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September 22 – 23, 2020 | Toronto
Meet + Network + Learn From:
Zarna Sanghvi, Head of US Digital Services, Schroders
Richard Charette, VP - Virtual Channels, Wells Fargo
Unleashing Innovative Strategies To:
Winnie Sun, Managing Director, Founding Partner, Sun Group Wealth Partners
Brock Dubbels, VP - Experience Design, Bank of America
Katherine Lucas, Global Head of Client Experience, State Street
Nadir Shah, Senior Director Social, Global Content Center of Excellence,Visa
Work smarter across your digital channels: Cross-industry lessons for Financial Services!
Optimize SEO
Freshen Content
Deliver Data Insights
Harness Omnichannel
Heighten Segmentation
Reduce Churn
Support AI Integration
Invest in Voice
14+ C-level FinServ Marketers
FinancialDigitalMarketing.com
Silver Sponsors:Gold Sponsors:Platinum Sponsor:
10
Welcome to the 10th Annual Digital Marketing for Financial Services Summit. This is the biggest, the best and the most innovative digital marketing for FS event in Toronto!
We are proud to be the premier gathering for digital marketing experts in FS in Canada! Find out what’s new, what’s hot and what’s actually working right now in digital marketing.
If you are a digital marketer this is YOUR event and we welcome all across the whole spectrum of financial services. You will experience immersive deep dives, interactive discussion and practical learning. Join top financial service marketing professionals who are passionate about sharing their tips with you!
Featuring 50+ speakers, 25 case studies, 5 keynote speeches, 7 interactive panels and a dedicated ‘build your own’ agenda. This is a most attend event.
We champion the best in digital marketing focusing on the latest tools and tactics you need to plan a more engaging and exciting digital marketing strategy.
Sincerely, Your DMFS TORONTO Team at Strategy Institute
3 Bigger focus on software innovation and decisions - insights into chatbots, AI and data empowerment.
3 25+ case study speakers get straight to the point offering time-to-cost efficiency.
3 More fun, more networking with peer-to-peer experience exchanges.
3 Larger and diverse speaker pool who will offer the widest and most inspiring knowledge sharing.
3 Your chance to join the best of the FS community! Acquire a new group of peers that you can continue to connect with after the Summit.
NEW THIS YEAR
Register Today by Calling 1 866 298 9343 x 200
ACQUIRE CRITICAL INSIGHT FROM 30+ LEADERS INCLUDING:
CMO POWERPANELS
EXCLUSIVEPANELS
SPEAKERS
2
50+
7
CASE STUDIES
25+ 12+NETWORKING
HOURS
EVENT IN NUMBERS
FINANCIAL INSTITUTIONS
35+
1. Content Marketing: Drive loyalty with relevant
messaging
2. Personalization: Identify segments and grow conversions
3. Omni-channel: Integrate touchpoints to increase satisfaction
4. Disruption: Innovate and collaborate to win clients
5. Attribution and Analytics: Identify metrics to increase ROI
6. Artificial Intelligence: Embrace new technology
7. Digital Transformation: Encourage change and lead
innovation
8. Embrace Design Thinking: Increase innovation and
break silos
9. Mobile: Optimize to meet customer demands
10. Compliance: Achieve agility despite regulation
11. Social: Save costs and improve targeting
12. Programmatic: Increase effectiveness with precision
targeting.
10 SOLUTIONS TO YOUR CHALLENGES
WHO YOU WILL MEET
Banks//Investment & Wealth Management//Insurance//Mutual Funds//Credit Card//Brokers//Credit Unions//Loan & Mortgage
• Connect with decision-makers with million dollar budgets
• Engage with a market in need of advanced solutions
• Create brand awareness and acquire new contacts
• Demonstrate your expertise and acquire valuable clients
• Stay up-to-date on emerging industry trends
• Network with experts and top financial executives
FINANCIAL INSTITUTIONS AGENCIES CONSULTANTS, VENDORS AND SOLUTION PROVIDERS
Register Online at FinancialDigitalMarketing.com
REGISTER TODAY!
Get all the updates you need on maximizing your digital marketing investments.
Save your spot now for the largest conversation on digital innovation and FS Marketing performance.
