Day 2

Gain insight into today’s sessions so you can get the most out of your conference experience.

Gain a clearer understanding of how marketing teams can work more effectively with compliance and risk functions. Learn about when to use caution and what regulatory leaders are thinking. Source practical tips to:

• Bolster your marketing innovation with evolving expectations. 
• Master the marketing practices that get the most regulatory attention. 
• Navigate the use of personalization, data targeting, and AI within existing regulatory expectations. 

Innovate confidently while maintaining the transparency and trust regulators expect.

Learn how to deepen relationships and increase client acquisition while staying competitive. Master integration of management and marketing automation. Develop a blueprint to:

• Blend content and CRM systems to create a consistent, intuitive customer journey.   
• Advance impactful solutions by tapping into expertise with leading platforms.   
• Harness data and marketing automation to deliver a personalized customer experience.   

 Achieve a strategic, technology-first approach that optimizes your digital ecosystem, boosts efficiency, and delivers meaningful customer experiences. 

Learn to structure your teams, processes, and technology to allow innovation without creating compliance and risk friction. Hear from senior marketing leaders with hands-on experience. Gain insights that will help you:

• Advance regulatory requirements as strategic guardrails rather than barriers to marketing innovation.
• Transform internal approval and governance processes to support faster campaign execution.
• Master emerging technologies such as AI and advanced personalization.

  Successfully align your marketing innovation with strong governance to transform compliance into a competitive advantage.

(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.

Learn how to engage with the local community to move beyond digital platforms. Develop a blueprint to:

• Master campaigns that connect with the community and convert into new clients.
• Increase customer loyalty by creating a story that depicts the customer journey.
• Perfect your competitive edge by establishing yourself as the preferred, trusted local partner for financial needs.

Increase your ability to create a regional brand that really connects to the local community and attracts the loyalty of its consumers.

Learn about the brand, financial, and talent losses that happen when you delay technology upgrades and strategic pivots. Leave with key insights on:   

• Increasing revenue leakage and rising acquisition costs tied to outdated marketing and customer-experience models.
• Identifying early warning signs of brand stagnation, digital invisibility, and disengaged talent.
• Perfect a proactive roadmap that prioritizes low-risk, high-impact moves.

Identify and eliminate the hidden costs of inaction so your organization can safeguard growth, relevance, and market share.   

• Enjoy exclusive sponsor demos and experience the next level of digital marketing innovation firsthand.   
• Meet one-on-one with leading solution providers to discuss organizational hurdles.   
• Brainstorm solutions and gain new perspectives and ideas.   

Leverage AI-driven personalization to transform digital touchpoints into a more meaningful engagement. Develop a blueprint to:

• Master secure and compliant hyper-personalized interactions.
• Advance the emotional promise of your brand into every channel.
• Bolster data, technology, and teams to build customer-centric engagement.

Heighten your marketing organization’s ability to align personalization with compliance, transforming digital communications into loyalty-driving experiences.

Discover how to provide advisors with the training, support, and technology needed to drive sales and branding in a crowded market. Adopt best practices to: 

• Optimize advisors with branded content, digital platforms, and compliant marketing resources.
• Bolster data-driven personalization and tailored solutions.
• Perfect a culture of continuous learning and collaboration.

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

Unify your payments strategy, rewards ecosystem, digital marketing, and brand activation efforts. Master the success factors to:

• Optimize payments, rewards, and behavioral data into your marketing engine.
• Advance your rewards strategy directly to your brand promise.
• Heighten omnichannel marketing activation that extends from the payment interaction to personalized digital touchpoints.
• Amplify organizational insights.

    Build a brand that is not only trusted but actively used and chosen every day.

Review the key solutions and takeaways from the conference. Source a summary of action points to implement in your work.