21–22 September 2017 // The Tower Hotel, London, UK

Leverage New Technologies, Improve Marketing Return on Investment, Enhance Customer Experience

Senior speakers from 11 countries WORLDWIDE

Award-Winning Speakers Include:

www.DigitalFinancialMarketing.com

Strategy Institute presents the...

Gold Sponsors: Partners:Bronze Sponsor:

30+

Leverage powerful marketing technology

Exploit opportunities in disruption and innovation

Curate content in real-time

Deliver consistent omni-channel experiences

Develop tactics for superior UX

Improve customer insights with big data

Access new social media tools

Take Away Key Strategies to:

Thomas Barta, Co-Author, The 12 Powers of a Marketing Leader

Christian Aichhorn, Head of Digital Marketing and Social Media, UBS

Gordon Rutherford, Head of Marketing & e-Commerce, AXA Business Insurance

Emmanuelle Fenard, Head of Marketing, BNP Paribas Cardif

Carlo Marini, Executive Vice President – Head of Corporate Transformation Italy, UniCredit

Gez Smith, Global Head of Agile, HSBC

Register Today by Calling +44 (0) 207 043 3475 x 200

Welcome to the largest digital marketing

forum for financial services in Europe – giving

you actionable insights and tangible solutions to

optimise your digital strategy.

Harness the full potential of digital with inspiration

from 30+ award-winning speakers. Connect with senior

marketers from across Europe and around the world,

to tackle challenges facing omni-channel integration,

attribution, disruption, automation, content, search and

display, social, mobile and customer experience.

Set your brand apart with a consistent and seamless digital

presence. Leverage analytics and personalisation to drive

customers through the funnel and grow market share.

Attain buy-in from senior management with advanced

attribution and proven strategies from your peers.

Tap into the future of digital at your one-stop event for FIs.

Sincerely,

Your Digital Marketing for Financial Services Summit Team

Strategy Institute

Event In Numbers:

Acquire Critical Insight from 30+ Leaders:

Register Online at www.DigitalFinancialMarketing.com

Who You Will Meet:

Banks // Investment & Wealth Management // Insurance // Mutual Funds // Credit Card // Brokers // Credit Unions // Loan & Mortgage

CMO | Marketing | Advertising | Digital Interactive | Acquisitions | Emerging Channels | Mobile | Social | Search | Branding | Analytics & Optimisation | Communications | Online | Payment Innovation

• Focus your digital ad spend to maximise ROI

• Target the right audience and grow market share

• Enhance your digital experiences to cultivate brand loyalty

Communications // Strategy // SEO // Automation // Social Media // CRM // Analytics // Research // Software // Software // Digital Agencies // Programmatic/Ad Exchange // Big Data // Sales Enablement

President | Business Development | Marketing | Sales

Media // Advertising // Digital // Marketing // Communications & PR

Digital & Interactive | Measurement & Analytics | Media Planning | Content Development | Research | Brand Communications | Consumer Insights

Financial Institutions AgenciesConsultants, Vendors & Solution Providers

Start the Conversation Before the Summit!

Join the debate with innovators and peer executives in Financial Services marketing. Become part of the Digital Marketing for Financial Services Community.

flickr

Have your opinions heard. Follow us on Twitter & tweet with us. @DMFinancialServ

flickr

Get all the updates you need on digital trends for 2017.

Save your spot now for Europe’s largest conversation on digital marketing in the financial sector.

+44 (0) 207 043 3475 x 200

registrations@strategyinstitute.com

www.DigitalFinancialMarketing.com

• Demonstrate your expertise and acquire valuable clients

• Stay up to date on emerging industry trends

• Network with experts and top financial executives

• Connect with decision-makers and million-euro budgets

• Engage with a market in need of advanced solutions

• Create brand awareness and acquire new contacts

Personalisation: Identify segments and grow conversions

Omni-channel: Integrate touch-points to increase satisfaction

Disruption: Innovate and collaborate to win clients

Content Marketing: Drive loyalty with relevant messaging

Attribution & Analytics: Utilise metrics to increase ROI

Big Data: Access and leverage new customer data

Digital Transformation: Evangelise change and lead innovation

Customer Experience: Increase acquisitions and reduce attrition

Mobile: Optimise to meet customer demands

Compliance: Be agile despite regulation

Social: Save costs and improve targeting

Programmatic: Increase effectiveness with precision targeting

1

2

3

4

5

6

7

8

9

10

11

12

Gain 12 Solutions to Your Challenges:

Register Today!

