June 21, 2018
  • 7:30 AM
    Registration and Breakfast
  • 8:15 AM
    Opening Comments from Chair
  • 8:30 AM
    Keynote Address
    Driving Profit Through Millennial Consumer Trends
    Jeff Fromm
    President, FutureCast
    Author, "Marketing to Millennials"
    • 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

  • 9:30 AM
    Power Panel: New Products and Innovations that Excite Millennials
    What Works, What Doesn’t and How to Win Hearts and Minds
    Kelly Peeler
    CEO & Co-Founder, NextGenVest
    Duncan Davidson
    General Partner, Bullpen Capital

    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.

  • 10:15 AM
    Industry Expert:
    Embracing the Right Technology to Appeal to the Millennials: From Chatbots to Voice Recognition

    Keeping up with the fast pace of evolving digital is the key to engaging with millennials. Hear top tips for successfully integrating new technologies into millennial strategies to improve customer experiences and boost conversions. Develop a blueprint to:

    • Get to grips with different tools: chatbots, virtual reality, AI, automation, blockchain, machine learning, voice recognition
    • Optimize your current resources and key communication channels
    • Increase your digital marketing response to improve customer retention
    • Sorting the fads from the game-changers with real staying power
  • 10:45 AM
    Morning Break
  • 11:15 AM
    Case Study: Removing Friction from the Customer Journey
    Improving Experiences Around Millennials’ Needs
    Ben Milne
    CEO, Dwolla

    Unnecessary friction leads to task abandonment, conversion rates reduction and overall current and prospective user’s frustration. Harmful friction is to be avoided at all cost, but how do we identify and eliminate it from the financial experience? Create a roadmap to:

    • Find the right balance between frictionless vs brand invisibility
    • Empower your service employees to make non-routine decisions on their own authority
    • Stretching the boundaries of CX change: Sharing control with 3rd parties

    Embedding a frictionless journey without the organizational pain.

  • 11:45 AM
    Case Study: Personalized Focus
    Connecting with Millennials through Better Digital Engagement Strategies
    Ruby Walia
    Advisor to the CEO, Moven

    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.

  • 12:15 PM
    Spotlight: Interactive Content
    Connect with Millennials Using Customized, Interactive Content to Boost KPIs

    Digital natives crave content that is interactive and customized. Give your clients a more immersive, user-tailored experience. Gain best practices to:

    • Build dynamic video and infographics to increase shareability
    • Employ tools, widgets and quizzes to increase interactivity
    • Set your brand apart with interactive tools, videos and custom experiences

    Improve your marketing performance with customized, interactive content.

  • 12:30 PM
    Networking Lunch
  • 1:30 PM
    Focus Session: On-Demand Apps
    What Drives Adoption and How We Are Using Apps to Attract Millennials
    Tim Attia
    CEO & Co-Founder, Slice

    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.

  • 2:00 PM
    Case Study: Fidelity Investments
    AI: What’s going on behind the hype?
    Evan Gerber
    VP Cognitive Design, Fidelity Investments

    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.

  • 2:30 PM
    Industry Expert
    Digital Content Marketing Hacks for Millennials

    Creating a content powerhouse: How the combination of content, community and data will help you drive your business forward. Find out how to design stand-out mobile content, which engages with millennials better. Adopt best practices to:

    • Set out with new ‘engagement goals’. The power of word of mouth: increasing downloads without the high cost
    • The ripple effect: Attracting new customers with engaging content
    • Development of content communities: Integrating personalized content into your fan base

    Connecting content to ROI through better multichannel experiences.

  • 3:00 PM
    Afternoon Break
  • 3:30 PM
    Panel Discussion: Understanding Millennials’ Behavior
    Which Tools Gain the Best Insights and Drive Engagement
    Jenet Ferris
    Marketing Director, Greater Hudson Bank
    Patrick McCarthy
    SVP, Global Head of Marketing, Citi FinTech
    Rob Russini
    Senior Director of Marketing, Hudson Heritage Federal Credit Union
    Bill Walker
    Chief Revenue Officer, Unison

    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.

  • 4:15 PM
    Industry Expert
    FS Branches Session: How do Millennials Use Them and What Are the New Winning Formats?

