Monday 12 May 2025

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Coffee & Registration
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Welcome
Speaker
Managing Director
The Financial Services Forum
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Opening Keynote: How To Be A CMO

In this interactive session, Andy will share insights from his experience of global marketing leadership. Delegates will hear how marketing leaders need a command of theory as well as the judgement to know when to rip it up and do something different. They’ll explore FS marketing’s “existential question”, and how to organise and elevate the function as a strategic partner to the business. They’ll take away at least one development idea to support their career path to senior marketing leadership.

Speaker
Global Director of Marketing
Legal & General Investment Management
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Session I: • Keep your Friends Close, and your Customers Closer - Boosting Client Engagement through Personalisation and Marketing Automation

Personalisation is an invaluable way to nurture relationships and boost marketing efforts, but in 2025 what are the best ways to go about doing it? In this session we will delve into the best practice surrounding Personalisation and how you can up your client engagement by investing in your Marketing Automation systems and processes.

Speaker
Senior Business Solutions Manager
SAS
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Session II: Engaging Hard to Reach Audiences - Does Anything Work?

The world of finance and pensions has improved massively over the last few years in both simplicity and quality of communications and messaging - yet there are still large swathes of the potential audience that are completely ignoring us.

In this session we will look at some of the successful techniques Scottish Widows have used when trying to engage hard to reach audiences - from going where your customers already are and endorsing niche channels all the way through to gamifying pensions.

Speaker
Workplace Savings & Engagement Specialist
Scottish Widows
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Lunch
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Session III: The Building Blocks to a Culture of Effectiveness

Nick will talk through why creating a culture of effectiveness is important, the challenges that organisations face when building out their effectiveness approach, and present a framework for building a strong effectiveness culture.

By bringing it to life with examples and anecdotes from his time working setting up Effectiveness functions in O2 and Samsung, and his time as Founder of Go Ignite and The Ignition Room working directly with brands and agencies, this session will provide a practical view of how to build a culture of effectiveness (and how not to!)

Speaker
Founder & Chief Effectiveness Officer
Go Ignite Consulting
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Session IV: Hitting the Suite Spot – Translating Marketing into the Language of the C-Suite

How do you get those in the C-Suite to buy into your ideas when they don’t understand your marketing metrics? In this session, we’ll show marketers how to translate the marketing jargon and metrics into a language that those in the boardroom will know and understand, giving you the best chance to get the C-Suite to buy into and support your ideas.

Speakers
CMO & Head of Client Experience
M&G Investments
Founder of Merakiting & CMO
IFM Investors
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Session V: Moving Beyond Buzzwords - Unlocking Customer Data to Deliver Personalised Experiences

The financial services industry is complex and risk-averse, which can slow digital transformation and personalisation efforts. The challenges aren’t just technical but also related to change management, modernising platforms, introducing AI, and rethinking marketing strategy.

In this session we will look at a proven methodology which has helped companies like IG Group unlock the potential of their customer data through developing a deeper understanding of journeys, touchpoints, KPIs, pain points and opportunities.


In Partnership With: 

Speaker
Managing Directir & Partner
Comwrap Reply
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Breakout Session - Behavioural Science Nudgeathon

For this interactive session, you’ll learn about frameworks used in the financial services industry and how to apply behavioural science to your work. You’ll get the opportunity to work on a real-life brief, where Cowry consultants will teach you how to analytically audit work and behaviourally optimise it to engage clients and employees and drive meaningful behaviour change.

Delegates will be put into groups before being given an interactive task to work through before feeding back.

Speakers
Behavioural Architect Manager
Cowry Consulting
Experimental Designer
Cowry Consulting
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Breakout Feedback
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Free Time
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Networking & Drinks Reception
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Dinner
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Drinks at the Bar & Networking