June 2 - 3, 2016 // Sheraton Centre Toronto · 1:30 PM CASE STuDy: WEllS FARGO Instant Connection – Build Engagement and loyalty through Real Time Activation Peer into the inner

www.financialdigitalmarketing.com

June 2 - 3, 2016 // Sheraton Centre Toronto

Adopt game-changing strategies to transform your digital organization

Featured speakersFast track your success to

Keynote

Mitch Joel,President,Mirum

Edward Scholtens, VP, Enterprise Social Media, Wells Fargo

Tammy Cash, EVP & Head of Marketing, Horizons ETFs

David Gair, Marketing Director, Allstate Insurance Canada

Betsey Chung, Chief Marketing Officer, Personal & Commercial Banking & Wealth, BMO Financial Group

Keynote

Mitch Rose, Vice President, Global Content Strategy, Planning and Operations, J.P. Morgan Asset Management

Lift Engagement

Drive Conversion

Maximize ROI

Grow Wallet Share

Personalize Experience

Cement Loyalty

Gold Sponsors: Silver Sponsor: Bronze Sponsors:

Breakfast Sponsor:

Wifi Sponsor:

JuST FOR FIs!8 STREAMS

35+ ElITE SPEAKERS

Strategy Institute presents the...

MAKING DATA MAKE SENSE

DATA INSIGHT GROUP

Welcome to the largest financial digital marketing forum in

Canada – providing you with specialized solutions to transform

digital channels into your competitive advantage.

Accelerate your digital transformation with inspiration from 35+

marketers amongst America’s top financial institutions. Acquire

practical strategies and execution tips to optimize integration,

personalization, analytics, mobile, social, programmatic, content,

search, display, and UX.

Grow brand loyalty and retain customers in a cut-throat

marketplace. Convert digital into a robust acquisition engine. Set

your brand apart from competitors.

Your Digital Marketing for Financial Services Summit Team

@Strategy Institute

Acquire criticAl insights from finAnciAl brAnd innovAtors:

3 Tips from 18 award-winning financial brands

3 Interact with 150+ marketing innovators

3 30 dynamic sessions in 8 tracks

3 Exclusive keynotes and fireside chat

3 12 groundbreaking case studies

3 Focused sessions on B2B and B2C

3 Real time marketing and personalization tracks

WhAt’s neW this YeAr

30 interActive sessions 12 exclusive

cAse studies 3 poWer pAnels

35+elite speAkers

Register Today by Calling 1 866 298 9343 x 200

insurAncecompAnies5mAjor bAnks/

credit unions6

Data Analytics: Transform data into actionable insights

Content Marketing: Streamline creation and distribution

Social Deployment: Activate social channels to lift your brand

Mobile: Deliver customer value with contextualization

Attribution: Measure and optimize performance across channels

B2B: Enable sales and build relationship with trusted advisors

Omni-Channel: Enhance experience at every touch-point

Search: Improve ROI with advance SEM and SEO tactics

Programmatic: Boost display effectiveness with automation

Personalization: Drive conversion throughout the path-to-purchase

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AttAin 10 keY solutions: pAst Attendees include:

Aviva // Bank of Montreal // Barclaycard // BBVA

Compass // Cambridge Trust // Capital One //

CIBC // Franklin Templeton Investments // FTSE

// Guardian Life Insurance Company of America

// Intact Insurance // Investors Bank // JPMorgan

Chase // MasterCard // Manulife Financial //

National Bank of Canada // RBC // Standard Life //

State Street Global Advisors // Transamerica // TD

Bank // U.S. Bank // Wells Fargo // Visa

the speAkers hAve been greAt… brAinstorming And gAthering different ideAs And ApproAches to figure out Where to go next to be A leAder And provide the experience We WAnt All our customers to hAve. mArc burroni, Avp – product mArketing, horizons etfs

Who You Will meet At this event

Banking // Credit Union // Investment & Wealth Management // Insurance // Credit Card // Mutual Fund // Brokerage // Loan // Mortgage

CMO | Marketing | Advertising | Digital | Interactive | Emerging Channels | Mobile | Social | Search | Branding | Analytics | Optimization | Communications | Online | Payment Innovation

