Day 1

Unlock the potential of technology to spearhead transformative change within your organization. This keynote presentation will equip you with the insights and strategies needed to build a compelling business case and foster the momentum necessary for successful change management. You will walk away with advice on how to:

• Get your organization comfortable with innovation and identify how to prioritize transformation projects.
• Engage stakeholders and garner support around your vision.
• Think about change and risk-taking as a leader.

Amplify your ability to drive change and innovation to ensure your business remains dynamic and adaptable.

Enhance marketing outcomes and unleash new waves of creativity with AI tools and strategies. This panel will discuss the current real-world use cases of AI in content creation, personalization, and campaign optimization, while addressing the regulatory and other implementation considerations involved. You will walk away with insights on:

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

Discover how cutting-edge AI solutions can empower your team to innovate, adapt, and differentiate in today’s fast-evolving market.

Harness AI capabilities to drive more impactful marketing campaigns and deliver truly personalized experiences. This session explores how AI-powered analytics and automation can streamline campaign execution, improve ROI, and empower marketers to make data-driven decisions. You will walk away with actionable insights on:

• Leveraging advanced analytics to optimize audience targeting and boost campaign performance.
• Automating repetitive tasks and nurturing leads with personalized, real-time content and offers.
• Integrating AI into your existing marketing stack while maintaining transparency and trust.

Discover how a strategic AI-first approach can help you maximize marketing efficiency, gain a competitive edge, and elevate your customer experience.

Break into smaller groups of approximately 25 industry peers to work through practical hands-on exercises that will strengthen your role as a marketing leader within your organization.

WORKSHOP 1: AI TOOLS FOR EFFICIENT AND EFFECTIVE MARKETING

Leveraging AI to Enhance Marketing Outcomes Without Stretching Your Resources

Explore high impact use cases to amplify results, streamline processes and improve efficiency and creativity. Adopt best practices to:

• Intelligently automating key marketing tasks, from content creation to campaign optimization.
• Selecting the most effective AI tools for your organization’s goals and challenges.
• Using AI to improve personalization, customer engagement, and data-driven decision-making.

Empower your marketing team to achieve more with less by making AI tools work smarter for your business.

OR

WORKSHOP 2: FINANCIAL ADVISOR MARKETING
Driving Brand Consistency and Sales Impact Through Strategic Enablement

Provide advisors with the support, training, and technology they need to attract new clients, deepen existing relationships, and differentiate themselves in a crowded market. You will walk away with actionable strategies on:

• Equipping advisors with branded content, digital platforms, and compliant marketing resources to elevate their outreach.
• Implementing data-driven personalization to help advisors deliver tailored solutions and strengthen client relationships.
• Building a culture of continuous learning and collaboration, where advisors seamlessly integrate marketing insights into their sales efforts.

Transform your advisor network into a powerful growth engine by uniting brand consistency, marketing innovation, and sales enablement.

OR

WORKSHOP 3: DIGITAL CHANNEL ATTRIBUTION
Measuring Marketing Impact and Enabling Data-Driven Decisions

Optimize marketing budgets and improve ROI through understanding what channels truly drive conversions and revenue. This interactive workshop will guide you through best practices and advanced techniques in digital attribution—covering multi-touch models, data integration, and actionable analytics. You will walk away with:

• Frameworks for identifying the most effective attribution models for your organization’s unique needs.
• Strategies to unify data sources and accurately track user journeys across paid, owned, and earned channels.
• Practical methods to measure and communicate ROI, ensuring alignment between marketing teams and executive stakeholders.

Empower your marketing team with clear insights into which channels are driving meaningful results, enabling more confident and profitable investments

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. You will walk away with actionable strategies on:

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

Empower your marketing team to elevate its role, gain stakeholder buy-in, and deliver measurable impact throughout your enterprise.

Tackle the biggest obstacles financial marketers face when activating their brand online, from consumer skepticism to regulatory pressures, and offer high-level strategies to foster genuine connections that drive growth. You will walk away with actionable insights on:

• Addressing privacy, data security, and transparency concerns in ways that reassure modern consumers.
• Using storytelling and customer-centric content to humanize your brand, reinforce credibility, and stand out in competitive digital channels.
• Employing consistent brand experiences, measuring brand health, and nurturing ongoing customer loyalty in an increasingly attention-scarce environment.

Learn how to position your brand as a trusted partner in the financial services ecosystem—and create meaningful, lasting customer relationships in the digital age.