    Forward thinking organizations are embracing innovation in customer service at branch level. Create a blueprint to:

    • Discover where to use the latest transformation tools alongside CX initiatives
    • Pinpoint which technology developments improve your CX services: From the inside out
    • Use partnerships to increase integration and CX

    Ensuring all CX interaction with your partners is consistent and positive.

  • 4:45 PM
    In-depth Interview Session
    Designing New Products and Services’ Emerging Technology: While Navigating the Constantly Changing Regulatory Landscape
    Aron Szapiro
    Director of Policy Research, Morningstar

    Regulations foster fairness but sometimes stifle innovation that could make financial services more affordable, accessible and simple to use. Startups can't afford heavy legal and compliance overhead. This is where traditional banks can thrive – we delve into the whole range of financial services:

    • The latest financial services and investment regulations: Navigating the landscape around millennials
    • Balancing the future big themes: Robo-advisors and machine learning concerns
    • What does the whole landscape mean for our next generation of FS and investors? Combining trusted, traditional financial services with new ways of delivering customer service

    Competing with start-ups and Fintechs through innovations.

  • 5:15 PM
    Conference Adjourns to Day Two and Evening Cocktail Reception

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

June 21, 2018
June 22, 2018
  • 7:45 AM
    Registration and Breakfast
  • 8:15 AM
    Opening Comments from Chair
    Winnie Sun
    Managing Director and Founding Partner, Sun Group Wealth Partners
  • 8:30 AM
    Opening Address
    Creating an Employer Brand that Millennials Love
    Nichol Beckstrand
    President, Sunrise Banks

    Creating an engaged workforce! Nichol will share a story of engaging a workforce to instill innovation and form a culture of leaders. Sunrise Banks takes us through a journey of how to create a caring culture of achievement for millennials and all generations. Make an action plan to:

    • Pinpoint changes needed to engage with millennials: the influential generation of customers, citizens, and employees
    • Match external brand with internal brand values, which enable an innovative culture
    • Drive transformation with a practical framework putting millennials at the heart of your company

    Align your internal brand with your future millennial business goals.

  • 9:00 AM
    Industry Expert
    Why Personalization is Everything: Technology Leading to Loyal Millennial Customers

    Technologies that can provide a competitive advantage are ones that build a comprehensive single customer view. Personalization, which requires the user experience to be contextualized, timely and offer value-added propositions, requires skill and foresight: Gain insights by:

    • Scoping new technologies and calibrating new ways of producing real-time personalization
    • Using a new style of communication for mobile customers through algorithmically built data
    • Learning how to combine traditional with social for fresher and more personal offers

    Becoming a competitive, personalized approach beyond traditional financial services.

  • 9:30 AM
    Delving into the Five Top Game Changing Tactics That Attract Millennials
    Sophia Bera
    Founder, Gen Y Planning
    Aliyah Schultz
    Digital Innovation manager, Popular Community Bank
    Deepanjan De
    Head of Industry, Financial Services, Facebook

    Millennials are changing how financial businesses operate through their unique preferences and behaviours surrounding spending, lifestyle, and investment. Hear directly from millennials themselves on how you can become part of their new world:

    • Explore what millennials want from banks, investment companies and insurance – changing needs and priorities
    • Pinpoint where they are financially now and in the future – how will this change over the next 10 years?
    • Discover which new products are working in life moments – graduate debt, cars, marriage, kids, and beyond

    Gain insights on the future needs of millennials.

  • 10:15 AM
    Morning Break
  • 10:45 AM
    Discussion Panel
    Key Wealth Management Trends – Six Millennial Priorities for 2020
    Grayson Hofferber
    President, Millennial Wealth Management, LLC
    Casey Waltz
    Vice President, BlackRock

    All financial service companies must balance growth with what they also have going on. But to avoid planning for millennials means missing out on the emerging wealth and loyalty of the next 50 years. Discover key future priorities, which can support both core ‘keep-the-lights-on’ functions and large-scale millennial wealth initiatives.  Develop a plan to:

    • Update your IT marketing to get ready for the ‘new millennial’ way of investing
    • Slash costs by simplifying wealth management marketing tools and techniques
    • Build digital capabilities to get more intelligent about your customers’ long-term needs

    Create a fresh roadmap to achieve your customers’ wealth objectives.