• Engage target audiences and increase revenue generation

• Save costs and optimize your multi-channel integration

• Cultivate trust, grow loyalty and protect market share

Communications // Strategy // SEO // Automation // Social Media & CRM // Analytics // Research // Software

President | VP, Business Development | Marketing | Sales

• Connect with decision-makers and million-dollar budgets

• Cater to a market in need of tailored digital marketing solutions

• Generate new contacts and build crucial business relationships

Digital // Marketing // Media // Advertising // Communications // PR

Digital & Interactive | Measurement & Analytics | Media Planning | Content Development | Research | Brand Communications | Consumer Insights

• Demonstrate your expertise and acquire valuable clients

• Capitalize on emerging opportunities and trends

• Interact with experts and top industry executives

finAnciAl institutions Agencies consultAnts, vendors And solution providers

Join the debate with innovators and peer executives in Financial Services marketing. Become part of our growing Digital Marketing Forum for Financial Services Private Group.

flickr

Get your opinions heard. Follow us on Twitter @DMFinancialServ, #DMFSToronto

flickr

Register Online at www.financialdigitalmarketing.com

Partners:

Outlined

reinvent Your brAnd to thrive in the digitAl Age

The Financial Brand | Marketingland | Cisco VNI | Forrester | Accenture | *DMFS Toronto 2015

58% of consumers have tried a new brand in the last three months that they didn’t even know about one year ago

Global Users 24%Young Professionals 35%

Millennials 23%Mobile Mothers 21%

have purchased financial products/services via mobile

By 2016, the sum of all video forms will be approximately 86% of worldwide consumer traffic.

Conversion rates on many banks’ website remain low — in some areas, well below 10%

Millennials switch banks twice as often as other consumer groups.x2

2015 - 2016 priorities*

7:30 AM

8:15 AM

Sonia Carreno, President, IAB Canada

8:30 AM

KEynOTE ADDRESS

Reboot your Digital Marketing Strategy to Transform your Brand and Win in the new landscapeStaying ahead of the curve in a shifting new landscape is critical. Leverage customer insight to ready your organization for the future. Develop a blueprint to:• Create,connectandadapttofuturechallenges• Adapt,learnandmaintainyourcommercialedge• Navigatethefastchangingeconomic,socialanddigitallandscapeReset your marketing strategy in the digital era to grow your bottom line.

Mitch Joel, President, Mirium, host of Six Pixels of Separation, author of CTRl AlT Delete

9:15 AM

POWER PAnEl: OMnI-CHAnnEl

Surmount Barriers to Transform your Omni-channel into a Customer Centric, High Performance Digital EcosystemSee how finance trendsetters achieve business priorities with digital marketing and communications. Improve your client acquisition and loyalty by activating the right channels for different phases of the sales cycle. Source practical tips to: • Optimizemarketingprogramsvs.individualcampaigns• UseanalyticstostrengthenattributionandROI• Identifyrevenuegapsandpromotecross-sell

Developacohesiveomni-channelmarketingecosystemandsecurecustomer loyalty.

Maja Neable, VP, Digital and Channel Marketing, BMO Financial Group

Tammy Cash, EVP & Head of Marketing, Horizons ETFs

Valerie Jones, VP of Marketing, Veriday

Paul Erickson, Partner, Customer Engagement, IBM

10:00 AM

InDuSTRy ExPERT

Redefining the 4 P’s of Financial Services in a FInTECH World In the new paradigm of marketing and sales where FinTech is trending, what is required of your company to sell? Develop a digital customer journey specifically designed to target and convert new customer segments. Walk away with a better understanding of:

• Theimportanceofdigitalexperiencetothecustomerjourney• Whatcontentisneededtoconvert,onboardandretaincustomers• Wheretostartifyourcompanyisn’tthereyetEvolve the 4 P’s to succeed in a FinTech driven world.

