Agenda

• Start your day off right and connect with digital marketing leaders from the financial services sector.
• Get to know your industry peers and colleagues over a delicious breakfast.
• Source practical tips, discuss best practices and prepare for the day ahead.

Gain insight into today’s sessions so you can get the most out of your conference experience.

A great omnichannel experience is what customers want now to become loyal customers. Not only do they want personalized website content, relatable social media posts and multiple touchpoints, but they expect it.  How do you achieve this from a financial services perspective?  What extra real-time and added features are the ‘ultimate deciding factor’ to win loyal customers and future fans? Develop a robust, flexible, and future-facing blueprint to:

• Identify the value ‘adds’ that make a difference: in-app chats, email support, contact centre calls, or chatbot to interact with customer support teams in real-time
• Pinpoint and bridge the gaps in customer journeys and nurture them with custom digital marketing solutions
• Use email and social media across channels to connect diverse audiences in their preferred way

Start a meaningful omnichannel conversation to build long-term, loyal customer relationships.

Customer acquisition is a journey, not a destination. Its importance, however, has been gathering momentum and is vital in the post-COVID financial services (FS) world. Recognize what customer acquisition success looks like for your FS business and how to avoid the failures and missed opportunities that are all too common within digital customer acquisition best practice. Create a roadmap to:

• Maximize the tech that you already have for better acquisition
• Reengineer, upskill and prepare your workforce for the future of new digital customer services and products
• Enable digital customers to find and adopt your products quickly, efficiently, and seamlessly across channels

Identify your best acquisition approaches to accelerate your growth and stay ahead of the competition.

Grow your network by meeting like-minded individuals to share your latest ideas and projects with:

• Enjoy a quick icebreaker, exchange LinkedIn information, and build lasting business relationships.
• Achieve your conference networking goals in a fun and agile fashion.
• Join a community of digital marketing leaders and gain invaluable support.

Take away specific solutions to:

• Meet new customer demands for financial services and collaborate to support faster growth
• Strengthen your technical foundation and recognize who owns what in a digital partnership
• Assess the role of personalization in meeting customer needs: How can digital loyalty enable working together?
• Identify the emerging customer demands for FinServ through partnering with a Fintech

Optimize your digital team strategy to fast-track customer loyalty and engagement with your products and services.

• Explore the latest digital marketing strategies with our financial service industry leaders
• Share your challenges with the biggest innovators in the business.
• Schedule one-to-one private meetings for personalized advice.

Social media marketing is only one aspect of digital marketing, but as today’s world has become increasingly social, it’s one in which financial services are gaining traction and ground through innovative campaigns across Facebook, Twitter, Instagram, YouTube, Goggle+, Snapchat, TikTok, etc. Achieve the optimum combination of digital marketing services to reach more people at once by leveraging the power of social media, search engines, and other online channels. Master the success factors to

• Gain customer advantage through creative ways to approach new platforms
• Gauge whether a new platform is worth exploring
• Avoid generic social media tactics and better harness engagement polls, recurring series, searching for, and engaging with, social mentions
• Use short-form video where it makes sense for your brand (TikTok, Reels, YouTube Shorts)

Improve your community management to strengthen brand awareness and connections with diverse audiences.

• Meet interesting speakers and receive advice on the latest financial services industry issuesand trends.
• Expand your network and make connections that last beyond the conference.
• Enjoy great food and service while engaging with your digital marketing colleagues.

• Browse through different sponsor booths and test drive new technology.
• Enter your name for a chance to win exciting prizes.
• Take advantage of event-specific offers and special content.

• Enjoy exclusive sponsor demos and experience the next level of digital marketing innovation firsthand.
• Meet one on one with leading solution providers to discuss organizational hurdles.
• Brainstorm solutions and gain new perspectives and ideas.

To illuminate its legacy process and intellectual rigor, Acadian worked with Verndale to maximize website design, user experience, and performance on Sitecore and apply digital marketing enhancements. Join Stacey Summers, SVP, Director of External Communications at Acadian Asset Management, as she discusses Acadian’s digital transformation and optimization. Create a roadmap to:

• Gain organizational buy-in, prepare for potential challenges, and convey ROI
• Implement a strategic approach, agency partnership, and the right technology
• Drive immediate positive results and the benefits of continual optimization

Start your digital journey transformation with organizational buy-in, cross-functional strategy, and agency partnerships to gain a competitive edge and immediate results.

Consumers are likely to act on their behaviours formed during the pandemic and financial institutions have a duty to ensure that their employees can help make those customer transitions as smoothly as possible. In this practical discussion, find out how to build digital marketing best practices by recognizing that employees are consumers too, so what better way to gain insights than from those on the ground.  Take away specific solutions to:

• Amplify great employee experiences that translate to better customer experiences
• Integrate effective strategies for remote working and the digital marketing revolution
• Define the customer experience in a future where financial wellbeing is prioritized

Determine where to put your efforts to prepare for a digitally disrupted and empowered FS marketing world.

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!

• Relax and unwind with tasty cocktails after a long day of learning.
• Don’t miss your chance to win fun prizes at our Reception Gift Giveaway.
• Make dinner plans with your new connections and explore the best of what Toronto nightlife has to offer. Just be sure to set your alarm for Day 2!