1 866 298 9343 ext 200
PAST ATTENDEES INCLUDE:
flickrStart the Conversation Before the Summit! Get your opinions heard. Follow us on Twitter @DMFinancialServ
Join the debate with innovators and peer executives in Financial Services Marketing. Become part of our growing Digital Marketing Forum for Financial Services Private Group.
Affinity Federal Credit Union // Alliance Bernstein // American Express // AXA Investment Managers // Bank of America // BMO Harris // BNY Mellon // Capital One // CBRE Clarion Securities // Charles Schwab // CitiBank // Citigroup // Credit Union Times // Deutsche Bank // Dynamic Funds // Fifth Third Bank // First Empire Securities Inc // First National Bank of Omaha // Guardian Life Insurance // Guardian Retirement Solutions // Hanover Insurance Group // HSBC// HSBC Global Asset Management // Investopedia // Isuzu Finance of America // Lazard Asset Management // Lincoln Financial Group // M&T Bank // MassMutual Financial Group // MasterCard Worldwide // Meridian Credit Union // MetLife // Morgan Stanley // MUFG Investor Services // Munich Re // Nasdaq // Nationwide // New York Life Insurance // NJM Insurance Group // Nordea Bank Norway // OppenheimerFunds // Pacific Life Insurance // Prudential Financial // RBC Capital Markets // Regions Bank // Ridgewood Savings Bank // Schroders // Scotiabank // SunTrust // TD Bank // TIAA // Voya Financial // Wells Fargo // World Bank Group // XL Catlin
Media//Advertising//Digital//Marketing//Communications & PR
Communications//Strategy//SEO//Automation//Social Media & CRM//Analytics//Research//Software//Mobile Marketing//Marketing Software//Content Marketing//Programmatic//Attribution
President | VP, Business Development | Marketing | Sales
Digital & Interactive | Measurement & Analytics | Media Planning | Content Development | Research | Brand Communications | Consumer Insights
• Focus your digital ad spend to maximize ROI
• Target the right audience and grow market share
• Enhance your digital experiences to cultivate brand loyalty
CMO | Marketing | Advertising | Digital Interactive | Acquisitions | Emerging Channels | Mobile | Social | Search | Branding | Analytics & Optimization | Communications | Online | Payment Innovation
Your Conference Venue
Explore your benefits and book your overnight stay today!
Hyatt Regency Toronto Hotel Hyatt Regency Toronto Hotel Discover the excitement of Downtown Toronto’s Entertainment District, steps from the business and financial district and all that makes the city a vibrant destination. With easy access to the Metro Toronto
Convention Centre, you can also explore the CN Tower, Rogers Centre, Royal Ontario Museum, and Princess of Wales Theatre. Enjoy the fashionable shopping and dining scene within walking distance of our hotel. At the Hyatt Regency, you are immersed in the creative urban energy of Toronto.
• Networking: Onsite social activities for conference attendees and speakers.
• Upscale Amenities: Keep up with your fitness routine while enjoying the fresh air and sights of downtown Toronto. Stay motivated with our hotel’s RunWESTIN program and take advantage of guided group runs, running maps and more.
• Dining Experience: Indulge with our different dining options in and around our hotel. Keep yourself nourished at The Mizzen Restaurant, the Chartroom Bar and Lounge, or Harbour Coffee Bar. At Toula Restaurant and Bar, get a view of Lake Ontario or have a unique experience at Savoury.
To receive the special group rate of $299/night. Mention “Strategy Institute Digital Marketing” to book by May 5, 2020.
