Day 1 - Wednesday 17 September 2025
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.
Hear from System1 about their new global study with Effie, spanning 1,250+ campaigns, $140bn in market share and 200,000 consumer responses, providing powerful evidence that creativity is a true profit multiplier. Discover five Creativity Stack principles you can apply to turn advertising into lasting growth and outsized financial returns.
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”.
Paul will explore what the working environments of the future will be like, how this may shape the marketing departments of the future, and if agile ways of working are the future or a passing fad.
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.
For this session, delegates will be split into six groups and asked to discuss the following topics, before regrouping and sharing their thoughts:
- Marketing Budgets in 2026
- AI & Creativity
- In-House VS Out-House & Building Effective Agency Partnerships
- Tension between Marketing & Sales
- Marketing & Having A Seat at the Table for New Product Development
- B2B Marketing VS D2C Marketing & The Need to Do More with Less
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 3 - Friday 19 September 2025
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.
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?