Day 2

Explore how to cultivate a transformative growth philosophy by aligning marketing innovation with enterprise-wide objectives. Drawing from his experience as the first-ever CMO of Ameritas, Brent Korte will share strategies for leveraging digital transformation and cutting-edge technology to deliver measurable business results. Take back to your office strategies to:

• Develop a centralized marketing framework that integrates data science and customer insights to fuel revenue growth.
• Create a digital transformation roadmap to drive innovation and build strategic enterprise capabilities.
• Align branding, ESG, and DEI initiatives with corporate growth agendas to strengthen customer engagement.

Enrich marketing leadership to drive growth, innovation, and measurable success across your organization.

This session unpacks how generative AI is redefining digital visibility for financial brands. It reframes growth around three pillars – visibility, or how often a brand appears in AI-generated results; citability, or how reliably engines reference its content as an authority; and retrievability, or how efficiently that content is surfaced and contextualized by AI systems. Through the lens of Generative Engine Optimization (GEO), it explores how FinServ marketing leaders can engineer their content and technology ecosystems to stay discoverable, trusted, and contextually relevant in an AI-first search environment.

This panel will explore how financial institutions are modernizing their approach to customer acquisition, using data-driven insights to optimize engagement and improve marketing ROI. Develop a blueprint to:

• Build a scalable demand generation strategy that aligns with customer behavior and industry trends.
• Leverage data and technology to refine targeting, personalize engagement, and optimize lead nurturing.
• Balance automation with high-touch interactions to enhance relationships and drive conversions.

Master your demand generation strategy and create a data-enabled engagement model to deliver measurable results.

(Please select one)

Break into smaller groups of approximately 10 industry peers to work through a series of questions and challenges to share knowledge on a particular topic that is most critical to your role and business.

Develop a successful advisor marketing program that leverages social media, personalization, and targeted outreach. Discover how innovative strategies have empowered advisors to enhance their presence, connect with diverse client segments, and build stronger relationships. Achieve a step-by-step action plan to:

• Create a strategic social media framework that helps advisors position themselves effectively in the digital space.
• Balance compliance requirements with authentic, personalized marketing to engage both older clientele and the next generation.
• Develop strategies that enable advisors to build trust, improve visibility, and showcase their expertise.

Transform advisor marketing strategies to align with evolving client expectations and market dynamics.

The future of financial messaging is autonomous—intelligent, efficient, and adaptive across the entire customer journey. Static campaigns and manual workflows can’t keep pace with rising expectations or regulatory complexity. This session led by Justin Orgel, Senior Director of Business Architect at Marigold, explores how top financial brands are embracing autonomous lifecycle messaging, powered by AI, to streamline workflows, personalize content, and ensure compliance—while delivering smarter, more impactful customer experiences at every stage.

• From Campaigns to Conversations: Shift from static sends to messaging systems that evolve with each customer’s journey.
• Smarter Message Timing & Cadence: Use AI to optimize when, how often, and what to send, based on real behavior and context.
• Dynamic, Real-Time Content: Boost engagement with LivePolls, LiveTracking, LiveSocial, and personalized offers.
• Streamlined Compliance: Build workflows with tone, disclosure, audit, and accessibility checks embedded from the start.
• Scalable Messaging Architecture: See how top FinServ brands are modernizing their messaging and tech stacks for agility and growth.

Discover how Suncoast Credit Union transformed brand partnerships into powerful drivers of new-member growth and member loyalty, going far beyond logo placement. You will walk away with practical advice on:

• Integrating partnership activations with paid media and marketing-automation funnels to capture leads and nurture existing members.
• Designing out-of-the-box marketing acquisition & loyalty program— “brand’s triggered” promotions, enhanced perks & benefits, co-branded acquisition/loyalty strategies —that align brand purpose with measurable growth objectives.
• Measuring partnership ROI by tying event engagement and branded content directly to account openings, product uptake, and retention KPIs.

Leave ready to reimagine partnerships as high-impact engines for both acquisition and long-term member value.

For financial services companies, digital engagement is the key to scaling the reach, and effectiveness, of advisor and client engagement. In this session, you will see new innovations in webinar marketing that will enable you to personalize every experience to drive better results and turn every webinar into an entire campaign of actionable content, creating a multiplier effect that will propel your business forward.

In today’s digitally driven financial landscape, marketing is no longer a siloed function, it’s a strategic growth engine powered by leadership, data, and purpose. Deepen client relationships, strengthen brand presence, and fuel business development across commercial, retail, and wealth sectors by:

• Empowering cross-functional teams to deliver consistent, personalized brand experiences across channels
• Leveraging community engagement and local presence to build trust and amplify brand authenticity
• Balancing performance metrics with purpose-driven storytelling to create marketing that resonates and drives results
• Navigating risk, compliance, and brand integrity in a digital marketing ecosystem

Aligning market-level strategy with digital marketing initiatives to accelerate regional growth

Are you ready to move beyond the theoretical and harness the true power of AI in your marketing organization? In a sector built on data and trust, AI presents the single biggest opportunity to drive efficiency, deepen client relationships, and create measurable business value.

Join this session for a clear, actionable framework designed specifically for financial services marketing leaders. We will explore a three-pronged strategy that shows you how to:

• Drive Massive Efficiency: Discover how to streamline your content supply chain and automate core activities to unlock millions in annual savings and free up your team for high-value strategic work.
• Become a Revenue Engine: Learn the tactics to achieve 20-30% increases in conversion and generate new revenue by leveraging AI for personalization at scale and creating agile, outcome-focused teams.
• Cultivate a Future-Ready Team: Technology is only half the story. We’ll cover the most critical component: how to evolve your team’s culture, competencies, and roles to lead in an AI-driven world.

You will leave not with more hype, but with a practical “Crawl, Walk, Run, Fly” roadmap to future-proof your team and secure a competitive advantage.