Reserve Your Room Today!1 888 627 8559
7:15 AM
LeAnita Ragland-Brooks, Regional Vice President, U.S. Bank
EMBRACING ORGANIZATIONAL CHANGE AND END-TO-END DIGITAL TRANSFORMATION
As customers become more tech savvy and financial services firms adapt to their changing needs, ‘Digital’ is increasingly being seen as a core business model strategy which affects the whole firm. This session will focus on best practices in holistic approaches to technology and will explore the benefits of seeing digital transformation as an essential strategy. Coax your organization towards digital change:
• Disruptive threats and emerging trends • New distribution channels and business models• Managing change and transformation around digital marketing
that inspires, engages and captivates
Rebuild your organization to keep pace with the next generation of customers
Richard Charette, Vice President - Experience Design (XD), WF Virtual Channels, Wells Fargo
9:00 AM
BUSINESS-CRITICAL DIGITAL MARKETING TRENDS FOR 202010 Tips Towards a Digital Future
Marketing is radically different today than it was only four or five years ago. Hear how research, voice and tone, imagery, channels and overall strategies can set your financial institution apart — but only if you’re willing to rethink some preconceived notions. Cut through the noise and gain practical tips on:
• Building campaigns that raise both awareness and sales • Leveraging your own staff for research and feedback • Influencing with content, pre-roll video, social media, quizzes, microsites, and more• Implementing winning strategies used by first-mover disruptors
RESERVED
REGISTRATION AND BREAKFAST
OPENING COMMENTS FROM CHAIR
8:15 AM
8:30 AM
KEYNOTE: EMBEDDING DIGITAL ACROSS THE BUSINESS
INDUSTRY EXPERT
DAY ONEPUSHING ORGANIZATIONS’BOUNDARIES IN DIGITAL BANKING
Follow us on Twitter @DMFinancialServ
9:30 AM
OPTIMIZING CUSTOMER EXPERIENCE
In what ways can predictive analytics enhance customer experiences?
• How can banks champion digital inclusion to reach a variety of customer segments in an open banking world?• Where can human touchpoints add value to a digital journey?• Preparing to serve the customer of 2030: where to invest in 2020?
Katherine Lucas, Global Head of Client Experience, State Street
Vilmar Gruttner, Principal Innovation Strategy Office, Bank of The West
Andres Castro, Digital Product, Global Insurance, Digital Banking, Scotiabank
TRANSFORMING SERVICE AND PRODUCT DESIGNS IN TODAY’S EXPERIENCE ECONOMY
Design thinking can support digital transformation. Mastering the digital user experience design lifecycle with an emphasis on empathy mapping is one of the key ways to remove friction across touchpoints. Develop a blueprint to:
• Rethink service designs and customer journeys in view of external digital disruptions
• Design experiences and products that integrate with your connected customer’s lifestyle
• Create a sustainable design-led culture and harness the benefits of co-creation
Apply design thinking for more successful digital marketing and customer journeys
Brock Dubbels, VP Experience Design, Bank of America
10:00 AM
10:30 AM
SME’S ARE CUSTOMERS TOO! HOW CAN BANKS LEARN FROM CHALLENGERS AND FINTECHS TO IMPROVE THEIR SERVICES FOR SME’S?
Supporting SME’S so they can build the pioneering products and services consumers want is key to driving growth and innovation across the country. The financial services industry is working harder than ever before to support SME customers, but there is a lot of work still to be done in building the communities, processes and mechanisms to give SME’S easier access to funds.
• Putting the Customer First: Convenience vs Control
• Understanding Micro-Businesses in Canada and the US
• SME Finance, Past, Present & Future
• Alternative Finance: Meeting the needs of millennial business leaders
Adam Gizzie, Head, Marketing Insights & Analytics, Collabria Financial Services
10:50 AM
CMO GAMECHANGERS PANEL
CASE STUDY: DESIGN INNOVATION
SPOTLIGHT SESSION
MORNING BREAK
DAY ONEPUSHING ORGANIZATIONS’BOUNDARIES IN DIGITAL BANKING
Follow us on Twitter @DMFinancialServ
11:20 AM CHOOSE YOUR TRACK
Register Today by Calling 1 866 298 9343 x 200
TRACK B: CONTENT MARKETING
Common Mistakes that Plague Omnichannel Customer Communications … and How to Avoid Them!
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 that are critical to successful transformation and delivery of omnichannel programs.
• Eliminate operational silos and disjointed communications to ensure cohesive, consistent CX across teams and communications channels
• Effectively manage multiple channels both throughout the transformation and on an ongoing basis to enable agility and responsiveness
• Put content at the center of the communication to maximize the impact of your communications and enhance the customer experience
Harness multichannel top tips and tools to optimize communications
Right offer, right time, right channel: How can data-driven insights benefit both the bank and the customer?