Larry Lubin, President & CEO, BluERuSH

DAy 1: THuRSDAy, JunE 2nD, 2016

10:30 AM MID-MORnInG nETWORKInG BREAK

Follow us on Twitter @DMFinancialServ

REGISTRATIOn

OPEnInG COMMEnTS FROM CHAIR

CHOOSE yOuR TRACK

BIG DATA

11:00 AM

PEER-TO-PEER:

Tips and Tricks on How to Initiate a Big Data ProjectTracking metrics by channel is a persistent challenge for companies. In this session, participants will engage in a discussion around the challenges facing big data professionals and the tools available for uncovering new market segments. Take back to your office strategies to:

• Effectivelyinteractwithyourcustomersthroughdataoptimization

• Re-alignyourinvestmentstoutilizerapidlygrowingtechnologies

• Developcapabilitiesforgame-changingfinancialmarketingstrategies

Identify the steps for big data deployment in your organization.

11:30 AM

InDuSTRy ExPERT

The Data-Driven Path to Digital TransformationDataandData-DrivenMarketingarefoundationalcomponentsofany successful digital transformation. Effectively harness your rich customer data to create personalized and relevant experiences across channels. This session will explore:

• Aspectsoforganizationalstructure,skills,andprocessestoconsider

• Themanypathstodigitaltransformation• Non-technologicalfactorswhicheasethetransformation

Applysuccessfuldata-drivenmarketingtobecomeadigitalleader.

Mark Dykeman, Head of Digital Analytics and Insights, BMO Financial Group

Christopher Young, Director of Industry Strategy and Marketing, Adobe

12:00 PM

CASE STuDy: AMEx

Analytics in Action – Monetize Customer Data to Fuel the Marketing Funnel Walk through the process to bridge the gap between data and actionable insights. Implement predictive analytics to improve optimization, targeting, and your customer experience across channels. Take away specific solutions to:

• Refinecustomersegmentsusing1st and 3rd party data• Constructanext-actionanalyticsengine• Reconciledataandcompetencygaps

Deploy analytics to deliver profits and client value for your business.

Andras Lazar, Director, Digital Acquisition, American Express

MOBIlE MARKETInG & AuTOMATIOn

11:00 AM

CASE STuDy: CAPITAl OnE

When Mobile Ate the PC – Creating a Winning Mobile Marketing StrategyIn2015,CapitalOnepioneeredawinningmobilemarketingstrategyin both search and display. Couple market testing with a best in class iterative marketing strategy to enable your brand to win with mobile. Develop the skills to:

• Createanintegratedmobilemarketingcampaign• Test,iterateandscalewinningcreativemessages• Empowerassociatestolaunchcampaignswithspeed

Develop your mobile marketing strategy to enhance customer acquisition.

Eric Walker, Head of Digital Acquisitions, Capital One Canada

11:30 AM

InDuSTRy ExPERT

Moments That Matter – understanding Today’s Mobile ConsumerThe shift to mobile means that people are constantly connected. Understand how mobile moments are defining your consumer behaviourandwinwithmoment-centricstrategies.Discover:

• Howmobilehaschangedusasconsumers• Theimpactofmobileonthepurchasejourney• Howinternationalmarketersareaddressingtheopportunity

Satisfy consumers’ expectations on demand – where and when they want it.

Ramy Nassar, Managing Director, Strategy & Design, Architech

12:00 PM

CASE STuDy: nEW yORK lIFE

use Marketing Automation to Improve Client Experience and Revenue GenerationIncrease revenue by integrating content, CRM, reporting, and campaign management across your customer journey. Consolidate tools into a single communication platform to deliver a cohesive client experience. Get practical tips to:

• Buildaholisticviewofcustomersacrossalltouchpoints• Linkcampaignperformancetosalesandnurtureleads• Movetowardspredictiveintelligenceand1:1marketing

Harnessautomationtostrengthenyournewandexistingclient and advisor relationships.

Amit Pandya, Director of Digital, new york life

Join speakers and your peers for a relaxing luncheon.12:30 PM nETWORKInG lunCHEOn


1:30 PM

CASE STuDy: WEllS FARGO

Instant Connection – Build Engagement and loyalty through Real Time ActivationPeerintotheinnerworkingsofWellsFargo’smostsuccessfulreal-time campaigns powered by its social command centre. Transform emotionsandexcitementbehindliveeventsintoresults-drivensocialmarketing. Propel engagement and foster positive sentiments for your brand. Gather insights to:

• Coordinatedeliveryacrossmediaproperties• Enablereal-timeresponsewithpre-approvedtemplates• Elicitlargescaleparticipationanddrivetrending

Activateyourbrandinareal-timeenvironmenttoachievelong-lasting engagement.

