Agenda

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7:30 am

7:30 am

REGISTRATION & NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS

8:30 am

8:30 am

WELCOME FROM THE EVENT DIRECTOR

8:40 am

8:40 am

OPENING REMARKS FROM THE CHAIRPERSON

9:00 am

9:00 am

KEYNOTE PRESENTATION: MARKETING TRANSFORMATION

Unlocking the Value of Marketing to Drive Customer Experience and Growth Through Structural Transformation

Ensure your marketing organization endures with relevance and value through the waves of disruption. You’ll walk away with an action plan on how to create a team fit for the future through:

  • Identifying and harnessing the strengths of your existing marketing function.
  • Creating bespoke organizational structures that reflect your marketing strategy and business model.
  • Implementing digital and measurement initiatives in the face of imperfect enterprise data.
  • Bringing together cross-functional problem-solving and collaboration.

Drive long-term resilience, transformation and growth through an integrated and omnichannel go-to-market strategy that unlocks marketing’s full potential.

9:30 am

9:30 am

KEYNOTE PANEL DISCUSSION: MULTI-CHANNEL MARKETING ATTRIBUTION STRATEGIES

Enabling Your Business to Make Better Connections Between Marketing Tactics and ROI

Accurately measure and optimize your marketing investment and campaign effectiveness considering multiple channels and touchpoints along the customer journey while avoiding common attribution pitfalls. Discover winning strategies, techniques, and tools to:

  • Leverage attribution data to optimize marketing spend and drive business growth.
  • Integrate multi-touch attribution models into your marketing analytics.
  • Inform your marketing strategy decisions in scenarios where you don’t have access to standard attribution data.

Empower your business to make data-driven decisions and unlock the full potential of your marketing investments.

10:10 am

10:10 am

INDUSTRY EXPERT PRESENTATION: AI-POWERED ADVANCED ANALYTICS

Deciphering Multi-Touch Attribution Complexities and Predicting Future Marketing Outcomes Through Analytics-Driven Optimization

Utilize AI-powered analytics tools to harness the power of data to drive growth, enhance customer engagement, and stay ahead of the competition. Leave this session empowered with practical tips on how to:

  • Unravel intricate customer journeys to improve conversion attribution.
  • Capture the true impact of each marketing touchpoint by leveraging AI algorithms.
  • Accurately forecast future marketing outcomes.

Enable more informed decision-making and resource allocation to optimize your campaign performance, anticipate market trends, and stay ahead of the competition.

10:40 am

10:40 am

SPEED NETWORKING

10:50 am

10:50 am

REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS

11:30 am

CASE STUDY: PERSONALIZED ENGAGEMENT STRATEGY

Creating a Multi-Channel, Personalized Client Engagement Ecosystem to Grow and Retain Your Client Base

Delve into a step-by-step roadmap and reflections on mobilizing a large enterprise to enhance strategy and martech capabilities. Transitioning from single-channel, one-time push channel engagement to a culture of personalized, data-driven, multi-channel engagement, maximizing client development and scale. Create a plan that you can apply to your business to lead change and achieve industry-leading results through practical tips on how to:

  • Analyze end-to-end client journeys and identify friction points that are optimal candidates for personalization.
  • Identify client insights that can be used at scale to drive personalized engagement.
  • Build tests that solve learning agendas as well as decision frameworks driving organizational change.

Build an effective personalization strategy and a team to drive business results.

11:30 am

PRESENTATION: BRAND AND PRODUCT STORYTELLING IN THE AGE OF GENAI

Optimizing the Role of Generative AI In the Creative Process

Bolster productivity, creativity, and profitability with Generative AI tools. You’ll walk away with practical tips on how to:

  • Use ChatGPT and other platforms as a powerful new tool for generating content.
  • Manage associated risks and prevent harm to your brand.
  • Establish quality standards and controls.

Examine what’s needed for brand and product storytelling today, with recommendations for getting better outputs from generative AI.

11:30 am

WORKSHOP 1: AGILE MARKETING STRATEGY

Enabling Capacity Scaling Through an Agile Marketing Setup

Become a strategic partner within your business by implementing an adaptable agile framework for marketing operations. Join this workshop for a deep dive into best practices on:

  • Developing and curating an agile marketing team.
  • Transitioning from waterfall to agile and “being agile” vs “doing agile.”
  • Having more impactful conversations at the top level, powered by cost-value metrics.