As financial marketers, the shift from real-time to right time marketing is driving forward thinking marketing strategies. This session explains how ‘Right Time’ Marketing is boosting insights on a foundation of rich data for the ultimate connection with today’s consumers. Find out what you are missing and how to close the gaps by:
• Effectively using big data and channels: How to identify valuable cohorts, segments and sub-segments
• Applying your insights: How to translate data into relevant, personalized channel, device or partner
• Right moment: How to cut through marketing clutter with messages at the right time.
Embrace the ‘Right Time Marketing’ innovation and change the way you acquire and connect with customers
Kobi Ben Meir, Director of Marketing, Yalber (IAC best financial services online campaign, 2019)
Core Digital & Content Marketing Methods for the FS Customer Journey
Recent studies indicate that most organizations do not have a documented content or digital marketing strategy or a well-defined customer journey. This session will pinpoint the strong correlation between both creating a written content strategy and linking the step-by-step process on:
• Strategizing, ideation and creating user-focused content infused with SEO best practices that beat the competition
• Promoting your content in a way that encourages engagement
• Creating content that resonates with your audience at different stages of the customer journey
Learn the latest content planning methodologies and tap new planning tools
Why Content is Taking Centre Stage: Long-Term Engagement Via Storytelling and Channel Strategies
Evolving what our next generation of social content should look like and how it adds value globally is of vital importance to digital marketers. This session offers you strategies to engage potential and existing customers in the most effective way. Source practical tips to:
• Discover what makes truly effective content and what are the attributes of great content
• Find out how to choose channels and develop a better communication strategy
• Determine how financial institutions can develop messages for their customers in order to form closer relationships
• Use your own data and social listening to come up with relevant messages
Creating stronger and meaningful storytelling
Nadir Shah, Senior Director Social, Global Content Center of Excellence, Visa
11:20 AM 11:20 AM
INDUSTRY EXPERT INDUSTRY EXPERT
11:50 AM 11:50 AM
CASE STUDY CASE STUDY
TRACK A: CHANNEL STRATEGIES
Join the Conversation: ‘Digital Marketing for Financial Services Community’
TRACK A: CHANNEL STRATEGIES
TRACK A: PERSONALIZATION
TRACK B: CONTENT MARKETING
TRACK B: SOCIAL MEDIA
Multichannel Tactics: Capture, Connect, Convert - How to Unify The Top Of Funnel For Better Results
Marketers rely on a variety of channels and tactics for capturing leads including digital advertising, content marketing, website forms and in-person events. This session looks at how to move from a traditional marketing perspective to one which manages the disconnect between different cultures, teams and technologies. Join us to find out how to fill the gaps:
• Manage change which moves from traditional to new digital multichannels
• Identify which missing opportunities can quickly convert leads into revenue
• Unify your systems by connecting your top-of-funnel demand channels tactics and lead generation campaigns
Align the moving parts to generate more leads and increase multichannel revenue
Mike Bambrick, Director of Digital Marketing & Social Media, Starr Insurance Companies
Exceed Customer Expectations with Interactive Personalized Digital Marketing
Use interactive personalized digital marketing to guide your customers through a sales and learning path that is personally meaningful. Customer expectations have transformed how brands engage with their customers. Ensure you are prepared to fully engage customers with your marketing. Gain insights to:
• Deliver personalized digital experiences to exclusive customers
• Provide a customized first-time experience for every customer
• Prospect digitally with personalized text/email campaigns
Embrace the ‘Right Time Marketing’ innovation and change the way you acquire and connect with customers
Taking Content to the Next Level: Advanced Content Optimization Strategies
Relevant content is now the primary ranking factor with Google, leaving old-school keyword-only optimization tactics and fake-link building practices behind. Leave this session with actionable tips to create more effective content:
• What are the latest SEO tactics and how does the user fit in?
