MAY 7-9, 2O18 | LAS VEGAS

MAY 7-9, 2O 1 8 | LAS V EGAS

The biggest conference

in the world

for ﬁnancial marketers. THE FINANCIAL BRAND FORUM is the largest annual event in the banking world, built specifically for senior-level executives and C-level decision-makers. Learn from the biggest names and brightest minds in banking, as they show you how to tackle your most difficult challenges — three days jam-packed with the latest ideas, best practices and new innovations that are transforming the banking industry today.

forum2018.com

[email protected]

206-661-5070

Conference

Highlights

World-Class Speakers

Forum X

The biggest names and brightest minds in banking will teach you the latest ideas, best practices and innovative strategies that are redefining the competitive landscape in banking today.

Short, high-level, inspirational speeches from the world’s most respected thought leaders on what you need to do to prepare yourself and your institution for the future — like TEDx for banking.

GUARANTEED 7-in-7 Sessions One-hour sessions focused on various topics, each featuring case studies from seven different financial institutions who have 7 minutes to share their success story with you.

Makeovers World class leaders in brand, branch and website design will reveal their creative process and walk through the critical strategic decisions as they tackle actual projects for real financial institutions.

Free Starbucks Enjoy complimentary espresso beverages, served from The Financial Brand’s own private pop-up Starbucks café right in the heart of the Forum 2018 exhibit hall — no wasting time finding coffee!

ROI

If you don’t come away with at least a dozen new ideas that will build your brand and your bottom line, you can have your money back.

Zappos Culture Tours These 90-minute guided tours show you what it takes to build a world-class brand. This is your chance to learn the “secret sauce” of culture-building from one of the best brands around.

P2P Networking Meetups Forge priceless relationships with your peers at two-hour, sit-down plated networking luncheons focused by topic — from digital marketing and data analytics, and CX and the C-suite.

Digital USB Toolbox Every attendee receives this 1GB flash drive loaded with dozens of valuable white papers, research reports and eBooks, plus digital copies of all session slides.

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The Financial Brand Forum 2018 is built specifically for senior-level executives in the retail banking industry.

Who

Should Attend?

CMO

SVP/Marketing

CEO

VP Brand Experience

COO

VP Retail Experience

EVP/Chief Strategy Officer

Director of Marketing Chief Data Officer VP Sales + Business Development

VP Branches

VP Digital Channels VP Retail Banking SVP Retail Banking

CXO

Stats + Facts $15B $1B 1,750+

AVERAGE ASSET SIZE

MEDIAN ASSET SIZE

ONE OUT OF EVERY FOUR OF THE 1,000 BIGGEST BANKS AND CREDIT UNIONS WILL BE AT THE FORUM 2018.

78%

OF ATTENDEES WORK AT A RETAIL FINANCIAL INSTITUTION

TOTAL NUMBER OF PROJECTED ATTENDEES

712

FINANCIAL INSTITUTIONS $8.3 TRILLION IN COMBINED ASSETS REPRESENTED

ONE IN SIX ATTENDEES ARE C-LEVEL

ICELAND SLOVAKIA DENMARK

BULGARIA

RUSSIA

UKRAINE CANADA

KAZAKHSTAN

UNITED KINGDOM IRELAND MONGOLIA

UNITED STATES

INDIA

JORDAN

SOUTH KOREA

PAKISTAN MEXICO GUATEMALA PANAMA

DIRE DI RECT CTOR OR VICE SENIOR OR MAN ANAGER R PRESIDENT VP

PHILIPPINES

NIGERIA COLOMBIA

INDONESIA SRI LANKA

PERU

ATTENDEES HAIL FROM

41

BRAZIL

C-LEVELL EXEC EC

28% 38% 14% 4 16%

ZAMBIA NAMIBIA

AUSTRALIA THAILAND

DIFFERENT COUNTRIES

SWAZILAND

NEW ZEALAND

68% OF ATTENDEES ARE VP LEVEL OR HIGHER The most common titles attendees hold include CMO, CEO, COO, EVP, VP, SVP and AVP.

SOUTH AFRICA

THERE ARE ROUGHLY 100 FINANCIAL INSTITUTIONS IN THE U.S. WITH MORE THAN $15 BILLION IN ASSETS. HALF OF THEM ATTEND THE FINANCIAL BRAND FORUM.