Follow us on Twitter @DMFinancialServ

INCREASE INVESTMENT IN

INNOVATION

ENHANCING DATA ANALYTICS

CAPABILITIES50%

DAY 1

THURSDAY 21 SEPTEMBER 2017

60%After switching to digital, customers are looking for more services.

ONLINE SUBSCRIPTIONS GROW BY 60% ; mobile is used more often while branches are used much less.

Resources: Deloitte | Accenture | The Financial Brand

2017 TOP 3 PRIORITIES FOR BANKS:

FACTS & FIGURES

Almost HALF OF 18-24 year olds in the UK check their phone

IN THE MIDDLE OF THE NIGHT.

Customers aged 25-34 in the UK

are the most OPEN TO PURE DIGITAL BANKS, with one-third saying they would consider using one.

IMPROVING DIGITAL

EXPERIENCE70%

26%

80% of customers in the UK went online at least once a month to

interact with their banks.

Monthly MOBILE BANKING USAGE in the UK has risen to 27% of customers compared with 21% in 2012 and 10% in 2011.

INTERNET BANKING is the most favoured form of contact of

customers with their banks by 2015 moving into 2020.

80%

8:15 AM

REGISTRATION & BREAKFAST

9:00 AM

OPENING COMMENTS FROM THE CHAIRPERSON

9:15 AM

KEYNOTE: DIGITAL LEADER

Making Digital Marketing Actually Happen in Financial ServicesEveryone knows: digital is crucial for long-term success – but knowing isn’t the same thing as acting. Too many executives struggle with getting their companies to adopt digital as a way of working. Gain actionable insights to:• Inspire with stories, and mobilise the change they want to see• Overcome the biggest internal barriers: silos, distrust, fear, lack

of positional authority• Beat internal barriers to change

Develop an action plan to transform your organisation with digital marketing.

Thomas Barta, Co-Author, The 12 Powers of a Marketing Leader

10:00 AM

POWER PANEL

Explore Opportunities and Solutions to Win Customers in the Digital EraEmerging payment technologies and digital channels offer new ways to reach financial consumers. Hear how you can best reach, engage and convert your customers. Through this gathering of digital leaders, source insights on: • New and emerging paymment technologies • Merits and performance of digital channels • Strategic integration across touchpoints

Source best practices from Chief Marketing Officers and other leaders to build your marketing strategy.

John Lloyd, CMO, ClearlySo

Martijn de Wever, CEO, Force Over Mass Capital

Andras Lazar, Managing Director & Head - Cards & Payments Marketing, BMO Bank of Montreal

Nick Joy, Social Media Manager, LV=

10:30 AM

MORNING BREAK

Register Online at www.DigitalFinancialMarketing.com

11:00 AM

CASE STUDY

How to Boost Personal Protection Sales in a Bank While Being Customer OrientedBanks have so many offerings to sell. Gain insights on how a market leader, along with advisors and customers, co-created a new digital approach to showcase benefits in two minutes. Create a plan to:• Adopt a new way of working for your teams• Increase sales and lifetime value for your retailers• Reduce complaints in claims from your customers thanks to better

awareness

Create a new way of selling for the benefit of your customers and ROI.

