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.
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.
How can you ensure that your tools will stand out in a crowded marketplace? Learn about the latest best practices when it comes to financial tools and calculators.
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.
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.
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
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.
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.
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
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.
Financial literacy programs are a great opportunity to build trust with your consumer base — as well as promote your services, offering, and brand. The only problem? Most Canadians don’t like spending their spare time thinking about their finances. You have to give them a reason to engage.
In this session you’ll learn:
- how CDIC used games to engage and educate their audience
- the benefits of running financial education programs
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.
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 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.
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
Overview: Simplii Financial opened its virtual doors late 2017 with a straightforward value proposition featuring no fee daily banking and great rates. It’s distinct positioning as a brand championing simplicity sets it apart from other Canadian FIs.
• Building a new FI brand
• Standing out in competitive market
• Bringing the brand to life with limited resources
Maria Gregory, Senior Director, Marketing and Communications, for Simplii Financial (CIBC)
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.
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.