Conference

Schedule MAY 7 MONDAY

7:3 :30 0 7:45 8:00 8:0 0 8:1 :15 5 8:30 8:4 :45 5 9:00 9:0 9:15 9:30 9:45 10:00 10:15 10:30 10:45 11:00 11:15 11:30 11:45 5 12:00 0 12:15 12:30 12:45 1:00 1:15 1:30 1:45 2:00 2:15 2:30 2:45 3:00 3:0 3:15 3:1 5 3:30 3:45 3:4 4 0 4:0 4:115 4:30 4:45 4:4 5:00 5:0 5:15 5:3 30 5:4 45 6:00 6:15 6:30 6:45 6:4 7:00

REGISTRATION OPENS NETWORKING BREAKFAST IN THE EXHIBIT HALL

MAY 8 TUESDAY


MAY 9 WEDNESDAY


CONCURRENT BREAKOUT SESSIONS FEATURED KEYNOTE GUY KAWASAKI, APPLE COMPUTER

CONCURRENT BREAKOUT SESSIONS

FEATURED KEYNOTE JASON DORSEY, GENERATIONAL EXPERT




LUNCH IN THE EXHIBIT HALL

LUNCH AND LEARN SESSIONS

P2P NETWORKING LUNCHEONS










CLOSING KEYNOTE RANDI ZUCKERBERG, CMO/FACEBOOK

FEATURED KEYNOTE SALLIE KRAWCHECK THE MOST POWERFUL WOMAN ON WALL ST.

CONFERENCE CONCLUDES

FORUM X 5x TEDx STYLE SPEECHES



NETWORK WITH ATTENDEES AND PARTY WITH THE FINANCIAL BRAND ATTENDEE NETWORKING RECEPTION HOSTED BAR FOR 2 HOURS

ATTENDEE NETWORKING RECEPTION HOSTED BAR FOR 2 HOURS

7:30 0 7:45 7:4 8:00 8:0 0 8:15 8:30 8:3 8:4 45 9:00 9:15 9:30 9:45 10:00 10:15 10:30 10:45 10 11: 1:00 00 11:15 5 11:30 11:45 12:00 12:15 12:30 0 12:45 45 1:0 :00 0 1:15 1:1 5 1:30 1:45 2:00 2:15 2:30 2:45 3:00 3:15 3:3 30 3:45 3:4 5 4:00 4:1 :15 5 4:30 0 4 5 4:4 5:00 5:15 5:30 0 5:45 6:00 6:0 6:15 6:1 5 6:30 6:45 7:00

FEATURED KEYNOTE SPEAKER

Guy

Kawasaki

Former Chief Evangelist at Apple If anyone knows how to build a breakthrough brand, it’s Guy Kawasaki. He has served as Chief Evangelist at Apple and a strategic advisor to Google. He is also the author of Rules for Revolutionaries, Reality Check: The Irreverent Guide to Outsmarting, Outmanaging & Outmarketing Your Competition, Enchantment: The Art of Changing Hearts, Minds & Actions, and a dozen other books. As one of the first employees to work with Steve Jobs at Apple, he was an instrumental force behind the legendary marketing of the Macintosh computer. At The Financial Brand Forum 2018, Guy will share the lessons on branding and innovation that he personally learned in his years working at Apple alongside Steve Jobs — not once, but on two separate occasions.

forum2018.com


Sallie

Krawcheck

The Most Powerful Woman on Wall Street Sallie Krawcheck is one of the banking industry’s most successful executives — and the highest ranking woman to ever lead a financial institution on Wall Street. She has a track record of driving growth and spearheading innovative practices, serving as CEO of Citi’s wealth management unit, president of BofA/Merrill Lynch, and CEO of Smith Barney. She is the author of Own It: The Power of Women at Work, a book that picks up the conversation where Sheryl Sandberg left off, offering women a new set of rules to take their careers to the next level. At the Forum 2018, Sallie will tell attendees what it takes to succeed in the dog-eat-dog world of finance.


Randi

Zuckerberg

Former CMO at Facebook As one of the first 30 employees at Facebook, Randi Zuckerberg led major marketing initiatives in the company’s early, formative years. She helped launch the live streaming video industry by creating Facebook Live, now used by more than a billion people around the globe. Randi is a frequent contributor on The Today Show, and she was nominated for an Emmy Award in 2011. In her business-keynote-meets-one-woman-comedyshow, Randi will take a deep dive into the latest trends that are reshaping marketing, technology and business today. She will show you how to decode the challenges and make the most of this exciting wired world, offering real world advice on how to make martech work for you and your financial institution, using a style that is lively, entertaining and educational.


Jason

Dorsey

The World’s Foremost Expert on Millennials and Gen Z After writing his first bestselling book at age 18, Jason Dorsey quickly became the most sought-after authority on generational marketing anywhere on the planet. Featured on 60 Minutes, 20/20, The Today Show, The Wall Street Journal, The New York Times and Fortune, he has shared his expertise and insights with millions of people around the world. At the Forum 2018, Jason will separate myth from fact with practical, actionable insights grounded in real research. With a unique, high-energy style, Jason will share unforgettable stories that will help you unlock new potential, grow more relationships with today’s younger consumers, and drive measurable results. This can’t-miss keynote will give you a whole new perspective on how to target generational segments. forum2018.com

FORUM X SPEAKER

Catherine Five notable experts and industry thought leaders give the talk of their lives in 18 minutes. This unique series of short, high-level strategic presentations is focused on helping you prepare yourself and your institution for the future. It’s like TEDx for ﬁnancial marketers.