Edward Scholtens, VP, Enterprise Social Media, Wells Fargo

2:00 PM

PROGRAMMATIC PAnEl

Implement Programmatic Tools to Retain Customers and GrowIn 2013, 4% of global ad spend was programmatic. Marketing magazine predicts that within 10 years the number will be 80%. Engage customers and stretch your advertising budget. Source new tools and tricks to:

• Deployautomatedonlineresponsemarketing• Buildin-housecapabilitiesforadbuysandpredictiveanalytics• Applymultivariatetesting,automationandoptimization

Map out your implementation plan to capitalize on programmatic.

Hari Pillai, Assistant Vice President, Channel Digital Strategy, Invesco

Ken Johnston, Director of Global Brand Partnerships, Quantcast

Josh Rosen , President, Wave Digital Media

2:45 PM

InDuSTRy ExPERT

Capture Value through InsightsFace-to-facecommunicationislargelybeingreplacedbyonlinecustomerinteractionintoday’sfast-pacedworld.Provideyourcustomers with quick turnaround and excellent service.Source your plan of action to:

• Spotthevalueofunderservedmarkets• Drivestrategicinnovationinyourorganization• Developexcitingwaysofrespondingtocustomerneed

Sparkinnovationwithdatadriveninsightstoimproveyourreal-timedecision-making.

Tara Zecevic, Vice President, Decision Solutions & Partner Innovation, Equifax

1:30 PM

CASE STuDy: J.P. MORGAn

Increase ROI with Best Practices in Global Content Strategy & OperationsIn order to create engaging content for prospects, B2B/B2C/B2BC clients, employees, investors, and the media, financial marketers must also assume the publisher role. Tailor your content strategy for multiple distribution channels and screens. Establish a model to:

• Streamlinecreationanddigitaladaptation• Refinerolesandprocessesforconsistency• Raisecontentqualityacrosstheenterprise

Improve your content strategy and processes to reach the right audiences globally.

Mitch Rose, Vice President, Global Content Strategy, Planning, and Operations, J.P. Morgan Asset Management

2:00 PM

COnTEnT POWER PAnEl

Winning the Creative War – Foster Brand Engagement and Intimacy with Authentic StorytellingTackle the toughest creative and content production issues for financial services. Breathe new life into your brand to resonate with customers, build trust and raise brand awareness. Gain insight to:

• Reversethecreativebraindrain–programmaticVScreative• Producerichmediaandinteractivecontent• Increasesearchrankingandshareability

Beinspiredbythebestdigitalcreativesandproducestand-outcontent for your brand.

Keith Gormley, Director, Social Media, Prudential Financial

Nora Cocan, UX Creative Sr. Manager – Digital & Channels Marketing North America, BMO Financial Group

Howie Howatson, Executive Creative Director, Sapientnitro

2:45 PM

InDuSTRy ExPERT

Architect your Content Strategy to your Buyer’s JourneyContent without a plan is a waste of your financial institution’s marketing budget. To construct a blueprint for your content strategy it’s essential to start with your buyer. What questions are investors asking at each stage of their purchase journey? Walk away with an action plan to:

• Buildyourcontentstrategyfromthegroundupwiththosebuyer questions in mind

• Conductacontentaudittomapyourexistingassetstothebuyer’s journey

• Developkeyactionsforcreatingnewcontenttofillinthegaps

Build an effective content strategy through content that answers your buyers’ crucial questions throughout the purchase journey.

Daniel Rodriguez, VP Marketing, Seismic

REAl TIME MARKETInG COnTEnT MARKETInG


4:00 PM

TECHnOlOGy SHOWCASE

Capitalize on the next Wave of Disruption to Place your Bets for 2016SeesomeofthehottestSiliconValleystart-upsanddigitaldisruptors.Gather intelligence on latest technologies and discover hidden opportunities for financial marketers. Get the insiders’ perspectives on emergent trends, including:

• InternetofThingsandautomation• Wearablesandaugmentreality• Crypto-currencyandpayment• Socializationandgamification

Prepare your organization to maximize digital marketing success.