Deliver unprecedented business impact by enabling marketing teams that can pivot quickly to respond to real-time needs.

12:00 pm

INDUSTRY EXPERT PRESENTATION: MARKETING TECHNOLOGY ECOSYSTEM

Orchestrating Profitable Digitally Enabled Growth Across Functions

Evolve your martech ecosystem and marketing practices to achieve customer-led growth and a unified commercial strategy. Source practical tips to:

  • Modernize legacy technology for synergy between systems, processes, and teams.
  • Identify workflow changes and process inefficiencies.
  • Align rules, roles, and processes to support desired culture change.

Bolster meaningful change to unlock operational efficiency and digital growth throughout your business.

12:00 pm

INDUSTRY EXPERT PRESENTATION: PAID ADVERTISING INTELLIGENCE AND MEASUREMENT

Optimize ROI on Your Paid Media Campaigns Through Intelligent Measurements

Explore advanced measurement techniques and tools that empower you to optimize targeting, messaging, and budget allocation, maximizing the impact of your paid media investments. Adopt best practices to:

  • Analyze paid campaign performance holistically to uncover insights.
  • Determine key metrics to optimize your campaigns based on your business goals.
  • Assess the suitability of intelligent tools for your business needs.

Enrich your paid advertising intelligence and measurement to boost ROI and drive success in your finance marketing campaigns.

12:30 pm

CASE STUDY: THE JOURNEY TOWARDS CUSTOMER-CENTRIC MARKETING

Transforming Your Marketing Organization to Establish Trust, Increase Loyalty and Support Growth

Revolutionize your marketing strategy through a comprehensive customer-centric approach that will guarantee sustained growth. This case study will demonstrate the tangible learnings from the journey of Leverage Retirement on:

  • Utilizing data-driven personalization to tailor interactions and meet individual customer needs through advanced data analytics.
  • Achieving organizational alignment by engaging employees and ensuring internal processes are aligned with customer-centric goals.
  • Leveraging emerging technologies, such as AI, to innovate and enhance customer experiences, staying ahead of market trends.

Embark on a journey towards prioritizing your customers in every aspect of your marketing strategy, ensuring deeper connections and sustained growth.

12:30 pm

FIRESIDE CHAT: CONSUMER ENGAGEMENT IN THE NEW GENERATION

Deciphering the Code to Performance Marketing in a Multichannel Multigenerational Environment

Develop an engagement model with a dynamic channel mix and success measures fit for future generations. You will walk away with strategies on how to:

  • Engage the millennial audience and expand into GenZ.
  • Integrate offline, online, and owned channel strategies.
  • Build trust with a younger audience through communities such as TikTok and Reddit.

Enhance your brand’s performance and build lasting relationships in today’s dynamic multigenerational and multichannel marketplace.

12:30 pm

WOKRSHOP 2: MARTECH STACK MATURITY AND OPTIMIZATION

Moving Your Organization to the Next Step of Your Martech Maturity to Optimize Value

This practical workshop will discuss the latest best practices in martech considering recent innovations and help you develop the right framework for your organization’s needs and maturity level. Walk away with tangible actions on how to:

  • Perform a martech assessment and audit.
  • Identify gaps and prioritize focus areas.
  • Make an implementation plan.

Accelerate the journey towards your business goals and priorities through an effective martech framework and tips on applying it across your organization.

1:00 pm

1:00 pm

NETWORKING LUNCH & EXHIBITOR LOUNGE VISITS

2:00 pm

PANEL DISCUSSION: REPLACING THIRD-PARTY COOKIES

Setting Up for Hyper-Personalization Following the Age of Third-Party Data

Prepare for a future without third-party cookies by mastering the strategies for hyper-personalization. Gain insights on how other financial services brands are approaching the following:

  • Developing and implementing first-party data strategies to maintain and enhance customer personalization.
  • Leveraging customer insight and advanced analytics to predict customer behavior and tailor experiences.
  • Ensuring compliance with evolving privacy regulations while delivering personalized marketing campaigns.

Equip your organization with the tools and knowledge to thrive in a cookie-less world while maintaining high levels of customer engagement and satisfaction.

