Financial Services Marketing Leaders’ Summit 2024

This is an exclusive, invite only event. Please register your interest in attending below.

As a marketer in the financial services sector, how do you deal with constant change and uncertainty? You may have been asked to promote excellence within your team or ensure your brand is seen as relevant in our fast-moving world?

To answer these questions and many more The Chartered Institute of Marketing (CIM) is proud to once again host the CIM Financial Services Marketing Leaders' Summit. Created by and for financial services marketers to share best practices and promote excellence in marketing, sponsored by Adobe, EI Advisory and the World Media Group, and kindly hosted at Reuters in Canary Wharf.

This exclusive invite only half-day summit will bring together a select group of senior marketers from financial services organisations and offer insights into the challenging macro-economic environment, leading-edge sessions and peer networking. Unique to this event, there will be a focus on both institutional and retail topics not generally covered in other forums. Our aim is to leave you inspired and with fresh ideas to drive your business forward.

Alex Delamain, Head of Global Client Partnership at The Economist

Alison Harbert, Marketing Director at Investec

Christoph Woermann, Head of Brand at Deutsche Bank

Jim Clark, Commercial Research Director at eConsultancy

Marg Jobling, Group CMO of Natwest

Rachel Nixon, Director of Analytical Insights at CME 

Simon Murray, FSI Strategy Lead at Adobe

Tony Jarvis, Principal at El Advisory

09:00 Welcome & introductions - with Jacob Howard

09:20 Digital trends in 2024 - with Simon Murray and Jim Clark

09:55 Practical applications of AI - panel discussion with Rachel Nixon and Alison Harbert

10:40 The editors' view - panel discussion

11:20 Brand and purpose in financial services - panel discussion with Christoph Woermann

12:00 Is now the time for account-based marketing? - panel discussion with Tony Jarvis

12:30 What is your team's top priority for the year ahead? - table discussion

13:00 What do CEOs want next from financial services marketers? - with Marg Jobling and Alexandra Delamain

13:30 Networking buffet lunch

The full agenda with details on each session can be accessed under the attachments. 

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