Agenda

• Understanding how your culture impacts Xers and Boomers
• Clarifying the spending power of each generation
• Six mindsets that impact profit performance
• Creating an innovation framework

How to bridge the profit gap between millennials & financial services

It’s no secret that financial services are facing a problem with 73% of US millennials claiming they would be more excited about a new Financial Services offering from Google, Amazon, Apple, or PayPal. Find out how to adapt your products and services across a multi-platform environment that stands-out. Hear key panellists share their tips to:

• Design new products: How new subscription-based advice transforms the industry
• Innovate in wealth and insurance: Surprising small service add-ons that make a big difference
• Use Robo-advisors: Embracing automation, artificial intelligence and other emerging technologies

How to inspire and empower millennials and drive brand growth through product.

Today, U.S. Hispanics represent 1 out of 5 millennials and are driving 100% of the growth in this demographic. Discover how financial marketers can reach Hispanic customers for continued success and growth in the future.
Gain actionable insights on:

• The Hispanic financial opportunity
• The similarities and differences between Hispanic and non-Hispanic financial behaviors
• Hispanic financial goals and drivers of action

Takeaway the knowledge required to develop your winning Hispanic strategy.

It's no wonder emerging visual social platforms like Pinterest, Snapchat, and Instagram are on fire with both brands and consumers. The human brain process images 60,000 times faster than text and 90% of information transmitted to the brain is visually based. Visual social marketing is the new standard for driving a deeper engagement within social media. This session will share case studies and examples to give you clear steps and tools as to how you can utilize Instagram, Vine, and Pinterest to get your Visual Social Marketing up to speed. This session will prove to you why visual social marketing strategy is essential, and how you can take advantage of specific strategies, tools, tactics, and tips for implementation.

Personalization is empowering millennial relationships: the challenge for financial service companies is to create a bond with this vital customer sector through dynamic engagement tactics across mobile channels. Take a deep dive into:

• How to drive connection with customers across digital products and services bundles-based entertainment and real-time conversations
• Ways to monetize products or services: Meeting millennial customer lifestyles and needs
• Moving beyond traditional CRM: Customized offerings and brand differentiation

Learn how to drive engagement strategies across your digital platforms: From saving to retirement.

Millennials are embracing financial apps with gusto. This session offers delegates insight into how to engage with Gen Y using apps and how to design services, which appeal to their 24/7 one click demand. Find out how new mobile apps can offer competitive advantages:

• Design a mobile app reality check: What is really working and why?
• Apps, geo location and new product strategies: Designing for tablets and smartphones on the go
• Building a relationship via handsets: CRM via next generation apps

Maximizing the impact of mobile app convenience and new products to millennials.

AI is not a magical silver bullet, it’s a collection of technologies and capabilities centered around big bodies of data, math to crunch the numbers, and smarter touchpoints arrayed across a user journey.

Used correctly, AI delights customers with frictionless, individualized experiences. But these are powerful and delicate tools, and they do quite a bit of damage to both brands and customer relationships when used incorrectly.

In this talk, we will separate fact from fiction, and explore how designers, product managers, and strategists can incorporate AI into their digital platforms.

Using insights gathered from customer research, and lessons learned working with established vendors and small startups, attendees will learn about valuable tools, critical dependencies, and best practices when developing intelligent digital experiences.

Millennials have grown up alongside advancements in technology and media platforms placing them in the most intriguing territory regarding media, purchasing and investment habits. There are many analytical and data tools. We discuss which ones will work best for you, so you will walk away with key insights:

• How do behavior analytics add value to your practical strategies?
• Gaining greater business returns: How best to use behavioral insights back into the company
• What doesn’t the data tell you? What external factors are impacting millennials?

Get into the minds of millennials and how they consume financial services.

For 20 years, Upright Citizens Brigade (UCB), the comedy company, has been running theaters, making content and training thousands in the skills of improv—all the while providing a pipeline of talent to the entertainment industry.

The key? It’s less about being funny than you might think. It’s about fostering a community, listening to its needs and demands, and helping it grow. Learn how UCB has inspired generations of fans and performers—and how building a community of your own is crucial to engaging millennials.

Regulations foster fairness but sometimes stifle innovation that could make financial services more affordable, accessible and simple to use. Find out how new investment products are opening up opportunity to the millennials and beyond. Delve into the whole range Robo and AI financial services to discover the latest:

• Financial services and investment regulations: Navigating the landscape around millennials
• Balancing the future investment opportunities: Robo-advisors and AI equities
• What does the AI and machine learning landscape mean for our next generation of FS and investors: The future of regulating investment advice, and the role of technology Competing with traditional banks through high-tech innovations

Unwind and mingle with the delegates and speakers at our exclusive end-of-the-day reception. Bring your business cards!