Courage

VP, Ads & Commerce UX at Google Catherine Courage leads design and experience strategy for the retail arm of Google, a product line that accounts for more than $60 billion in global annual revenues. Catherine is an expert on customer empathy, innovation and design, widely recognized as one of the most influential women in Silicon Valley. At the Forum 2018, this former TEDx speaker will explore the power of UX, and how to ignite creativity to transform your corporate culture.

FORUM X SPEAKER

Brian Solis

FORUM X SPEAKER

Jim Marous

Principal Analyst at Altimeter

Co-Publisher of The Financial Brand

World-renowned digital analyst, digital anthropologist and futurist Brian Solis creates new media strategies and leads interactive and social programs for Fortune 500 companies.

Jim Marous is one of the most influential people in banking, and is respected around the world as the world’s foremost authority on fintech and innovation in the financial industry.

He is a best-selling author who regularly appears in publications like Fast Company, BusinessWeek, Ad Age, Harvard Business Review and many others. He’s a TEDx speaker, and has also been named one of “Silicon Valley’s Top 40 Under 40.”

Marous has been featured by CNBC, CNN, The Wall Street Journal, New York Times, The Financial Times, The Economist, and Forbes.

At the Forum 2018, Solis will explore the competitive advantages of disruption in banking — a world where modest iterations give way to giant innovative leaps forward, and experience design drives the future of financial services.

He has delivered keynote presentations to audiences around the globe, and has been an advisor to the White House on banking policy. At the Forum 2018, Marous will take attendees on an interactive whirlwind tour of the most exciting innovations and digital breakthroughs that are transforming financial services today.

FORUM X SPEAKER

Joe Pulizzi Founder of the Content Marketing Institute Joe Pulizzi is widely regarded as the Godfather of Content Marketing. He founded the Content Marketing Institute, the world’s foremost educational and training organization for content marketing, back in 2007. In fact, Pulizzi literally wrote the book on how marketers can turn content into sales — actually he wrote five books. His best-selling works include Content Inc., Killing Marketing and Get Content, Get Customers. Pulizzi will show Forum 2018 attendees how to transform their marketing into a true profit center by leveraging the power of content. You’ll realize that once you have a loyal audience, you can sell them whatever you want.

FORUM X SPEAKER

Kindra Hall World-Renowned Expert on Strategic Storytelling Kindra Hall understands the unique challenges financial brands face as they try to capture attention in a crowded marketplace. In her role as VP of Sales for a multi-million dollar enterprise, Kindra found one sales technique out-performed the rest: strategic storytelling. If you want your message to be remembered and inspire action, you need to tell a great story. In her Forum X session, Kindra will show you how to leverage the power of irresistible storytelling strategically to build better relationships, stimulate greater levels of engagement, and amplify the ROI of your marketing messages.

The

CONFERENCE VENUE

Cosmopolitan of Las Vegas

SPECIAL ROOM RATE FOR FORUM 2018 ATTENDEES

$269 PER NIGHT MAY 5 – MAY 13

The reduced rate is only available until April 5, 2018 or until rooms sell out —which will happen, so don’t delay!

Book online at forum2018.com/venue

Reservations 855-435-0005 Be sure to mention you are attending the Forum 2018

Exclusive room rate for Forum 2018 attendees — only $269 per night! The Cosmopolitan is a contemporary venue featuring residential-style living spaces with stunning private terraces and breathtaking panoramic views. It’s the only upscale property in Las Vegas where you can attend a conference without having to pass through a casino. There are a limited number of rooms reserved for attendees at an exclusive discounted rate. Stay any time between May 5th and May 13th for only $269 per night (single/double occupancy, includes resort fee and complimentary wifi) — a savings of over $125.00 per night!

Peer-to-Peer Nearly 2,000 of your competitors will be there. Will you?

Networking

Hundreds of attendees from more than 700+ of the most progressive financial institutions on earth will be at The Financial Brand Forum when it kicks off, making it the biggest event in the world for senior-level executives in the banking industry. At most industry conferences, half the attendees are vendors and consultants, but roughly 80% of those at The Financial Brand Forum work directly for a retail financial institution. One out of every four of the 1,000 biggest banks and credit unions in the U.S. will be at the Forum 2018, representing over $8.3 trillion in combined assets.

forum2018.com

[email protected]

206-661-5070

Breakout Sessions How to Increase Revenue, Recall and Response Rates With Neuromarketing

Driving Digital Innovation: Turning Creative Ideas Into Tangible Business Value

How To Grow 10X More Loans With Digital Marketing

Nancy Harhut Chief Creative Officer HBT Marketing

Alyson Clarke Principal Analyst, eBusiness & Channel Strategy at Forrester

James Robert Lay CEO Digital Growth Institute

New research by neuroscientists reveals people don’t actually “make” decisions, they usually fall back on a reflexive response without much (if any) thinking. The truth is that consumers don’t make logical choices — particularly when it comes to their finances. In this session, you will learn how to strategically exploit the decision defaults that have been hardwired into people’s psyches. You’ll see numerous examples from financial brands using the principles of neuroscience, you can make their recall, response and ROI rates soar.

