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This is an exclusive, invite only event
The Chartered Institute of Marketing is proud to once again host the annual 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, the World Media Group and EI Advisory.
This is an invite-only, free, half day event for approximately 60 senior financial services marketers, culminating in lunch.
The format is an engaging mix of short key note panels followed by discussions at cabaret-style roundtables.
Location: Reuters, Canada Square, Canary Wharf, London, E14 5AQ, United Kingdom
This is an invite only event
Hosted by
Sponsored by
Welcome by Jacob Howard, Chair of the CIM FS Group and Director, Marketing, Deutsche Bank and introducing the moderators Andrew Carrier, CMO, Quant and Alison Harbert, Marketing Director, Investec
Brief welcome, Simon Robinson, Executive Editor, Reuters
Keynote fireside chat with Simon Murray, FSI Strategy lead at Adobe and Jim Clark, Commercial Research Director at Econsultancy who will be presenting the 2024 Financial Services Digital Trends Report. You’ll hear the trends driving customer experience and how you can stay one step ahead.
Panel discussion on practical steps that marketers have taken to use AI in their content and marketing strategies. Panel includes Holly Middleton, Senior Generative AI Expert, IBM Consulting, Rachel Nixon, Director – Analytical Insights, CME, Rodrigo Pozo, CEO, My Telescope and moderated by Alison Harbert, Marketing Director, Investec
Some of the world’s leading financial editors from US, Asia and Europe including Izabella Kaminska, Senior Finance Editor, Politico, Jason Karaian, Business News Director, New York Times, Tola Onanuga, Senior Editor, Business Insider and Preya Shah, Head of Sales, Reuters will discuss key trends in regional markets and who have been the perceived financial services winners and losers this year and why.
Brand and Purpose in Financial Services panel discussion with marketing experts including Chris Strange, Group Brands Director, Lloyds Banking Group, Christoph Woermann, Global Head of Brand Management and CMO, Corporate Bank, Deutsche Bank and Mark Scott, Director of Marketing and Communications, CIM, and moderated by Andrew Carrier, Chief Marketing Officer, Quant.
Panel discussion featuring Nickie McDade, Director of Account Based Marketing, London Stock Exchange Group and Kate Tomlinson, Head of Strategic Account Marketing, State Street moderated by Tony Jarvis, Principal – EI Advisory.
Table discussion for 15 mins and then insights shared by the tables.
Closing keynote with Marg Jobling, Group CMO, Natwest interviewed by Alexandra Delamain, Head of Global Client Partnership, The Economist.
By Jacob Howard, Chair of the CIM FS Group
Four of the world’s leading financial editors from US, Asia and Europe will discuss key trends in regional markets and who have been the perceived financial services winners and losers in 2020 and why. Moderated by Francesco Guerrera, Head of International, Barron's Group:
The global pandemic has meant a temporary freeze in face to face industry events, together with yet another volume-level of content competing for the hearts and minds of niche audiences. With that and other forces combining, what are marketers now looking for in their external partnerships to access and influence elusive audiences. EI Advisory will chair a panel of senior FS marketers sharing external partnership success stories that are emerging from the crisis, and the key lessons learnt so far. Moderated by Tony Jarvis, Principal – EI Advisory:
Discussion with Lareena Hilton, MD and Global Head of Brand Communications & CSR at Deutsche Bank, Josh Dibbens, BlackRock's Head of UKMEA Marketing, and David Wheldon, Former CMO at RBS, moderated by Aimee Peters.
In this informative session on brand and culture, Lareena will share insights from the Positive Impact brand campaign for Deutsche Bank that started internally a year before the external launch, Josh will talk about the focus on ESG and Impact Investing at Blackrock, and David will be able to provide insights from his time at RBS.
