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
11:30 am
TRACK C: INTERACTIVE SESSIONSWORKSHOP 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.
12:30 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
12:30 pm
TRACK C: INTERACTIVE SESSIONSWOKRSHOP 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
2:00 pm
TRACK C: INTERACTIVE SESSIONSWORKSHOP 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.
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