Innovation is both art and science. Old R&D processes and siloed cultures are poorly suited to innovation in today’s wired world. In fact, they slow down — even kill — your institution’s ambition and ability to innovate. Creativity, design instinct and good timing are critical. These days, if you take too long perfecting your ideas, you’ll be too late. That’s why digital executives at financial services firms need the right process and environment to quickly convert creativity into real results.

What you’ll learn:


CEOs don’t care about vanity metrics — clicks, likes, and follows mean almost nothing. These days, financial marketers are toast if they don’t have a digital strategy that moves the needle and gets real, meaningful results. If you want to impress your CEO, you need to show them how many new loans your digital marketing campaigns generate. But that’s going to take more than just a website, a Facebook page, and a few digital ads. This session will show you how to transform your approach to marketing by maximizing your digital growth potential.

• How to apply the latest discoveries in brain science to refine your marketing communications strategy and craft creative marketing messages that leverage consumers’ decision biases

• How banks and credit unions can innovate at speed in the Digital Age

• How to trigger desired behaviors using the surprisingly simple “Von Restorff Effect”, “Availability Bias”, “Single Choice Aversion” and other powerful principles of consumer psychology

• The strategic process and organizational culture you need to support your critical innovation initiatives • How other banking providers overcome the common obstacles to digital innovation in the financial industry

• The two most potent neuroscience techniques you can use to create headlines and subject lines people can’t resist

forum2018.com

What you’ll learn: • How to build, grow and cultivate your digital audience • Digital marketing KPMs that matter to your CEO • How to turn your financial institution’s website into a digital growth engine • How to run digital ad campaigns that target consumers and nurture leads throughout the entire buying journey • Segmentation strategies that will grow your share of wallet

[email protected]

206-661-5070

Breakout Sessions The Amazon Prime Effect: New Mobile Strategies + Pricing Models for Financial Marketers

Turning Your Digital Banking Strategy Into a Marketing Growth Engine

Leveraging Human Psychology + Advanced Digital Strategies to Turbocharge Cross-Selling

David Defazio Partner at Strategy Corps

Sam Kilmer Senior Director at Cornerstone

Over 200 million people subscribe to services such as Netflix, Spotify, Dollar Shave Club, Costco and AAA, and more than half of all American households now belong to Amazon Prime. Subscription services are quickly becoming the dominant pricing strategy for the world’s most savvy marketers, triggering fundamental shifts in consumer behavior and tectonic shifts in the way people buy. Bank and credit union marketers must learn from these digital trendsetters in order to drive beyond transactions and connect with the digital lifestyle of today’s consumers.

Financial institutions can no longer count on face-to-face interactions to drive revenue. Everything is shifting to digital channels, but the focus has been mostly on the transactional side. Digital banking strategies must stretch beyond their nexus as “technology modernization projects” to become an explicit revenue generator. This means you have to take ownership for everything affecting your institution’s brand — from the digital experience and data analytics, to sales and service. Marketing leaders today have a simple choice: Either step up and take charge, or move out.

Wei Ke, PhD Partner Simon Kucher & Partners

What you’ll learn: • How companies like Amazon leverage user experience design to deepen customer relationships • How new approaches to UX are changing people’s expectations, and how financial institutions must adapt in mobile channels • How in-home, voice activated devices are transforming everyday banking tasks • How big banks are stealing techniques from digital subscription companies to win more customers

forum2018.com

What you’ll learn: • Best practices to turn your digital experience into a revenue generating machine • How to build an integrated marketing strategy around a cohesive digital-first experience • Why the most successful marketers are silo killers who assemble the right talent and hyper-coordinate teams • How, when and where your digital delivery strategy must evolve

[email protected]

By combining the psychology of human decision-making with advanced digital strategies, you can radically improve your crosssell conversion rates. Find out how bundling, digital choice architecture, interactivity and pricing options can be used to reduce price sensitivities and build engagement. This session will show you how to use behavioral economics and gamify the purchasing experience to increase products per household and grow wallet share. Using real-world case studies, learn the psychological principles that create “cognitive ease” and encourage consumers to adopt more products and services. What you’ll learn: • Digital campaign strategies that increase response rates, triggered buying behaviors and increased sales • How to leverage behavioral incentives and value propositions that deepen audience engagement • How to determine what people will pay for, and monetize new digital services with hybrid experiences • How to leverage data analytics for precision pricing and to anticipate consumers’ changing needs

206-661-5070

Breakout Sessions Renegade Thinking: Four Traits of The World’s Most Effective Marketers

Strategic Leadership: The Art + Science of Navigating Digital Transformation

Forum 2018 Brand Makeover — Live On Stage!

