08:30

Registration, coffees & croissants

09.00: Introduction - Intro to the event by Jacob Howard, Chair of the CIM FS Group and Founder, Financial Marketing Insights (FMI)

09.10: Welcome - Dana Whitaker, Director - Financial Services, Reuters welcomes delegates to the London headquarters, sharing the organisation’s perspective on the role of trusted information.

09.20: The AI Strategy Shift in Financial Services: What It Means for Customer Experience - Key note session featuring Simon Murray, Practice Director Regulated Industries, Adobe and Jamie Brighton, Head of Product Marketing EMEA, Adobe that looks at the AI trends reshaping customer experience in financial services - from generative AI productivity gains to growing interest in agentic experiences. From what marketers should watch, where execution typically gets stuck (data, governance, alignment, trust), to where the biggest CX opportunities are emerging.

09.50: Unlocking Human Advantage – Psychology, Talent and Culture - Panel shows how behavioural psychology can strengthen the talent pipeline, build resilient cultures, and sharpen customer engagement. Speakers include Dr Keith O’Brien, Co-Founder, Adaptable Minds, Colin Fu, Associate Professor - Marketing Science, UCL and Luan Wise, Author of the Marketing and Psychology: Understanding Customer Behaviour Marketing, moderated by Kaila Yates, CMO, Two Jacks Comms

10.20: Coffee Break

10.30: The Editors’ View - Panel with Financial Editors from the World Media Group such Reuters and CNBC giving the global macro perspective on financial services in the media, featuring Elisa Martinuzzi, Editor in Charge - EMEA Finance & Markets, Reuters, Hannah Ziady, Senior Reporter, CNN Business and Jack Sommers, Head of Digital EMEA for CNBC, moderated by Jamie Credland, CEO, World Media Group

11.00: Building Communities: Content, Connection and Long-Term Engagement - In a crowded, fast‑moving market, the firms winning attention are those building genuine communities around their clients and industry networks. This session explores how FS marketers are creating engagement that lasts - from nurturing specialist groups to activating digital communities at scale, with Christoph Woermann, CMO - Corporate Bank, Deutsche Bank, Sapna Kandukuri, Head of Marketing (ABM + UK, Benelux, Nordics), London Stock Exchange Group and Connor Vickery, Enterprise BD - EMEA Cvent, moderated by Jacob Howard, Founder, FMI

11.30: The Rise of Intelligent Marketing Systems - Dominique Rose Van-Winther, CEO, Final Upgrade is a leading global voice in AI strategy, innovation, and marketing transformation. Building on the findings of a recent white paper, in this session, Dominique will dive into the latest thinking around AI for Financial Services marketing.

11.50: Coffee and Snack Break

12.05: The Attention Economy: Reaching the Right Clients in an Increasingly Noisy World - With premium audiences fragmented across platforms, formats, and devices, the challenge is no longer simply reaching clients - it’s earning their attention in places where trust, relevance, and context matter. Panel discussion with Alison Harbert, Corporate & Institutional Marketing, Lloyds, and Paul Fletcher, Global CMO - Wealth Management, Schroders moderated by Rupert Hodson, CEO, Dianomi

12.35: Marketing in Action: Executing on Trust and Customer Closeness in an AI-Mediated Buyer Journey - Exploring how FS marketers need to rethink brand across all areas of marketing strategy from stronger narrative discipline to codifying content and developing a more cohesive public presence.  Caroline Joyce, Global Director of Client Success, EI Advisory in conversation with Gavin Horner, Head of Brand Strategy, Natwest Group and Oliver Harrison, FMI Education Editor and Former Head of Marketing, Citi Commercial Bank on what marketers should be prioritising right now.

1.00: Coffee Break

1.15: A New Operating Model for Content - Insights from the Global Marketing Leaders Content Study on how teams are being redesigned and investment reshaped to build influence with Satwant Wishart, CEO, Pandher Wishart Studios.

1.30: Closing Keynote: View from the Boardroom - In the closing keynote Hannah Last, VP, Global Partnerships, Financial and Professional Services, Economist Impact interviews Chris Clark, former Group Head of Marketing at HSBC and current Senior Independent Director at Aviva Insurance. Drawing on his experience managing a $1 billion global marketing budget and a team of 1,500 across 40 countries, Chris will share insights into building one of the world’s most recognisable brands. He will also discuss his transition into corporate governance as Chair of Aviva’s Conduct Committee, illustrating how a "customer-first" marketing DNA is essential for effective boardroom leadership and ethical business conduct in the digital age.

2.00: Close and Start of Networking Lunch