London, UK


September 21, 2017
  • 8:15 AM
    Registration & Breakfast
  • 9:00 AM
    Opening Comments from the Chairperson
  • 9:15 AM
    Keynote: Digital Leader
    Making Digital Marketing Actually Happen in Financial Services
    Thomas Barta
    Co-Author, The 12 Powers of a Marketing Leader

    Everyone knows: digital is crucial for long-term success – but knowing isn’t the same thing as acting. Too many executives struggle with getting 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.

  • 10:00 AM
    Power Panel
    Explore Opportunities and Solutions to Win Customers in the Digital Era
    John Lloyd
    Chief Marketing Officer, ClearlySo
    Martijn de Wever
    CEO, Force Over Mass Capital
    Andras Lazar
    Managing Director & Head - Cards & Payments Marketing, BMO Bank of Montreal
    Nick Joy
    Social Media Manager, LV=

    Emerging 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 payment 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.

  • 10:30 AM
    Morning Break
  • 11:00 AM
    Case Study:
    How to Boost Personal Protection Sales in a Bank While Being Customer Oriented
    Emmanuelle Fenard
    Head of Marketing, BNP Paribas Cardif

    Banks have so many offerings to sell. Gain insights on 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 lifetime 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.


  • 11:30 AM
    Industry Experts: Medallia & Conversion Rate Experts
    What Your Data Isn’t Telling You
    Mark Dunlap
    Senior Manager, Solutions Consulting, Medallia
    Peter Hardingham
    Head of Sales and Business Development, Conversion Rate Experts
  • 12:00 PM
    Networking Lunch
  • 1:00 PM
    Case Study: Atom Bank
    Sending a Consistent Message Across Touch-points to Solidify Your Brand
    Nina Athey
    B2B Marketing Manager, Atom Bank

    Achieving 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

  • 1:30 PM
    Industry Expert: Hootsuite
    Navigating the Journey to become a Social Business
    Amy McIlwain
    Global Industry Principal, Hootsuite

    There is unimagined business disruption brought on by mobile, social and real-time technology. Suddenly it’s a world where your customers are always online, in any location, and on any device - learning and interacting with your brand. In this fireside chat, hear real-world examples on:

    • How to digitally transform in a highly regulated, mature industry
    • Ways to involve and educate internal stakeholders on a brand new social strategy
    • Actionable strategies to unify your client’s journey from attainment to close and retention

    Source best practices to manage risk and drive revenue via social while remaining compliant.

  • 2:00 PM
    Case Study: BNP Paribas
    Using Social Media to Build Brand Recognition in a Cost-effective Way
    Aldert Veldhuisen
    Head of Local Marketing Netherlands, BNP Paribas Asset Management

    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.

  • 2:30 PM
    Afternoon Break
  • 3:00 PM
    Industry Expert: Veriday
    Making the Digital Experience more Human: The Untapped Channel
    Marc Lamoureux
    CEO, Veriday
  • 3:30 PM
    Case Study: raisin
    Develop a 360° Marketing Campaign to Better Serve your Customers
    Saskia Appelhoff
    Chief Marketing Officer, raisin

    Bringing together online and offline activities to create one congruent customer journey is a crucial part for a successful customer experience. Improve campaign management across all channels to connect all touch points. Develop a 360° campaign by:
    -Determining relevant touch points throughout the complete customer journey

    • Determining relevant touch points throughout the complete customer journey
    • Creating marketing campaigns for online and offline channels
    • Applying an attribution model

    Create congruent and high-performance campaigns that fit your target group.

  • 4:00 PM
    Case Study: UBS
    Digital needs Social needs Content
    Christian Aichhorn
    Head of Digital Marketing and Social Media, UBS
  • 4:30 PM
    Day 1 Adjourns
  • 4:35 PM
    Evening Networking Reception
September 21, 2017
September 22, 2017
  • 7:45 AM
    Registration & Breakfast
  • 8:30 AM
    Opening Comments from the Chairperson
    Simone Macelloni
    Marketing Research & Development, BNP Paribas Cardif
  • 8:45 AM
    Keynote: U.S. Bank
    Leverage Online Reviews to Monitor and Benchmark Your Brand
    Troy Janisch
    Vice President/Director, Social Intelligence, U.S. Bank

    Online 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 of your brand for SEO, brand monitoring and benchmarking.

