8:00 am
NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS
- Start your day off right and connect with marketing leaders.
- Get to know your industry peers and colleagues over a delicious breakfast.
- Source practical tips, discuss best practices, and prepare for the day ahead.
8:45 am
OPENING REMARKS FROM THE CHAIRPERSON
Gain insight into today’s sessions so you can get the most out of your conference experience.
9:00 am
KEYNOTE PRESENTATION: THE CURRENCY OF CERTAINTY
Designing the Modern Financial Brand at Scale
Unearth a strategic roadmap for CMOs and digital leaders to operationalize their brand standards to amplify customer trust. Master the success factors to:
- Embed brand voice, tone, and compliance standards directly into your MarTech stack and content generation workflows, ensuring consistency and trustworthiness.
- Establish clear strategies to connect your brand promise with hyper-personalized delivery models.
- Implement processes and tools that reduce the average time-to-market for new campaigns from weeks to days, turning compliance overhead into a competitive advantage.
Improve strategic insights on MarTech optimization, data governance, and channel cohesion to create tangible processes that protect and rapidly grow your brand equity.
9:30 am
INDUSTRY EXPERT: AI & BRAND GOVERNANCE
Safeguarding Trust while Deploying Generative Content at Scale
Ensure every AI-driven asset upholds your brand’s integrity and compliance standards. Source practical tips to:
- Establish governance frameworks and human-in-the-loop checkpoints to vet AI-generated content for accuracy and brand voice.
- Embed compliance filters and review processes to prevent regulatory missteps in automated campaigns.
- Train AI models on brand guidelines and refine them through continuous feedback to maintain consistency.
Excel at balancing innovation with rigorous governance and oversight to unlock the full potential of AI-powered creativity while safeguarding brand integrity and trust.
10:00 am
PANEL DISCUSSION: THE AI ACCELERATION PARADOX
Turning Compliance Anxiety into a Competitive Edge
Discover a practical roadmap for managing AI compliance to accelerate deployment within budget constraints. Transform AI anxiety into a distinct market advantage and drive tangible results. Walk away with an action plan on:
- Optimizing existing marketing spend with low-investment, high-return AI applications to drive customer acquisition with minimal infrastructure investment.
- Implementing RegTech solutions to achieve streamlined content approval with pre-vetted, compliance-friendly campaigns.
- Apply in-house AI training programs to maximize the efficiency and confidence of your marketing teams.
Transform regulatory fear into a validated, high-performing growth engine that delivers immediate, measurable results.
10:45 am
REFRESHMENTS BREAK & EXHIBITOR LOUNGE: VISIT BOOTHS & SOURCE EXPERTISE
- Explore the latest marketing technology and strategies with our industry-leading sponsors.
- Share your challenges with the biggest innovators in the business.
- Schedule one-to-one private meetings for personalized advice.
11:15 am
ROUNDTABLE DISCUSSIONS (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: Steve Donohue, Senior Vice President of Marketing, Institution Services, LPL Financia
B) AFFILIATE AND PARTNER MARKETING. Leveraging Relationships to Differentiate Your Brand and Grow Your Customer Base
C) THE FUTURE OF WEALTH: Activating Diverse Communities in Preparation for the Great Wealth Transfer
D) SOCIAL MEDIA ROI: Moving Beyond the Awareness Stage to Pipeline Growth
E) GENAI, COMPLIANCE, 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
12:00 pm
CASE STUDY: INTELLIGENT CONTENT ENGINE
Data-Driven Creation and Distribution for Maximum Relevance
Accelerate content ROI by using audience insights and performance data to guide every stage of creation and delivery. Master the success factors to:
- Analyze customer behavior and search trends to pinpoint high-impact topics and formats.
- Leverage AI-assisted tools to draft, optimize, and adapt content for different channels at scale.
- Automate distribution workflows — email, social, and web — to deliver the right message to the right audience at the right time.
Enrich your content strategy with a data-informed engine that drives measurable engagement and ongoing relevance.
12:00 pm
CASE STUDY: PAID MEDIA
Maximizing ROI with Algorithmic Bidding and Privacy-First Targeting
Optimize your paid campaigns for cost-efficiency and compliance. Harness AI-driven bidding strategies and first-party data tactics. Take away specific solutions to:
- Leverage algorithmic bidding to adjust budgets and bids in real time for peak performance.
- Implement privacy-first targeting using first-party and contextual signals to reach high-intent audiences.
- Measure and attribute campaign impact accurately in a cookie-less environment.
Improve your paid media strategy to boost ROI while maintaining customer privacy and trust.
12:30 pm
INDUSTRY EXPERT: DIGITAL EXPERIENCE ACCELERATION
Transforming Financial Services with Streamlined Technology and Personalization
Drive client acquisition, deepen relationships, and stay competitive in a fast-evolving market. Implement an integrated approach to content management and marketing automation. Develop a blueprint to:
- Align content and CRM systems to create a consistent, intuitive customer journey.
- Rapidly deploy impactful solutions by tapping into expertise with leading platforms in the market.
- Use data and marketing automation to deliver personalized customer experiences that boost engagement and growth.
Achieve a strategic, technology-first approach that optimizes your digital ecosystem, boosts efficiency, and delivers meaningful customer experiences.