Drew Neisser Founder + CEO of Renegade

Karen McGaughey Principal Weber Marketing Group

Gina Bleedorn Chief Experience Officer Adrenaline

Success with any digital transformation initiative requires big cultural shifts and a total organizational commitment. That’s where the art of effective leadership and focus pays off. But it also takes the science of a solid data analytics foundation — insights rooted in customer behaviors, people’s preferences, shopping signals, channel usage patterns and product propensity models. In this session, learn how to fuse it all together into one tightly-aligned strategic plan for digital transformation.

Reality TV meets bank marketing in one of the most riveting sessions you’ll ever see. Two new concepts for a fresh brand identity will be revealed to a retail bank or credit union for the first time ever on stage in front of a live audience. Walk through the critical strategic decisions and get a rare opportunity to learn firsthand how others tackle their brand identity and design challenges. This is your chance to spy on the rebranding process!


• What it takes to create a differentiated image in the banking world today

Why do some marketing initiatives go horribly wrong, while others are ridiculously successful? In this session, you will learn how the world’s most savvy marketers generate big results and achieve massive growth. Based on interviews with CMOs from over 250 of the most progressive and cutting-edge companies on earth, you will hear inspirational real-life stories that reveal the secrets and strategies used by today’s marketing masterminds. What you’ll learn: • The mindset and processes it takes to supercharge your marketing ROI • How the best brands differentiate by taking daring risks • A tangible methodology used by today’s marketing mavericks to build breakthrough brands • How marketers are making smart, calculated bets on new approaches — even in financial services

• A proven systematic approach to digital transformation • Where to get started, and how to drive the digital transformation process forward • How to define buyer personas and create a profitable segmentation strategy within your digital strategy


• How to create, evaluate and refine a new brand identity • How you can prepare for your own rebranding initiative

• How to identify and tackle customer pain points and relevant lifestyle triggers • How to make the shift from traditional marketing channels and product campaigns to digital media

forum2018.com

[email protected]

206-661-5070

Breakout Sessions How Data Analytics + Augmented Intelligence Are Redefining Financial Marketing

Retail 2020: Branch Transformation + Experience Design In a Time of Disruptive Change

Allison Nygaard SVP/Corporate Marketing Regions Bank

Kevin Blair CEO of NewGround

The marketing landscape is evolving at a breakneck pace. How can financial marketers keep up? Don’t let data analytics and augmented intelligence become your enemy. You must learn how to harness powerful new approaches to data that can fuel your campaigns, improve marketing efficiency and free up your time so you can focus on big picture strategies that move the business forward. The future hinges on one word — data. The winners and losers in banking will be determined by how quickly marketing keeps pace with the data revolution. What you’ll learn: • How data powers every part of your marketing strategy — from targeting and personalization to digital communications and ROI metrics • The new data skills, tools and talent your must have • How financial marketers must structure their data to yield optimal results • The critical questions your analytics team must be able to address

forum2018.com

Retail environments in the financial industry will undergo more change in the next decade than they did in the entire last century. Nearly every bank and credit union executive is wrestling with huge questions about the future role of branches. Uncertainty surrounding retail delivery models will stretch leadership teams well outside their comfort zones. Retail strategies and physical branch environments must transform to meet the evolving demands of consumers. Learn how today’s top-performing organizations are repositioning themselves to meet consumers’ shifting demands, and are thriving amidst this sea of uncertainty.

David vs. Goliath: How Community Institutions Can Capitalize on Their Competitive Advantages and Win the War Sean Payant, PhD Chief Consulting Officer Haberfeld Associates Every financial institution has competitive advantages. Large banks offer anytime, anywhere convenience and wield massive marketing budgets. Community banks and credit unions have stronger connections to the local communities they serve, and usually know their customers and members better. But smaller financial institutions have no chance if they simply follow megabanks’ footsteps. Community institutions can’t beat big banks at their own game. Every financial institution — large or small — must maximize every opportunity to go beyond their basic advantages.

