Agenda - Day 2

There are no agenda items with this track

8:00 am

8:00 am

Registration and Breakfast

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

8:50 am

8:50 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.

9:00 am

9:00 am

FIRESIDE CHAT KEYNOTE: FINANCIAL SERVICES BEYOND PROFITS

Radically Challenge Your Organization, Ethos and Business Mission: Accelerated Transformation with Purpose at the Heart

Transformation is now about digitization and monetization with purpose often leading to sustainability taking a reluctant ‘back seat.’ Standing out in a crowded financial services market in a modern world is about creating a differentiated value proposition – one grounded in purpose – for employees, customers and partners.  Join us on our journey towards change and hear the practical, hard-won decisions made and implemented:

  • Re-evaluating, reshaping and rethinking how our business is done
  • Identifying how to design a new business proposition that does good
  • Creating a sustainable, purpose-first mentality and developing strategies that work for business and society
  • Making a new impact on individuals and communities

 

Create positive impact in your financial services community: getting started with sustainable digital transformation

9:30 am

9:30 am

PANEL DISCUSSION: WINNING INTERNAL BUY-IN & ENGAGEMENT

Building Organizational Agility to Minimize Roadblocks and Achieve Long-Term Digital Process Excellence Success

The financial services industry has experienced industry-wide changes in the past few years that have put people at the centre. And in order to meet the ever-changing needs of both customers and employees, digital transformation of the financial services industry is required – and quick! Tackle employee engagement head-on to ensure your employees are able to help make digital customer transitions as smooth as possible. Walk away with an action plan on:

  • How great employee experiences translate to better customer experiences
  • Remote working and the digital marketing revolution
  • How customer experience should be defined in a future where financial wellbeing is prioritized

 

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

10:10 am

10:10 am

INDUSTRY EXPERT: FROM ZERO TO ONE

CWB’s Journey From Marketing Chaos To Content Efficiency & Brand Compliance

In today’s modern marketing environment speed and efficiency are essential ingredients to ensure that creative content is hitting the right audience at the right time. However, financial services marketers also face the challenge of ensuring compliance has been adhered to on almost all creative pieces.

In this exclusive fireside chat, hear from Nadine Cotter, industry veteran and Creative Director of CWB Financial Group as she imparts her wisdom and CWB’s vision on how to ensure that her team and the broader marketing function are able to tackle creative and brand challenges head-on through a single SaaS platform and a focus on logical structure and efficiency.

Join us to hear more about:

  • The triggers and milestones that can lead to a discussion on improving creative and content workflow
  • How to evaluate technology options for digital asset management and creative workflow.
  •  Selecting a technology platform to meet the needs of both today and tomorrow
  • How to craft the business case for creative and workflow management transformation

Build a more robust and compliant marketing strategy 

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

11:10 am

GUEST FIRE-SIDE CHAT KEYNOTE: CREATING KILLER CONTENT

Content Marketing Strategies to Engage and Win More Clients in Financial Services

In the world of financial services marketing, content is crucial, building a story and a picture for your customer where trust is paramount. Stand out in a saturated market and create stories, videos and blog posts that people will love. Ignite your business with killer content with this action-plan:

  • Understand the biggest trends and challenges content teams will face in 2022
  • Drill down into changing customer expectations, in parallel with a changing society
  • Stay ahead of the curve by creating and communicating a relevant and relatable brand voice
  • Investigate specific writing styles for new platforms and future innovation

Power your digital marketing strategy with deep insights from digital marketing pioneer, and Wall Street Journal best-selling author

11:45 am

11:45 am

INDUSTRY EXPERT: UNDERSTANDING HUMAN DECISION MAKING

How Payment Methods Drive Revenue Using Behavioral Science

Even after consumers have gone through the full rational and emotional evaluation of a product, funding the purchase can still be a make-or-break factor. Understand, through a behavioral science lens, how a consumer’s method of payment impacts not only what a consumer buys, but also how much they are willing to spend.

In this presentation the author of Feel, Behave, Think – the pathway of human decision making will discuss how the method of payment impacts consumer behavior, and how you can leverage behavioral science to maximize your revenue.
Using the example of Buy Now Pay Later (BNPL), we explore:

  • Why BNPL is an impactful payment method
  • Consumer response and success of the most recent BNPL products
  • How different forms of delayed payment motivate consumers to spend more

Assess the opportunities of a deeper understanding of how your customers behave. 

