7:30 am
REGISTRATION & NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS
8:40 am
WELCOME FROM STRATEGY INSTITUTE
8:45 am
OPENING REMARKS FROM THE CHAIRPERSON
9:00 am
KEYNOTE PRESENTATION: THE MODERN MARKETING PLAYBOOK
Bridging Data, Creativity, and Business Strategy to Drive Growth
Generate measurable business impact, align with financial decision-makers, and scale their efforts for maximum ROI by leveraging data, marketing technology, and creative strategy. This keynote will explore the core marketing skills and strategic levers needed to create high-value, insight-driven marketing functions. You will walk away with:
- A roadmap for connecting marketing strategy with business objectives to secure investment and leadership buy-in.
- Strategies to integrate data, creativity, and marketing technology for personalized engagement at scale.
- Insights on building a marketing career by aligning with key stakeholders, from the CMO to the CFO and CIO.
Reimagine marketing as a strategic, revenue-driving force that shapes the future of your business.
9:30 am
KEYNOTE PANEL DISCUSSION: ORGANIZATIONAL CHANGE MANAGEMENT
Transforming Marketing into a Growth Engine Through Agile Teams, Cultural Shifts, and Metrics That Matter
Lead an organizational transformation that positions marketing as a critical growth driver. This session will explore how to navigate leadership transitions, embrace collaborative methodologies, and build agile teams that deliver measurable impact. Master the success factors to:
- Shift from traditional to collaborative management to inspire innovation and align teams with business goals.
- Implement agile marketing practices and data-driven decision-making for impactful results.
- Redefine success through metrics and prioritize data-driven decision-making.
Transform your marketing strategies to achieve meaningful organizational growth.
10:15 am
INDUSTRY EXPERT PRESENTATION: MARKETING INSIGHT AND ANALYTICS
Increase the Insight Maturity of Your Organization to Measure Success, Drive Growth, and Maximize Customer Experience
Leverage advanced analytics to identify the most effective marketing methods and optimize campaigns for maximum engagement, conversion, and sales. Develop a blueprint to:
- Consolidate fragmented data across your marketing technology stack.
- Bridge the data and analytics skills gap in your organization through advanced insight technologies.
- Use predictive models to forecast and measure the impact of your marketing and advertising campaigns.
Improve how your advertising and marketing campaigns connect with and engage audiences across multiple channels to maximize ROI.
10:45 am
SPEED NETWORKING
11:00 am
REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS
11:30 am
INDUSTRY EXPERT PRESENTATION: AI-ENABLED PERSONALIZATION
Driving Marketing Effectiveness, Customer Value, and Loyalty with Personalized Communication at Scale
Deliver a boost in revenue by shifting towards AI-driven personalization and leveraging predictive insights to understand and tailor strategies to your customers’ needs. Walk away with an action plan on:
- Discovering new ways to use your existing data to reach your customers in the right place at the right time.
- Working towards a centralized, unified view of data.
- Leveraging the context of each customer interaction to enhance the customer experience.
Optimize customer experiences to create lasting brand differentiation.
11:30 am
INDUSTRY EXPERT PRESENTATION: CONTENT STRATEGY 2.0
Unlocking The Full Potential of Your Content Strategy
Elevate your brand’s visibility and effectively engage with your audience in a rapidly evolving digital landscape. Take back to your office strategies to:
- Uncover hidden opportunities within your existing content strategy.
- Leverage new channels and techniques to amplify your reach.
- Adapt to evolving content consumption trends across platforms and devices.
Amplify audience engagement by refining your content strategy to exceed expectations and drive meaningful connections.
12:00 pm
CASE STUDY: GROWTH-DRIVEN OPERATING MODEL FOR YOUR MARKETING DEPARTMENT
Structuring Teams, Technology, and Strategy to Scale Without Limits
Discover how a purpose-driven credit union restructured its marketing team to shift from an internal service provider to a strategic growth driver. This session will explore how aligning people, processes, and technology enables scalable growth without exponentially increasing budgets and resources. You will walk away with insights on:
- Implementing a new marketing operating model to support business growth at scale.
- Leveraging AI and process automation to drive efficiency and maximize impact.
- Aligning brand strategy with growth objectives to attract new audiences and embed brand values across the organization.
Empower your marketing team to lead business transformation and drive sustainable growth.
12:00 pm
CASE STUDY: PODCASTS AS AN EFFECTIVE MARKETING TOOL
Launching a Podcast in a World Where Everyone Has a Podcast
Grow your brand awareness, educate your customer base, and reach a new audience by launching your own podcast. You will walk away with firsthand practical tips from the FS Investments podcast journey. Achieve a step-by-step action plan to:
- Overcome the most common technical and business challenges.
- Navigate any budget.
- Define success measures.
Increase brand visibility in a saturated financial market by facilitating valuable conversations to empower sales and business development teams.
12:30 pm
PANEL DISCUSSION: DATA-DRIVEN DEMAND GENERATION IN FINANCIAL SERVICES
Optimizing Engagement, Lead Nurturing, and Pipeline Growth
This panel will explore how financial institutions are modernizing their approach to customer acquisition, using data-driven insights to optimize engagement and improve marketing ROI. You will walk away with actionable insights on:
- Building a scalable demand generation strategy that aligns with customer behavior and industry trends.
