Day 1 - Wednesday 17 September 2025
Becky Moffat, Chief Marketing Officer of HSBC UK will share her reflections on being a CMO at the very top of the financial services world, her philosophy and approach to marketing, and learnings she has garnered from her successful career.
Day 2 - Thursday 18 September 2025
Peter will explore the uses of generative AI in marketing, advertising & communications, as well as sharing insight on how these AI models gather their training data and the legal & ethical implications these pose.
Clive will discuss how One Savings Bank embarked on an organisation-wide transformation project, and the learnings that marketers can apply should they experience their own.
Looking back over the big marketing trends of 2025, System1 will present insights on what has and hasn’t worked so far this year, as well as some predictions for what will do well in 2026.
Emily will delve into the evolution of marketing, what this means for growth, and how she has personally navigated this at Natixis Investment Managers as her role of CMO continues expanding beyond that of a “traditional marketer”.
In an age of AI-generated content, compromised consumer trust, and the ongoing need to differentiate, financial services brands face a difficult choice: stand out, or be bland.
Svein & Rowan from Rationale will explore why risk-taking for FS brands is not a liability, but a necessity, and how bold, strategically aligned decisions can unlock real differentiation.
After a year and a half at Royal London, Kathryn Pinner will share the highs, lows, and key learnings she has taken away from her time at the asset manager.
Details to Follow
Day 3 - Friday 19 September 2025
Aviva’s “Bright Start” campaign aims to highlight the positivity and peace of mind that comes from having one’s finances organised, positioning Aviva as the UK go-to partner for wealth and wellbeing. In this session, Paul Fletcher will share insights on how the campaign was conceived and launched, along with learnings from the experience.
In this session Kevin will give an overview of the consumer finance landscape, including the current state of the savings marketplace, regulation, and the roles of challenger and traditional banks.
You’ve rolled out the red carpet, booked the venue, and your high-value clients show up... But what happens next? A flurry of private meetings, VIP moments, and real business conversations—most of which never make it into your CRM or campaign reports.
In this session, we’ll uncover the plot holes in many financial institutions’ event strategies: the invisible meetings, the untold ROI, and the disconnect between what’s planned and what actually drives business. You’ll learn how to turn ad-hoc interactions into actionable insights, how to track meaningful engagement without stepping on compliance landmines, and why event technology isn’t a risk—it’s the missing link between your relationship strategy and measurable results. No more straight-to-DVD endings—let’s give your events the blockbuster treatment they deserve.
Ed Birth will tell the story of Hiscox’s multiple-award-winning brand campaign and its effects both on the SME insurance business and the wider organisation.
As the summit draws to a close, what are the key learnings and insights that you have taken from this year’s summit, and how will you apply these to continue improving your marketing work back in the UK?