metrics like loyalty and conversion. Gain critical insights into:
  • How changes in data collection, media consumption, and enterprise decisioning in the past several years are impacting financial brands
  • How to build a holistic, compelling customer experience across new digital channels and creatives
  • How to balance brand-building with conversion across your marketing and advertising portfolio

Transform the customer relationship by integrating marketing and advertising – and measuring the results.

 

12:10 pm

12:10 pm

Networking Lunch

  • Expand your network and make connections that last beyond these two days.
  • Visit the exhibitor hall and pose your toughest questions to leading solution providers.
  • Enjoy great food and service while engaging with your digital marketing colleagues.

1:30 pm

1:30 pm

INDUSTRY EXPERT: DRIVING ENGAGEMENT VIA SOCIAL SELLING

Building trust through individuality: The Keys to Successful Social Selling

Over the past decade, social media has evolved into a very powerful tool for financial services organizations, both from a brand and advisor perspective. However, as time has moved on the rise of Influencers and paid social campaigns has pushed organic to the background. In many ways, we’ve forgotten the value of personal, 1:1 connection in driving consideration and conversion. Learn how to authentically selling yourself and the love you have for helping people. Key success factors include:

  • The difference between organic and paid social media, and why it matters to your efforts
  • How to drive interest and represent yourself thru engaging content and consistent Social Reciprocity
  • Ways to push the content envelope and while ensuring it’s still compliant

Build a best-in-class social selling toolkit which will position you best for the new digital era.

2:00 pm

2:00 pm

PANEL DISCUSSION: SOCIAL MEDIA - WIN BIG WITHIN BUDGET

How to Delight Your Audience on Social Media to Increase Brand Awareness and Engagement

Have you ever thought about how you can delight your audiences? When you are developing your marketing plans, editorial calendar and tweet content for the day or week are you thinking about the positive impacts it can have on the lives or businesses of the people reading them? While this may seem a daunting task by many executives, there are easy ways to better manage social media spend, starting from today. Achieve a step-by-step plan to:

  • Harness social listening to understand what is important to people and reach them where they’re located
  • Discover when a ‘like’ is a meaningful digital interaction: Demonstrate the business case for investment in social
  • Set digital KPIs that evidence your reach and track social media across your whole digital budget

Adapt social marketing strategies with more punch and power for your buck.

2:30 pm

2:30 pm

INDUSTRY EXPERT: HOW NOT TO GET LEFT ON ‘READ’

Creating Conversions Through Omnichannel Conversations

Talking at customers won’t get you far. One-sided, spray-and-pray messages will just get them to reach for the blacklist button. In this session, discover why engaging banking customers in omnichannel conversations that evolve with them—wherever, whenever, and however—will lay the foundation for continuous conversions.  You will:

  • Learn why traditional marketing communication are no longer effective
  • Discover what an omnichannel approach towards customer conversations entails
  • Find the strategies and solutions required to make it happen
  • Learn how to embed your bank services to ecosystem partners and fintechs

Reach your customers with truly engaging messages as conversation-starters to attract new business

3:00 pm

3:00 pm

Afternoon Break

  • Engage with conference speakers and fellow attendees.
  • Secure new business contacts and discuss crucial developments in digital marketing.
  • Experience live demos and test drive new technology.

3:20 pm

3:20 pm

INDUSTRY EXPERT: HOW TO REBUILD FOR AN ALL-DIGITAL FUTURE

ABM can help get you ahead in the Changing Market Landscape

You cast a wide net, treating your customers as one-size-fits-all, and it’s all falling apart because they see right through it. 76% percent of financial services customers expect firms to understand their needs. So how do you become better at orchestrating buying experiences and align sales & marketing to drive revenue. If you’re not – you’re missing the mark. Get up to speed by:
·      How to plan for a winning ABM strategy
·      How to create digital-first experiences by uniting marketing and sales with shared access to data and insights
·      Personalized messaging that captures and builds their loyalty with every interaction
Planning for a clearer, more connected digital customer experience

3:50 pm

3:50 pm

INNOVATION PANEL: DELIVERING A MORE HUMAN DIGITAL EXPERIENCE

Ready, Set, Digital: Are You Missing A Truly Authentic, Valued-Aligned Experience?

Traditional Financial Services companies often have long heritage and innate customer loyalty. However, moving towards digital transformation in the past two years, are you sure that your brand and products & services are really delivering value and true value-alignment. The strive towards true brand loyalty – which is a company’s most defensible asset – has become increasingly blurred. This session will focus on how FS organizations can revisit ‘what they have we missed’ during an accelerated digital transformation process – find out how to integrate brand value with digital-first engagements by going beyond the normal and setting up rewarding and innovative humanised digital marketing. Topics covered in this session will include:

  • New customer demands: Value plus new ethical, value and inspirational alignment
  • Strengthening your brand via social media and partnerships
  • The role of multiple touchpoint personalization in meeting customer needs: How can digital loyalty appear seamless
  • Aspiring and ethical branding: what needs to change in Financial Services to meet emerging values and changing needs

How to fast track your products and services via a more human digital team strategy.

4:20 pm

4:20 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!

4:30 pm

4:30 pm

Evening Reception

Don’t miss this chance to connect with speakers, attendees and sponsors! Unwind, mingle and build relationships that will benefit you in the years to come.

6:15 pm

6:15 pm

Conference Adjourns

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