• Use different media: video, blogs and podcasts to support a diverse content strategy
• Increase content quality through guidelines, standards and a style guide
• Learn how to measure, adapt and reuse content across media
Build optimum content strategies to engage with your communities
Mitch Rose, Digital Strategy, Content, Digital Experience Design, Investment Bank, J.P. Morgan
Maximize Your Social Media Marketing Strategy for Growth as a Customer Services Channel
Increasingly, social media is being harnessed as an important channel through which consumers can solicit and receive customer service especially with the rise of conversational business. In this session, you will learn key strategies to amplify brand communications across social media in a positive way. Build a blueprint to:
• Identify and activate key team members to build social media customer support
• Integrate social channels with other multichannel customer support
• Manage influencers and teams to have creative freedom
• Calculate the ROI for your strategy
Come away with practical tips on how to get better outcomes for social customer engagement
12:20 PM 12:20 PM
CASE STUDY CASE STUDY
2:00 PM
2:00 PM
2:00 PM
INDUSTRY EXPERT INDUSTRY EXPERT
12:50 PM NETWORKING LUNCH
CHOOSE YOUR TRACK!
TRACK A: PERSONALIZATION TRACK B: SOCIAL MEDIA
Turning Personalization into ROI – How to Monetize Tactics and Enable Better Digital Marketing
Walk through the process to bridge the gap between data, insights and personalization. Implement to improve optimization, targeting, and your customer experience across channels. Take away specific solutions to:
• Refine customer segments using 1st and 3rd party data
• Construct a next-action analytics engine
• Reconcile data and competency gaps
Deploy analytics to deliver profits and client value for your business
Kevin Boyd, Vice President, Head of Digital Lending New Ventures - Fintech, EZCORP
Alexandre Guay, Head of Digital Practice, Banque Nationale du Canada
SEO and Using Personalization for Enhanced Website Experiences which Increase Sales
Customers and visitors have different needs. Combine SEO with a more personalized approach to your site to give users the experience they need. Source insights on how to:
• Connect your CMS with your bank
• Personalize your sales area
• Make changes without releases from IT
Create a personalized experience for your customers and website visitors.
How Partnerships, Influencers and PR Can Help Drive Success
With demand for attention on the rise and overwhelming financial product options on the market, consumers are beginning to lose sight of who they can trust. This session will focus on SME needs and how to engage them in future technology and innovative products. Discover a new 360° approach for SME’s so they have better access to liquidity, better opportunities to form partnerships, and understand the role of influencers and PR communications.
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 your institution 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
Nick Nunes, Director, Enterprise Social Media Toronto, BMO Financial Group
Data Driven Storytelling for Truly Connected Social Experience
What is the future of social and which are the essential trends & strategies for 2020? This session examines how to succeed in the future with a more meaningful customer relationship via social authenticity. Grasp insights to:
• Discover the power of storytelling and create shareable social content
• Set up loyalty programmes which consistently engage and perform
• Acquire knowledge on social media improvements to implement quickly
Dramatically improve your social media skills and increment sales
2:30 PM 2:30 PM
PANEL PANEL
3:00 PM
3:30 PM
3:00 PM
INDUSTRY EXPERT INDUSTRY EXPERT
3:00 PM AFTERNOON NETWORKING BREAK
FIRESIDE CHAT: LAUNCHING A DIGITAL CHANNEL
Follow us on Twitter @DMFinancialServ
4:10 PM
DEVELOP BEST PRACTICES FOR YOUR DATA ANALYTICS
Financial institutions are familiar with analytics, while Digital Marketing is emerging in its use of analytics for customer growth. Fortify the impact of your data analytics for marketing with state-of-the-art practices. Create a roadmap to:
• Leverage data and establish your strategic objectives
• Strategize on the prioritization of large amounts of collected data
• Ensure the impact of your analytics on the success of marketing growth
Source best practices to refine your analytics for digital marketing
4:40 PM
DRIVE NEW PRODUCT DEVELOPMENT AROUND DIGITAL MARKETING
The financial services industry has seen drastic technology-led changes over the past few years. Automated decision making can slot into your current marketing and product development processes and has the power to transform the way you do business. You will learn how to:
• Develop a data and technology-led plan for marketing team transformation and acceleration
• Use automation to streamline validation processes and make a faster decision
• Uncover hidden barriers to organizational change around new product development better aligned to the digital market
Win over customers with automated decision making to enhance digital marketing.
