Name: 4th Annual Digital Marketing for Financial Services Midwest Summit
Start: 21/09/2022 01:00 PM +00:00
End: 22/09/2022 10:00 PM +00:00

Tealium connects data so brands can connect with their customers. The Tealium Customer Data Hub encompasses tag management, an API hub, a customer data platform with machine learning, and data management solutions that make customer data more valuable, actionable, and secure. For more information, visit <a href="https://tealium.com">www.tealium.com</a>.

Tealium

VidMob&rsquo;s Intelligent Creative platform provides an end-to-end solution to help brands optimize the performance of their creative advertising assets by unifying data and analytics with creative production, delivering improved marketing performance and business results across all platforms and creative formats.
VidMob's unique platform dramatically improves business results with Intelligent Creative. VidMob is the only company in the world to receive a certified creative marketing partner badge from every media platform, delivering creative that works on a global scale. VidMob is a mission-driven organization, donating 1% annually to fund pro bono creative projects for nonprofits. VidMob is a leader in tech and work culture, earning awards from Digiday and Frost &amp; Sullivan for top technology innovation and receiving Ad Age and Inc. awards for best places to work.

VidMob

MoEngage is an insights-led customer engagement platform, trusted by more than 1,200+ global consumer brands such as Ally Financial, Payactiv, Cocomelody, 1Weather, and more. MoEngage empowers marketers and product owners with insights into customer behavior and the ability to act on those insights to engage customers across the web, mobile, email, social, and messaging channels. Consumer brands across 35 countries use MoEngage to send more than 50 billion messages to engage 900 million users every month. With offices in nine countries, MoEngage is backed by Multiples Private Equity, Eight Roads, F-Prime Capital, Matrix Partners, Ventureast, and Helion Ventures.&nbsp;

MoEngage

Basis Technologies (<a href="https://basis.net" target="_blank" rel="noopener">https://basis.net</a>), formerly operating as &ldquo;Centro,&rdquo; offers a SaaS platform composed of integrated applications that automate manual operations, standardize business processes, and improve marketing and advertising performance. The technology provides a comprehensive selection of buying methods across desktop, mobile, connected television (&ldquo;CTV&rdquo;), linear TV, audio, search, and social media. The platform creates a single system of record, seamless team collaboration, and actionable data-driven insights yielding gains in productivity and increased profitability for users. &nbsp;

Basis Technologies

Gain insight into today&rsquo;s sessions so you can get the most out of your conference experience and maximize your value. &nbsp;
Emma Hilditch, Content Producer, Strategy Institute

