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 - 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 Fear Flip – From Anxiety to Advantage in AI‑Driven Marketing - Key note session featuring Simon Murray, Practice Director Regulated Industries, Adobe 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 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 Kandakuri, 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 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 on what marketers should be prioritising right now.

1.00: Coffee Break

1.15: Signal in the Age of AI - 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, 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