12:30 pm
INDUSTRY EXPERT: CUSTOMER TRUST DIVIDEND
Earning Loyalty through Transparency, Security, and Purpose-Driven Branding
Build deeper customer loyalty and unlock the long-term “trust dividend.” Embed transparency, security, and authentic purpose at the heart of your marketing. Adopt best practices to:
- Communicate pricing, fees, and product details with radical transparency to reduce friction and build credibility.
- Showcase your data security and privacy practices as a competitive advantage that reassures and retains customers.
- Align brand purpose and ESG initiatives with customer values to create emotional connections and inspire advocacy.
Amplify the trust dividend to drive loyalty, referrals, and sustainable growth in competitive markets.
1:00 pm
NETWORKING LUNCH & EXHIBITOR LOUNGE: DELVE INTO INDUSTRY CONVERSATIONS
- Meet interesting speakers and pick their brains on the latest industry issues.
- Expand your network and make connections that last beyond the conference.
- Enjoy great food and service while engaging with your marketing colleagues.
2:00 pm
CASE STUDY: CREATIVE RISK-TAKING IN FINANCIAL MARKETING
Reinventing Brand and Media Strategies to Capture Attention
Break through the noise in the highly regulated financial arena. Embrace bold, creative strategies that drive engagement and differentiation. Create a roadmap to:
- Identify calculated, creative risks that break through industry noise while staying compliant.
- Design multi-channel campaigns that leverage bold storytelling to drive engagement.
- Collaborate with compliance and legal teams from day one to turn constraints into innovative opportunities.
Imbue your brand with fearless creativity that wins attention and drives results in a regulated landscape.
2:00 pm
CASE STUDY: THE MODERN MARKETING PLAYBOOK
Bridging Data, Creativity, and Business Strategy to Drive Growth
Generate measurable business impact, align with financial decision-makers, and scale your efforts for maximum ROI. Unlock the core marketing skills and strategic levers needed to create high-value, insight-driven marketing functions. Achieve a step-by-step action plan to:
- Connect marketing strategy with business objectives to secure investment and leadership buy-in.
- Integrate data, creativity, and marketing technology to deliver personalized engagement at scale.
- Align with key stakeholders, including the CMO, CFO, and CIO, to drive strategic marketing initiatives.
Transform marketing into a strategic, revenue-driving force that shapes the future of your business.
2:30 pm
INDUSTRY EXPERT: COMPLIANT MEDIA ORCHESTRATION
Optimizing Audience Segmentation, Planning, and Spend without Regulatory Risk
Achieve precise targeting and high ROI while adhering to strict financial regulations and privacy standards. Develop a blueprint to:
- Leverage first-party data, consented partnerships, and contextual signals for precise audience segmentation.
- Structure media plans that balance performance goals with compliance checkpoints and audit trails.
- Implement privacy-safe measurement and attribution approaches that honor regulations while driving insights.
Perfect your media campaigns to maximize marketing effectiveness while respecting regulatory requirements.
2:30 pm
INDUSTRY EXPERT: VIDEO CONTENT IN FINANCE
Best Ways to Leverage Video in 2026 to Boost Customer Engagement
Integrate proven video strategies and practices into your content approach to maximize engagement, conversion, and the customer experience. Source practical tips to:
- Scale video capabilities through strategic partnerships and video-generating technologies.
- Identify the most impactful metrics and indicators to evaluate success.
- Analyze data to identify patterns, compare performance across channels, and optimize engagement.
Improve data-driven video marketing efforts to better capture attention and educate your customers.
3:00 pm
REFRESHMENTS BREAK & EXHIBITOR LOUNGE: VISIT BOOTHS & WIN PRIZES
- Browse through different sponsor booths and test drive new technology.
- Enter your name for a chance to win exciting prizes.
- Take advantage of event-specific offers and special content.
3:30 pm
PANEL DISCUSSION: THE VELOCITY OF CUSTOMER INTELLIGENCE
Breaking Data Bottlenecks to Achieve 10x Marketing Speed
Discover a pragmatic, executive framework to unify your data infrastructure, eliminate friction points, and unlock the speed needed to outmaneuver competitors in a regulated market. Master the success factors to:
- Create the data foundations essential for maximizing MarTech stack ROI and ensuring models are trained on complete, accurate datasets.
- Automate the data pipeline and create self-service access to quality-assured segments.
- Link improvements in data fidelity directly to measurable business outcomes to prove ROI.
Optimize your technology investments to translate directly into marketing velocity and measurable revenue growth.
4:15 pm
CASE STUDY: THE SHIFTING ROLE OF MARKETING CHANNELS
Boosting Awareness, Engaging Customers, and Driving Growth Across Multiple Touchpoints
Shape your marketing strategy and drive measurable impact by exploring the evolving role of digital channels. Take away specific solutions to:
- Embrace new channel opportunities while optimizing legacy platforms for stronger ROI.
- Tailor channel strategies to align with evolving consumer behaviors and preferences in finance.
- Build a cohesive, omnichannel approach that supports brand consistency, personalization, and compliance.
Perfect the right mix of traditional and cutting-edge channels to maximize customer engagement and drive long-term success across all touchpoints.
4:45 pm
CLOSING REMARKS & END OF SUMMIT
Review the key solutions and takeaways from the conference. Source a summary of action points to implement in your work.