Emma Hilditch

OPENING COMMENTS FROM YOUR HOST 

Please note that all times listed are CDT.  &nbsp;   &nbsp; 9:00 AM ENTER NETWORKING LOUNGE, CONNECT WITH YOUR INDUSTRY COLLEAGUES &nbsp;
<ul>
<li>Start your day off right and make connections with digital marketing leaders &nbsp;</li>
<li>Join &ldquo;drop-in&rdquo; roundtables discussing best practices and innovative strategies &nbsp;</li>
<li>Schedule one-to-one video meetings with peers or vendors &nbsp;</li>
<li>Gather essential content and get exclusive offers at virtual exhibit booths   &nbsp; </li>
</ul>
9:55 AM OPENING COMMENTS FROM YOUR HOST &nbsp; Gain insight into today&rsquo;s sessions so you can get the most out of your conference experience and maximize your value. &nbsp;
Emma Hilditch, Content Producer, Strategy Institute
   &nbsp; 10:00 AM PANEL DISCUSSION: INFLUENCER MARKETING &nbsp; EXPLORE THE OPPORTUNITIES TO INTEGRATE INFLUENCERS INTO YOUR DIGITAL MARKETING MIX  FOR FINANCIAL SERVICES&nbsp; Gordon Glenister, Author, &ldquo;Influencer Marketing Strategy&rdquo; &nbsp; Susanne Chishti, CEO, FINTECH Circle &amp; Co-Editor, &ldquo;The FINTECH Book Series&rdquo;&nbsp; &nbsp; 10:30 AM SPOTLIGHT SESSION: TRANSFORMING THE DIGITAL MARKETING EXPERIENCE &nbsp; ELEVATE YOUR CX WITH PERSONALIZED, CONNECTED EXPERIENCES THAT EXCEED YOUR CONSUMERS&rsquo; EXPECTATIONS &nbsp; Patrick McCarthy, SVP and Head of Marketing and MarTech, City National Bank&nbsp;  &nbsp; 11:00 AM PANEL DISCUSSION: B2B CUSTOMERS &nbsp; TARGET YOUR BUSINESS AUDIENCE THROUGH B2B DIGITAL CAMPAIGNS THAT DEMAND ATTENTION AND DELIVER RESULTS &nbsp; Theresa Cummings, Marketing Strategist, Institutional Solutions Channel, MassMutual &nbsp; Sapna Kandukuri, Senior Manager, Marketing Strategy, Account Based Marketing, London Stock Exchange Group&nbsp;
&nbsp; 11:30 AM CASE STUDY: AI-DRIVEN ANALYTICS  &nbsp; ACCELERATE YOUR DIRECT MARKETING EFFORTS WITH ACCURATE DATA, MACHINE LEARNING AND AI  &nbsp;
Christina Harewood, Senior Director of Customer Success, Moengage&nbsp; Anil Rege, Chief Marketing Officer, Plastk Financial &amp; Rewards Inc. &nbsp;
 12:00 PM CASE STUDY: REPUTATION MANAGEMENT&nbsp; BUILDING REPUTATION IN A CYCLE OF DISTRUST&nbsp; Jennifer Janson, Director Communications, Omers Ventures&nbsp; &nbsp; 12:30 PM NETWORKING BREAK &nbsp; BUILD RELATIONSHIPS AND VISIT VIRTUAL BOOTHS &nbsp;
<ul>
<li>Expand your network and exchange expertise with your peers. Take advantage of our intuitive platform to deepen your knowledge and connect with digital marketing experts. &nbsp;</li>
<li>Pose your biggest questions to leading vendors and suppliers through one-to-one video conversations or chat &nbsp;</li>
<li>Join &ldquo;drop-in&rdquo; roundtables in the networking lounge and make connections that last beyond the conference &nbsp;</li>
<li>Experience live demos and test drive new technology &nbsp;</li>
<li>Source leading-edge content from virtual booths &nbsp;   &nbsp;</li>
</ul>
1:00PM CASE STUDY: STORYTELLING &nbsp; STAY AHEAD OF YOUR COMPETITORS BY INVESTING IN BETTER CONTENT WITH A HIGHER PRODUCTION VALUE &nbsp; Chad Mitchell, Vice President, Communications and Public Affairs and Head of Content and Digital Platforms, TD &nbsp;
&nbsp;
1:30 PM AFTERNOON KEYNOTE: CUSTOMER-FOCUSED D&amp;I &nbsp; BUILD STRONG BRAND RECOGNITION ACROSS NEW CUSTOMER BASES BY TACKLING D&amp;I AT SCALE &nbsp;
Kate Drance, Director, Brand and Digital Marketing, Vancity &nbsp;
&nbsp;
2:00 PM INDUSTRY EXPERT: DATA INNOVATION&nbsp; LEVERAGING THE POWER OF FIRST-PARTY DATA TO CREATE POWERFUL FINSERV EXPERIENCES&nbsp; Matt Parisi, Director of Product Marketing, Tealium&nbsp; &nbsp; &nbsp; 2:30 PM CASE STUDY: TRANSFORM YOUR MESSAGING  &nbsp; COMMUNICATE THE RIGHT MESSAGE TO ALIGN WITH YOUR CUSTOMERS&rsquo; NEEDS AND INCREASE BUSINESS Denise Wymore, Marketing Manager, QCash Financial CUSO &nbsp; &nbsp; 3:00 PM CLOSING COMMENTS FROM YOUR HOST &nbsp; Review key insights and takeaways from the conference. Source a summary of action points to implement in your work. &nbsp;
Emma Hilditch, Content Producer, Strategy Institute
  &nbsp; 3:05 PM VIRTUAL HAPPY HOUR &nbsp;
<ul>
<li>Get to know fellow delegates in &ldquo;drop-in&rdquo; virtual roundtables &nbsp;</li>
<li>Engage in one-to-one video conversation with peers or vendors &nbsp;</li>
<li>Connect with other attendees based on similar interests and business objectives using our &ldquo;recommend matches&rdquo; tool &nbsp;   &nbsp; </li>
</ul>
3:45 PM CONFERENCE ADJOURNS &nbsp;