2:00 pm

PANEL DISCUSSION: THE NEW REALITY OF CREATIVE AND MEDIA

Making Your Brand Stand Out in the Saturated and Overwhelming Multichannel Media Environment

Ensure your brand captures attention and maintains long-term relationships and trust with your audience through consistent, multi-channel planning. You will walk away with hands-on advice on how to:

  • Cut through the noise on social media platforms and mobile devices to reach your target audience.
  • Innovate with fresh, creative ideas that resonate across multiple touchpoints, ensuring your brand stays relevant and engaging.
  • Planning and executing good creative in a timely manner.

Adapt your brand strategy for success in today’s fast-paced, media-saturated world.

2:00 pm

WORKSHOP 3: “EXPERIENCE NARRATIVES” DESIGN THINKING METHODOLOGY

Develop a Holistic Guided Client Experience Full of Omnichannel Automated Nurture Messaging

Elevate your customer journey orchestration skills using a design thinking method called “experience narratives” to deliver a “mission plan” that will guide engagement and loyalty. Walk away with actionable insights on how to:

  • Strategically plan and automate “always-on” campaigns that deliver an omni-channel experience.
  • Ensure your messaging resonates at every touchpoint.
  • Discover the power of activation triggers and how to integrate them into your strategic documents for effective planning and execution.

Delve into the art of crafting compelling narratives that seamlessly guide customers through a series of micro-experiences across their journey with your brand.

2:45 pm

INDUSTRY EXPERT PRESENTATION: A MODERN APPROACH TO CUSTOMER JOURNEY ORCHESTRATION

Using AI to Improve Customer Experience and Customer Journey Orchestration

Elevate your approach by leveraging AI-driven customer journey orchestration to ensure every interaction is fresh and relevant to each customer. Source practical tips to:

  • Activate customer journey data to deliver a personalized experience.
  • Orchestrate omnichannel journeys.
  • Optimize performance across channels and touchpoints.

Amplify your real-time decisioning tools to deliver personalized conversations at scale.

2:45 pm

INDUSTRY EXPERT PRESENTATION: SOCIAL MEDIA LISTENING STRATEGY

Gain Competitive Advantage by Uncovering Invaluable Consumer Insights

Integrate social listening into your customer-centric strategy to enhance customer engagement and retention. Master the success factors to:

  • Translating conversations into actionable business insight that drives revenue.
  • Aligning your content and messaging with customer needs and market trends.
  • Uncovering industry insights and customer sentiments.

Maintain a positive brand reputation and build a loyal customer base by proactively addressing customer concerns and needs.

3:15 pm

3:15 pm

REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS

3:45 pm

3:45 pm

INDUSTRY VERTICAL BREAKOUT DISCUSSIONS

Join vertical-specific marketing strategy and execution discussions to uncover how your peers are prioritizing marketing budgets, deciding their channel strategy, and transforming marketing operations.

4:35 pm

4:35 pm

INDUSTRY EXPERT PRESENTATION: WHERE MARTECH MEETS CX AND COMPLIANCE

Deliver Highly Personalized and Compliant Customer Experience with Zero-Party Data

Leverage zero-party data to create personalized customer experiences while maintaining compliance with data privacy regulations. Leave with an adaptable blueprint on how to:

  • Collect and utilize zero-party data to enhance personalization without compromising customer trust.
  • Integrate martech solutions that align with compliance requirements and optimize customer interactions.
  • Develop strategies for transparent data practices that build stronger, trust-based relationships with your customers.

Transform your customer experience approach by combining martech innovation with robust compliance practices to achieve personalized and trustworthy interactions that drive customer growth.

5:05 pm

5:05 pm

ASSET MANAGEMENT SPOTLIGHT PANEL DISCUSSION: IS CONTENT KING?

Using Content as a Driver of Sales and Client Retention in the Asset Management Business

Explore the pivotal role of content in helping drive sales and client retention within the asset management industry, where the only tangible representation of a fund or strategy is through various forms of content. This panel discussion features three senior marketing leaders who will delve into:

  • Perspectives on the strategic utilization of content and their approaches to content strategy.
  • Structuring and leading content teams.
  • The role of technology and AI in content creation, personalization, production and dissemination.

Discover how to effectively leverage content to enhance your sales efforts, build stronger client relationships, and stay ahead in the competitive asset management landscape and other B2B applications.

5:45 pm

5:45 pm

END OF DAY ONE SUMMARY & CLOSING REMARKS

6:00 pm

6:00 pm

EVENING RECEPTION: ENJOY GREAT CONVERSATION, MUSIC & NETWORKING

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