Consumers today are demanding more from financial brands and growing distrustful of traditional advertising. FI marketers need to be more creative than ever to get ahead of the competition. Take away a roadmap on:
Look into the future of financial marketing to drive your digital returns now.
Today’s consumer demands more and more convenience from their providers, and FIs are struggling to keep up. Enact an interdisciplinary strategy to provide a superior customer experience and cement loyalty. Develop an action plan to:
Put the customer at the center of everything you do to build longevity for your brand.
78% of marketers in the financial industry report using content marketing, but only 25% of those consider themselves to be effective. Cut through the noise and keep your audience engaged with a content strategy that is uniquely differentiated from the rest. Get practical tips to:
Implement winning strategies used by best-in-class financial partners to elevate your content.
New products and services pop up daily that promise to make customers’ lives easier, spread messages more effectively and help employees do their jobs more efficiently. To properly deploy the powerful technology we have at our fingertips, we must invest in creating cultures of innovation, collaboration and even co-creation. Explore practical ways to:
In the digital age, customers are no longer forming strong relationships with the brand they covet. Turned off by face to face and telemarketing sales techniques, today’s customer turns online for a better experience and to save time and hassle. Discover how personalization technology can:
Learn about the fundamental technologies that can humanize your digital customer experience.
Marketing teams are charged with connecting with their customers at a rapid pace but are often restricted by their IT parameters and sheer volume of content required. The financial industry has the additional challenge of fusing the online banking experience with the online marketing experience so that existing customers are continuing to learn about new products and services. Explore how marketings andIT teams are improving the way that they build and store content for audiences across many different devices, from web to mobile app to IoT to social. Create a strategy by:
Financial firms struggle to create the kind of content that creates continuing brand loyalty. Zero in on your customers’ concerns and needs to deliver personalized social content that will catch attention and keep your clients engaged. Take away strategies to:
Source your content strategy direct from consumers to align your brand and grow wallet share.
Micro-moments, a term coined by Google, are brief, intent-driven moments when consumers are looking to learn, do, or buy something. Make sure your brand is there for your customers in these moments and drive conversion. Develop a blueprint to:
Connect with your potential clients in crucial moments to become their provider of choice.
More than a third of consumers exclusively use mobile in their purchase decision-making, but mobile is still an afterthought for many firms. Center your strategy on the channel your clients really use to provide a superior user experience in financial services. Take away a roadmap on:
Know when to put the “second screen” first to revitalize your customer journey
A report from the Federal Deposit insurance Corporation pointed out that while digital financial services are being marketed as convenient “anytime, anyplace” tools, and have great potential for customers with disabilities, they’re missing the mark if the technologies themselves are not accessible and usable by People with Disabilities. Learn how you can create an inclusive and disability-friendly presence in your organization. In this session, you will:
Consumers today expect your website to be simple, seamless, and user-friendly. Master the key elements of web design and functionality that will keep your users coming back. Source best practices on:
Approaches from other industries
According to a recent CEB TowerGroup Customer Experience Survey, customer preference for purchasing financial products from branch locations has dropped 24% while online channel preference continues to increase. This is a reflection of the changing expectations of customers that is requiring that financial services institutions consider new models for customer engagement. Attend this session to learn how Wells Fargo adopted a new account enrollment process to increase customer conversion and engagement. You will discover how they:
Whether you're manually creating pitch decks or contracts, providing sales with the most up-to-date content is time consuming and does not scale. Learn how Denver Investments tackled this challenge by adopting new processes and technology to:
Learn about a new way for marketing to assemble sales materials at scale.
Achieving cross-channel parity is one of the most important factors in creating a customer-centric experience. Maintain a uniform presence across your platforms to make every interaction excellent. Overcome challenges around:
Deliver a truly client-centric experience to attract consumers to your brand.
Don’t miss this exclusive end-of-day gathering with conference speakers and attendees! Unwind, mingle and build relationships that will benefit you in the years to come.
FIs have more consumer data available to them than ever before, but still struggle with 1:1 marketing. Create personalized experiences to drive engagement and conversion using advanced behavioral analytics. Source practical tips to:
Financial Services firms can rapidly evolve their marketing strategies with the latest in programmatic advertising. The key is in leveraging data and insight to coordinate the entire marketing mix. Learn more about the best practices and game changing strategies you can easily implement to scale your efforts in:
Jump start your 2017 marketing strategies!
SHHH! Did you hear it? Something big just changed. BOOM! Just now, the largest untapped business opportunity in a generation became yours for the taking. Mitchell Weisman, CEO of RevJet reveals why now is the time to act to take advantage of an enormous source of value that’s been hiding in plain sight. In the coming years, there WILL be winners and there WILL be losers — make sure to learn how your business comes out on top.
Attend this session to arm yourself for this exciting new future where your organization
Today's sophisticated customers require brands to be accessible and engaging while delivering an exceptional experience. Especially at a local level. The session will touch on:
It’s not always smooth sailing to get social buy-in, especially for regulated markets. Move the needle in social marketing and meet legal requirements. Augment your social strategy while maintaining vigilant risk practices. Establish practices to:
Strengthen your social presence with first-hand advice from industry veterans.
Today, marketers must take advantage of digital marketing opportunities that are increasingly data-driven, programmatic, and addressable. Learn how to reach actual people with relevant content — across media, channels, and devices and to create personalized experiences. Activate people-based marketing to:
Take away actionable strategies for planning and executing a customer-centered approach.
Popular finance platform Credit Karma has leveraged indirect attribution to fuel its growth from 3 million to more than 60 million members. Develop an attribution framework that delivers the best mix of consistency and rigor to maximize your ROI. Dig into strategies for:
Master indirect attribution to strengthen acquisition and grow market share.
For too long, financial services marketing departments have been seen as a cost center. It's time to prove—and improve—marketing's contribution to the bottom line using marketing automation and metrics that matter. In this session we will discuss how segmentation strategies, lead scoring, and marketing analytics can help you prove ROI on marketing programs and acquire more clients.
It’s no longer enough to simply engage with your customers – you need to have meaningful dialogue, no matter the channel. But as a marketer, you are burdened with fragmentation across applications, channels, and customer expectations. In order to win, you need a real-time marketing strategy that is customer-centric so you can engage with your customers in a relevant and respectful way across their entire journey.
Join this session to learn how you can leverage technology to have meaningful 1:1 digital conversations with your customers by:
When you can anticipate the quickly changing ways customers interact with your brand, you can deliver on the promise of exceptional customer experience.
Using an online tool, ACU leveraged consumer curiosity to gain a great share of wallet in loans. Entice your existing and potential customers with simple digital tools that focus on them. Take away ideas to:
Develop engaging digital tools to grow wallet share and bring value to your customers.
Creating exceptional digital experiences for customers is the key to differentiating your brand in today’s competitive marketplace. Embrace an open eco-system between FIs and external developers to create richer capabilities for your customers. Source your plan of action on:
Stay competitive in a world of disruption by embracing innovation.
Source insights from your peers as the conference is divided into groups to discuss what you have learned from the conference and what you will do differently when you get back to the office. Identify the practices that you will stop, those that you will start and the ones that you will continue.