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21–22 September 2017 // The Tower Hotel, London, UK Leverage New Technologies, Improve Marketing Return on Investment, Enhance Customer Experience Senior speakers from 11 countries WORLDWIDE Award-Winning Speakers Include: www.DigitalFinancialMarketing.com Strategy Institute presents the... Gold Sponsors: Partners: 30+ Leverage powerful marketing technology Exploit opportunities in disruption and innovation Curate content in real-time Deliver consistent omni- channel experiences Develop tactics for superior UX Improve customer insights with big data Access new social media tools Take Away Key Strategies to: Thomas Barta, Co-Author, The 12 Powers of a Marketing Leader Christian Aichhorn, Head of Digital Marketing and Social Media, UBS Gordon Rutherford, Head of Marketing & e-Commerce, AXA Business Insurance Emmanuelle Fenard, Head of Marketing, BNP Paribas Cardif Carlo Marini, Executive Vice President – Head of Corporate Transformation Italy, UniCredit Gez Smith, Global Head of Agile, HSBC

Leverage New Technologies, Improve Marketing … · HSBC . Register Today by ... Your Digital Marketing for Financial Services Summit Team Strategy Institute ... SPOTLIGHT Advanced

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21–22 September 2017 // The Tower Hotel, London, UK

Leverage New Technologies, Improve Marketing Return on Investment, Enhance Customer Experience

Senior speakers from 11 countries WORLDWIDE

Award-Winning Speakers Include:

www.DigitalFinancialMarketing.com

Strategy Institute presents the...

Gold Sponsors: Partners:

30+

Leverage powerful marketing technology

Exploit opportunities in disruption and innovation

Curate content in real-time

Deliver consistent omni-channel experiences

Develop tactics for superior UX

Improve customer insights with big data

Access new social media tools

Take Away Key Strategies to:

Thomas Barta, Co-Author, The 12 Powers of a Marketing Leader

Christian Aichhorn, Head of Digital Marketing and Social Media, UBS

Gordon Rutherford, Head of Marketing & e-Commerce, AXA Business Insurance

Emmanuelle Fenard, Head of Marketing, BNP Paribas Cardif

Carlo Marini, Executive Vice President – Head of Corporate Transformation Italy, UniCredit

Gez Smith, Global Head of Agile, HSBC

Register Today by Calling +44 (0) 207 043 3475 x 200

Welcome to the largest digital marketing

forum for financial services in Europe – giving

you actionable insights and tangible solutions to

optimise your digital strategy.

Harness the full potential of digital with inspiration

from 30+ award-winning speakers. Connect with senior

marketers from across Europe and around the world,

to tackle challenges facing omni-channel integration,

attribution, disruption, automation, content, search and

display, social, mobile and customer experience.

Set your brand apart with a consistent and seamless digital

presence. Leverage analytics and personalisation to drive

customers through the funnel and grow market share.

Attain buy-in from senior management with advanced

attribution and proven strategies from your peers.

Tap into the future of digital at your one-stop event for FIs.

Sincerely,

Your Digital Marketing for Financial Services Summit Team

Strategy Institute

Event In Numbers:

Acquire Critical Insight from 30+ Leaders:

Register Online at www.DigitalFinancialMarketing.com

Who You Will Meet:

Banks // Investment & Wealth Management // Insurance // Mutual Funds // Credit Card // Brokers // Credit Unions // Loan & Mortgage

CMO | Marketing | Advertising | Digital Interactive | Acquisitions | Emerging Channels | Mobile | Social | Search | Branding | Analytics & Optimisation | Communications | Online | Payment Innovation

• Focus your digital ad spend to maximise ROI

• Target the right audience and grow market share

• Enhance your digital experiences to cultivate brand loyalty

Communications // Strategy // SEO // Automation // Social Media // CRM // Analytics // Research // Software // Software // Digital Agencies // Programmatic/Ad Exchange // Big Data // Sales Enablement

President | Business Development | Marketing | Sales

Media // Advertising // Digital // Marketing // Communications & PR

Digital & Interactive | Measurement & Analytics | Media Planning | Content Development | Research | Brand Communications | Consumer Insights

Financial Institutions AgenciesConsultants, Vendors & Solution Providers

Start the Conversation Before the Summit!

