08:30

Registration and coffees

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 - Reuters welcomes delegates to the London headquarters, sharing the organisation’s perspective on the role of trusted information.

09.20: The Fear Flip – From Anxiety to Advantage in AI‑Driven Marketing - Key note that explores how FS leaders can turn AI anxiety into advantage - embedding personalization, trust, and ROI measurement, while preparing for agentic AI.

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 and Chartered Institute of Marketing, moderated by Kaila Yates, CMO, Two Jacks Comms

10.20: Coffee Break

10.30: The Editors’ View - Panel with Editors from the World Media Group giving the global macro perspective on financial services in the media, moderated by Jamie Credland, CEO, World Media Group

11.00: Beyond ROI: Influence, Value & Leadership in FS Marketing - Panel exploring how leaders balance instinct with intelligence, build credibility with the business, and drive meaningful commercial impact in environments where value is multidimensional and not always measurable, featuring Ruya Niazi, Head of Marketing EMEA, J.P. Morgan Payments

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 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, moderated by Rupert Hodson, CEO, Dianomi

12.35: From Silos to Synergy – Leadership Skills for Growth - Panel of CMOs/leading FS Marketers to discuss how leadership skills and behavioural insights can bridge divides, creating unified teams that drive business and customer trust, featuring Paul Fletcher, Global CMO - Wealth Management, Schroders moderated by Tony Jarvis, Co-Founder, EI Advisory.

1.05: Coffee Break

1.15: Marketing with the Machines - Drawing on the Global Marketing Content Leaders Study, this short, focused session highlights real‑world applications of AI in FS marketing such as the use of Synthetic Audiences led by Satwant Wishart, CEO, Casey Wishart.

1.30: Closing Keynote: The Future Shape of Financial Services Marketing - Closing keynote on how shifting customer expectations are reshaping leadership priorities, and what skills and strategies will define success, moderated by Alexandra Delamain, Global Client Partner, Economist Impact

2.00: Close and Start of Networking Lunch