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As a marketer, how do you deal with constant change and uncertainty in financial services? How do you continue to manage and evolve your marketing function to be effective? How can you promote excellence within your team and within the industry?

CIM Financial Services Group is pleased to announce the launch of a new Marketing Leaders’ Summit - created to meet the needs of senior marketers within financial services and developed in partnership with Bloomberg Media Group, EI Advisory and the World Media Group.

The 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 high-level networking. Unique to this event, there will be a focus on institutional topics not generally covered in retail-focused forums.

You will leave inspired and with fresh ideas to drive your business forward.

26 November 2019

Location: Bloomberg, London

Please note, registration for this event has now closed. Any enquiries please email events.organiser@cim.co.uk


08:30 Registration, coffee and networking
08:55 Welcome Jacob Howard, Chair of the CIM Financial Services Group & VP Marketing, Deutsche Bank and Parry Ravindranathan, President & Managing Director – International, Bloomberg Media Group
09:05 Keynote speaker: Modern B2B Marketing How Microsoft is creating real customer engagement through modern digital marketing

Hear a fresh non-financial services perspective on how Microsoft has used a growth mindset to pursue its own B2B marketing transformation journey, with the customer at the centre of everything!

Scott Allen, Global Marketing Development & Strategy Director, Microsoft will outline his definition of modern B2B marketing and leadership, share his thoughts on how to build a modern marketing team and demonstrate how Microsoft has built measurement and insights into everything that they do.
09:35 What is the future of partnership? Case study followed by table discussions with Emily Jackson-Keßler, Head of Germany, The Economist; Jacob Howard, Cash Management Marketing, Deutsche Bank and Tony Jarvis, Global MD, EI Advisory, moderated by Christoph Woermann, Head of Marketing – Corporate Bank, Deutsche Bank.

A case study of the 2019 winners of the World Media Award for Financial Services – Deutsche Bank will describe how they worked with the Economist and EI Advisory on a programme targeting Group Treasurers – as a potential example of how partnerships between media owners and financial brands may change over time.

10:15 Digital is dead – long live digital! Panel discussion with Tom Hughes, Head of Digital Marketing EMEA at Allianz Global Investors and Simon Kingsnorth, Best Selling Author on Digital Marketing, moderated by Christoph Woermann, Deutsche Bank.
10:55 Refreshment break and networking
11:25 How do you answer the question of ROI? Table discussions, introduced by Aimee Peters, Head of B2B Coverage Marketing, HSBC.

It is a rare marketing department that is immune to having to justify their marketing budgets. Why did you spend on that? What is the return on the investment? How many clicks or how many attendees? What are some of the ways that senior marketers have defended their budgets and justified expenditure?

11:50 Embracing disruption Fireside chat, followed by Q&A with Michael Hunter, Marketing Director, Silicon Valley Bank, moderated by Christoph Woermann, Head of Marketing - Corporate Bank, Deutsche Bank.

Find out how two financial services brands are embracing disruption and innovation, and how lessons can be learned across other financial services firms.

12:15 What is the future of media? Three short presentations and a panel discussion including Bloomberg Media Group, The Economist, and Dow Jones, moderated by Aimee Peters, Head of B2B Coverage Marketing, HSBC.

Where are media asset owners investing in their future – new content streams, marketing techniques, technologies and capabilities to access and influence niche FS audiences? Three leading media owners will describe their latest developments, followed by a panel discussion:

• Developing unique experiential events designed to engage influencers at a deeper level - Kathryn Glass, Senior Programming Director in EMEA for Bloomberg Live, and Paul Cox, Bloomberg Live Sales Director EMEA
• How to innovate across platforms without losing what made the brand special in the first place - Jamie Credland, SVP Economist Films
• How data is being used to effectively target new, as well as retain existing customers - Helen Hewitt, Head of Global Data Transformation, Dow Jones
13:00 Buffet lunch
13:45 Roundtable discussions A. Social media channels: Which do you recommend and why?
B. Rolling with the regs: Top tips on preparing for regulatory change
C. Client experience: How to be customer obsessed
D. Events: best strategies for face-to-face engagement
14:15 Summit closes


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