4:15 PM

COnFEREnCE ADJOuRnS TO DAy TWO

4:30 PM

COCKTAIl RECEPTIOn

Don’tmissthisexclusiveend-of-daygatheringwithconferencespeakersand attendees! Enjoy hors d’oeuvres and drinks. Unwind, mingle and build relationships that will benefit you in the years to come. Bring your business cards. Plan your day accordingly to stay and attend!

3:15 PM AFTERnOOn BREAK

PlEnARy SESSIOnS COnTInuE

3:30 PM

BEST PRACTICES

Authority & Impact – How to Capitalize on the Future of Influencer Marketing Building great marketing relations with key industry influencers is critical to lift brand awareness. Form partnerships and market with influencers in your organization to build credibility and extend reach. Develop a blueprint to:

• Deploythefourlevelsofinfluencemarketing• Collaborateinpartnershipswithinfluencers• Converteffortsintotangiblebusinessbenefits

Empower your brand with influence marketing and grow sales.

Marissa Pick, Social Media Director, CFA Institute

Join the Conversation: Digital Marketing for Financial Services Community

B2B

11:20 AM

InDuSTRy ExPERT

How Technology is leveling the Playing Field for Financial Services MarketersFinancial Services marketers face a thousand new challenges in this increasingly digital world. Embrace automation to optimize your marketing efforts and increase revenue without adding to your headcount. Source practical tips to:• Maintainbrandconsistencyinallclientcommunications• Automateandpersonalizeclienttoucheswithemailnurtures• Empowerbrokers/advisorswithtemplatedemails

and campaignsLeverage automation technology to increase your marketing effectiveness

David Rubinstein, Vice President, Financial Services Salesforce Pardot

7:30 AM

REGISTRATIOn

8:15 AM

OPEnInG COMMEnTS FROM CHAIR

Sonia Carreno, President, IAB Canada

8:30 AM

KEynOTE ADDRESS: CuSTOMER RElATIOnSHIPS.

Build Meaningful Relationships with your Customers to Grow your BusinessCustomers demand support and expect you to know them better. Find out how to interact on their level, refine your personalization strategy and improve profit. Source practical tips to:

• Informyourcustomersbyunderstandingtheirneeds• Translatecustomerrequirementsintomeaningfulengagement• Adaptyourmarketingstrategyforgreaterpersonalization

Deliver business growth with a personal touch with customers.

Betsey Chung, Fireside Chat: Customer Relationships, BMO Financial Group

9:00 AM

CASE STuDy: AllSTATE InSuRAnCE CAnADA.

Empower Trusted Advisors in the Digital Age to Help you Win CustomersIn the digital economy, consumers are imbued with tremendous power through choices. As traditional ways of selling are challenged, strengthen trust and raise your value proposition. Create alignment in your organization to:

• OptimizemarketingmixandSEO• Launchsocialmediapilots• Driveomni-channelexperienceEvangelize your brand to prosper in the digital era.

David Gair, VP, Marketing Director, Allstate Insurance Canada

DAy 2: FRIDAy, JunE 3RD, 2016

9:50 AM MID-MORnInG nETWORKInG BREAK

9:30 AM

SPOTlIGHT: COnTEnT

Digital Marketing 2.0 - Connecting With Customers Via Interactive, Customized Content90% of consumers find custom content valuable. 2016 is the time to compel audiences with rich, imaginative customized content that elevates your brand and boosts your KPIs! Adopt best practices to:• Createamoreimmersive,user-tailoredexperienceforcriticaltargetmarkets• Builddynamicvideoandinfographicsthatinformandincreaseshareability• Employtools,widgetsandquizzestolearnabout,andinteractwith,

your communitySet your brand apart with interactive tools, videos and custom experiences.