  • 11:30 AM
    Case Study: Fifth Third Bank
    Who are Millennials and How do you Gain Their Engagement and Loyalty?
    Danielle Anderson
    AVP, Principal Project Manager, Operations Strategic Services, Fifth Third Bank

    Banks sometimes only touch the surface in their understanding of younger customers, however, we have discovered that there are subtle and very really differences to be acknowledge to increased brand awareness. Find out why it is a two-way conversation: Learn the best tools now:

    • Cultural context of Millennials: Putting the context of when Millennials grew up and how that compares to other generations
    • How does the events of the past 10 years shape how they act and think?
    • Setting out with new ‘rules of engagement goals’: winning hearts and minds

    Grow your millennial power base and reach market saturation through the right community.

  • 12:15 PM
    Case Study: Multicultural Millennials
    Who They Are and What They Want from Their Financial Services Providers
    Nadia Pringle Davis
    Director of Multicultural Marketing, Prudential Financial

    America’s population makeup is continually changing, and today 42% of Millennials are people of African-American, Asian-American, and Hispanic heritage. It is vital for financial services companies to delve more deeply into segmentation behaviors and needs to understand how best to engage with these consumers. Gain insights on:

    • Conducting market research to identify niche segments
    • Which channels and marketing tools work best for specific groups
    • How to leverage partnerships with companies and social networks to build trust and emotional connection

    Navigate your multicultural FS journey and be there for all your customers on their touchpoints.

  • 12:45 PM
    Spotlight: Home Buying Behavior
    Understanding Millennial Home Buying Behavior to Better Market Home Loan Products

    Millennials are the next large demographic with home purchasing power, but their buying preferences differ from generation x and baby boomers. Better understand your customers’ buying plans to meet their needs. Source strategies to:

    • Understand changes in young homebuyer preferences
    • Develop a marketing plan for first time homeowners
    • Position yourself to win millennials when they’re ready to purchase homes

    Find out what millennials want from home loan products to improve your market share.

  • 1:00 PM
    Networking Lunch
  • 2:00 PM
    Case Study: CFA Institute
    Visual Social Marketing: The Next Generation of Social Media
    Marissa Pick
    Global Director, B2B Social Media, CFA Institute

    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.

  • 2:30 PM
    Spotlight: Compliance
    Understand the Regulatory Environment to Maintain Compliance While Reaching Millennials Through New Channels

    Millennials are early adopters of new media platforms. Reach your customers on these emerging platforms while staying compliant. Create a checklist to:

    • Employ software solutions to maintain compliance
    • Keep up with changing and obscure guidelines that govern what can and cannot be marketed
    • Stay current on the best tools to help you manage communication within regulation

    Embrace social and mobile media platforms while ensuring your compliance with regulations

  • 2:45 PM
    Case Study: Accelerated Social Media Strategies
    Discovering the Power of Now
    Winnie Sun
    Managing Director and Founding Partner, Sun Group Wealth Partners

    Authenticity, purpose and mobility are key things millennials are looking for from all brands. Discover the critical ways to reach them through social media tools. Master new social media success to:

    • Harness the use social storytelling & content creation
    • Manage and master balance between social banter, disruption and creativity to engage your audience
    • Better use Facebook tactics to showcase new features and products

    Maximise your social media performance and get millennials attention in a distracted world.

  • 3:15 PM
    Case Study: Wells Fargo
    Wells Fargo Session Details Coming Soon
    Immanuel Masinsin
    VP, Enterprise Social Collaboration & Gamification, Wells Fargo
  • 3:45 PM
    DISRUPTORS PANEL: Understanding the Sharing Economy
    How can it Become Embedded in Every Part of the Financial System?
    Robert Viglione
    Co-founder, ZenCash
    President, Zen Blockchain Foundation

    The sharing economy refers to decentralized asset ownership and using information technology to find efficient matches between providers and users of capital. What does this mean for financial services companies and marketing to millennials who may turn to a bank or a disruptor intermediary? Panelists thrash out pros and cons:

    • Can banks and FS companies become as hip as the digital ‘Rockstars’?
    • Peer-to-peer lending and alternative financial propositions
    • Which are the moments of truth when changing or choosing a bank or FS product?
  • 4:30 PM
    Conference Adjourns
June 22, 2018

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