Nielsen is a global measurement and data analytics company that provides the most complete and trusted view available of consumers and markets worldwide. Hear how their approach marries proprietary data with other data sources to help clients around the world understand what's happening now, what's happening next, and how to best act on this knowledge.
CMOs are responsible for the marketing vision in their organization. Join this exclusive panel of leading chief marketing officers to hear their perspectives on financial services marketing in 2019 and beyond. Gain insights on:
Join an exclusive group of CMOs and develop an action plan for your financial institution.
Rich Media is an award-winning Toronto based digital agency producing many of North America's leading interactive projects. Their services include web sites, mobile, apps, social marketing, video, animation, print, and games. Some of our clients include Samsung, Scotiabank, TD Financial, and Sun Life Financial.
Financial services companies recognize they can increase revenue and long-term relationship value by offering their customers personalized experiences. However, firms find their data is too distributed across multiple channels to effectively create and act on a truly unified customer profile. This session explores the importance of customer data platforms (CDPs) in financial services. In this session, we’ll show you how to:
Conversational commerce, the growing trend of customers interacting with brands via apps, chatbots, and voice assistants. Hear how this will affect you as a financial institutions. More session details coming soon.
Most organizations fall victim to some common pitfalls as they pursue the digital transformation of customer communications. Join us for a discussion of best practices for communication strategies, content management, and change management that are critical to successful transformation and delivery of omnichannel communications programs. Learn how to:
Improve your transformation of customer communications while avoiding common pitfalls.
Expand your audience and sustain engagement using social as a one-to-one touch-point. Hear how social media can allow your organization to interact and evolve with customers. Develop tools to:
Solidify your social brand and captivate audiences.
Knowledge Management (DKM) platform. Hear how they give companies control over their brand experiences across the digital universe of maps, apps, search engines, voice assistants, and other intelligent services that drive consumer discovery, decision, and action.
Clients don’t view their interactions with you as taking place within defined channels, and neither should you. Break down barriers between your channels to develop a true omnichannel experience for customers. Create a blueprint to:
Create an omnichannel experience to drive your marketing success
This session will cover some of the key aspects in accelerating digital initiatives and ultimately delivering personalized and relevant customer experiences. This includes the use of cloud based digital marketing technology, the application of artificial intelligence /machine learning to marketing and examples of how financial services companies are organizing their marketing teams to better scale and increase the effectiveness their digital programs.
It’s not always smooth sailing to get social buy-in, especially for regulated markets. Augment your social strategy while maintaining vigilant risk practices. Develop plans to:
Strengthen your social media practice with first-hand advice from industry veterans.
Whether looking for a new financial advisor on LinkedIn or using Facebook Messenger to send a digital payment, social media behaviours will continue to evolve in 2019. Learn about:
We'll provide you with a comprehensive overview of the social landscape and the shifting digital behaviours of today’s financial consumer
Marketers in financial services face unique challenges. In this fireside chat, gain insights on marketing leadership in financial services from one of Canada’s leading CMOs.
Hear how to:
Position yourself as a leader in financial services marketing.
Intelligent targeting and the right bidding strategy remains key to taking display media programs to the next level. Adopt intelligent targeting technologies to effectively market to prospects in a “multi-device” environment.
Discover an approach to:
Capitalize on mobile and cross-device technologies to drive acquisition in a real-time bidding environment.
What’s working in digital marketing today? Hear how you can best reach, engage and convert your customers. Through this exclusive gathering, source insights on:
Source best practices from experts to build your marketing strategy.
Performance marketing in the financial services space is often a misunderstood and underutilized channel. In the session, discover the strengths, weaknesses and opportunities of affiliate marketing and the role that this channel plays in supporting your overall digital strategy.
Learn from industry experts how to:
Takeaway: Have an informed approach to performance marketing that allows you to achieve scalable results
Blockchain has disrupted financial services and it has the potential to disrupt marketing as well. Be an early adopter to give your organization an advantage. Source insights on using blockchain to:
Stay ahead of the curve by applying blockchain to your marketing efforts.
Regulatory guidelines in the financial industry are constantly evolving and can slow down marketing efforts. Allow your team customization within defined parameters to deliver personalized, local content in real-time. Assess the benefits to:
Better integrate your sales and marketing assets to maintain brand integrity
Customer expectations are changing how marketing delivers value. In this changing environment, it is important that marketing adapts without losing its meaning. Source insight to:
Strengthen your customer experience to drive client satisfaction.
Demand side platforms (DSP) allow marketers an unprecedented ability to optimize display performance with realtime bidding. Stretch your advertising budget and enable precision inventory buys. Examine strategies for:
Increase your advertising effectiveness and save costs using programmatic tools.
Marketers have access to more data than ever before. But value only comes from how you use data.
Develop a strategy to:
Build a marketing strategy that takes advantage of data
As organic reach on social media drops, digital advertising is blocked and tuned out, and customer expectations around data privacy enters a defining era, email is poised to continue to drive the best engagement and ROI. Learn how financial service brands can optimize their email strategy with a focus on anticipated, relevant, and personal content. Unlock more engagement in your email strategy by focusing on:
In some markets you can’t have a branch on every corner. Build brand recognition with social media. Explore how your institution can leverage social to build your brand without major investments.
Sources insights on:
Build your brand via social media without a big budget
Your organization's compliance team is more than a "business prevention unit" - they're the team that helps keep the marketing department safe and move projects out faster. Smart companies reward and recognize the behaviours that support a compliant culture.
Take away a roadmap to:
Gain exclusive insights into integrating compliance across the organization.
Google reported the number of searches that include “near me” has steadily increased. Strengthen your digital brand through search and hyper-targeting.Source solutions to:
Refine your search strategy to acquire new customers -- on mobile, tablet or desktop.
As smartphones and smart speakers change the way consumers search, marketers need to adapt. Build a marketing strategy that takes advantage of voice.
Source insights to:
Take advantage of voice search to drive consumers to your brand.
Customers don't see channels, they see brands. As marketers we need to measure the entire customer journey to determine our return on investment. Within this session we will discuss:
After this session you should be able to have a good understanding of the customer journey and how to measure your return on investment
The rise of digital has made marketing much more complex, fast-paced and uncertain, and reduced the effectiveness of the old ways of delivering campaigns. Explore how agile principles can help your organization adapt to and keep pace with this new world. Source insights on:
Assess some of the challenges agile changes will present to current marketing practices, and vice-versa.
78% of marketers in the financial industry report using content marketing, but only 25% of those consider themselves to be effective. Cut through the noise and keep your audience engaged with a content strategy that is uniquely differentiated from the rest.
Get practical tips to:
Implement winning strategies used by best-in-class financial partners to elevate your content.
Customers and visitors have different needs from your website. Personalize your site to give users the experience they need. Source insights on how to:
Create a personalized experience for your customers and website visitors.
Often in marketing we are given products, told the key features and asked to go find more customers. At Capital One we flipped the script and built a digital product that solves both a huge customer need and a marketing problem unique to financial services. How do you show someone only financial products they will be approved for? As a technology lead company we created a digital solution to this problem, improved the application experience, making our marketing more efficient and effective. A true win, win win.