- Leveraging data and technology to refine targeting, personalize engagement, and optimize lead nurturing.
- Balancing automation with high-touch interactions to enhance relationships and drive conversions.
Discover how to elevate your demand generation strategy and create a data-enabled engagement model that delivers measurable results.
12:30 pm
PANEL DISCUSSION: THE NEW AGE OF CREATIVE STORYTELLING
Driving Brand Connection with Authentic Content in a Crowded Media Landscape
Reimagine your creative strategies to build deeper connections with your audiences. This panel will explore the shifts in creative work, the evolution of video marketing, and leveraging storytelling to stand out in a crowded media landscape. Adopt best practices to:
- Bring creative work in-house to enhance brand alignment, efficiency, and innovation.
- Leverage human-centred storytelling and video marketing to connect with customers on a deeper level.
- Navigate organizational changes to empower marketing teams to focus on impactful, revenue-driving content.
Transform your creative strategies to inspire, engage, and differentiate your brand in today’s competitive environment.
1:15 pm
NETWORKING LUNCH & EXHIBITOR LOUNGE VISITS
2:15 pm
INDUSTRY EXPERT PRESENTATION: THE PIVOT YEAR IN MARTECH AND ADVANCED ANALYTICS
Building Foundations for Growth
Modernize your engagement layer and build new technology roadmaps with data and AI. Achieve a step-by-step action plan to:
- Leverage predictive, conversational, and generative AI to augment productivity and enhance experiences.
- Deploy ‘WFT’ tools that help advisors focus their efforts, scale their time, and enhance engagement.
- Differentiate experiences, services, and solutions to attract new client segments (UHNW, HNW, Affluent, Mass Affluent).
Optimize your MarTech stack and data that flows along the revenue cycle to acquire new clients, expand AUM, and increase organic growth.
2:15 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:
· Translate conversations into actionable business insights that drive revenue.
· Align your content and messaging with customer needs and market trends.
· Uncover industry insights and customer sentiments.
Advance your brand reputation and build a loyal customer base by proactively addressing customer concerns and needs.
2:45 pm
WORKSHOPS (45 mins) (Please select one)
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. Create a roadmap to:
- Develop and curate an agile marketing team.
- Transition from waterfall to agile and “being agile” vs “doing agile.”
- Drive more impactful conversations at the executive level, powered by cost-value metrics.
Achieve unprecedented business impact by enabling marketing teams that can pivot quickly to respond to real-time needs.
OR
WORKSHOPS 2: ELEVATING ADVISOR POSITIONING IN WEALTH AND ASSET MANAGEMENT
Strengthening Market Presence, Client Engagement, and Thought Leadership
In a competitive wealth and asset management landscape, advisors must differentiate themselves by building strong client relationships, leveraging thought leadership, and effectively navigating market events. This workshop will provide strategic insights into crafting a compelling value proposition, positioning in local markets, and using content-driven storytelling to strengthen the advisor-client connection. You will walk away with actionable strategies on:
- Defining and communicating a value proposition that resonates with both clients and intermediary partners.
- Equipping advisors with content and thought leadership tools to guide client conversations and navigate market events in real time.
- Aligning internal storytelling and brand positioning to enhance credibility and market presence.
Empower advisors with the tools, narratives, and positioning strategies they need to stand out in the evolving wealth and asset management space.
Led by Margaret Adaniel, Vice President, Digital, Marketing & Communications, CIBC
OR
WORKSHOP 3: INFLUENCER-FIRST CONTENT STRATEGY
Integrating Diverse Human-Centric Content Formats to Set Your Brand Apart in the Financial Sector
Explore how innovative financial brands are breaking away from traditional marketing by integrating diverse, human-centric content formats. This workshop will showcase the strategic implementation of influencer-first approaches, creative storytelling through influencers, SMEs, and brand ambassadors, as well as leveraging platforms like podcasts, YouTube, and blogs. 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.
Transform your approach to content creation to position your brand as a leader in the financial sector.
Led by Angelica Montagano, Head of Brand Experience, PWL Capital
3:30 pm
REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS
3:55 pm
EVALUATIONS
4:00 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.
4:30 pm
CASE STUDY: DATA-DRIVEN CONTENT STRATEGY
Blending Data, Brand, and Behavioral Insights to Drive Engagement and Loyalty
Discover how to craft a powerful, data-driven narrative that seamlessly integrates content and brand strategy, rooted in behavioural science. This case study will share practical insights. Adopt best practices to:
- Develop audience-centric marketing strategies that combine data insights with behavioural patterns.
- Build nuanced audience personas to shape narratives that connect emotionally and intellectually.
- Align content with your brand’s identity and audience behaviours to optimize engagement across channels.
Amplify behavioural science and data to create content that attracts and deeply resonates, driving meaningful connections and lasting loyalty.
5:00 pm
END OF DAY ONE SUMMARY & CLOSING REMARKS
5:05 pm
EVENING RECEPTION: ENJOY GREAT CONVERSATION, MUSIC & NETWORKING