Join the debate with innovators and peer executives in Financial Services marketing. Become part of the Digital Marketing for Financial Services Community.

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Have your opinions heard. Follow us on Twitter & tweet with us. @DMFinancialServ

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Get all the updates you need on digital trends for 2017.

Save your spot now for Europe’s largest conversation on digital marketing in the financial sector.

+44 (0) 207 043 3475 x 200

[email protected]

www.DigitalFinancialMarketing.com

• Demonstrate your expertise and acquire valuable clients

• Stay up to date on emerging industry trends

• Network with experts and top financial executives

• Connect with decision-makers and million-euro budgets

• Engage with a market in need of advanced solutions

• Create brand awareness and acquire new contacts

Personalisation: Identify segments and grow conversions

Omni-channel: Integrate touch-points to increase satisfaction

Disruption: Innovate and collaborate to win clients

Content Marketing: Drive loyalty with relevant messaging

Attribution & Analytics: Utilise metrics to increase ROI

Big Data: Access and leverage new customer data

Digital Transformation: Evangelise change and lead innovation

Customer Experience: Increase acquisitions and reduce attrition

Mobile: Optimise to meet customer demands

Compliance: Be agile despite regulation

Social: Save costs and improve targeting

Programmatic: Increase effectiveness with precision targeting

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Gain 12 Solutions to Your Challenges:

Register Today!

Follow us on Twitter @DMFinancialServ

INCREASE INVESTMENT IN

INNOVATION

ENHANCING DATA ANALYTICS

CAPABILITIES50%

DAY 1

THURSDAY 21 SEPTEMBER 2017

60%After switching to digital, customers are looking for more services.

ONLINE SUBSCRIPTIONS GROW BY 60% ; mobile is used more often while branches are used much less.

Resources: Deloitte | Accenture | The Financial Brand

2017 TOP 3 PRIORITIES FOR BANKS:

FACTS & FIGURES

Almost HALF OF 18-24 year olds in the UK check their phone

IN THE MIDDLE OF THE NIGHT.

Customers aged 25-34 in the UK

are the most OPEN TO PURE DIGITAL BANKS, with one-third saying they would consider using one.

IMPROVING DIGITAL

EXPERIENCE70%

26%

80% of customers in the UK went online at least once a month to

interact with their banks.

Monthly MOBILE BANKING USAGE in the UK has risen to 27% of customers compared with 21% in 2012 and 10% in 2011.

INTERNET BANKING is the most favoured form of contact of

customers with their banks by 2015 moving into 2020.

80%

7:45 AM

8:45 AM

Stephen Ingledew, Former Managing Director, Marketing, Standard Life

9:00 AM

Making Digital Marketing Actually Happen in Financial ServicesEveryone knows digital is crucial for long-term success – but knowing isn’t the same thing as acting. Too many executives struggle to get their companies to adopt digital as a way of working. Gain actionable insights to:• Inspire with stories and mobilise the change they want to see • Overcome the biggest internal barriers: silos, distrust, fear, lack of

positional authority• Beat internal barriers to change

Develop an action plan to transform your organisation with digital marketing.

Thomas Barta, Co-Author, The 12 Powers of a Marketing Leader

9:45 AM

Explore Opportunities and Solutions to Win Customers in the Digital EraEmerging payment technologies and digital channels offer new ways to reach financial consumers. Hear how you can best reach, engage and convert your customers. Through this gathering of digital leaders, source insights on: • New and emerging paymment technologies • Merits and performance of digital channels • Strategic integration across touchpoints

Source best practices from Chief Marketing Officers and other leaders to build your marketing strategy.