Register your interest to participate in a Zoom video meeting to network in select groups on the following topic:
Don’t waste a good crisis: lessons learned and opportunities gained: Most large companies made the transition to remote working easily enough. Covid was the ultimate stress test to see where companies might stand up or fall down. And it was the also a great opportunity to identify areas that need fixing or enhancing. Small groups will discuss lessons learned from the crisis and how you plan for the future. This is an opportunity for you to benchmark your marketing as peers discuss what worked and didn’t. How did relationships hold out? Are there worse case scenarios out there and how can companies prepare for these? Were there silver linings? Groups will look in-depth at strategy, digital and the future of marketing in financial services.
Marg joined NatWest Group in September 2020 as Group Chief Marketing Officer where she has transformed the function to focus on agile ways of working, launched the ‘Tomorrow begins Today’ brand platform and architected the NatWest partnership with Team GB for the Paris Olympics in 2024.
Marg has spent the majority of her marketing career in FMCG working on some iconic brands such as Lynx, Dove, Radox, Cadbury Dairy Milk and Birds Eye. At the end of 2014, she left FMCG to join the Utilities sector as Director of Marketing at British Gas. At the beginning of 2016, Marg became Group Chief Marketing Officer for Centrica, transforming the firm’s marketing capabilities globally. Some of her key achievements include launching Dove deodorant across Europe; delivering the first ever global Lynx campaign and winning a Cannes Gold Lion for Lynx “Getting Dressed” campaign.
Marg has been consistently recognised as one of Marketing Week’s Top 100 Most Effective Marketers and in 2022, was appointed President of the ISBA and recognised as Marketer of the Year by Marketing Week.
Alexandra Delamain is the Head of Global Client Partnership at The Economist, responsible for developing and executing engagement strategies for clients. Alexandra has worked with many of the world's most valuable brands leveraging the full power of the Group's capabilities in research, thought leadership, custom content, media, and events to produce award winning content and communications programs.
Alison’s career spans marketing roles across the banking sector in investment, corporate, private and retail banking, delivering results for the bottom line through a thoughtful juxtaposition of creative story-telling, digital, media and event marketing. Combining this with her experience and passion leading programmes in corporate fundraising, diversity and inclusion, music education and the entrepreneurialism sector, Alison’s approach is underpinned by enabling teams to seeing opportunities through a different lens. Prior to her 10 years in London, Alison spent seven years in Hong Kong in pan-Asian roles, following ten years in Sydney. She is a Graduate of the Queensland Conservatorium, parent of two and Director of ACO-UK.
Andrew joined Quant in 2021 with more than 20 years’ experience in marketing in the financial services sector. He is responsible for the blockchain for finance specialist’s marketing, communications and brand.
Before Quant, Andrew’s career includes four years at Deutsche Bank - where he ran global marketing of the bank’s securities services – five with a private wealth management firm, and eight with secure financial messaging and standards cooperative SWIFT. While at SWIFT, his roles included product marketing, leading the global marketing communications team, and working on Sibos, the world’s premier financial services event.
Andrew is a Fellow of the Chartered Institute of Marketing and the author of InMarketing This Week, a newsletter that draws insights from intriguing financial services stories.
Chris Strange is currently Group Brands Director for Lloyds Banking Group. With just over 25 years of progressive strategic marketing and brand leadership experience at Lloyds Banking Group, Chris has contributed to and driven a broad range of transformative initiatives, redefining brand strategies, and making significant contributions to the Group’s expanding market presence. From streamlining the brand portfolio to spearheading rebrands following divestments and acquisitions, he has enabled Lloyds enviable portfolio of iconic brands to build and maintain leading in market presence.
He was responsible for developing the Group’s purpose, “Helping Britain Prosper” in 2012, which has been a guiding light for the Group and its brands for over a decade. Prior to Lloyds, Chris worked at WHSmith Group having started his career in Marketing at Clerical Medical before that. He lives in Bristol with his cat and grown up kids when they need feeding, and is a keen cyclist, runner and musician when time and fitness allows.
Christoph Woermann is Managing Director, Chief Marketing Officer for Deutsche Bank’s Corporate Bank division and Global Head of Brand Management for Deutsche Bank Group.
