09:00

Intros

Introduction to the day by Jacob Howard, Chair of the CIM FS Group and Founder, Financial Marketing Insights

09:10

Welcome to Reuters

Brief welcome by Josh London, CMO, Reuters

09:20

AI and Other Digital Trends

Keynote - hear the trends driving customer experience and how you can stay one step ahead.

09:55

Building Trust in Financial Services

Panel discussion on building trust in financial services. Speakers to include Joan Khoury, Senior Managing Director and CMO, Oppenheimer & Co. Inc., Jasper Martens, CMO, PensionBee, Mark Scott, Exec Director of Marketing and Communications, CIM, moderated by Jacob Howard, MD and Founder, Financial Marketing Insights

10:30

Coffee Break

10:45

The Editors' View

Some of the world’s leading financial editors from US, Asia and Europe will discuss key trends in regional markets and who have been the perceived financial services winners and losers this year and why. Panel of editors including Lananh Nguyen, US Finance Editor, Reuters, moderated by Jamie Credland, Chief Executive, World Media Group.

11:25

Building the Right Team the Right Way

Panel discussion with marketing experts including Amanda Werth Stewart, CMO, The Clearing House

11:55

Coffee break

12:10

Building an Effective ABM Strategy

Panel discussion with marketing experts moderated by Tony Jarvis, Principal – EI Advisory.

12:40

What is your team’s top priority for the year ahead?

Table discussion for 15 mins and then insights shared by the tables.

13:00

What do CEOs want next from FS Marketers? Closing keynote.

13:30

Session close and start of networking buffet lunch.