Duke Butler, Digital Bank Program, DevOps Adoption, RBC
5:10 PM
HOW TO ENHANCE YOUR MOBILE CUSTOMER EXPERIENCES TO INCREASE CONVERSIONS
Customers and visitors have different needs from your mobile proposition. Find out what your customers want from your mobile site and what critical changes you need to make. Source insights on how to:
• Understand the changing face of mobile and what is next for marketers
• Build an integrated mobile, website and online seamless experience
• Customize your sales area with clever cross-selling
Building an integrated, robust mobile experience
Richard Charette, Vice President - Experience Design (XD), WF Virtual Channels, Wells Fargo
Peter Fishman, Senior Vice President - Head of Digital Investment Solutions, Citizens Wealth Management
Voula Moran, Vice President Marketing, CI Investments
INDUSTRY EXPERT
CASE STUDYHARNESSING LATEST DATA AND TECHNOLOGY
CLOSING POWER PANEL: MOBILE MOMENTS
EVENING EXECUTIVE COCKTAIL RECEPTION
5:40 PM
Register Online at FinancialDigitalMarketing.com
9:15 AM
HOW TO EMPOWER YOUR ORGANIZATION WITH DATA!
The smarter use of data can transform your organization through particular relationships with customers. This explorative panel discussion will answer your questions on what data-driven decisions and analytics can help you.
• How do you get the right combination of data strategy and execution?
• Data and measurement - drive efficiency and effectiveness through better data collection, modeling, optimization
• Close the feedback loop and link data to digital marketing ROI
Become a data success story: Gain tangible benefits from your data investments.
9:45 AM
OVERCOMING ROADBLOCKS IN DIGITAL TRANSFORMATION 2020 & BEYOND
Transformation is critical for financial services brands. Join us for this leading panel of like-minded digital leaders who want to share their thoughts and advice to help develop your digital transformation. Ask questions and benefit from an open discussion to help you take the right steps to support digital change for future growth and improved decisions. Learn how to:
• Stay ahead of your digital transformation strategy
• Allow digital transformation to speed up your processes
• Identify the new KPI’s that define a world-class CDO
• Bring speed to your digital transformation projects
• Iterate and innovate as quickly as you can
Explore big ideas with our thought leaders of the changing financial world
Sanjay Kulkarni, Chief Marketing Officer and Head of Digital Solutions, TMX Group
Angela Ceroni, Digital Leader Culture and Community, Scotiabank
Abbas Merchant, Group VP, Consumer & Business Marketing & Customer Analytics & Sciences, M&T Bank
10:15 AM
ALIGNING TECHNOLOGY TO AGILE DIGITAL MARKETING FOR BANKS AND FINANCIAL SERVICES
AI, Chatbots, automation, big data, and other technological innovations offer opportunities, but only for institutions that are on top of new trends. Source new innovations to gain your competitive advantage. Gather insights on:
• Knowing when to be an early adopter of technology
• Gaining internal support for agile and DT and the wide-ranging internal behavior changes
• Emerging technologies in marketing: CMS, marketing platforms, chat and pilots using voice data
Ensure your institution is leading in leveraging technology innovations for marketing.
Gregory Brown, Head, Digital Product Management- Growth & Marketing, BMO Financial Group
INDUSTRY EXPERT
CMO POWER PANEL: TOP TIPS & PRACTICAL IDEAS
KEYNOTE CASE STUDY
8:45 AM
Digital is transforming financial services and it has the potential to revolutionize marketing as well. Explore what this digital journey looks like from your customers’ perspectives. Change the way brands understand the customer journey by:
• Interpreting your customers’ influence, as well as their spending, shopping and saving behaviour
• Optimizing your brand’s financial experience with key digital marketing techniques
• Streamlining your communication with customers through ratings and feedback
Build trust – connect with your financial customers and inspire them!