Shannon Sloan, Director, New Business Development, Rich Media

Zac Stanley, Account and Project Manager, Rich Media

10:20 AM

InDuSTRy ExPERT: FACEBOOK

Creating Full Funnel Impact with Facebook & InstagramIt’s time to challenge the paradigm where brand and performance marketing happens in silos. Connect your top and bottom funnel activities indigitaltodrivemaximumefficiencyandimpact.Explorereal-worldexamples and concrete takeaways to:• Followcustomersthroughthefunnelwithspecificity• Reachtherightpeopleattherightmoment• IncreaseROIthroughbettertargeting

Erin Elofson, Director of the Financial Services and Automotive verticals , Facebook

10:50 AM

CASE STuDy

The Wearable Reality – Adopt Wearables to Reinforce your Strategic AdvantageGlobal spending on wearables will reach $1.4 billion this year, while 1/6 consumers are using wearable tech already. Exploit wearables to enhance trust and convenience for your customers. Adapt strategies to: • Combineresponsiveuserexperiencewithnativefeatures• Focusproductofferingsandsimplifyfulfillment• UnlocknewavenuesformarketingandrevenuegenerationOptimizewearablestocatertoyourcustomers’needsandmaximizeROI.

Rachid Molinary, Senior Vice President Digital Strategy & Innovation, Banco Popular de Puerto Rico

CHOOSE yOuR TRACK


SOCIAl MEDIA

MEASuREMEnT & ATTRIBuTIOn

B2B

PERSOnAlIzATIOn

1:30 PM

InDuSTRy ExPERT

Mobile Finance and the Consumer: How Do you Measure up?The opportunities for consumers to engage with financial institutions online have never been so diverse – or important. Benchmark your organization against others on desktop and mobile channels. Take away crucial insight into:

• TheStateofNationanalysisondigitalspendinginthefinancialsector• Canadians’financialonlinebehavioursandhabitsonbothlaptopand

mobile devices• LatestCanadiantrendsopportunitiesanddifferencesversusother

countries

Get the full picture of the digital landscape to better your strategic planning and tactical decisions.

Brent Bernie, General Manager, comScore

1:30 PM

InDuSTRy ExPERT

Deliver a Superior Customer Experience with Web Personalization94% of businesses say personalization is critical to their success. Implement web personalization programs to individualize your visitors’experiencesandincreasecustomerretention.Hearreal-world examples to:

• Personalizevisitorexperiencesusingbehaviouraldata,CRMand3rd party data sources

• Createtargetedreal-timecontentandmessages• Effectivelyup-sellandcross-sell

Employpersonalizationtobetteracquire,up-sellandretaincustomers.

Yali Levy, Director, Customer Success, Evergage

Join speakers and your peers for a relaxing luncheon.12:20 PM nETWORKInG lunCHEOn

PlEnARy SESSIOnS COnTInuE

2:00 PM

CASE STuDy: KAnETIx

How to Construct a Statistical Attribution Model to Optimize Media InvestmentAttribution remains one of the most elusive challenges for modern day marketers.Deviseacutting-edgealgorithmicmodeltomeasureandoptimizeyour marketing mix across all channels. Devise a blueprint on how to:

• Integrateandmeasureonlineandofflinecontributions• Maximizehowonechannelcanassistanothertocompleteasale• Takeactiononanalysisresultstomaximizeinvestment

Use attribution modeling to accurately gauge your marketing efforts and increaseROI.

Andrew Lo, COO, Kanetix

2:30 PM

PEER TO PEER

How to Operationalize Seamless, Consistent Omni-channel Experience to Create Customer Value Increasingly more customers are crossing channels in pursuit of their desired outcome.Operationalizeacohesiveomni-channelexperiencetosynchronizeyour messaging and maximize conversion. Engage fellow practitioners and tap into peer insights. Walk away with an action plan to:

• Buildareal-timecentralizeddataenvironment• Predictandanticipatecustomerneeds• Enableaseamlessexperiencebyconnectingtherightplatforms

Attractandsupportyourcustomersintheomni-channeljourney.


11:50 AM

CASE STuDy: REGIOnS FInAnCIAl

live your Brand in Social – Tell Customers’ Stories to Engage Prospects and Drive ROICreateintegrated,cross-channelcampaignsthatamplifytheVoiceoftheCustomer through storytelling. Cultivate brand advocacy by providing advice and guidance to your customers through social. Discover how to:

• Implementacquisitiontacticsandboostresults• Buildcampaignsaroundcustomers’passionpoints• Deliverproactivesocialcustomercare

Capture the attention of your customers in the increasingly noisy and fragmented social media space.