John Lloyd, CMO, ClearlySo

Joachim Brockmann, CMO, AirPlus International

Martijn de Wever, CEO, Force Over Mass Capital

Roel Wolfert, COO/CMO, Qoin

Scott Abrahams, Group Head, Acceptance and Emerging Payments, MasterCard

11:00 AM MORNING BREAK

EXCLUSIVE CMO PANEL

KEYNOTE: DIGITAL LEADER

REGISTRATION & BREAKFAST

OPENING COMMENTS FROM THE CHAIR

10:30 AM

How to Boost Personal Protection While Being Customer Oriented

Banks have so many offerings to sell. Learn how a market leader, along with advisors and customers, co-created a new digital approach to showcase benefits in two minutes. Create a plan to:• Adopt a new way of working for your teams• Increase sales and life time value for your retailers• Reduce complaints in claims from your customers thanks to

better awareness

Create a new way of selling for the benefit of your customers and ROI.

Emmanuelle Fenard, Head of Marketing, BNP Paribas Cardif

CASE STUDY: BNP PARIBAS CARDIF

Register Online at www.DigitalFinancialMarketing.com

11:45 AM

CASE STUDY: MY POLICY LIMITED

How to Develop a Digital Customer Experience Strategy to Balance Customer Needs with Business GoalsPlan a digital strategy to create the right experiences matching your customers’ needs and expectations. Tap into your group’s collective knowledge to identify how to:• Source effective strategies to learn what the

customer wants• Integrate your customers’ needs and company goals• Identify and overcome your challenges and obstacles

Take back to the office strategies to move your CX forward.

Peter Fisher, Marketing, My Policy Limited

12:15 PM

INDUSTRY EXPERT

Create a Mobile-first Design to Improve Digital ExperienceA mobile-first design with a focus on customer journeys has the potential to improve customers’ digital experiences. Apply key pillars to improve your customer satisfaction. Source insights to:• Eliminate customer pain points• Allow customers to self-serve through digital• Create a personalised journey-based approach

Create your truly optimised customer journey through customer co-creation and digital analytics.

Select this track for insights on data-driven marketing

Join this track for a customer-focused approach to marketing

11:45 AM

CASE STUDY: ABERDEEN ASSET MANAGEMENT

Determining your Approach, Framework and Strategy to Make Sense of your Data Marketers have a wealth of data to deal with. From your CRM to social media to specific campaigns, explore to can best extract value from data. Get a plan to:• Determine what data you have and what you need• Make sense of the data while avoiding paralysis by analysis• Continuously improve your marketing effectiveness

Align your strategy and resources to extract the most value from your data and grow your bottom line.

Mathew Greenlay, Head of Digital Delivery, Aberdeen Asset Management

12:15 PM

INDUSTRY EXPERT

Win the Loyalty War in the Age of Big DataLoyalty matters more than ever today. Quantify loyalty and leverage the deluge of data available in the Big Data age. Take back to your office strategies to:• Enable fast analytics using big data• Monetise loyalty using analytics• Use data to increase loyalty

Heighten your influence over client sentiment through the strategic use of data.

11:30 AM

SPOTLIGHT

Advanced Segmentation and Clustering Techniques for FIs to Identify and ConvertBig data and analytics allow marketers to use algorithms to define customer segments. Identify new and valuable sub-segments to predict user behaviour and make insights actionable. Take back to your office strategies to: • Define attributes of high-value visitor groups• Consider multiple and complex variables• Prioritise targeting activities based on insights

Target new market segments to increase your profitability.

11:30 AM

SPOTLIGHT

Use Customer Journey Maps to Make the Right Digital Investments for Financial InstitutionsThe customer’s path to purchase is far from linear in the digital world. Understand your customers’ journies to know how and when to market to them. Master the success factors to:• Identify interactions with the most impact on loyalty • Better understand your customers’ paths to purchase• Investigate key areas for CX improvements

Strengthen your strategy and achieve better ROI through customer journey mapping.

