8:00 am
DAY TWO REGISTRATION & NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS
8:50 am
DAY TWO OPENING REMARKS FROM THE CHAIRPERSON
9:00 am
CASE STUDY: MARKETING TRANSFORMATION IN ACTION
Leveraging Agility, Technology, and Data to Drive Growth
Explore how TD Bank is reshaping its marketing function to align with a growth-driven strategy. This session will highlight the bank’s comprehensive transformation journey, focusing on adopting agile methodologies, embracing digital innovation, and integrating AI and GenAI to enhance decision-making and customer engagement. You will walk away with actionable insights on:
- Implementing agile processes to build a more adaptive and responsive marketing organization.
- Driving growth through technology and digital transformation.
- Becoming a data-driven marketing function with AI and GenAI at its core.
Discover how to transform your marketing approach to fuel growth and innovation in today’s competitive landscape.
9:30 am
INDUSTRY EXPERT PRESENTATION: AI-POWERED SEARCH
Adapting for Greater Brand Discovery in an Evolving Landscape
Explore how AI is reshaping the way consumers discover brands online. This session will provide you with actionable guidance. Source your plan of action by:
- Adapting to algorithm changes to maintain a competitive edge and ensure continued brand visibility.
- Optimizing your search presence to increase organic traffic and improve ranking across key platforms.
- Leveraging AI-driven insights to tailor content and strategies that resonate with target audiences and drive engagement.
Increase your brand’s visibility and discovery to attract more qualified leads and strengthen your online presence.
10:00 am
PANEL DISCUSSION: AI-DRIVEN TRANSFORMATION
Driving Your Organization Towards Rapid and Responsible Exploration of AI Capabilities for Process Optimization, Scaling, and Customer Journey Improvements
Discover how early adopters discern the most impactful business use cases, separating reality from hype and swiftly involving relevant internal stakeholders. Adopt best practices to:
- Navigate a use case from pilot setup to execution stage.
- Address privacy and bias concerns within internal teams and external customers.
- Identify opportunities to upskill your teams with AI-powered tools.
Transform your AI capabilities to unlock new levels of efficiency, innovation, and competitive advantage in your marketing strategies.
10:45 am
REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS
11:15 am
ROUNDTABLE DISCUSSIONS (45 mins)
A: INSURANCE MARKETING FOR THE DIGITAL AGE. Building Trust with Today’s Consumers Through Multi-Channel Strategies and Digital Enablement.
Led by Siddharth Vishwanathan, Digital Marketing Advisor, Canada Life
B: AFFILIATE AND PARTNER MARKETING. Leveraging Relationships to Differentiate Your Brand and Grow Your Customer Base.
Led by Erin Wilson, Vice President, Marketing, HomeEquity Bank
C: THE PERFECT MARKETING DUO. Blending Field and Digital Tactics for Seamless Customer Journeys.
Led by Laura Kennedy, Vice President, Marketing, Park Place Financial
D: BRAND AS A GROWTH ENGINE. (Re)launching And Activating Your Brand to Attract New Audiences and Deepen Relationships.
Led by Ghazal Taheri, Director, Brand & Acquisition, Meridian Credit Union
E: DATA-DRIVEN STORYTELLING. Building a Beloved Brand in a Hated Industry.
Led by Kate Brown, Chief Marketing Officer, Insurely
F: DOING MORE WITH LESS. Leveraging Existing Resources to Attract More Customers Today.
Led by Rachel Bourne, Head of Bank Partnerships, MaxMyInterest
G: HUMAN-CENTRIC BRAND IN ACTION. Creating Strategies to Build Trust, Loyalty and Engagement.
Led by Jose Ariel de Trinidad, Chief Executive Officer, CPAMD
12:15 pm
PANEL DISCUSSION: MODERN MARKETING OPERATIONS
Optimizing Sales and Marketing Operations for Maximum Efficiency and Growth
Leverage AI to transform marketing and sales operations, improve distribution strategies, and enhance performance across the board. This panel will offer practical insights into how modern marketing operations are adapting to the digital age. Walk away with an action plan on:
- Implementing effective digital strategies that align with your sales and marketing goals.
- Building and structuring a high-performing digital team that can stay ahead in a fast-changing landscape.
- Overcoming key challenges in integrating AI into your marketing operations and distribution strategies.
Advance your marketing operations and drive sustained growth to align technology, talent, and strategy for optimal results.
