Agenda
Please note that all times listed are Pacific Time.
7:45 am
7:45 am
NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS
8:45 am
8:45 am
OPENING COMMENTS FROM YOUR HOST
9:00 am
9:00 am
OPENING FIRESIDE KEYNOTE: FUTURE-PROOF YOUR DIGITAL MARKETING
Develop Strategies That Can Adapt to the Ever-changing Marketing Landscape
9:30 am
9:30 am
C-SUITE PANEL: CMO POWER PANEL
Maximize Your Marketing ROI Across All Channels
10:00 am
10:00 am
10:00 am
TRACK 2: INDUSTRY EXPERTPANEL: MARKETING ON DIGITAL PLATFORM
Perfecting Short Content for Younger Generations to Drive Long-Term Revenue
10:30 am
10:30 am
SPEED NETWORKING!MAKE MEANINGFUL CONNECTIONS
11:00 am
11:00 am
EXHIBITOR LOUNGE: VISIT BOOTHS & WIN PRIZES
11:30 am
11:30 am
TRACK 1: INVESTMENT MANAGEMENTPANEL: CREATING THE STICKIEST CONTENT
Stay Relevant and Memorable to Retain Your Current Clients and Win New Business
11:30 am
11:30 am
TRACK 2: BANK & INSURANCEPRESENTATION: THE QUANTUM LEAP
Architecting an AI Powered Mar Tech Stack And Organization
12:00 pm
12:00 pm
TRACK 1: INVESTMENT MANAGEMENTIN-HOUSE STRATEGIES
Maximizing Team Cohesion to Maximize Revenue
12:00 pm
12:00 pm
TRACK 2: BANK & INSURANCEPRESENTATION: THE BRAND REPUTATION EQUATION
A Layered Reputation Strategy to Increase Low Funnel Conversion
12:30 pm
12:30 pm
NETWORKING LUNCH: DELVE INTO INDUSTRY CONVERSATIONS
1:30 pm
1:30 pm
EXHIBITOR LOUNGE: VISIT BOOTHS & WIN PRIZES
1:45 pm
1:45 pm
TRACK 1: INDUSTRY EXPERTFIRESIDE: INTERACTIVE CONTENT TO SET APART FROM COMPETITORS
How Financial Services Companies Are Leveraging Interactive Content to Differentiate, Disrupt, and Delight.
1:45 pm
1:45 pm
TRACK 2: INDUSTRY EXPERTCASE STUDY: MAKE SOCIAL MEDIA THE HEART OF YOUR BUSINESS STRATEGY
How To Streamline Your Marketing Efforts, Boost Revenue, And Maintain Regulatory Adherence with Actionable Insights, Personalized Campaigns, And Stringent Compliance Measures.
2:15 pm
2:15 pm
TRACK 1: INVESTMENT MANAGEMENTPRESENTATION: AUTOMATION & VALUE CREATION
Value Creation Opportunities Within the Insurance Value Chain.
2:15 pm
2:45 pm
2:45 pm
TRACK 1: INDUSTRY EXPERTTHRIVING IN THE WAR FOR DEPOSITS
How To Drive Strategically Significant Core Deposits at Half the Cost
2:45 pm
2:45 pm
TRACK 2: INDUSTRY EXPERTCUSTOMER-LED GROWTH
CLG: The Key to Efficient Growth in Financial Services
3:15 pm
3:15 pm
EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS
3:45 pm
3:45 pm
TRACK 1: INVESTMENT MANAGEMENTPRESENTATION: CONVERGENCE OF DIGITAL MARKETING PROMOTION & CULTURALLY RELEVANT MESSAGING
How to Develop Creative & Messaging Combined with Digital Targeting Translated into Off the Chart Results
3:45 pm
3:45 pm
TRACK 2: BANK & INSURANCECAPTURING ATTENTION
Secure New Customers and Re-Engage with Your Existing Customers
4:15 pm
4:15 pm
CLOSING KEYNOTE: FORECASTING UNCERTAINTY
Excel Modelling to Overcome Data Limitations
4:45 pm
4:45 pm
CLOSING COMMENTS FROM YOUR HOST
5:00 pm
5:00 pm
EVENING RECEPTION: ENJOY GREAT CONVERSATION, MUSIC & NETWORKING
5:30 pm
5:30 pm