Agenda Day 1

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

Gain proven tactics from financial marketing leaders who reallocate budgets, refine messaging, and protect revenue pipelines when economic and geopolitical conditions shift. Source practical tips to: 

• Use agile planning frameworks to adjust channel mix and budgets in real time without sacrificing ROI. 
• Leverage data signals to anticipate customer sentiment shifts and make timely updates to offers and creative. 
• Apply risk mitigation strategies that maintain brand trust while capitalizing on emerging market opportunities. 

Advance your team’s ability to remain resilient, responsive, and growth-focused, regardless of market turbulence.   

Harness AI capabilities to drive more impactful marketing campaigns and deliver truly personalized experiences. Streamline your campaign execution with AI-powered analytics. Walk away with an action plan on:

• Leveraging advanced analytics to optimize audience targeting and boost campaign performance.
• Automating repetitive tasks and nurturing leads with personalized, real-time content and offers.
• Integrating AI into your existing marketing stack while maintaining transparency and trust.

 Optimize your marketing efficiency to strengthen your competitive edge and elevate your customer experience.

Create campaigns that appeal to the emotional pull of your customers, supported by AI-enabled automation to deliver on brand promises. Take away specific solutions to:

• Balance high-impact brand campaigns that evoke aspiration with practical messaging around speed and simplicity.
• Leverage AI-driven tools to fulfill brand promises of seamless customer experiences.
• Engage both direct consumers and broker partners through tailored digital platforms, reinforcing a multi-channel growth strategy.

 Advance your brand’s impact by blending emotional appeal with innovative technology to drive customer loyalty and measurable business results.

Stay ahead of the AI-powered search revolution by mastering strategies that align your content with conversational queries and context-driven intent. Achieve a step-by-step action plan to: 

• Optimize content for AI-driven platforms and voice assistants to ensure your brand is the top recommendation. 
• Structure web and mobile experiences to capture emerging intent signals from chatbots, generative engines, and virtual assistants. 
• Integrate conversational search tactics into your SEO and SEM mix to boost discoverability across text, voice, and hybrid interfaces. 

 Advance your search strategy and secure visibility in the AI-first era of customer discovery to engage users with personalized experiences.

Work through practical hands-on exercises that will strengthen your role as a marketing leader within your organization.

WORKSHOP A: AI-DRIVEN TEAM BLUEPRINT
Mapping Automation, Augmentation, and New Roles for Maximum Impact

Design a future-ready marketing organization by separating tasks into three clear buckets around automation, augmentation, and elevation. Take away specific solutions to:

• Apply the “Three-Phase Framework” to pinpoint what can be fully automated, which activities AI should augment, and where human ingenuity remains irreplaceable.
• Define workforce shifts by redeploying staff toward high-value, revenue-generating functions and tracking revenue, NPS, and asset-level performance to prove impact.
• Identify and develop new roles while resetting leadership expectations around coaching and continuous upskilling.

Amplify your ability to streamline operations, enhance human potential, and future-proof your marketing team in an AI-driven landscape.

WORKSHOP B: FINANCIAL ADVISOR MARKETING
Driving Brand Consistency and Sales Impact through Strategic Enablement

Provide advisors with the support, training, and technology they need to attract new clients, deepen existing relationships, and differentiate themselves in a crowded market. Source your plan of action by:

• Equipping advisors with branded content, digital platforms, and compliant marketing resources to elevate their outreach.
• Implementing data-driven personalization to help advisors deliver tailored solutions and strengthen client relationships.
• Building a culture of continuous learning and collaboration, where advisors seamlessly integrate marketing insights into their sales efforts.

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

Brian Clark-Kahl, Vice President, Marketing & Communications, Aspida

WORKSHOP C: INFLUENCER-FIRST CONTENT STRATEGY

Integrating Diverse Human-Centric Content Formats to Set Your Brand Apart in the Financial Sector

Financial brands are breaking away from traditional marketing by integrating diverse, human-centric content formats. Transform your approach to content creation to position your brand as a leader in the financial sector. Take back to your office strategies to:

• Build authentic connections with audiences through relatable and engaging content.
• Create a cohesive content ecosystem that amplifies your brand’s reach and impact.
• Align your content strategy with organizational goals to deliver measurable results.

Heighten your brand’s impact by showcasing the strategic implementation of influencer-first approaches and creative storytelling across platforms.

• 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.

Harness the impact of emotionally intelligent, human-centered marketing to build deep connections and unlock sustainable organic growth.

Adopt best practices to:
• Embed positive storytelling into campaigns to elevate authenticity and strengthen brand affinity.
• Use audience insight and behavioral cues to uncover what motivates engagement and drives meaningful action.
• Align stakeholders around a shared purpose to create cohesive, relationship-focused marketing experiences.

Transform client touches into a connection-first growth engine that expands reach, increases loyalty, and positions your brand for long-term success.

Harness the power of AI agents to manage complex marketing tasks, freeing your team to focus on strategy and creativity. Create a roadmap to: 

• Identify marketing workflows that deliver the highest ROI when automated. 
• Deploy AI-driven agents to plan campaigns, allocate budgets, and continuously optimize performance based on real-time data. 
• Establish governance and human-in-the-loop processes to ensure AI decisions align with brand guidelines, compliance, and business objectives. 

 Achieve growth and efficiency by embedding intelligent automation into your marketing operations.

Leverage advanced technology, sophisticated data analytics, and AI-driven personalization to achieve significant growth. Adopt best practices to:

• Integrate enterprise-scale MarTech stacks and AI to unify campaigns across multiple business units.
• Harness predictive analytics to identify high-potential segments, optimize budgets, and measure ROI.
• Encourage cross-functional collaboration to streamline processes and accelerate go-to-market speed.

 Transform large-scale marketing operations into a powerful engine of sustained growth to drive long-term success and market leadership.

Review the key solutions and takeaways from today’s sessions. Source a summary of action points to implement in your work. Discuss tomorrow’s highlights! 

• Relax and unwind with tasty cocktails after a long day of learning.
• Don’t miss your chance to win fun prizes by scanning your badge at our exhibitor booths.
• Make dinner plans with your new connections and explore the best of what Charlotte nightlife has to offer. Just be sure to set your alarm for day two!