BREAKOUT CHAIR

CHOOSE YOUR TRACK

DATA AND ANALYTICS CUSTOMER EXPERIENCE

John Penberthy-Smith, Executive Customer Director, Money Advice Service

Stephen Ingledew, Former Managing Director, Marketing, Standard Life

12:45 PM NETWORKING LUNCH

Register Online at www.DigitalFinancialMarketing.com

CHOOSE YOUR TRACK

2:30 PM

INDUSTRY EXPERT

Smarter Business via Social – Tap into the Power of Advertising, Engagement and Storytelling Expand your audience and sustain engagement using social as a one-to-one touch-point. Hear how social media can allow your organisation to interact and evolve with customers. Develop tools to:• Curate content to empower and educate consumers• Build emotional connections outside of the sales cycle • Improve advertising and profiling

Build your digital relationships with customers to make the most of your marketing budget.

3:00 PM

CASE STUDY: BNP PARIBAS

Using Social Media to Build Brand Recognition in a Cost-effective Way In some markets you can’t have a branch on every corner. Build brand recognition with social media. Explore how you can leverage social to build your brand without major investments. Sources insights on: • Selecting social channels • Engaging customers in conversation • Building a brand in the digital space

Build your brand via social media without a big budget.

Aldert Veldhuisen, Head of Local Marketing Netherlands, BNP Paribas Investment Partners

Take part in this track for an omni-channel approach to digital marketing Evaluate your social media strategy in this track

2:30 PM

INDUSTRY EXPERT

Develop an Omni-channel Relationship Strategy to Better Serve Financial and Advisory ServicesB2B relationships in the digital era are still based on communication. Learn how your institution can build an omni-channel marketing and relationship model anchored on client segments. Develop a plan to:• Understand customer segments and their journeys • Determine touch-points/micro-moments key to clients• Enable key digital capabilities

Strengthen your B2B relationships with digital technologies.

3:00 PM

CASE STUDY: ATOM BANK

Sending a Consistent Message Across Touch-points to Solidify Your BrandAchieving cross-channel parity is one of the most important factors in creating a customer-centric experience. Maintain a uniform presence across your platforms to make every interaction excellent. Overcome challenges around:• Keeping up with the speed of digital • Engaging customers of all generations • Anticipating customers’ changing needs

Deliver a truly client-centric experience to attract consumers to your financial brand.

Neil Costello, Head of Marketing, Atom Bank

1:45 PM

PANEL: OMNI-CHANNEL

Breaking Down Silos to Improve Marketing Across ChannelsClients don’t view interactions with you as taking place within defined channels, and neither should you. Break down barriers between your channels to develop a true omni-channel experience for customers. Create a blueprint to:• Manage customer touch-points across channels• Connect online and offline marketing data• Track the customer journey across all channels

Create an omni-channel experience to drive your conversions.

Cheryle Dobbs, Senior Vice President, Head of Marketing & Communications, EMEA, PineBridge Investments

Laurel Wolfe, Marketing Director, Klarna

1:45 PM

PANEL: SOCIAL MEDIA

Achieve Social Media Success in Financial Services It’s not always smooth sailing to get social buy-in, especially for regulated markets. Augment your social strategy while maintaining vigilant risk practises. Develop plans to: • Build governance into your processes • Expedite content approval and adoption of social• Develop communication policy for staff

Strengthen your social media practise with first-hand advice from financial services veterans.

Christian Aichhorn, Head of Digital Marketing and Social Media, UBS

Nick Joy, Social Media Manager, LV=

Adam Morghem, Strategy & Marketing Director, Premium Credit

OMNI-CHANNEL STRATEGY SOCIAL MEDIA AND COMPLIANCE

3:30 PM AFTERNOON BREAK

Join The Conversation: Digital Marketing for Financial Services Community

4:00 PM

INDUSTRY EXPERT

Employ Artificial Intelligence to Improve Financial Marketing Efficiency, Reduce Costs and Increase ReturnsAI has the ability to perform tasks that once required menial labour faster, cheaper and on a greater scale. Embrace AI to achieve more while spending less on your marketing efforts. Source practical tips to: • Perform automated A/B testing on a massive scale• Engage customers with chatbots• Use customer data to provide a customised experience

Get greater value from your marketing efforts with the power of artificial intelligence.