Emmanuelle Fenard, Head of Marketing, BNP Paribas Cardif

11:30 AM

INDUSTRY EXPERTS: MEDALLIA& CONVERSION RATE EXPERTS

What Your Data Isn’t Telling YouMark Dunlap, Senior Manager, Solutions Consulting, Medallia

Peter Hardingham,Head of Sales and Business Development, Conversion Rate Experts

12:00 PM

NETWORKING LUNCH

1:00 PM

CASE STUDY: ATOM BANK

Sending a Consistent Message Across Touch-points to Solidify Your BrandAchieving cross-channel parity is one of the most important factors in creating a customer-centric experience. Maintain a uniform presence across your platforms to make every interaction excellent. Overcome challenges around:• Keeping up with the speed of digital• Engaging customers of all generations• Anticipating customers’ changing needs

Deliver a truly client-centric experience to attract consumers to your financial brand.

Nina Athey, B2B Marketing Manager, Atom Bank

1:30 PM

INDUSTRY EXPERT: HOOTSUITE

Navigating the Journey to become a Social BusinessThere is unimagined business disruption brought on by mobile, social and real-time technology. Suddenly it’s a world where your customers are always online, in any location, and on any device - learning and interacting with your brand. In this fireside chat, hear real-world examples on: • How to digitally transform in a highly regulated, mature industry.• Ways to involve and educate internal stakeholders on a brand new

social strategy.• Actionable strategies to unify your client’s journey from attainment

to close and retention.

Source best practices to manage risk and drive revenue via social while remaining compliant.

Amy McIlwain, Global Industry Principal, Hootsuite

2:00 PM

CASE STUDY: BNP PARIBAS

Using Social Media to Build Brand Recognition in a Cost-effective WayIn some markets you can’t have a branch on every corner. Build brand recognition with social media. Explore how your institution can leverage social to build your brand without major investments. Sources insights on:• Selecting social channels• Engaging customers in conversation• Building a brand in the digital space

Build your brand via social media without a big budget.

Aldert Veldhuisen, Head of Local Marketing Netherlands, BNP Paribas Asset Management

2:30 PM

AFTERNOON BREAK

3:00 PM

INDUSTRY EXPERT: VERIDAY

Making the Digital Experience more Human: The Untapped Channel

Marc Lamoureux, CEO, Netherlands, Veriday

3:30 PM

CASE STUDY: RAISIN

Develop a 360° Marketing Campaign to Better Serve your CustomersBringing together online and offline activities to create one congruent customer journey is a crucial part for a successful customer experience. Improve campaign management across all channels to connect all touch points. Develop a 360° campaign by:

-Determining relevant touch points throughout the complete customer journey• Determining relevant touch points throughout the complete

customer journey• Creating marketing campaigns for online and offline channels• Applying an attribution model

Create congruent and high-performance campaigns that fit your target group.

Saskia Appelhoff, Chief Marketing Officer, Raisin

Register Online at www.DigitalFinancialMarketing.com

DAY 2

FRIDAY 22 SEPTEMBER 2017

10:15 AM

INDUSTRY EXPERT: CROWNPEAK

Use Content to Attract, Retain, and Grow Your Share of Financial ConsumersIn the financial services industry, establishing credibility with your audience is a critical ingredient for building mutually beneficial relationships. But with thousands of web pages, multiple content editors and a multitude of legal regulations, how can you ensure the content you’re putting out is high-quality, accurate, and compliant? In this session, you’ll learn best practices to:• Meet current web accessibility standards• Enforce legal compliance across your website• Build trust by improving the accuracy of your content by identifying

errors, misspellings and broken links across your websites

Source insights to improve your customer’s digital experience

Tom Golden, VP, International Sales & Managing Director UK, Crownpeak

10:45 AM

CASE STUDY: UBS WEALTH MANAGEMENT

Developing a Content Marketing Plan to Build Brand RecognitionEvery financial brand needs a content plan. Develop a content marketing strategy that takes advantage of your existing content and develops value for customers. Develop a plan to:• Harness the content that your company already creates• Create content that offers value to your customers• Become a subject matter authority to your client base

Enhance your brand recognition with a content marketing strategy.

