Agenda

Customer expectations are changing how marketing delivers value in the future Consumers look at leading digital/experience companies and expect the same from us. In this changing environment, it is important that marketing adapts without losing its meaning. Source insight to:

• Leverage analytics to understand your customers
• Build value propositions that are relevant to customers by partnering with industry leading digital organizations
• Incorporate artificial intelligence to improve the customer experience

Every financial brand needs a content plan. Develop a content marketing strategy that develops value for your customers. Create a plan to:

• Harness the content that your company already creates
• Create content that offers value to your customers
• Become a subject matter authority to your client base

Enhance your brand recognition with a content marketing strategy.

Your brand is only as strong as your digital strategy. Build the right strategy to elevate your institution and bring your brand to life. Source a strategy to:

• Develop a robust digital strategy
• Roll out your strategy
• Measure results

Improve your financial brand with an improved digital strategy.

Financial services marketers face a thousand new challenges in this increasingly digital world. Embrace automation to optimise your marketing efforts and increase revenue without adding to your headcount. Source practical tips to:

• Maintain brand consistency in all client communications
• Automate and personalise client touches with email nurtures
• Empower brokers/advisors with templated emails and campaigns

Leverage automation technology to increase your marketing effectiveness.

Content marketing is a big concept today in financial. Technology has advanced in recent years such that certain content can be matched to certain customers/potential customers—and served up digitally to them. Source insights on:

• Why content-as-marketing works well in financial today and how truly understanding the characteristics, the wants and the needs of your target audience can be leveraged to craft your message and your offering
• The need in financial marketing for the creative to not only express the virtues of the financial product or service, but it also to resonate, deep down, with the recipient of the message
• Ways in which financial marketers can determine if content is resonating with their audience

Create a content plan that will engage your audience and drive conversions.

Digital has the potential to transform sales in financial services. Transform your organization digitally to improve your sales. Sources insights on:

• Beginning the digital sales journey
• Transforming into a digital organization
• Gaining organizational buy-in

Go digital to drive your sales.

Marketing, in traditional accounting terms, is viewed as a cost centre. But your marketing department really should be a revenue driver. Source insights on:

• Driving profits via marketing
• Showing the revenues marketing brings in
• Positioning marketing as a profit centre

Create a profit centre out of marketing to increase revenues.