5:35 PM

EVENING NETWORKING RECEPTION

Don’t miss this exclusive end-of-day gathering with conference speakers and attendees! Unwind, mingle and build relationships benefiting you in the years to come.

4:30 PM

CASE STUDY: AXA BUSINESS INSURANCE

Look Beyond the Transaction to Develop Meaningful Digital Relationships with CustomersEven in the digital world, your financial services rely on strong relationships with your clients. Develop your relationships using the most recent tools available to you. Create a plan to:• Engage customers with value-adding digital content• Meet customer needs via apps• Build relationships in micro-moments

Improve your customer relationships in a digital world.

Gordon Rutherford, Head of Marketing & e-Commerce, AXA Business Insurance

5:30 PM

CONFERENCE ADJOURNS TO DAY TWO

7:45 AM

REGISTRATION & BREAKFAST

8:45 AM

OPENING COMMENTS FROM THE CHAIRPERSON

Stephen Ingledew, Former Managing Director, Marketing, Standard Life

9:00 AM

KEYNOTE: U.S. BANK

Leverage Online Reviews to Monitor and Benchmark Your BrandOnline review sites offer a wealth of information about how customers interact with financial institutions. Use this information to better meet your customers’ needs. Gain insights on how to:• Leverage online reviews for SEO• Monitor your brand• Benchmark yourself against other financial institutions

Take advantage of online reviews for SEO, brand monitoring and benchmarking.

Troy Janisch, Vice President/Director, Social Intelligence, U.S. Bank

9:45 AM

CASE STUDY: TRITON

Drive Financial Digitalisation to Increase your Marketing ReturnsDigitalisation has the potential to create more value and better returns for your financial institution. Explore how you can create better profits with digital tools. Take away practical insights to:• Create a culture of aiming for digitalisation• Leverage the existing digital efforts• Invest in people and time (and money)

Enrich your value chain through digitalisation.

Marcus Brans, Head of Communication & Marketing, Triton

10:15 AM

INDUSTRY EXPERT

Using Automation to Gain a Competitive Advantage in a Digital WorldFinancial 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.

10:45 AM

MORNING BREAK

PLENARY SESSIONS CONTINUE

DAY 2

FRIDAY 22 SEPTEMBER 2017

5:00 PM

CASE STUDY: JLT

Digital Personalisation vs Digital Stalking - Where do the Boundaries Lie?Many times consumer digital activities fall short in the business context. People expect a different transactional experience when dealing with companies and some of the learning from the social world is hard to translate into the business context. Source insights on how to:• Explore how personalised you can get with clients and customers in

financial services marketing• Use digital marketing effectively in B2B• Assess the similarities and differences between financial services

marketing to businesses and to individuals

Develop a personalized digital experience to meet client needs.

Ellie Mickleburgh, Director of Marketing Design, JLT Group

Register Today by Calling +44 (0) 207 043 3475 x 200

CHOOSE YOUR TRACK

11:45 AM

CASE STUDY: BMO BANK OF MONTREAL

Harnessing Programmatic Media and Cross-device Technologies to Scale Up AcquisitionIntelligent targeting and the right bidding strategy remain key to taking display media programs to the next level. Adopt intelligent targeting technologies to market to prospects effectively in a “multi-device” environment. Discover an approach to:• Transform the card acquisition engine entering the

“digital-first age”• Enable predictive models by leveraging 1st and 3rd party data • Enhance efficiency of programmatic media campaigns

for acquisition

Capitalise on mobile and cross-device technologies to drive acquisition in a real-time bidding environment.

Andras Lazar, Managing Director & Head – Cards & Payments Marketing, BMO Bank of Montreal

Attend this track to enhance your content marketing strategy

This track will address specific issues facing programmatic

11:45 AM

CASE STUDY: UBS WEALTH MANAGEMENT

Developing a Content Marketing Plan to Build Brand Recognition Every financial brand needs a content plan. Develop a content marketing strategy taking advantage of your existing content and developing value for customers. Build a plan to: • Harness the content 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.