The Corporate Bank comprises commercial client banking business with transaction banking products and services for both, corporates and financial institutions, including domestic and cross-border payments, risk mitigation and financing international trade and the provision of trust, agency, depositary, custody and related services.
In his CMO role, Christoph is globally responsible for the Corporate Bank’s marketing strategy and its implementation via business topical campaigns with a focus on digital and direct content marketing, thought leadership and social engagement. In his brand management role Christoph is responsible for the strategy and positioning of Deutsche Bank’s banking and employer brand.
Christoph joined Deutsche Bank in 1991 as management trainee of Deutsche Bank Hamburg. Prior to this he trained as an advertising executive at LINTAS, at that time Germany’s largest advertising agency.
He holds a masters degree in economics from the University of Hamburg, Germany. Further training included an Advanced Industrial Marketing Strategy Programme at INSEAD, Fontainebleau, France. In 2018 Christoph was appointed Vice Chair of the Financial Service Group in the Chartered Institute of Marketing (CIM). He is also a Fellow of the CIM. In 2019 Christoph was recognized as one of 100 most impactful European B2B marketing leaders. In addition, he is a member of the Brand Advisory Board of the World Media Group.
Over the course of his career at Deutsche Bank, Christoph worked in retail banking, credit & risk management, corporate relationship management, business management, corporate communications and marketing.
Holly is a senior Generative AI expert within the Data & Technology Transformation arm of IBM Consulting, a leading AI & Hybrid Cloud consulting firm. With a background in digital strategy and CX transformation programmes, Holly now specialises in leveraging AI to enhance customer and employee experience. She has a particular focus on generative AI and conversational banking for Financial Services organisations.
In her role, Holly works closely with large banks, insurers and building societies to guide them through the opportunities that exist in AI, ensuring: the right use cases are selected for experimentation, that scale is considered early and that technical trade-offs in model selection are understood.
Before joining IBM, Holly led the Financial Services market vertical within the consulting arm of Capita Experience, defining the industry strategy whilst ensuring digital transformation and AI enablement programmes had CX & EX embedded at the core. Holly holds a Bachelor of Business Management in Marketing & Sustainability and a Master of Innovation and Technology Management from the University of Queensland in Australia.
Prior to working for POLITICO, Izabella was editor of the Financial Times’ Alphaville service and the founder editor of The Blind Spot. Izabella spent the first part of her career working at CNBC and Reuters where she gained expertise in central banking, finance and markets.
She grew up in London and holds an Ancient History degree from University College London, as well as a Journalism masters from the London College of Printing.
She speaks Polish and enjoys skiing, podcasting and mentoring in her spare time.
Jacob Howard is a Director at Deutsche Bank in the central Global Brand and Marketing function, focused on the bank’s efforts to streamline its global Marketing Technology. Jacob joined Deutsche Bank in 2017 and has held senior marketing roles across both the Corporate Bank and Investment Bank divisions.
Since 2018, Jacob has been the Chair of the Chartered Institute of Marketing’s Financial Services sector interest group, leading efforts to grow the marketing community in this key sector and spearheading a renowned annual CIM Summit for financial marketers, sponsored by the World Media Group, EI and Adobe.
Over his career, Jacob has worked for a number of leading financial services institutions – from stock exchanges (NYSE, Euronext), to a global banking co-operative (SWIFT), and an agency-broker/fintech (Liquidnet) – and also in the engineering and publishing industries.
As Chair of the CIM FS group, Jacob is interested in continuing to promote the culture conversation in financial services – having previously curated the Culture stream at Sibos, the world’s largest banking event, which covered topics such as financial inclusion, user experience, diversity, and the future of mobile banking.
As Econsultancy’s Commercial Research Director, Jim has nearly twenty years of experience working across multiple fields and topics – from financial services, healthcare to B2B technology and digital trends. In addition to devising and overseeing projects, Jim is a key spokesperson for the business through international speaking engagements and podcasts.
Kate is a B2B leader with 15 years’ marketing experience in the financial services, data and technology industries. Kate joined State Street, a global leader across investment servicing, markets and financing, and investment management, in April 2023, to set up and lead their strategic account marketing program.