Gordon Glenister

Susanne Chishti

Theresa Cummings

Sapna Kandukuri

Kate Drance

Anil Rege

Christina Harewood

Chad Mitchell

Denise Wymore

Patrick McCarthy

Jennifer Janson

Day 2 4th Digital Marketing for Financial Services Virtual Summit Midwest 

Explore the Opportunities to Integrate Influencers into your Digital Marketing Mix  for Financial Services&nbsp; How can your team adapt to meet changing financial services consumer needs in a rapidly evolving social media landscape? Build credibility and boost your reach by leveraging influencers that align with your brand. Develop a strategy to: &nbsp;
<ul>
<li>Keep your finger on the pulse of changing customer and financial services market demands &nbsp;</li>
<li>Secure long-term partnerships with financial services influencers who embody your brand&rsquo;s values &nbsp;</li>
<li>Work towards building a team focused on personalized and engaging experiences for customers &nbsp;</li>
<li>Ensure all your channels work as effectively as possible while remaining lean and agile &nbsp;</li>
</ul>
Reach your target audience through the power of influencer marketing. &nbsp;  &nbsp; Gordon Glenister, Author, &ldquo;Influencer Marketing Strategy&rdquo; &nbsp; Susanne Chishti, CEO, FINTECH Circle &amp; Co-Editor, &ldquo;The FINTECH Book Series&rdquo;&nbsp;

PANEL DISCUSSION: INFLUENCER MARKETING  

Elevate your CX with Personalized, Connected Experiences that Exceed your Consumers&rsquo; Expectations &nbsp; A huge advantage of digital marketing is having the ability to target audiences more precisely and deliver personalized content accordingly. Improve segmentation and relevancy by bridging the intersection between direct and digital marketing. Source practical tips on: &nbsp;
<ul>
<li>Establishing addressable marketing principles that drive relevant experiences &nbsp;</li>
<li>Integrating strategy, data, tech and organizational planning to transform your business  &nbsp;</li>
<li>Identifying new trends in centralized, identity-based performance marketing   &nbsp;</li>
</ul>
Connect your marketing experience to meet customers&rsquo; needs. &nbsp;  &nbsp; Patrick McCarthy, SVP and Head of Marketing and MarTech, City National Bank (an RBC Company)  &nbsp;  &nbsp;

10:30 AM SPOTLIGHT SESSION: TRANSFORMING THE DIGITAL MARKETING EXPERIENCE  

Target your Business Audience through B2B Digital Campaigns that Demand Attention and Deliver Results &nbsp; Focusing in on key channels of communication is crucial in order to engage your business audience. Improve your bottom line by helping your B2B customers solve their toughest business challenges with a raft of digital innovations. Master the success factors to: &nbsp;
<ul>
<li>Defining who your customers are in an enterprise environment &nbsp;</li>
<li>Producing personalized content for each stage of a B2B customer journey &nbsp;</li>
<li>Maximizing the impact of your email marketing &nbsp;</li>
<li>Creating scalable account-based marketing programs &nbsp;</li>
</ul>
Gear your marketing towards the business for ultimate B2B success. &nbsp;  &nbsp; Theresa Cummings, Marketing Strategist, Institutional Solutions Channel, MassMutual &nbsp;
Sapna Kandukuri, Senior Manager, Marketing Strategy, Account Based Marketing, London Stock Exchange Group&nbsp;

