Day 2

Shape your marketing strategy and drive measurable impact through exploring the evolving role of digital channels from social and search to emerging tech platforms. You will walk away with actionable insights on:

• Embracing new channel opportunities while optimizing legacy platforms for stronger ROI.
• Tailoring channel strategies to align with evolving consumer behaviors and preferences in finance.
• Building a cohesive, omnichannel approach that supports brand consistency, personalization, and compliance.

Stay ahead of the curve by integrating the right mix of traditional and cutting-edge channels into your financial marketing strategy.

Embracing an iterative mindset, real-time data insights, and agile structures enables marketing teams to transform short-term disruptions into opportunities for lasting impact. You will walk away with practical insights on:

• Adjusting campaigns mid-flight to rapidly capitalize on market changes and emerging consumer behaviors.
• Leveraging analytics and experimentation for continuous improvement and measurable ROI.
• Structuring agile, collaborative teams that thrive in fast-paced, highly regulated environments.

Empower your organization to stay resilient, seize growth opportunities, and deliver measurable results in an ever-changing financial landscape.

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. You will walk away with actionable insights on:

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

Discover how to elevate your demand generation strategy and create a data-enabled engagement model that delivers 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.

A: WHEN DATA IS SCARCE. Strategies for Communicating Impact Without Traditional KPIs.

Led by Heather Friedman, Vice President, Corporate Marketing, GreatAmerica Financial Services

B: LEADERSHIP STRATEGIES FOR EVOLVING BUSINESS OBJECTIVES. Steering The Ship Through Shifting Tides.

C: OMNICHANNEL MARKETING. Overcoming Barriers to Unified Marketing Journeys.

D: SOCIAL MEDIA ROI. Moving Beyond the Awareness Stage to Pipeline Growth.

E: GENAI, COMPLIENCE AND CREATIVITY. Balancing GenAI Innovation with Legal Realities.

F: INSURANCE MARKETING FOR THE DIGITAL AGE. Building Trust with Today’s Consumers Through Multi-Channel Strategies and Digital Enablement.

G: B2B FINANCIAL MARKETING. Generating Demand and Nurturing Relationships in a Limited Account Pool.

H: INFLUENCER STRATEGY. Leveraging Human-Centric Content for Financial Products and Services.

I: AI AGENTS. Introducing AI Agents Into the Marketing and Sales Workflow.

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. Source effective tips on:

• Creating a strategic social media framework that helps advisors position themselves effectively in the digital space.
• Balancing compliance requirements with authentic, personalized marketing to engage both older clientele and the next generation.
• Developing 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.

Drive client acquisition, deepen relationships, and stay competitive in a fast-evolving market through an integrated approach to content management and marketing automation. You will walk away with actionable insights on:

• Aligning content and CRM systems to create a consistent, intuitive customer journey.
• Rapidly deploying impactful solutions by tapping into expertise with leading platforms in the market.
• Using data and marketing automation to deliver personalized customer experiences that boost engagement and growth.

Discover how a strategic, technology-first approach can transform your digital ecosystem, boost efficiency, and deliver meaningful customer experiences that drive measurable growth.

Create campaigns that appeal to the emotional pull of your customers, supported by AI-enabled automation to deliver on brand promises. You will walk away with insights on:

• Balancing high-impact brand campaigns that evoke aspiration with practical messaging around speed and simplicity.
• Leveraging AI-driven tools to fulfill brand promises of seamless customer experience.
• Engaging both direct consumers and broker partners through tailored digital platforms, reinforcing a multi-channel growth strategy.

Learn how combining emotional resonance with operational excellence turns a mortgage lender into a thriving fintech success story.

Scale engaging digital experiences effectively through the right strategy and tools, while maintaining compliance and delivering meaningful connections. Future-proof your marketing efforts through practical tips on:

• Leveraging interactive content, webinars, and virtual events that connect with your audience and strengthen relationships.
• Scaling video and content creation with AI to maximize impact.
• Harnessing first-party data to optimize campaigns, improve content performance, and drive ROI.

Unlock the power of intelligent engagement to build stronger customer connections, improve marketing efficiency, and achieve scalable growth.

Step beyond traditional comfort zones and cultivate a bold creative vision in a risk-averse industry. This panel will explore how industry leaders push boundaries to create memorable brand experiences, harness unconventional media, and successfully navigate internal and regulatory challenges. You will walk away with practical advice on:

• Balancing compliance and bold storytelling to build a distinctive brand voice.
• Evaluating and experimenting with emerging media formats without jeopardizing trust.
• Gaining leadership buy-in and measuring the impact of creative risk-taking.

Elevate your brand by embracing fresh ideas, innovative media approaches, and a calculated appetite for creative risk.

Design a comprehensive content strategy that will serve as your marketing edge and a hallmark of a trusted brand, simultaneously attracting and engaging customers. You will walk away with insights on:

• Creating educational content that not only informs but also acts as a powerful marketing lever.
• Building a robust multi-channel strategy (digital platforms, events, and online forums) to solidify trust and drive engagement.
• Employing thought leadership and community-building tactics to become a household name, even with a primarily B2B focus.

Discover how truly useful, unbiased content can position a financial services brand as both an industry authority and a consumer favorite.

Adapt your paid search strategies to reach increasingly discerning consumers and demonstrate tangible ROI. You will walk away with practical insights on:

• Navigating AI-driven bidding and targeting features to maximize returns while staying compliant.
• Crafting hyper-relevant ad messaging that resonates with diverse financial audiences amid keyword competition.
• Optimizing campaign performance under new privacy regulations and evolving search engine policies.

Empower your brand to stay competitive in an ever-changing paid search environment and unlock sustainable growth in the finance space.