Winnie Sun, Co-Founder and Managing Director, Sun Group Wealth Partners
LeAnita Ragland-Brooks, Regional Vice President, U.S. Bank
KEYNOTE: OPTIMIZING THE DIGITAL CUSTOMER JOURNEY: STORYTELLING IN FINANCIAL SERVICES
REGISTRATION AND BREAKFAST
OPENING COMMENTS FROM THE CHAIR
7:45 AM
8:30 AM
Register Today by Calling 1 866 298 9343 x 200
DAY TWOFRICTIONLESS FINANCIAL SERVICES
TRACK A: DATA TRACK B: AI AND AUTOMATION
Harnessing Data Innovative Consumer Acquisition and Retention
Building and maintaining a loyal customer base requires a process centered on deepening customer engagement. Hear how to construct a model to improve your engagement capabilities and attract loyal customers for life! Implement processes to:
• Build engagement through personalization
• Construct the right message, in the right channel, at the right time
• Harness feedback and CRM software to discover CX do’s and don’ts
Increase customer retention, loyalty and lifetime value - all while building brand equity
Kevin Chan, Senior Director, Data Sciences and Head of Digital Strategy, Capital One Canada
Navigate Your Data to Develop Impactful Insights
Data and its challenges are not new, yet there are more challenges due to increasing volume, velocity and range of activities. Ensure key insights at your company are heard clearly above the noise. Discover how to:
• Use data to prioritize customers and test new products
• Combine analytics with existing software
• Produce actionable results
Collect, share and act upon your customers’ preferences.
An AI Automation Roadmap: Mastering Each Step of Building a Successful Machine Learning and Analytics Strategy
Marketing automation is a top investment priority for 2020. With hype around automation and machine learning, financial services companies are making more intelligent decisions. This session will sort out the bots from the AI. Take away specific solutions to:
• Learn how to offer the latest AI and advanced analytics technology in order to provide seamless and engaging CX
• Better understand the scale of voice and automation
• Utilize new software for legacy integration and fragmentation issues
• Learn how to take the leap into the digital world for gamification
Getting more value of automation for ultimate personalized relationship with customers
Jo Ann LeClair, Director Digital Data & Analytics, Scotiabank
Employ Artificial Intelligence to Improve Financial Marketing Efficiency, Reduce Costs and Increase Returns
AI has the ability to perform tasks that once required menial labour 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 customized experience
Get greater value from your marketing efforts with the power of artificial intelligence.
11:15 AM
11:15 AM
11:45 AM
11:15 AM
11:45 AM
CASE STUDY
INDUSTRY EXPERT
CASE STUDY
INDUSTRY EXPERT
10:45 AM
12:15 PM
NETWORKING BREAK
NETWORKING LUNCH
CHOOSE YOUR TRACK!
Register Online at FinancialDigitalMarketing.com
1:30 PM
GO BEYOND SEO AND PAID SEARCH: IMPLEMENT SOUND, USER-CENTERED SEARCH STRATEGIES THAT DRIVE TRAFFIC AND BUILD LONG-TERM AUTHORITY
Search advertising and SEO are critical to building and maintaining brand visibility. Join us for this fascinating session and we’ll help you optimize your paid and organic strategies with insightful models and benchmarks. Look beyond traditional search marketing and explore the world of the future, where personalization, voice and smart tech will play a much larger role. Source practical tips to:
• Develop robust keyword strategies that give the most potential for traffic generation
• Automate and personalize content and search through new technology
• Implement fixes and optimizations to ensure that your site is technically sound for search and CX
Leverage automation technology to increase your search marketing effectiveness.
Voula Moran, Vice President Marketing, CI Investments
2:00 PM
POWER OF PROGRAMMATIC ADVERTISING: MEDIA AND CROSS-DEVICE TECHNOLOGIES TO SCALE UP ACQUISITION
While programmatic advertising has been around for decades and is an important aspect of a PPC campaign, the growth of social media advertising over the last few years has enhanced interest in it. How does programmatic advertising work on social media? Develop tools to:
• Distinguish between the myths vs realities of programmatic growth across apps, mobile and video
• Determine how financial brands and agencies can benefit from delivering a personalized creative programmatic experience
• Learn which technologies lend themselves to programmatic and digital marketing assets
Pushing the boundaries of creative brand building and social media interaction.