Kirsten Burt, Head of Marketing, UK & Jersey, UBS Wealth Management

11:15 AM

INDUSTRY EXPERT

Use Content to Attract, Retain, and Grow Your Share of Financial Consumers78% of marketers in the financial industry use content marketing, but only 25% of those consider themselves to be effective. Keep your audience engaged with a content strategy uniquely differentiated from the rest. Get practical tips to: • Build long-term relationships with your consumers • Recognise where and when to engage customers • Deliver content in a timely fashion while staying compliant

Implement winning strategies used by best-in-class financial partners to elevate your content.

11:15 AM

INDUSTRY EXPERT

Solutions to Improve Targeting and Customer Relevance Demand side platforms (DSP) allow marketers an unprecedented ability to optimise display performance with real-time bidding. Stretch your advertising budget and enable precision inventory buys. Examine strategies for: • Better access to inventory with header bidding• Implications on viewability and fraud • Applications in mobile and video

Increase your advertising effectiveness and save costs using programmatic tools.

CONTENT MARKETING PROGRAMMATIC MARKETING

12:15 PM NETWORKING LUNCH

Register Online at www.DigitalFinancialMarketing.com

CHOOSE YOUR TRACK

1:30 PM

CASE STUDY: MBANK

Deliver an Engaging End-to-end Mobile Customer Experience and Create a Real mCommerce EnvironmentMore than a third of consumers exclusively use mobile in their purchase decision-making. mCommerce is already about one third of eCommerce business. Centre your strategy on the channel your clients really use to provide a superior user experience. Take away a roadmap to: • Concentrate your omni-channel strategy around mobile banking • Design products to deliver a smooth end-to-end mobile CX• Grow your customer satisfaction with mobile apps

Embrace mCommerce and improve customer experience.

Robert Piotr Hibner, Director, Digital Channels Department, mBank

2:00 PM

CASE STUDY: MOBILE-FIRST

Making the Transition to Mobile-first Mobile is the new standard. Explore optimal ways to build awareness, engagement and retention for your smartphone-connected target audience:• Best practice brand examples in FIs, retail and mcommerce• Sync mobile advertising with other elements of the marketing mix• Improve your current smartphone strategy

Adopt a mobile-first approach to give your customers the experience they want.

Tania Seif, Former Head of Social Marketing, Ladbrokes Coral

Select this track for information on the latest innovations coming to digital marketing for FIs

Attend this track to learn more about the latest mobile developments

1:30 PM

CASE STUDY: HSBC

Adopt Agile Approaches to Transform your Marketing Programme The rise of digital has made marketing much more complex, fast-paced and uncertain. Explore how agile principles can help your organisation adapt to and keep pace with this new world. Source insights on: • Why agile marketing is so much more than tweeting content• How to identify when agile would be the right approach • Whether the rise of digital will force agile approaches

Assess some of the challenges agile changes will present to current marketing practices, and vice-versa.

Gez Smith, Global Head of Agile, HSBC

2:00 PM

CASE STUDY: UNICREDIT

How SMEs can Leverage Digital Financial Platforms to Enlarge Their Access to Financial ResourcesSmaller firms and start-ups may face limitations in accessing debt or equity. Fintech firms are able to bridge the gap between SMEs and Financial Investors. Reduce your financial limitations to be more competitive. Source a plan to: • Explore changes in digital financial services • Embrace digital transformation • Use your smaller size to be more agile

Use digital marketing tools to reach your customers better and compete with larger institutions

Carlo Marini, Executive Vice President – Head of Corporate Transformation Italy, UniCredit

1:15 PM

SPOTLIGHT

Use the Internet of Things to Unlock Key Financial Consumer Insights Gartner estimates endpoints of the Internet of Things will grow at a 32.5% CAGR worldwide from 2013 to 2020. Create an ongoing connection with your customers and gather new data. Discover opportunities for: • Smart reminders to spend • Collecting data to offer better premiums • Connected bank branches

Monetise IoT to create value for your financial institution.