Kirsten Burt, Head of Marketing, UK & Jersey, UBS Wealth Management

11:15 AM

CASE STUDY: HSBC

Adopt Agile Approaches to Transform your Marketing ProgrammeThe rise of digital has made marketing much more complex, fast-paced and uncertain. Explore how agile principles can help your organisation adapt to and keep pace with this new world. Source insights on:• Why agile marketing is so much more than tweeting content

in real time• How to identify when agile would be the right approach to

delivering your campaigns• Whether the rise of digital will force marketers to adopt

agile approaches

Assess some of the challenges agile changes will present to current marketing practices, and vice-versa

Gez Smith, Global Head of Agile, HSBC

7:45 AM

REGISTRATION & BREAKFAST

4:30 PM

DAY 1 ADJOURNS

4:35 PM

EVENING NETWORKING RECEPTION

4:00 PM

CASE STUDY: UBS

Digital needs Social needs ContentChristian Aichhorn, Head of Digital Marketing and Social Media, UBS

8:30 AM

OPENING COMMENTS FROM THE CHAIRPERSON

Digital needs Social needs ContentSimone Macelloni, Marketing Research & Development, BNP Paribas Cardif

8:45 AM

KEYNOTE: U.S. BANK

Leverage Online Reviews to Monitor and Benchmark Your BrandOnline review sites offer a wealth of information about how customers interact with financial institutions. Use this information to better meet your customers’ needs. Gain insights on how to:• Leverage online reviews for SEO• Monitor your brand• Benchmark yourself against other financial institutions

Take advantage of online reviews for SEO, brand monitoring and benchmarking.

Troy Janisch, Vice President/Director, Social Intelligence, U.S. Bank

9:15 AM

CASE STUDY: BNP PARIBAS CARDIF

Innovate with Startups to Improve Marketing and Customer Experience

Simone Macelloni, Marketing Research & Development, BNP Paribas Cardif

9:45 AM

MORNING BREAK

Join The Conversation: Digital Marketing for Financial Services Community

12:15 PM

NETWORKING LUNCH

1:45 PM

CASE STUDY: SEEDRS

Enabling Compliant Marketing and Sales Pieces to Speed up SuccessRegulatory guidelines in the financial industry are constantly evolving, and can slow down marketing efforts. Allow your team customisation within defined parameters to deliver personalised, local content in real-time. Assess the benefits to:• Streamlining the process for all users to maximise efficiency• Reducing the redundancy of the creative approval process• Providing measurable ROI of branded content

Better integrate your sales and marketing assets to maintain brand integrity.

Alysia Wanczyk, Marketing Director, Seedrs

2:45 PM

AFTERNOON BREAK

3:15 PM

CASE STUDY: JLT

Digital Personalisation vs Digital Stalking – Where do the Boundaries Lie?Many times consumer digital activities fall short in the business context. People expect a different transactional experience when dealing with companies and some of the learning from the social world is hard to translate into the business context. Source insights on how to:• Explore how personalised you can get with clients and customers in

financial services marketing• Use digital marketing effectively in B2B• Assess the similarities and differences between financial services

marketing to businesses and to individuals

Develop a personalized digital experience to meet client needs.

Ellie Mickleburgh, Director of Marketing, Design JLT Group

1:15 PM

CASE STUDY: TRITON

Driving Digitalisation to Support Building a Better BusinessesDigitalisation opens a new toolbox of value creation and protection. Build a culture of thinking ahead and foster digital and multi-channel marketing. Explore how you can influence the digitalisation of business models in different branches. Take away practical insights to:• Create a culture of aiming for digitalisation• Leverage the existing Digital efforts• Invest in people and time (and money)

Enrich your value chain through Digitalisation.

Marcus Brans, Head of Communication & Marketing, Triton

11:45 AM

CASE STUDY: INSURE A THING

Deliver an Engaging End-to-end Mobile Customer Experience and Create a Real mCommerce EnvironmentA mobile-first design with a focus on customer journeys has the potential to improve customers’ digital experiences. Apply key pillars to improve your customer satisfaction. Source insights to:• Eliminate customer pain points• Allow customers to self-serve through digital• Create a personalised journey-based approach

Create your truly optimised customer journey through customer co-creation and digital analytics.