Prior to that she held several senior marketing roles across the different marketing functions and business lines at Thomson Reuters, Refinitiv and LSEG. Including being on the leadership team who set up the account-based marketing (ABM) function and approach in 2019 at Refinitiv. In 2022, the team were awarded the prestigious Forrester ABM Programme of the Year. Kate is passionate about customer first campaigns that engage, excite, and deliver results.
Mark Scott joined the Chartered Institute of Marketing as the director of Marketing and Communications in September 2023. Prior to joining CIM, he worked both agency and client-side and has held a range of director roles including at the British Heart Foundation and the National Trust.
Nickie has spent the majority of her career in the financial industry, kick starting it in New York City at Thomson Reuters. Throughout her 15+ year career she has occupied roles that span Brand Strategy, Creative Brand Marketing and Customer Insight & Experience.
And most recently, Nickie sits on the Marketing leadership team at LSEG, leading the global ABM team that supports LSEG’s Group Strategic accounts. She has a relentless focus on understanding the customer and using this to drive optimal ABM campaigns and programmes. In 2022, the team were awarded the prestigious Forrester ABM Programme of the Year Award, for the customer first approach.
Nickie has passion for the environment, and across the programmes she run sustainability, sits at the centre. Nickie is based in London.
Preya is the Head of Sales for Reuters.com and Reuters Plus, custom content division across EMEA and APAC. As part of her role she is responsible for expanding the brand into new territories across the Middle East, Africa and pan Asia. Preya is passionate about the value of trusted news and creating more dialogue across the advertising ecosystem.
Rachel has worked in the Financial Services industry for almost 20 years, starting her career in Bank of Ireland. She has been with CME for 10 years and currently heads up the Digital Analytics Insights team based out of Belfast, London and Chicago.
As well as having global responsibility for delivering actionable insights from customer data, the team is currently building a bespoke LLM for an internal AI tool and working with multiple internal teams to ensure accuracy, safety and ethical considerations.
Outside of work, Rachel is currently pursuing a PhD in Digital Transformation, and is kept busy by her 7 year old and twin 5 year old girls and her bulldog.
Rodrigo Pozo Graviz, a seasoned marketer who has now transitioned into the role of CEO and Co-Founder of the AI platform MyTelescope, brings a wealth of experience to the table. His journey from an analyst at Morningstar to Creative Director at Weber Shandwick, and now, spearheading AI development on a large scale, has endowed him with deep insights into the transformative impact of AI in the marketing realm, especially within the financial and banking sectors.
Simon joined Adobe in 2019 having previously spent over 20 years in Financial Services. During this time he built and led global teams focussed on leveraging digital channels and analytical insight across Investment Banking, Wealth Management and Asset Management. As a former practitioner, he has extensive experience of delivering customer-centric digital experiences in order to deepen customer relationships and drive new business opportunities.
Simon is Executive Editor at Reuters. He helps run the newsroom of 2,500 people; oversees all Reuters news publishing assets; and manages the news budget and operations team. Simon joined Reuters in 2010 and ran investigations and enterprise reporting in Europe, Middle East and Africa before taking on a series of management positions and projects to rethink the way a newswire works in the 2020s. Before Reuters, Simon was a correspondent and then editor at Time magazine, reporting from more than 50 countries in Africa, South Asia, the Middle East and Europe.
Tola is a senior editor who leads the trending team at Business Insider. The team of 13 reporters and editors produces breaking news, sharp analysis and topical features with a strong focus on business and technology. She joined the company in 2020 and previously worked at the Guardian, Wired and as a freelance reporter for a wide variety of publications.
EI is a B2B Media and Events Intelligence and Advisory service, providing evidence-based recommendations and actionable insights for B2B marketers and client teams. As one of the founders of EI, Tony works closely with B2B marketing directors around the world to ensure they have up to the minute insights on key activities for go-to-market programs, ABM programs and content planning.
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