1:15 PM

SPOTLIGHT

The Local Connection – How to Expand Search Visibility Through Local & Mobile Google reported the number of searches including “near me” has steadily increased. Strengthen your digital brand through search and hyper-targeting. Source solutions to: • Align products with the right point in a customer’s journey • Use geography to understand the value of new business • Improve audience and demographic targeting

Refine your search strategy to acquire new customers on mobile, tablet or desktop.

HOT TOPICS MOBILE

2:30 PM AFTERNOON BREAK

Register Today by Calling +44 (0) 207 043 3475 x 200

4:30 PM

CONFERENCE ADJOURNS

3:30 PM

CASE STUDY: MARGINALEN BANK

Personalise Your Visitors’ and Customers’ Website Experiences to Increase Sales Customers and visitors have different needs from your website. Personalise your site to give users the experience they need. Source insights on how to: • Connect your CMS with your internet bank• Customise your sales area• Make changes without releases from IT

Enhance the experience of all your web users to drive returns.

Peter Leijonspjuth, Digital Manager and Acting Head of Marketing & Communication, Marginalen Bank

4:00 PM

CASE STUDY: MYJAR

Building a Digital Marketing Strategy from the Ground up to Compete in Today’s Marketplace It’s clear digital is the way forward for financial services marketers, but making that transition is no easy feat. Jump-start your transformation with tips for the planning, design and execution of a comprehensive digital marketing strategy. Develop a blueprint to: • Evaluate priorities and strategic objectives • Overcome common hurdles and barriers • Facilitate the change within your organisation

Source your plan of action from site development to social media with insights from a transformation expert.

Tom Newbould, Chief Marketing Officer, MyJar

3:00 PM

CASE STUDY: SEEDRS

Enabling Compliant Marketing and Sales Pieces to Speed up SuccessRegulatory guidelines in the financial industry are constantly evolving and can slow down marketing efforts. Allow your team customisation within defined parameters to deliver personalised, local content in real-time. Assess the benefits to:

• Streamlining the process for all users to maximise efficiency • Reducing the redundancy of the creative approval process • Providing measurable ROI of branded content

Better integrate your sales and marketing assets to maintain brand integrity.

Alysia Wanczyk, Marketing Director, Seedrs

PLENARY SESSIONS CONTINUE

The Tower HotelThe Tower Hotel is nestled between the River Thames, St Katharine Docks and alongside the World Heritage Site, the Tower of London. It boasts unparalleled views of the iconic Tower. The location and excellent choice of transport connections put you at the centre of this vibrant city, making it quick, convenient and most importantly, easy to experience the very best of what London has to offer.

• Unrivalled views of iconic Tower Bridge and St. Katharine Docks

• 801 bedrooms including 18 suites and accessible rooms• 19 dedicated meeting spaces with capacity up to

550 people• Fast, free, unlimited Wi-Fi throughout the hotel• 7 minute walk from Tower Hill Underground Station

and Tower Gateway DLR

Benefits of staying at the hotel include… Services and Amenities: Guests enjoy hotel features like our 24-hour Gym. The hotel amenities make this area hotel a top selection for vacationers and business travellers.Dining Experience : From our Brasserie Restaurant, you can enjoy a fantastic panorama over the River Thames and iconic Tower Bridge, while enjoying superb international cuisine, all prepared to order by our head chef and his team.Accommodations: Looking for a room near London’s iconic Tower Bridge? At The Tower Hotel, you will enjoy one of the finest outlooks in London, with the majority of our bedrooms offering breathtaking views over the River Thames, Tower Bridge and the quaint St Katharine Docks marina.

In keeping with the rest of the Guoman collection of 4 and 5-star London hotels, our bedrooms are designed to reflect the individual architecture, styles and character of our historic surroundings. Every room at The Tower is non-smoking and has free Wi-Fi.