Jens Hartwig, Co-founder & COO, Insure A Thing

2:15 PM

CASE STUDY: MARGINALEN BANK

Personalise Your Visitors’ and Customers’ Website Experiences to Increase SalesCustomers and visitors have different needs from your website. Personalize your site to give users the experience they need. Source insights on how to:• Connect your CMS with your internet bank• Customise your sales area• Make changes without releases from IT

Enhance the experience of all your web users to drive returns.

Peter Leijonspjuth, Digital Manager and Acting Head of Marketing & Communication, Marginalen Bank

3:45 PM

CLOSING KEYNOTE: OLD MUTUAL WEALTH

Top 10 Do’s and Don’ts for Your Interactive Marketing StrategyAs a sector financial services can get carried away with numbers and detail, and yet that’s precisely what audiences don’t want. Financial consumers want instant, deliverable results. Source insights on how to:• Improve your interactive marketing• Engage financial consumers• Establish a governance framework that empowers your team

Improve your interactive marketing efforts with 10 best practices.

Miles Eames, Head of Interactive Marketing, Old Mutual Wealth

4:15 PM

CONFERENCE ADJOURNS

Register Today by Calling +44 (0) 207 043 3475 x 200

YOUR CONFERENCE VENUE

The Tower Hotel is nestled between the River Thames, St Katharine Docks and alongside the World Heritage Site, the Tower of London. It boasts unparalleled views of the iconic Tower. The location and excellent choice of transport connections put you at the centre of this vibrant city, making it quick, convenient and most importantly, easy to experience the very best of what London has to offer.

• Unrivalled views of iconic Tower Bridge and St. Katharine Docks

• 801 bedrooms including 18 suites and accessible rooms

• 19 dedicated meeting spaces with capacity up to 550 people

• Fast, free, unlimited Wi-Fi throughout the hotel

• 7 minute walk from Tower Hill Underground Station and Tower Gateway DLR

Benefits of staying at the hotel include… Services and Amenities: Guests enjoy hotel features like our 24-hour Gym. The hotel amenities make this area hotel a top selection for vacationers and business travellers.Dining Experience : From our Brasserie Restaurant, you can enjoy a fantastic panorama over the River Thames and iconic Tower Bridge, while enjoying superb international cuisine, all prepared to order by our head chef and his team.Accommodations: Looking for a room near London’s iconic Tower Bridge? At The Tower Hotel, you will enjoy one of the finest outlooks in London, with the majority of our bedrooms offering breathtaking views over the River Thames, Tower Bridge and the quaint St Katharine Docks marina.

In keeping with the rest of the Guoman collection of 4 and 5-star London hotels, our bedrooms are designed to reflect the individual architecture, styles and character of our historic surroundings. Every room at The Tower is non-smoking and has free Wi-Fi.

Save travel time and money. Take advantage of our conference rate of £219.00/night, inclusive taxes. Mention “DMFS Europe by Strategy Institute” when you make your reservation by August 23 2017 by 2pm, call 0800 3308005

Staying at the hotel has its benefits The Tower Hotel

One of the best parts about events like this is actually getting to hear case studies, instead of the op-ed pieces you can read about in a blog. Really seeing the strategy go through with the analytics and results has been very helpful for us.Hunter Ricks, Digital Marketing Strategist, Lincoln Financial Group

Reserve your room today! Phone: 0800 - 3308005

Follow us on Twitter @DMFinancialServ

Connect with world leading financial digital marketers.

Be the solution provider of choice

Don’t Miss This Opportunity To Be At The Centre Of The Action! To Learn More, Contact Darren Haughian At +44 (0) 207 043 3475 x 276 Or Email Darren@Strategyinstitute.com.*Limited exhibit space and sponsorship packages are available.