12:15 pm
CASE STUDY: MODERN FINANCIAL MARKETING FOR ADVISORS
Empowering Advisors to Build Stronger Client Connections in a Digital Era
Develop a successful advisor marketing program that leverages social media, personalization, and targeted outreach. Discover how innovative strategies have empowered advisors to enhance their presence, connect with diverse client segments, and build stronger relationships. Source effective tips on:
- Creating a strategic social media framework that helps advisors position themselves effectively in the digital space.
- Balancing compliance requirements with authentic, personalized marketing to engage both older clientele and the next generation.
- Developing strategies that enable advisors to build trust, improve visibility, and showcase their expertise.
Transform advisor marketing strategies to align with evolving client expectations and market dynamics.
12:45 pm
INDUSTRY EXPERT PRESENTATION: ENABLING PERSONALIZATION
Enhancing the User Experience Through a Robust Personalization Strategy
Implement personalization capabilities, aiming to deliver unique experiences to your clients and prospects at scale. This session provides insights to help you develop a roadmap for personalization within your organization. Take back to your office strategies to:
- Assess the impact on your business setup and drive effective change management across multiple lines of business.
- Leverage existing data in a more compelling way to enhance personalization.
- Optimize the placement of tools and data in collaboration with IT to maximize their capabilities.
Master a roadmap for increasing personalization maturity in your organization to enhance your digital experience.
12:45 pm
INDUSTRY EXPERT PRESENTATION: VIDEO CONTENT IN FINANCE
Best Ways to Leverage Video in 2025 to Boost Customer Engagement
Integrate top video tips and practices into your content strategy to maximize engagement, conversation, and customer experience. Source practical tips to:
- Scale video capabilities through partnerships and video-generating technologies.
- Identify the most impactful metrics and indicators to assess success.
- Analyze data to identify patterns, compare channels, and maximize engagement.
Increase data-driven video marketing to capture attention and educate your customers
1:15 pm
NETWORKING LUNCH
2:15 pm
EXHIBITOR LOUNGE VISITS & PRIZE DRAW WINNER ANNOUNCEMENT
2:30 pm
INDUSTRY EXPERT PRESENTATION: VIDEO & GENAI
Scaling Personalization to Drive Customer Growth
Personalized, engaging digital experiences have become critical to understanding your customers and ultimately driving growth. But how can you meet your diverse customers’ needs, on multiple channels and at scale, while ensuring compliance and fostering loyalty? Join us to gain actionable insights into creating connections and future-proofing your digital marketing efforts in financial services. Develop a blueprint to:
- Personalize digital experiences to connect with audiences and build long-lasting relationships.
- Create, repurpose, and personalize videos, webinars, virtual and hybrid events, and podcasts at scale with a built-in, AI-infused intelligent content lab.
- Engage audiences with interactive, real-time AI-assisted engagement tools – and leverage that precious 1st-party engagement data to optimize event and content strategies as well as boost ROI.
Bolster long-lasting connections with future-proof digital marketing experiences that boost reach, engagement, 1st party data, and ROI.
3:00 pm
PANEL DISCUSSION: DOING MORE WITH LESS
Building Brands and Maximizing Impact with Strategic Resource Allocation
Deliver impactful marketing campaigns with lean teams and constrained budgets. This session brings together marketing leaders to share proven strategies for building a successful marketing function, leveraging external partners, and launching effective campaigns that drive results. Create a roadmap to:
- Create strong marketing foundations, including brand guides, content strategies, and website optimization.
- Build team skills and leverage external partners to expand your capabilities.
- Design and execute high impact multimedia campaigns on limited budgets.
Achieve impactful marketing results by optimizing resources and building a resilient, effective team.
3:45 pm
PRESENTATION: MAXIMIZING MARKETING IMPACT WITH LIMITED BUDGETS
Driving Results Through Smart Targeting, Personalization, and Analytics
Achieve stronger marketing results by maximizing efficiency with your budget. Drawing from real-world examples from Credit Unions to digital to traditional financial services, this session will explore strategies to optimize resources through data-driven targeting, personalization, and CRM strategies. You will walk away with actionable insights on:
- Allocating marketing budgets efficiently to deliver stronger results without increasing spend.
- Leveraging data, analytics, and CRM tools to refine targeting and enhance personalization across channels.
- Building a media mix strategy that maximizes customer engagement and drives measurable outcomes.
Discover how to make your marketing dollars work harder with smarter strategies that deliver lasting impact.
4:15 pm