What you’ll learn: • The market forces and strategic considerations that will shape your retail delivery model • The latest trends in retail distribution and branch experience design • Case studies from the industry’s top performers — those implementing transformational change

What you’ll learn: • How to capitalize on your financial institution’s unique competitive advantages and take your financial institution to the next level • How to expand market share by growing core relationships • How to extract more revenues from accountholders with smart cross-selling and onboarding strategies

[email protected]

206-661-5070

Breakout Sessions Harnessing The Power of Cognitive Analytics to Deepen Customer Insights + Grow Relationships Louis Richardson Chief Storyteller at IBM In the past, it was easy to know your customer. You could meet them face to face in a branch and say hello. But these days more interactions occur in online channels than in the real world. Do you know who your digital customers are? How much — if anything — do you really know about them? This session will show you how to arm yourself with powerful new data-driven insights, so you can know your customers, learn what people want and understand what makes them tick. What you’ll learn: • How to build relationships and increase revenues by leveraging the rich streams of data available to financial marketers today • How cognitive systems can help you and your customers make better decisions • How augmented intelligence can help you navigate the complexities of the customer journey today • The shifts required to make the leap from traditional data analytics and cognitive computing

forum2018.com

Artificial Intelligence and The Future of Financial Services: Turning AI Into ROI

Smart Mobile Marketing Strategies That Captivate + Convert Digital Consumers

Tom Edwards Chief Digital Officer at Epsilon

Michael Mothner Founder and CEO of Wpromote

Artificial intelligence (AI) and intelligent systems are rapidly redefining the customer experience. Banking providers are embroiled in an arms race to see who can best integrate AI solutions that enhance the user experience, improve marketing ROI, cut costs through automation, and increase revenues. In this session you’ll learn how financial institutions like yours can apply AI to deliver a more personalized experience, identify patterns and connections that humans can’t, and automatically field customer inquires in real-time.

If most marketers were brutally honest, they would confess that they struggle in the mobile channel. Banks and credit unions are even further behind the curve. Financial marketers must leverage modern mobile marketing tools, tactics, tricks and techniques — from geotargeted ads and in-store tracking, to localized search and voice search. In this session, attendees will learn the latest in marketing strategies that accelerate the customer’s mobile journey and help grow market share.



• The future of AI and augmented reality in the banking industry

• Innovative ways to engage and appeal to digital consumers

• Where and how data-driven automation, machine learning and predictive analytics must be integrated into your marketing strategy

• How to influence consumers to take action when interacting with your institution in the mobile channel

• How the 4P’s of marketing must evolve from “Product, Price, Place & Promotion” to “Psychographics, Predictive, Proxy & Pervasive” • The potential impact new fields like ambient computing, brain-controlled interfaces and quantum computing could have on financial services

[email protected]

• How to optimize your mobile experience and marketing messages for the thumb • How you can target people within 50 feet of your branch with marketing messages on their mobile device • Why your mobile marketing budget isn’t anywhere near what it should be

206-661-5070

Breakout Sessions Satisfying The Google Gods: Secrets to Supercharging Your Search Engine Traffic Wil Reynolds Founder + Director of Digital Strategy at Seer Interactive Content — it seemed like the Next Big Thing just a few years ago. Everyone ran out to create as much of it as possible, and waited for the traffic to come pouring in. But for many, it didn’t… Why? For starters, Google began to answer the simple questions on its own. What else has the search engine goliath done to turn your SEO strategy upside down in the last year or two? This session will review new ways to “go deeper” and understand consumers search behaviors better, and turn your insights into answers that will drive substantial growth in your site traffic. What you’ll learn: • How to assess your own level of SEO preparedness, and evaluate your competitors’ SEO strengths and weaknesses • How to prepare your search strategy for the changes to come and future-proof your approach to SEO • How to steal clicks away from sites ranking above you • How to identify organic keywords that convert at high rates — search terms you aren’t targeting today

forum2018.com

Transforming Financial Services: Kick Starting + Accelerating Your Innovation Program

The Financial Marketer’s Guide To Creating Compelling Content in Social Channels

Scarlett Sieber, Chief Innovation Officer and Head of Strategic Transformation + Digital at Opus Bank

Lux Narayan CEO of Unmetric

What does innovation really mean, and what does it really look like — particularly in a risk-averse industry like banking, where change typically occurs at a slower pace? Scarlett Sieber, the former SVP of Innovation + Digital Businesses at BBVA, knows from firsthand experience. In this session, she will show you how innovation is best applied in a retail banking setting — how to set up appropriate expectations and metrics, the role that culture plays in innovative thinking, and some quick wins to kick start your financial institution’s innovation program. What you’ll learn: • How to define innovation — both incremental and transformative — to set expectations with board and C-suite • How time should to allocate on internal vs. external innovation and the values of each • How to run your own innovation competition that generates real results • The critical role that culture plays for innovation success

[email protected]

Drawing on AI-powered analysis and insights, attendees will go on a visual journey highlighting best practices in social media for financial institutions. No boring data dump here. Attendees will see a year’s worth of compelling content in under an hour — real campaigns from their peers and competitors that drove engagement, action and real results. What you’ll learn: • How to craft the type of social content that resonates most with financial consumers • How to create a content blueprint that engages your social media community and deepens customer relationships • How to respond and resolve issues, and benchmarks for customer service in social channels • How to leverage social media to promote cause marketing and corporate social responsibility initiatives • How to celebrate your organization’s culture and humanize your brand