Melissa Musgrove, VP, Head of Social Media, Regions Financial

11:50 AM

ExPERT InSIGHTS: SOCIAl SEllInG

How to Generate B2B Prospects, leads and Sales using Social SellingLearn how to increase B2B sales by developing and launching a practical social selling program from Robert Knop, who has successfully launched and managed social selling programs at American Funds and Pacific Life. Discover how you can use LinkedIn to generate prospects, leads and sales in a B2B setting, using the 4 levels of social selling and 5 key steps to success. Robert will discuss how to:• Createsocialsellingandcontentstrategiesthatarerightforyour

audience • Meetcustomerneedsandincreasesales• ProvesuccesstoseniormanagementActivate LinkedIn to raise your B2B sales performance.

Robert Knop, former AVP, Integrated Marketing, Pacific life Insurance Company, Founder and CEO, Assist you Today Consulting

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3:30 PM

POWER PAnEl: OPTIMIzATIOn

Enhance Digital Acquisition and Optimization through Testing Financial services are shifting towards 1:1 marketing. Layer social, demographic, and behavioural data to better allocate your marketing spend and perpetuate sales. Source tools and techniques to:

• Getstartedonatrackingprogram• Improvecross-channelattributionmodeling• Refinesegmentationandlook-a-likeanalysis

Apply testing to improve your campaigns and overall marketing efficacy.

Finhas Jhaveri, Director, Digital Marketing and eCommerce, Allstate Insurance Canada

Marco Bailetti, VP, Data Science, Razorfish

4:15 PM

BEST PRACTICES

Search Pays Off – SEM & SEO Strategies that Deliver Results Leverage paid and organic search within the context of the customer journey. Focus on the key differences that these tactics offer to receive the best return on your dollar. Discover how to:

• Honeintothedistinctnatureoforganicandpaidsearchchannels• Determinetheappropriateroleofsearchwithinthecustomer

purchase path• Buildsuccessfulpaidsearchcampaigns

Createprofitablesearch-basedmarketingcampaignstoimproveyourROI.

Nick M. Necsulescu, Senior Manager, Digital Marketing, President’s Choice Financial

3:00 PM AFTERnOOn BREAK

4:45 PM COnFEREnCE ADJOuRnS


content hAs been fAntAstic. the AbilitY to interAct With our peers And see hoW everYone is overcoming the chAllenges Will be A big help to me.murrAY roAch, Avp, client solutions ApplicAtions services leAder, sun life finAnciAl

verY Well done. cAse studies Were verY insightful. could eAsilY relAte to them And gAined lots of useful informAtion.christiAne lAlonde, business AnAlYst, desjArdins finAnciAl securitY

Located in the heart of vibrant downtown Toronto, in the financial and entertainment districts, the CAA/AAA four diamonds Sheraton Centre Toronto enjoys an mari location on Queen St. West, directly across from City Hall and Nathan Phillips Square.

Directly connected to the city’s famed underground “PATH” network, a veritable underground city, linking 16 miles of shops, services and offices most of Toronto’s favourite attractions are mere steps away.

Maximize your networking opportunities by staying at the same hotel as the conference!

Benefits of staying at the hotel include…networking: Onsite social activities for conference attendees and speakers upscale Amenities: Fitness centre, largest heated indoor/outdoor pool in downtown Toronto, spa salon and much morelocation: Most of Toronto’s favourite attractions are just steps away.Accommodations: Luxurious guest rooms: each room offers the plush comfort of Sheraton Sweet Sleeper™ Bed.

