Programme

  

Day One

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Registration
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Welcome

David Cowan, Managing Director, The Financial Services Forum

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The Strategic Use of Social Media in Financial Services

Social media has revolutionised the relationship between customers and organizations with 4.76 billion users worldwide. An evolving business megatrend, social media is embedded in our society yet organisations focus on its tactical rather than strategic use. This session will explore a strategic framework that enables marketing managers to avoid jumping on the bandwagon and getting the most from their social media budget.

Speaker
Course Director, MSc Marketing and Leadership
Cranfield School of Management
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From Big Tech to Fintech: A Journey Through Financial Services

Join us as Suzanne Homewood takes un a journey through her career, detailing her transition from working at a large corporate to making a difference at a fintech company.

With pit stops at the role of Ai when applied to helpful solutions, the transformation of financial services markets following consumer duty and the future of technical leadership and its role in in ensuring data is used for good, brace yourself for quite the trip!

Speaker
Managing Director - Decisioning Division
Moneyhub
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Connecting with Customers, not Cookies

Today’s marketers are seeking smarter solutions and harnessing data in all forms of advertising. With 10 years of learning since our journey into addressable media began, Sky Media has been transforming marketing performance to better understand consumers, effectiveness and build a bank of great insights.

In this session, you’ll hear from Client Partnership specialist Nia Thompson and Head of Sales & AdSmart Steve Wild on why the time is right for data led solutions to lead your thinking. You’ll see best practice from the sector and the types of outcomes brands can expect when they connect with customers.

Speakers
Planning & Partnership Controller
Sky
Head of Sales - South
Sky
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Lunch
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Finances & The Younger Generation

As the younger generation gets to grips with managing their finances during a cost of living crisis, what do they want and expect from the financial providers?

Speakers
Research Executive
Savanta
Research Consultant
Savanta
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The Psychology of Being A Good Leader

An indispensable part of every successful team is a good leader – someone who inspires, motivates and unites a team behind them.

As marketers, working as part of a team is a given, but using behavioural science insights we will delve into what it is that separates a leader from a boss, and what you can do to ensure you can command the loyalty of your whole team.

Speaker
Chief Consulting Officer
Cowry Consulting
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Coffee & Networking

A chance to grab a coffee, refresh, and network with your fellow guests!

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Meet the Young Marketer of the Year

As the winner of our Young Marketer of the Year 2022 award, Laura has excelled in making a difference and achieving tangible, measurable results. What has she done so well, what would she do differently and what could you apply from her proven success to your own work?

Speaker
Marketing Manager
Waverton
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Free Time
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Pre-Dinner Drinks Reception

Don your best clothes and get to know everyone over your drink of choice, before we all sit down for dinner together. 

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Dinner
Drinks at the Bar

Day 2

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Breakfast
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Breakout: The Financial Services Brand of the Future

What financial services brand would you create for the future if no barriers existed? What product or customer segment have current providers completely overlooked, that may become a sizeable market in the future?

This interactive session is about creativity and having a bit of fun. A prize will be awarded to the most compelling and innovative idea!

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Breakout Report Back
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Coffee & Networking
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Building Relationships with Key Stakeholders

Networking and managing relationships is a key component of the job for any marketer, but what’s the best way to do so? In this session, we share the best practice for building and maintaining relationships, and how to get strategic when finding people it’s worth talking to.

Speaker
Marketing Consultant
Annabel Venner Consulting
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Brand-building Blocks for Strong Financial Services Marketing

A closer look at advertising effectiveness and the role of creativity in the financial services sector, striking the right balance with short-term activation and long-term brand building, and the latest research on ad wear-out.

Speaker
Creative & Media Partnership Director - UK
System1
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Lunch
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How to Build A Stellar Long-Term Relationship with your Agency

Finding the right agency to work with is a lot like dating. There are thousands of agencies you could work with, but finding the right partner – and building a sustainable relationship - takes time, effort and skill.

Often your career prospects are determined by your agency’s performance, so failing to invest in your agency relationships can be costly - which is why we’ll be sharing our top five tips for developing a long-term (and successful!) agency relationship.

We’ll share a range of examples showcasing best practices – as well as mistakes you can easily avoid.

Speakers
Managing Director
Receptional
Business Development Manager
Receptional
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The Cheat Sheet - Ask A CMO

If you came across a panel of CMOs willing to answer any questions you may have about career progression, best practice, and things to watch out for, what would you ask?

Our selected marketing experts are willing and ready to lay their careers open to help the next generation of marketing talent succeed, so make sure to come with open ears and an inquisitive mind!

Speakers
Founder
Merakiting
CMO
Nationwide
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Closing Remarks
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Summit Close & Departures