206-661-5070

Breakout Sessions Deepening Human Connections in an Increasingly Digital World

Doorways to Creative Genius: Building a Culture of Innovation

Customer Service Experience Strategies for Social Media Success

Joe Sullivan CEO of Market Insights

Tim Harrington President of TEAM Resources

Carlos Dominguez President at Sprinklr

Every technological breakthrough has changed humanity in deeply profound ways, but one thing never changes: human beings will always crave a sense of connectedness. The tech-saturated, hyper-connected world we live in today feels less and less personal. That’s why financial marketers must find new ways to effectively blend digital+personal to create relevant, contextual and personalized experiences. This thought provoking session will challenge your thinking about what it means to be “a bank” today, and outline tangible actions every financial institution can take to deepen the human connection.

Traditional banking providers are facing a crisis of innovation. This session will show you how to build a dynamic culture that encourages ingenuity and innovative thinking. Learn how to get everyone in your organization to overcome their internal creative roadblocks and the systematic obstacles that are holding your organization back. Any financial institution can tackle the challenges of digital disruption and fintech threats when everyone sees beyond the cloud of limitations that block their potential.

In today’s social world, great service gets rewarded and poor service goes viral. Just in the past year, bad customer experiences have ruined the reputations of at least a dozen major brands, including banks. Financial institutions know they have a problem — just look at what people are saying online. So why aren’t they changing things? How do they get the customer service experience so wrong?


• The critical role social channels should play within your organization’s overarching growth strategy

What you’ll learn: • The Science of Human Connection – How our brains are wired, and how different psychological segments define value • Humanizing Digital – How to deepen human connections and drive bottom line results by leveraging neurosciences, and fusing personal + digital experiences • Competitive Differentiation – How to move beyond the endless battles of product, pricing and features, and position your institution in ways that truly matter

forum2018.com

• How to cultivate the creative potential lurking inside your organization and tap the creative genius inside us all


• How your customer experience influences what consumers say about your brand online

• A creative framework and a system to teach creativity to staff

• How to deliver a world-class service experience in social channels

• How to infuse everyone in your organization with a fresh approach to problem-solving

• The best practices for social media communications

• How companies use creativity to grow revenue twice as fast as their competitors

• How to protect your online brand and manage any crisis

• How creativity can be used to leapfrog the competition

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Breakout Sessions Crafting a ‘Branch of the Future’ Design Strategy in the Digital Age Jean-Pierre Lacroix President of SLDNXT As the role of branches continues to evolve, banks and credit unions alike are wrestling with big questions about their retail strategy. How do you ensure your branch network remains relevant with today’s digital consumers? Should you consider alternative branch formats, and if so, which ones? How do you need to adjust your staffing model? What about universal bankers? Virtual tellers? And how should branches fit within your overall omni-channel retail strategy? This session will show you how to build a retail branch design strategy that maximizes your investment and drives new growth for your bank.

The Art of Onboarding: Building a Killer Program That Grows and Retains Relationships David Acevedo SVP/National Sales Director 360 View Everyone knows how crucial the first few months are in any new banking relationship. And yet community banks and credit unions say they are deeply disappointed with their own onboarding efforts. In this session, you’ll learn how fix your financial institution’s onboarding problems by building a positive and effective program — one that grows your revenue, increases retention, and improves the experience.

Forum 2018 Website Makeover — Live On Stage! Craig McLaughlin CEO of Extractable Your website is the biggest “branch” you operate, yet most banks and credit unions are way overdue for a redesign. This session will walk you through the process as a real financial institution gets a professional online makeover from a top-notch web experience firm that specializes in the banking industry. Here is your chance to prepare for the strategic decisions you’ll face in your next web project, while learning how to redefine your digital experience.


What You’ll Learn:


• The steps needed to build a strategic onboarding and cross-selling framework

• How to navigate through the stages of a major website overhaul — from initial strategy to launch

• How to leverage retail design to build and shape your institution’s brand

• Why some onboarding programs fail

• Best practices for an optimal digital user experience

• How other financial institutions have generated big results by successfully implementing onboarding programs

• Which design trends are fads and which ones are here to stay

• How to create a branch experience that strikes the right balance between personal interactions and selfservice, technology-driven transactions • New emerging formats for branches and how they impact your retail strategy

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• How to leverage new technologies to automate your onboarding program

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Breakout Sessions The Psychology of Irresistible Fintech

Forum 2018 Branch Experience Makeover – Live On Stage!

One Size Doesn’t Fit All: Personalization + Machine Learning in Banking

Barnaby Riedel, Ph.D. Psychologist and Lead Researcher Riedel Strategy

Ralph La Macchia President at La Macchia Group

Karl Wirth CEO and Co-Founder of Evergage

Banks and credit unions around the world all want the answer to one, big burning question: “What should our branches look like today?” Everyone agrees the role of branches is evolving, but there is little clarity about how branch designs should respond to these changes.