PANEL DISCUSSION: B2B CUSTOMERS 

Accelerate your Direct Marketing Efforts with Accurate Data, Machine Learning and AI  &nbsp; Marketers in today&rsquo;s financial services face unprecedented change. Whether it&rsquo;s from the decline of the cookie to fluctuations in how consumers save and invest, the industry is in undeniable flux. Supercharge your marketing strategy by applying data and AI modeling to quickly adapt to these challenges. Create a step-by-step action plan to:  &nbsp;
<ul>
<li>Clean and unify your customer data to ensure its actionable and enhance your records with third-party insights &nbsp;</li>
<li>Leverage both data and machine learning modeling to unearth meaningful customer intelligence and generate more qualified leads &nbsp;</li>
<li>Measure your results and pivot based on your learnings to improve your overall performance   &nbsp;</li>
</ul>
Maximize your business intelligence for greater customer loyalty and increased product sales.  &nbsp;  &nbsp; Christina Harewood, Senior Director of Customer Success, Moengage&nbsp; Anil Rege, Chief Marketing Officer, Plastk Financial &amp; Rewards Inc. &nbsp;

Target your Business Audience through B2B Digital Campaigns that Demand Attention and Deliver Results   Focusing in on key channels of communication is crucial in order to engage your business audienc

Building Reputation in a Cycle of Distrust&nbsp; According to the Edelman Trust Barometer, in 2022 financial services remains the second least trustworthy sector, with only social media coming in lower. Despite the fact that financial services has seen the greatest increase in trust over the last decade, clearly there is still much to be done. Jennifer Janson, author of the Reputation Playbook and global head of comms at early-stage tech investor OMERS Ventures will talk about the core principles of reputation building in the financial services industries. She will also share key learnings from innovative start-ups in the space. Attendees to this session will learn:&nbsp;
<ul>
<li>The formula and fundamentals for creating a great reputation&nbsp;</li>
<li>How to apply it to your business&nbsp;</li>
<li>How a single organic digital campaign created the greatest spike in OV&rsquo;s own brand awareness-raising initiatives</li>
</ul>
Re-acquaint yourself with the core principles of reputation building in 2022&nbsp; &nbsp; Jennifer Janson, Director Communications, Omers Ventures

CASE STUDY: REPUTATION MANAGEMENT

STAY AHEAD OF YOUR COMPETITORS BY INVESTING IN BETTER CONTENT WITH A HIGHER PRODUCTION VALUE &nbsp; In order to maintain engagement, you must implement new and innovative approaches to content marketing. Achieve greater impact by building content that is genuinely beautiful and compelling. Succeed in this and your audience will stick with you. Walk away with an action plan to: &nbsp;
<ul>
<li>Increase site dwell time and marketing ROI &nbsp;</li>
<li>Implement the right tech that allows you to create premium visual effects without writing code &nbsp;</li>
<li>Embrace content quality over quantity and deliver exceptional experiences &nbsp;</li>
</ul>
Ensure marketers, not developers, champion content cadence and publication to drive sustainable engagement. &nbsp; &nbsp; Chad Mitchell, Vice President, Communications and Public Affairs and Head of Content and Digital Platforms, TD &nbsp;

CASE STUDY: STORYTELLING 

BUILD STRONG BRAND RECOGNITION ACROSS NEW CUSTOMER BASES BY TACKLING D&amp;I AT SCALE &nbsp; The financial services sector is traditionally very conservative, and the branding and imagery used often reflects that. But that leaves a huge untapped market of unrepresented customers. Attract new business by understanding what resonates for these groups. Determine how to address these new consumers in order to: &nbsp;
<ul>
<li>Champion diversity and inclusion to expand your customer base and welcome excluded groups &nbsp;</li>
<li>Engage new customers by changing the imagery and words used in your branding and offerings &nbsp;</li>
<li>Create a customer journey that is relatable   &nbsp;</li>
</ul>
Increase your customer base through thoughtful and impactful D&amp;I initiatives. &nbsp; &nbsp; Kate Drance, Director, Brand and Digital Marketing, Vancity &nbsp;

