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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.

    Book now

    13 May 2024

    Location: Reuters, Canada Square, Canary Wharf, London, E14 5AQ, United Kingdom

    This is an invite only event

    Hosted by

    Sponsored by 

    Agenda for the day:
    09:00
    Welcome

    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

    09:10
    Brief welcome

    Brief welcome, Simon Robinson, Executive Editor, Reuters

    09:20
    Digital Trends 2024

    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.

    09:55
    Practical applications of AI in FS Marketing

    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

    10:30
    Coffee break
    10:40
    The Editors' View

    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.

    11:20
    Brand and purpose panel discussion

    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.

    11:50
    Coffee break
    12:00
    Is now the time for Account Based Marketing in FS?

    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.

    12:30
    What is your team’s top priority for the year ahead?

    Table discussion for 15 mins and then insights shared by the tables.

    13:00
    What do CEOs want next from FS Marketers?

    Closing keynote with Marg Jobling, Group CMO, Natwest interviewed by Alexandra Delamain, Head of Global Client Partnership, The Economist.

    13:30
    Session close and start of networking buffet lunch.

    Speakers

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    Contact us

    If you have any questions about the Financial Services Marketing Leaders' Summit, or any dietary or special requirements, please contact us:

    Call +44 (0)1628 427340
    Email cim.events@cim.co.uk