12:15 pm

12:15 pm

INDUSTRY EXPERT: POST-ACQUISITION MARKETING: PERSONALIZATION BEYOND THE WEBSITE

Improve customer experience and engagement with personalized post-acquisition documents

For many organizations, interactions with existing customers are managed by the business or operational units. Often, marketing has very little involvement beyond ensuring that the documents and communications have the correct branding. The challenge is that the major customer interface and experience is based around documents, correspondence and other communications sent to the customer by the business and not the website or other marketing-controlled environments.

This session will discuss how marketing and business can create compelling, personalized customer facing documents, contracts, statements and collateral that enhances customer experiences, saves time and increases retention. This session will:

  • Present use cases and examples of personalized, marketing driven documents
  • Review operational enhancements to document creation that will reduce costs
  • Provide examples of digital transformation from lead generation to customer retention

Personalized and marketing driven documents to improve customer experience and reduce costs

12:45 pm

12:45 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.

1:45 pm

1:45 pm

INDUSTRY EXPERT: PERSONALIZATION OF BANKING HAS ARRIVED

Personalization Of Banking Has Arrived, But What Is It And Are You On Board?

As Banks and Credit Unions digitally transform their banking experiences, the need to understand the customers unique situation and reach out to them at the right moments is now top of mind. But what does this mean to you and how do you position yourself to drive this personalization within your digital channels?

In this session, Randy Johal will take you through the areas that are top of mind for Canadian customers and what the solutions are to address them:

  • What are most valued personalized experiences customers expect from their financial institutions
  • How comfortable Canadian customers are in aggregating all their banking relationships in your digital experience.
  • What actionable insights are your customers most likely to respond to and their comfort level with benchmarking their spending patterns in similar cohorts
  • What high touch experiences your customers will still need help with and assess if Live chat and other forms of virtual communication will supplement the need or replace face to face interactions.
  • Breakdown personalization preferences across segments (Age, new immigrants and gender) and highlight the different forms of personalization across channels

Outcomes: This session will help you evaluate your digital banking proposition and the gap you need to close to enable your customers to seamlessly onboard, be serviced efficiently, engaged with at the right time and in their choice of channel. Choose the right ending options based on the cash flow and the renewals coming up at other financial institutions your customer banks with.

Building your digital banking proposition and the gap you need to close to enable your customers to seamlessly onboard

2:15 pm

2:15 pm

How Planswell Attracted Over Half a Million New Financial Services Consumers

Many financial service companies are still relying on antiquated prospecting methods, slow to make the shift to digital experiences used heavily by most other industries. While they’ve struggled to meet consumers where they are—online—Planswell created North America’s fastest-scaling financial planning experience. In this session:

  • Hear the entrepreneurial journey of B2C-focused sales and marketing experiments.
  • Go beyond digital prospecting and into the streamlined onboarding your clients expect.
  • Learn what not to do when trying to scale online.

2:45 pm

2:45 pm

Defining A More Effective Email Marketing Strategy

Email is more than the workhorse of digital marketing — it’s an amazing channel that often delivers the best results for marketers. In this session, we will look at campaigns that drive measurable ROI and results, and how these ideas can be successfully harnessed by your own team.   Take back to your office strategies to:

  • Assess the internal and external factors that may be effecting your email performance
  • How to segment, target, and position your next email campaign effectively
  • Establish clearer email KPIs: measuring and monitoring for continual improvement

Develop an email strategy blueprint you can take back to the office

3:15 pm

3:15 pm

CLOSING PANEL SESSION: BECOMING A CHAMPION DIGITAL FINANCIAL SERVICES COMPANY

Is Your Future Digital Marketing Strategy Robust Enough for the Next 5 years?

As the world moves rapidly towards a technology-enabled future, how can financial services providers optimize CX and digital marketing initiatives? Harness digital capabilities with innovative digital tools that are designed and centred on the customer. Perfect your digital marketing strategy on a long-term basis by:

  • Breaking free from the boundaries of legacy technology and systems to embrace new ways of thinking and strengthen relationships with customers
  • Aligning digital marketing to overall organizational transformation to better meet the needs of an emerging financial services landscape
  • Identifying the critical measures, tools and technologies to support you on your new digital journey

Taking a deep dive into thought leadership and transformation: Where does your organization stand?

3:45 pm

3:45 pm

Conference Adjourns

Review the key solutions and takeaways from today’s sessions. Source a summary of action points to implement in your work. Discuss yesterday’s highlights!

Get the latest news

*Privacy Policy