Day 1

Implement a full funnel discipline to create a candid, thoughtful view on how to restore balance to brand strategy and performance tactics to create marketing the earns lasting client relationships. Adopt best practices to:

• Leverage storytelling as a strategic lever to prime performance, differentiate brands, and make marketing memorable again
• Prioritize top funnel marketing to build brand trust and loyalty in a time of lower funnel obsession
• Create a brand that allows for human connection while ensuring compliance

Optimize your marketing strategy to ensure long term loyalty from consumers by emphasising the importance of top funnel marketing strategies

Enhance marketing outcomes and unleash new waves of creativity with AI tools and strategies. This panel will discuss real-world applications of AI in content creation, personalization, and campaign optimization, while addressing the regulatory requirements and key implementation considerations. Source practical tips to:

• Integrate AI-driven tools to streamline workflows and amplify marketing impact.
• Leverage generative AI for creative content, dynamic storytelling, and personalized customer experiences.
• Navigate risks, governance, and compliance in an increasingly AI-centric marketing landscape.

Advance your team’s ability to innovate, adapt, and differentiate in today’s fast-evolving market to drive measurable results and sustained competitive advantage.

Financial services is undergoing a quiet revolution and marketing is at the center of it. In this candid fireside chat, top marketing leaders share how they’re evolving trusted, regulated brands while staying rooted in credibility and compliance. Walk away with key insights on:

• Scaling authentic client experiences in a digital-first world, where AI, personalization, and human connection must work in harmony

• Balancing tradition with transformation to lead teams through rapid change

• Future-proofing a marketing organization in one of the world’s most legacy-bound industries

Reimagine your brand strategy, navigate compliance with creativity, and learn to lead with more impact

Integrate proven video strategies and practices into your content approach to maximize engagement, conversation, and the customer experience. Source practical tips to:

• Scale video capabilities through strategic partnerships and video-generating technologies.
• Identify the most impactful metrics and indicators to evaluate success.
• Analyze data to identify patterns, compare performance across channels, and optimize engagement.

Improve data-driven video marketing efforts to better capture attention and educate your customers.

Work through practical hands-on exercises that will strengthen your role as a marketing leader within your organization.

WORKSHOP: Beyond the Hype: An AI Roadmap for Financial Services Marketers

Leveraging AI to Enhance Marketing Outcomes Without Stretching Your Resources

AI is poised to redefine financial services marketing. This session cuts through the noise to deliver a practical roadmap for implementation. . .  Adopt best practices to:

• Explore how to unlock annual savings, drive new revenue, and build a future-ready team.
• Transform your marketing from a cost center into a growth engine
• Use AI to improve personalization, customer engagement, and data-driven decision-making.

Amplify your marketing team’s output by leveraging AI to drive more efficient campaigns, enhance customer engagement, and achieve measurable growth with fewer resources.

Corby Fine, Vice President, Digital Marketing & Performance, IGM Financial

Develop skills and strategies to showcase tangible contributions to enterprise goals through metrics, strategic alignment, and effective communication. This panel will explore how to use data, analytics, and accessible storytelling to prove marketing’s worth as a business driver. Master the success factors to:

• Build strong alignment between marketing initiatives and overarching business objectives.
• Transform complex analytics into insights that executive stakeholders can trust and understand.
• Showcase marketing wins with clear, compelling narratives that resonate across the organization.

Achieve greater marketing impact by elevating your team’s role to gain stakeholder buy-in and deliver measurable outcomes across the enterprise.

With trust in banks at historic lows, Chime’s trajectory offers financial marketers a new kind of blueprint. Its growth wasn’t powered by technical horsepower alone, but by designing products around real human pain points, like late rent or overdraft anxiety, and delivering them with dignity.

RightMetric’s analysis shows how features such as SpotMe became trust signals, how creator partnerships amplified reach, and how platform-native content on TikTok built emotional connection at scale. More importantly, it reveals the blind spots traditional players often miss: signals in culture, creator ecosystems, and customer behavior that rarely show up in quarterly dashboards.

This is where Marketing Outsight comes in, the external lens that surfaces what’s happening outside your walls, before it’s too late to act. Chime’s rise is proof that the fastest path to growth runs through cultural fluency, customer empathy, and spotting shifts early.

• Trust as Growth Fuel. Chime turned everyday financial stress into loyalty and advocacy.
• Cultural Fluency in Action. Authentic participation on TikTok and Reddit reshaped brand relevance.
• Designing for the Overlooked. Gig workers, newcomers, and hourly earners unlocked mass adoption.
• Creator-led Amplification. Strategic partnerships with creators drove reach and credibility at scale.
• From Blind Spots to Outsight. Practical steps to embed empathy, credibility, and external market signals into your strategy.

When customer expectations keep rising, a well-argued martech overhaul can unlock personalization and rapid ROI for banks of any size. Learn how a lean marketing team built the business case, modernized its tech stack, and relaunched a data-driven website, all while improving efficiency and winning executive support. You will walk away with practical advice on:

• Building a business case for martech and web investments that ties operational efficiency and revenue lift to board-level growth goals.
• Orchestrating a phased rollout without disrupting day-to-day marketing output.
• Measuring post-launch impact through engagement lift, conversion rate gains, and reduced manual workload to sustain future funding.

Transform your customer experience and internal operations through a strategic, high-ROI martech upgrade.