Who You Will Meet:Event Sponsorship Exhibit OpportunitiesAt Europe’s Largest Digital Marketing for Financial Services EventPlace your brand at the centre of the largest gathering of financial marketing executives in need of digital solutions. Showcase your services to a captive audience of senior decision-makers from Europe’s top financial institutions.

Top 5 reasons to sponsor

• Build brand recognition with your target audience

• Demonstrate thought leadership and create trust

• Make face-to-face connections and generate leads

• Collect intelligence on your target market’s key challenges

• Network with senior leaders and forge key relationships

*Limited exhibit space and sponsorship packages are available.

Attendees’ Job List

Segments Represented by Attendees

32% CMO, VP/Director of Marketing

19% Director/Manager Digital Marketing & Strategy

16% Account, Project Director/Manager

9% e-Solutions Director/Manager/Developer

7% CEO, General Manager

6% Director/Manager Operations & Customer Relations

3% Consultant

8% Other Industry Stakeholders

32% Banks, Insurance, Credit Unions & Credit Cards

28% Invesment/Wealth Management

16% Marketing Agencies

19% Digital Marketing Technology & Software

5% Other Industry Stakeholders

www.DigitalFinancialMarketing.com

ATTENTION MAILROOM: If undeliverable to addressee, please forward to: CMO and SVP/VP/Director of Marketing, Digital, Interactive, Brand & Communications

DIG

ITAL M

ARKETIN

G

EVENT FO

R

FINANCIA

L SERVICES

Registration fee: Subject to 20% VAT. The Regular investment includes luncheon, refreshments, networking breaks, continental breakfast, and original course materials. Payment is required in advance and can be made by company cheque, VISA, MasterCard, or American Express. Please make cheques payable to Strategy Institute Inc.

Early Bird special: Expires on 7th July 2017 & 4th August 2017. Cannot be used with group discount.

Group Discount: A Group Discount is offered for this conference (not in combination with any other offer). To be eligible for the Group Discount, delegates MUST register at the same time. The total discount per delegate (including applicable group discounts, etc.) MUST not exceed 25% of the regular conference cost.

Cancellations: Cancellations must be received in writing by 1st September 2017. Cancellations received by this date will be eligible for a prompt refund less a £75.00 (plus VAT) administration fee. If you register for the programme and do not attend, you are liable for the full registration fee unless you cancel according to the terms stated above. If you are unable to attend, delegate substitution is permitted up to, and including, the day of the conference.

Admission Policy: Strategy Institute reserves the right to restrict entry to the conference to any individual. Any such person requested to leave the conference site shall do so immediately upon request, whether previously issued a badge permitting entry. There is no refund payable with respect to anyone refused entry. Any information obtained at the conference cannot be relied upon for any particular set of circumstances, cannot be taken as professional advice or opinion. Attendees must consult with the appropriate professional before acting in response to information obtained at the conference.

Evening Social Activities: Please drink responsibly. Strategy Institute shall not be liable for any consequential damages and/or personal injuries caused by excessive or irresponsible alcohol consumption.

4 EASY WAYS TO REGISTER

Tel: +44 (0) 207 043 3475 x 200

Email: registrations@strategyinstitute.com

Web: www.DigitalFinancialMarketing.com

Address: Strategy Institute, 330 High Holborn, London, United Kingdom

ACQUIRE CRITICAL INSIGHTS FROM:

GROUP BOOKINGS: RECEIVE 25% DISCOUNT. REGISTER FOUR DELEGATES AND EACH PERSON WILL RECEIVE A 25% DISCOUNT

EUROPE’S

LARG

EST

CONFERENCE CODE: 117038

Conference only £1295

£995 £1395

£1095 £1495

£1695

RegularVendors,

Suppliers & Consultants

SAVE £300Register by 7th July 2017

SAVE £200Register by 4th August 2017

Event In Numbers:21–22 September 2017 // The Tower Hotel, London, UK