AFTERNOON KEYNOTE: CUSTOMER-FOCUSED D&I 

Leveraging the Power of First-Party Data to Create Powerful FinServ Experiences&nbsp; Storm clouds are on the horizon when it comes to how to successfully and securely leverage the power of customer data. What are marketers to do when third-party cookies are no more? First-party data to the rescue! Propel your organization forward by learning how to:&nbsp;
<ul>
<li>Apply three key mandates to your FinServ CX initiatives&nbsp;</li>
<li>Shift your data strategy from third-party to first-party&nbsp;</li>
<li>Leverage key martech to power more comprehensive marketing campaigns&nbsp;</li>
</ul>
Transform your approach to data for resilient marketing &nbsp;
 Matt Parisi, Director of Product Marketing, Tealium&nbsp;

Matt Parisi

INDUSTRY EXPERT: DATA INNOVATION

COMMUNICATE THE RIGHT MESSAGE TO ALIGN WITH YOUR CUSTOMERS&rsquo; NEEDS AND INCREASE BUSINESS &nbsp; Digital marketing trends come and go. But what never goes out of fashion is focusing on your customers&rsquo; needs and reflecting that in your messaging. Build a lasting reputation and create an impact with these proven communication strategies. Adopt best practices to:  &nbsp;
<ul>
<li>Develop positive messaging for new products &nbsp;</li>
<li>Reflect diversity, equity and inclusion across all channels in your organization &nbsp;</li>
<li>Improve your brand&rsquo;s reputation and inspire your customer base with mission-driven marketing &nbsp;</li>
</ul>
Align your messaging to your customers&rsquo; thinking. &nbsp;  &nbsp; Denise Wymore, Marketing Manager, QCash Financial CUSO

CASE STUDY: TRANSFORM YOUR MESSAGING  

Review key insights and takeaways from the conference. Source a summary of action points to implement in your work. &nbsp;
Emma Hilditch, Content Producer, Strategy Institute

Agenda

Speakers26 Speakers

Monu Kalsi

Kerry Janisch

Anil Rege

Theresa Cummings

Gordon Glenister

Mary Cate Spires

Jessica Caruso

Katie Yun

Lori Pon

Patrick McCarthy

Kate Drance

Susanne Chishti

Andrea Belk Olson

Megan Audette

Jennifer Janson

Sapna Kandukuri

Shannon Dougall

Jenay Sherman

Carey Woodruff

Christina Harewood

Chad Mitchell

Denise Wymore

James Robert Lay

Jim Tincher

Emma Hilditch

Matt Parisi

Booth4 Booth

Tealium

VidMob

MoEngage

Basis Technologies

Agenda

Speakers.css-1f6omqm{margin:0;font-size:1.4rem;font-weight:500;line-height:1.5;color:#5d5d5d;font-family:'Poppins',sans-serif;margin-left:0.8rem;}26 Speakers

Monu Kalsi

Kerry Janisch

Anil Rege

Theresa Cummings

Gordon Glenister

Mary Cate Spires

Jessica Caruso

Katie Yun

Lori Pon

Patrick McCarthy

Kate Drance

Susanne Chishti

Andrea Belk Olson

Megan Audette

Jennifer Janson

Sapna Kandukuri

Shannon Dougall

Jenay Sherman

Carey Woodruff

Christina Harewood

Chad Mitchell

Denise Wymore

James Robert Lay

Jim Tincher

Emma Hilditch

Matt Parisi

Booth.css-7303n9{margin:0;font-size:1.4rem;font-weight:500;line-height:1.5;color:#5d5d5d;font-family:'Poppins',sans-serif;color:#FFFFFF;margin-left:0.8rem;font-weight:400;}4 Booth

Tealium

VidMob

MoEngage

Basis Technologies

Speakers26 Speakers

Booth4 Booth