Book your accommodations at the Sheraton Centre Toronto by Monday May 2nd, 2016 for an exclusive rate of $249/night by mentioning “DMFS Summit by Strategy Institute”, when you calling 1-888-627-7175

Sheraton Centre Toronto123 Queen Street WestToronto, OntarioM5H 2M9Canada

Direct: +1 (416) 361-1000

Reservations: 1-888-627-7175

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don’t miss this opportunitY to be At the centre of Action! to leArn more, contAct dArren hAughiAn At 1-866 298-9343 x 276 or emAil [email protected].*Limited exhibit space and sponsorship packages are available.


connect With World leAding digitAl mArketing solution providers. find AnsWers to Your biggest chAllenges

Title Breakdown

40% CMO, VP/Director/Manager of Digital Marketing

25% VP, Director/Manager of Strategy/Online/ Internet/ Social Marketing

20% Sales, Business Development, Marketing

10% Industry Stakeholders

5% Consultants

Audience Breakdown

33% Investment / Wealth Management

27% Banks, Insurance, Credit Unions & Credit Cards

14% Marketing Agencies

24% Technology Vendors

Who Will You meet?event sponsorship opportunities At north AmericA’s lArgest finAnciAl digitAl mArketing forumParticipate in the largest gathering of top marketing professionals in financial services across North America. Showcase your solutions to an executive audience from banking, insurance, credit card, and wealth management.

WHY EXHIBIT?

• Promote your brand and generate leads by connecting face-to-face

• Build valuable relationships to become a provider of choice

• Demonstrate thought leadership and grow sales*Limited exhibit space and sponsorship packages are available.

www.financialdigitalmarketing.com

ATTENTION MAILROOM: If undeliverable to addressee, please forward to: CMOandSVP/VP/DirectorofMarketing,Digital,Interactive,Brand&Communications

yOuR #1 EVEnT On FInAnCIAl DIGITAl

MARKETInGSee inside

Registration fee: The registration fee includes luncheon, receptions, refreshments, networking breaks, continental breakfast, and original course materials. Payment isrequiredinadvanceandcanbemadebycompanycheck,VISA,MasterCard,orAmerican Express. Please make cheques payable to the Strategy Institute Inc. and write the registrant’s name on the face of the cheque.

Early Bird special: ExpiresonApril1st&April29th,2016.Cannotbeusedwithgroupdiscount.

Group Discount: A Group Discount is offered for this conference (not in combination with any other offer). To be eligible for the Group Discount, delegates MUST register at the same time. The total discount per delegate (including applicable group discounts, etc.) MUST not exceed 25% of the regular conference cost.

Cancellations: Cancellations must be received in writing by May 19th, 2016. Cancellations received by this date will be eligibleforapromptrefundlessa$495.00plusHSTadministrationfee.Ifyouregisterfortheprogramanddonotattend,you are liable for the full registration fee unless you cancel according to the terms stated above. If you are unable to attend, delegate substitution is permitted up to, and including, the day of the conference.

Admission Policy: Strategy Institute reserves the right to restrict entry to the conference to any individual. Any such person requested to leave the conference site shall do so immediately upon request, whether previously issued a badge permitting entry. There is no refund payable with respect to anyone refused entry. Any information obtained at the conference cannot be relied upon for any particular set of circumstances, cannot be taken as professional advice or opinion. Attendees must consult with the appropriate professional before acting in response to information obtained at the conference.

Evening Social Activities: Please drink responsibly. Strategy Institute shall not be liable for any consequential damages and/or personal injuries caused by excessive or irresponsible alcohol consumption.

4 eAsY WAYs to register

Tel: 1-866-298-9343 ext. 200

Email: [email protected]

Web: www.financialdigitalmarketing.com

Address: Strategy Institute, 401 Richmond St West, Suit 401 Toronto, Ontario M5V 3A8

Conference only

Conference only Early Bird 1Register by April 1st

Conference only Early Bird 2Register by April 29th

$2,195

$1,895

$1,995

$2,795

$2,495

$2,595

Financial InstitutionsVendors,

Suppliers & Consultants

GROuP BOOkINGS: RECEIVE 25% DISCOUNT. REGISTER FOUR DELEGATES AND EACH PERSON WILL RECEIVE A 25% DISCOUNT

conference code: 116010

30 interActive sessions

12 exclusive cAse studies

30+ elite speAkers

3 poWer pAnels

June 2 - 3, 2016 // Sheraton Centre Toronto

Documents

June 2 - 3, 2016 // Sheraton Centre Toronto · 1:30 PM CASE STuDy: WEllS FARGO Instant Connection – Build Engagement and loyalty through Real Time Activation Peer into the inner