Save travel time and money. Take advantage of our conference rate of £219.00/night, inclusive taxes. Mention “DMFS Europe by Strategy Institute” when you make your reservation by August 23 2017 by 2pm, call 0800 3308005

YOUR VENUEStaying at the hotel has its benefits

SPECIAL GUEST RATES:

Follow us on Twitter @DMFinancialServ

Connect with world leading financial digital marketers.

Be the solution provider of choice

Don’t Miss This Opportunity To Be At The Centre Of The Action! To Learn More, Contact Darren Haughian At +44 (0) 207 043 3475 x 276 Or Email [email protected].*Limited exhibit space and sponsorship packages are available.

Who You Will Meet:Event Sponsorship Exhibit OpportunitiesAt Europe’s Largest Digital Marketing for Financial Services EventPlace your brand at the centre of the largest gathering of financial marketing executives in need of digital solutions. Showcase your services to a captive audience of senior decision-makers from Europe’s top financial institutions.

Top 5 reasons to sponsor

• Build brand recognition with your target audience

• Demonstrate thought leadership and create trust

• Make face-to-face connections and generate leads

• Collect intelligence on your target market’s key challenges

• Network with senior leaders and forge key relationships

*Limited exhibit space and sponsorship packages are available.

Attendees’ Job List

Segments Represented by Attendees

32% CMO, VP/Director of Marketing

19% Director/Manager Digital Marketing & Strategy

16% Account, Project Director/Manager

9% e-Solutions Director/Manager/Developer

7% CEO, General Manager

6% Director/Manager Operations & Customer Relations

3% Consultant

8% Other Industry Stakeholders

32% Banks, Insurance, Credit Unions & Credit Cards

28% Invesment/Wealth Management

16% Marketing Agencies

19% Digital Marketing Technology & Software

5% Other Industry Stakeholders

www.DigitalFinancialMarketing.com

ATTENTION MAILROOM: If undeliverable to addressee, please forward to: CMO and SVP/VP/Director of Marketing, Digital, Interactive, Brand & Communications

DIG

ITAL M

ARKETIN

G

EVENT FO

R

FINANCIA

L SERVICES

Registration fee: Subject to 20% VAT. The Regular investment includes luncheon, refreshments, networking breaks, continental breakfast, and original course materials. Payment is required in advance and can be made by company cheque, VISA, MasterCard, or American Express. Please make cheques payable to Strategy Institute Inc.

Early Bird special: Expires on 7th July 2017 & 4th August 2017. Cannot be used with group discount.

Group Discount: A Group Discount is offered for this conference (not in combination with any other offer). To be eligible for the Group Discount, delegates MUST register at the same time. The total discount per delegate (including applicable group discounts, etc.) MUST not exceed 25% of the regular conference cost.

Cancellations: Cancellations must be received in writing by 1st September 2017. Cancellations received by this date will be eligible for a prompt refund less a £75.00 (plus VAT) administration fee. If you register for the programme and do not attend, you are liable for the full registration fee unless you cancel according to the terms stated above. If you are unable to attend, delegate substitution is permitted up to, and including, the day of the conference.

Admission Policy: Strategy Institute reserves the right to restrict entry to the conference to any individual. Any such person requested to leave the conference site shall do so immediately upon request, whether previously issued a badge permitting entry. There is no refund payable with respect to anyone refused entry. Any information obtained at the conference cannot be relied upon for any particular set of circumstances, cannot be taken as professional advice or opinion. Attendees must consult with the appropriate professional before acting in response to information obtained at the conference.

Evening Social Activities: Please drink responsibly. Strategy Institute shall not be liable for any consequential damages and/or personal injuries caused by excessive or irresponsible alcohol consumption.

4 EASY WAYS TO REGISTER

Tel: +44 (0) 207 043 3475 x 200

Email: [email protected]

Web: www.DigitalFinancialMarketing.com

Address: Strategy Institute, 330 High Holborn, London, United Kingdom

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Event In Numbers:21–22 September 2017 // The Tower Hotel, London, UK