  • 9:15 AM
    Case Study: BNP Paribas Cardif
    Innovate with Startups to Improve Marketing and Customer Experience
    Simone Macelloni
    Marketing Research & Development, BNP Paribas Cardif
  • 9:45 AM
    Morning Break
  • 10:15 AM
    Industry Expert: Crownpeak
    Use Content to Attract, Retain, and Grow Your Share of Financial Consumers
    Tom Golden
    VP, International Sales & Managing Director UK, Crownpeak

    In the financial services industry, establishing credibility with your audience is a critical ingredient for building mutually beneficial relationships. But with thousands of web pages, multiple content editors and a multitude of legal regulations, how can you ensure the content you’re putting out is high-quality, accurate, and compliant? In this session, you’ll learn best practices to:

    • Meet current web accessibility standards
    • Enforce legal compliance across your website
    • Build trust by improving the accuracy of your content by identifying errors, misspellings and broken links across your websites

    Source insights to improve your customer’s digital experience

  • 10:45 AM
    Case Study: UBS Wealth Management
    Developing a Content Marketing Plan to Build Brand Recognition
    Kirsten Burt
    Head of Marketing, UK & Jersey, UBS Wealth Management

    Every financial brand needs a content plan. Develop a content marketing strategy that takes advantage of your existing content and develops value for customers. Develop 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.

  • 11:15 AM
    Case Study: HSBC
    Adopt Agile Approaches to Transform your Marketing Programme
    Gez Smith
    Global Head of Agile, HSBC

    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 in real time
    • How to identify when agile would be the right approach to delivering your campaigns
    • Whether the rise of digital will force marketers to adopt agile approaches

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

  • 11:45 AM
    Case Study: Insure A Thing
    Deliver an Engaging End-to-end Mobile Customer Experience and Create a Real mCommerce Environment
    Jens Hartwig
    Co-founder & COO, Insure A Thing

    A 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.

  • 12:15 PM
    Networking Lunch
  • 1:15 PM
    Case Study: Triton
    Driving Digitalisation to Support Building a Better Businesses
    Marcus Brans
    Head of Communication & Marketing, Triton

    Digitalisation opens a new toolbox of value creation and protection. Build a culture of thinking ahead and foster digital and multi-channel marketing. Explore how you can influence the digitalisation of business models in different branches. 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.

  • 1:45 PM
    Case Study: Seedrs
    Enabling Compliant Marketing and Sales Pieces to Speed up Success
    Alysia Wanczyk
    Marketing Director, Seedrs

    Regulatory 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

  • 2:15 PM
    Case Study: Marginalen Bank
    Personalise Your Visitors’ and Customers’ Website Experiences to Increase Sales
    Peter Leijonspjuth
    Digital Manager and Acting Head of Marketing & Communication, Marginalen Bank

    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
    • Customise your sales area
    • Make changes without releases from IT

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

  • 2:45 PM
    Afternoon Break
  • 3:15 PM
    Case Study: JLT
    Digital Personalisation vs Digital Stalking – Where do the Boundaries Lie?
    Ellie Mickleburgh
    Director of Marketing, Design JLT Group

    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.

  • 3:45 PM
    Closing Keynote: Old Mutual Wealth
    Top 10 Do’s and Don’ts for Your Interactive Marketing Strategy
    Miles Eames
    Head of Interactive Marketing, Old Mutual Wealth

    As a sector financial services can get carried away with numbers and detail, and yet that’s precisely what audiences don’t want. Financial consumers want instant, deliverable results. Source insights on how to:

    • Improve your interactive marketing
    • Engage financial consumers
    • Establish a governance framework that empowers your team

    Improve your interactive marketing efforts with 10 best practices.

  • 4:45 PM
    Conference Adjourns
September 22, 2017

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