Agenda

Break down silos across your marketing and agency teams to multiply the impact of your spend and create a cohesive brand presence that cuts through the noise. Take away strategies to:

• Connect paid, owned, earned and shared media to maximize your business impact.
• Align content strategy to maximize media impact and personalize messages to buyer persona.
• Balance programs and investment in B2B2C model to build brand, demand and customer expansion.
• Meet the changing media, channel and consumption habits of a wide array of cohorts.

Harness the full potential of media through an integrated and omnichannel media strategy that builds the brand, drives revenue, and multiplies business impact.

Join Writer CMO Diego Lomanto in conversation with Jacquelyn Reardon, Head of US Marketing at global asset management leader Franklin Templeton. This fireside chat will explore high-impact use cases in financial services, and how to sequence work for maximum ROI, focusing on specific deliverables, including:

• Streamlined creation of marketing commentary and client deliverables.
• Consistent, style guide-compliant messaging across all communications.
• Optimization across a complex array of paid search campaigns.
• Content translations across multiple global teams.

Learn how to break through the ROI ceiling of most generative AI projects.

Discover how early adopters discern the most impactful business use cases, separating reality from hype and swiftly involving relevant internal stakeholders. Adopt best practices to:

• Navigate a use case from pilot setup to execution stage.
• Address privacy and bias concerns within internal teams and external customers.
• Identify opportunities to upskill your teams with AI-powered tools.

Transform your AI capabilities to unlock new levels of efficiency, innovation, and competitive advantage in your marketing strategies.

(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: WEBSITE AI BOTS: Effectively Integrating Website Chatbots to Drive Conversion, Customer Engagement, and Brand Experience. Led by Keith Gerr, Director, Digital Channel Strategy, Mutual of Enumclaw

B: BITE-SIZED VS LONG-FORM CONTENT. Boosting Engagement Through Short Video Formats and Tying Vanity Metrics into Growth and Business Impact. Led by Amber Wuollet, Director of Product Marketing, Curi

C: BEST TIPS ON META AND LINKEDIN MARKETING. What Can the Financial Services World Learn from Influencers? Led by Danielle Darling, Financial Advisor, LPL Financial

D: EMAIL MARKETING BEST PRACTICE: Innovating a Traditional Channel to Improve Engagement and Drive Conversion. Led by Kaitlyn Crowder, Vice President, Marketing Director, North Avenue Capital

E: DOING MORE WITH LESS. Leveraging Existing Resources to Attract More Customers Today. Led by Rachel Bourne, Head of Bank Partnerships, MaxMyInterest

F: RISK AND COMPLIENCE IN AI IMPLEMENTATION. When And How Should You Talk to Compliance and Governance Teams to Get Your AI Use Cases Off the Ground? Led by Victoriya Smith, Senior Vice President, Senior Compliance Officer, ICRM, Citi

G: UNLOCKING MARKETING EXCELLENCE: Building and Leading an Empowered Team for Success. Led by Mark Reese, Marketing Director, Tri-Merit

H: CREATING B2B CONTENT THAT RIVALS NETFLIX: Strategies to Dominate the Cluttered Digital Landscape. Led by Abel Flint, Vice President, Brand Marketing Lead – J.P. Morgan Payments, JPMorgan Chase & Co and Cameron Hood, Vice President, Head of Editorial – Payments Marketing, JPMorgan Chase & Co

LEADERS’ CIRCLE (C-LEVEL INVITATION-ONLY SESSION)

Reflecting on 2024 and Setting Strategic Priorities to Stay Ahead of the Evolving Technological Landscape

Don’t miss this exclusive session designed for C-level financial services leaders. Bringing together 25 senior marketing and digital executives to drive organizational success and business impact in 2025. Take away specific solutions to:

• Identify the impact of key trends on fellow financial services CMOs and how that will shape their strategy going forward.
• Plan your next steps for delivering exceptional growth and customer experiences.
• Benchmark investment priorities and success metrics.

Achieve a winning vision and actionable strategies to ensure your teams excel, guided by industry-leading experts.

Riham El-Lakany, Former Chief Marketing Officer at BJC Healthcare, Freddie Mac and Marsh

This is an invitation-only closed-door session. Please enquire for access to this session at [email protected].

Grow your brand awareness, educate your customer base, and reach a new audience by launching your own podcast. You will walk away with first-hand practical tips from the FS Investments podcast journey on how to:

• Overcome the most common technical and business challenges.
• Navigate any budget.
• Define success measures.

Stand out in a saturated financial market by facilitating valuable conversations and enabling sales and business development teams.

Personalized, engaging digital experiences have become critical to understanding your customers and ultimately driving growth. But how can you meet your diverse customers’ needs, on multiple channels and at scale, while ensuring compliance and fostering loyalty? Join us to gain actionable insights into creating connections and future-proofing your digital marketing efforts in financial services by:

• Personalizing digital experiences to connect with audiences and build long-lasting relationships.
• Creating, repurposing and personalizing video, webinars, virtual and hybrid events, and podcasts at scale with a built-in AI-infused intelligent content lab.
• Engaging audiences with interactive, real-time AI-assisted engagement tools – and leveraging that precious 1st-party engagement data to optimize event and content strategies and boost ROI.

Create long-lasting connections with future-proof digital marketing experiences that boost reach, engagement, 1st party data and ROI

In today’s rapidly evolving digital landscape, embracing composable MarTech is key to staying ahead. Join us for a session where we’ll dive into how you can accelerate your time to value and get a head start on your digital transformation journey. You’ll walk away with tips on how to:

• Lower your TCO by paying only for what you need, avoiding unnecessary expenses on features or capabilities that aren’t utilized.
• Accelerate your speed to market by gaining agility and flexibility to quickly adapt to market changes and customer needs.
• Increase efficiency by leveraging pre-built templates and modules that streamline your process.
• Future-proof for integration with new technologies thanks to the modular nature of composable that ensures easier and more cost-effective updates.

Enhance your digital transformation journey, achieving faster time to value and position yourself for long-term success in the dynamic digital marketplace.

Elevate your team’s role as a key driver of revenue growth. This session will provide you with actionable strategies on how to:

• Directly connect your team’s role, remit and results to their impact on the revenues, profits, and the value of the customer relationship.
• Leverage technology, data, and AI to inform and enhance the quality, effectiveness, consistency, and compliance of your entire go-to market team.
• Work across product, marketing, sales, and response to improve the workflow, productivity, knowledge sharing, responsiveness and the customer experience of the revenue team.

Transform your marketing team into a recognized revenue-generating powerhouse within your organization.