Companies like Amazon, Netflix and Spotify have forever altered the relationship between companies and consumers. Today’s consumer now expects highly personalized experiences from every brand they interact with, including financial institutions. And yet two out of five banking providers say don’t personalize anything at all.

What makes some technologies irresistible? How can you incorporate those factors into your digital banking solutions? This session will give you the psychological explanations for why users adopt, obsess and even become addicted to certain financial technologies but not others. Drawing on insights and lessons learned from fitness trackers and social media platforms, you’ll learn how a deeper understanding of human motivations can inspire successful digital banking innovations.

In this session, the La Macchia Group, one of the best branch design firms in North America, will tackle a real branch project for a retail financial institution and present their design concept live on stage.

What you’ll learn: • How to apply the six factors of irresistible technology to your digital banking solutions • How to maximize ROI on your tech investments and radically increase consumer engagement • How to evaluate digital technologies through the lens of a behavioral psychologist

What you’ll learn: • The principles of strategic design, and how to craft a dynamic branch experience • How to shape your institution’s branch strategy by working through the common design issues retail banking providers face today • How one of the banking industry’s leading retail design firms attack the challenges of branch design

This session highlights how data and technology — especially artificial intelligence and machine learning — have fundamentally changed the game, and how financial institutions can deepen relationships by catering to each individual’s unique needs in real time and across all touchpoints. What you’ll learn: • How to deliver relevant, meaningful experiences to prospects to drive increased loan- and account applications • How to automatically identify upsell and cross-sell opportunities, and respond with offers in real time • The critical role machine learning plays in delivering individualized experiences across channels

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Registration Info

Register by February 15th to save!

Banks and credit unions that register now save big and get a free Gold Pass! But don’t wait, time is running out. After February 15th, it will be too late!

ALL ACCESS PASS

GOLD PASS

All-Access Pass

Gold Pass

( STANDARD PRICE – $1695 )

( STANDARD PRICE – $1995 )

Includes all keynotes, all breakout sessions, three complete breakfasts, three full lunches, two hosted networking receptions, complimentary snacks and refreshments for three days.

New for 2018! Each Gold Pass includes everything you get with an All-Access conference pass, plus access to video recordings of all keynote presentations and breakout sessions.

You also get the Forum 2018 Digital Toolbox — a 1GB flash drive loaded with white papers, research reports and digital copies of all sessions.

You don’t have to worry about missing any presentations. And you can watch the sessions again when you get back to the office.

FORUM 2018

* Speaker restrictions and/or technical difficulties during the live event may prevent a small percentage of presentations from being included in the final compilation of videos.

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Registration Info

Register by February 15th to save!

Banks and credit unions that register now save big and get a free Gold Pass! But don’t wait, time is running out. After February 15th, it will be too late!

EARLY BIRD SPECIAL ENDED DECEMBER 7

Banks + Credit Unions

Former Attendees (Banks and credit unions only.)

WINTER SPECIAL ENDS FEBRUARY 15TH

FINAL AL L DIS D COU DI OUNT NT ENDS APRI PR L 12

STANDA ARD RATE ON-SITE PRIC RICE

$1,195

$1, 345

$1,495

$1,695

Sorry, but this promootional rate is no longer available. SAVE $800.00

Save $350 and get a free upgrade to a Gold Pass worth $300. SAVE $650.00!

Don n’tt wa wait! Reg Re ister by Februa uary ry 15t 15th h and get the Wint nter er Spe Specia c l

Don n’t wai w t! Register by F rua Feb uary ry 15th and get et th the Wint inter e Special

EARLY BIRD ALUMNI SPECIAL ENDS FEBRUARY 15TH

FINAL ALUMNI DISCOUNT ENDS MARCH 29

STANDARD RA RAT ATE ON-SITE PRIC CE

$1,045

$1,245

$1,695

Save $650 and get a free upgrade to a Gold Pass worth $300.

Don’t wait! Register by February 15th to get the Early Bird Alumni Special

Don’tt wa wait! Register by Feb brua ary 15th to get the Earrly Biird Alumni Special

TOAL SAVINGS OF $950.00!

Group Rates Each person gets a free upgrade to a Gold Pass (Banks and credit unions only.)

3 ATTENDEES

4 ATTENDEES

5 ATTENDEES

6+ ATTENDEES

$1,095

$1,045

$995

$945

$895

Save $600 per person!





Vendors, Consultants, Analysts, Suppliers, Associations + Everyone Else Includes automatic upgrade to a Gold Pass. Limited to 100 attendees in this category.

Attendee Companion Pass Includes 3x breakfasts, 3x lunches + 2x receptions for your spouse or special traveling companion

10+ ATTENDEES

$1,995

$395

* All rates subject to change.

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MAY 7-9, 2O18 | LAS VEGAS

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