Agenda - Day 2

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

A Culture Code – The Next Normal for High-Performance Agile Teams

The pandemic was a catalyst for digital teams to pivot, accelerate, or both — a fire that could either burn or forge, bring teams together or reveal hidden fault lines. While some organizations spent time and money pivoting, those built on an agile foundation were able to respond at speed and scale. What’s next for these fire-forged teams? Join this session to discuss how culture will be a key differentiation in the next normal of high-performance digital marketing teams.

10:30 am

10:30 am

Case Study | Customer Loyalty

The Future of Loyalty in Canada: Exploring How The Pandemic Has Changed Our Consumer Loyalty in Canada

COVID 19 has disrupted Canadian consumer lifestyles, routines, and rituals. It has upended traditional brand choice and preference and thrown a curveball into the loyalty equation. Explore top strategies to cultivate and retain consumer and customer loyalty in an era where disruption is the new normal. Gain insights to:
  • where loyalty will be won or lost, based on how firms react
  • the importance of the inherent qualities of your product
  • capitalizing on the new set of daily rituals and patterns that are being formed
Envisioning the future of loyalty in Canada

11:00 am

11:00 am

Industry Expert

Hot Topics in Financial Services Content Marketing

Join LinkedIn’s Financial Services Lead, Beth Mason, to get an insider view into today’s hottest topics in content marketing. You’ll get a view into what your peers in Financial Services are doing, as well as actionable takeaways for your own brands in how to leverage these learnings

11:30 am

11:30 am

Panel | Fintech Panel

Rise of the Challenger Banks – Fintechs and Beyond

The banking sector is experiencing a major shift globally. Challenger banks are becoming increasingly formidable competitors to traditional banks and have begun to capture significant market share. The lines between banks and other consumer financial services providers are also blurring. Several alternative lenders and robo-advisors are beginning to offer banking products. In this panel, obtain key insights from top challenger bank executives on how innovation is changing the digital marketing game. Gain in-depth expertise on:

  • Trends in the challenger banking space
  • Where and how traditional banking institutions are missing out
  • How to best approach a partnership with a fintech/challenger bank (data governance considerations)

 

Explore the rise of challenger banks to up your innovation game.

12:00 pm

12:00 pm

Industry Expert: Messagepoint

Achieving One-to-One Personalization in your Digital Customer Communications

Digital versions of customer communications often fall short in terms of expectations for personalization. From one size fits all marketing emails to generic notifications, touchpoints across the journey lack the personal touch that drives higher engagement, loyalty, and revenues.  Join us for this session to learn how financial services organizations are achieving one-to-one personalization in a meaningful way without compromising brand or regulatory compliance. Walk away with proven strategies to:
  • Achieve personalization goals without adding regulator or brand compliance risk
  • Infuse communications with empathy to improve response
  • Drive a consistent experience across all channels
  • Ensure compliance in communications
Achieve one-to-one personalization in your digital customer communications

12:30 pm

12:30 pm

Industry Expert: BACKBASE

Open Banking & Digital Innovations as drivers for Canadians financial well-being

Learn about the benefits of aggregating data from multiple sources (APIs) and how to banking industry is poised to evolve in delivering delightful experiences to Canadians, their communities, and families. Take away proven strategies to:
– Enable a deeper relationship with your retail banking, SMB, and wealth clients via open banking & data aggregation
– Educate and empower customers into a new era of sustainable financial well-being
– Drive new banking innovations by understanding the “Art of the Possible” of connecting multiple data sources

1:00 pm

1:00 pm

Afternoon Address

Religion and Finance: Digital Marketing for a New Demographic

Finding the right balance between the intersection of religion and finance is an improbable task. In this presentation explore the ways in which design and language can help improve your reach for your prospects and customer base. Gain insights to:
·       The increase in religious assisted financing in Canada
·       Manzil’s marketing methods used to stay true to your customer base
·       How to avoid alienating other prospects while providing specific religious services
Approach new demographics with the right design and language.

1:30 pm

1:30 pm

Industry Expertz: MARU Group

The Digital Divide – The Banking Experience Upended

Consumers’ relationships with their financial institutions have been upended by the pandemic. They may be getting what they need, but are they—especially the younger generation—getting what they want? You’ll learn:
  • Where the pain points are in the digital experience
  • How banks can lean into the “ideal” experience to attract younger customers
  • How banks make their strong customer relationship by tapping into customers’ implicit wants and needs

2:00 pm

2:00 pm

PANEL:

Overcome Barriers to Transform your Omni-Channel Approach into a Customer-Centric, High Performance Digital Ecosystem

Learn how finance trendsetters achieve business priorities with the help of digital marketing and communications. Improve your client acquisition and loyalty by activating the right channels for different phases of the sales cycle. Hear new and innovative methods to:

  • Optimize marketing programs vs. individual campaigns
  • Utilize analytics to strengthen attribution and ROI
  • Identify revenue gaps and promote cross-selling

Develop a cohesive omni-channel marketing ecosystem and secure customer loyalty.

2:30 pm

2:30 pm

Conference adjourns

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