3:00 PM
PERSONALIZE YOUR CUSTOMERS’ AND VISITORS’ WEBSITE EXPERIENCES TO INCREASE CONVERSIONS
Customers and visitors have different needs from your website. Personalize your site to give users the experience they need. Source insights on how to:
• Connect your CMS with your internet bank
• Customize your sales area
• Make changes without releases from IT
Enhance the experience of all your web users to drive returns.
Manu Prakash, Senior SEO Leader,Manulife
3:30 PM
IMPROVING THE COMMUNICATIONS THAT MATTER: A BEHAVIOR-LED APPROACH
This session will use real-life examples to consider the benefits of investing time and effort into building company wide engagement and passion for digital change. Get the full explanation:
• How you can transform comms into brand-building moments for customers, increase NPS scores and reduce queries
• How being smarter with data can free up internal teams, realize enormous cost savings and create tailored delivery channels to customers’ preferences
Build collaborative, agile processes for better digital marketing communications flow and to keep employees happy!
2:30 PM
4:00 PM
CASE STUDY: THE FUTURE OF SEARCH & SEO
INDUSTRY EXPERT
CASE STUDY
CASE STUDY
AFTERNOON BREAK
CONFERENCE ADJOURNS
Follow us on Twitter @DMFinancialServ
Banks, Insurance Credit Unions & Credit Cards
Investment/Wealth Management
Marketing Agencies Digital Marketing
Technology & Software
Other Industry Stakeholders
WHO YOU WILL MEETEvent Sponsorship & Exhibit Opportunities At North America’s Largest Digital Marketing for Financial Services Event
Place your brand at the center 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 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.
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7 8 9 10 11 12131415
1617
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SOLD
SOLD
SOLD
SOLDSOLD
3
THOUGHT LEADERSHIPOPPORTUNITY
FOOD & BEVERAGE
NETWORKING & DIALOGUE
SOLD
SOLD
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To learn more, contact: Darren Haughian, Sponsorship Managerat 1 866 298 9343 x 276 or email [email protected].
Don’t Miss This Opportunity to Be at the Centre of the Action!
Connect with world leading financial digital marketing practitioners.Find answers to your biggest challenges!
AUDIENCE
28%
32%
16%19%
5%
Banks, Insurance Credit Unions & Credit Cards
Investment/Wealth Management
Marketing Agencies Digital Marketing
Technology & Software
Other Industry Stakeholders
WHO YOU WILL MEETEvent Sponsorship & Exhibit Opportunities At North America’s Largest Digital Marketing for Financial Services EventPlace your brand at the center 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 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.
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THOUGHT LEADERSHIPOPPORTUNITY
FOOD & BEVERAGE
NETWORKING & DIALOGUE
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To learn more, contact: Darren Haughian, Sponsorship Managerat 1 866 298 9343 x 276 or email [email protected].
Don’t Miss This Opportunity to Be at the Centre of the Action!
Connect with world leading financial digital marketing practitioners.Find answers to your biggest challenges!
CMO, VP of Marketing Director/Manager Digital
Marketing & Strategy
Account, Project Director/Manager
e-Solutions Director/Manager/Developer CEO,
General Manager
Director/Manager Operations & Customer Relations
Consultant
Other Industry Stakeholders TITLES
32%
19%
16%
9%7%
8%
6%3%
AUDIENCE
28%
32%
16%19%
5%
FinancialDigitalMarketing.com
Registration fee: The registration fee includes luncheon, receptions, refreshments, networking breaks, continental breakfast and original course materials. Payment is required in advance and can be made by company check, VISA, MasterCard, or American Express. Please make check payable to the Strategy Institute Inc. and write the registrant’s name on the face of the check.
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 May 22nd, 2020. Cancellations received by this date will be eligible for a prompt refund less a $495.00 plus administration fee. If you register for the program 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, even after having been 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 and 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.
Pricing & Registration
3 EASY WAYS TO REGISTER
Call1 866 298 9343 ext. 200
Register OnlineFinancialDigitalMarketing.com
QUESTIONS?Email us Today
Register Now
$2,195 $2,795
SAVE $800
Early Bird Pricing
Regular Investment Vendors, Suppliers & Consultants
Register by March 13th
