Speakers and Agenda

We're eagerly anticipating the EMEA Financial Services Marketing Leaders' Summit on 13th May 2026, created by and for financial services marketers to share best practices and promote excellence in marketing. The global Summit series is sponsored by the Chartered Institute of Marketing (CIM), EI Advisory and the World Media Group and this event is very kindly hosted by Reuters in London.



Speakers and Agenda

We're eagerly anticipating the EMEA Financial Services Marketing Leaders' Summit on 13th May 2026, created by and for financial services marketers to share best practices and promote excellence in marketing. The global Summit series is sponsored by the Chartered Institute of Marketing (CIM), EI Advisory and the World Media Group and this event is very kindly hosted by Reuters in London.



Lananh Nguyen
Lananh Nguyen

Bianca Bass

CMO

Privalgo

Kaila Yates

CMO, Two Jacks Comms and Co-Host, Financial Marketing Insights Podcast

Two Jacks Communications

Jamie Credland

Chief Executive

World Media Group

Lananh Nguyen

Bianca Bass

CMO

Privalgo

Kaila Yates

CMO, Two Jacks Comms and Co-Host, Financial Marketing Insights Podcast

Two Jacks Communications

Jamie Credland

Chief Executive

World Media Group

Alex Delamain
Alex Delamain

Alexandra Delamain

Global Client Partner

Economist Impact

Tony Jarvis

Global MD

EI Advisory

Alex Delamain
Alex Delamain

Satwant Pandher Wishart

Co-Founder and CEO

Casey Wishart & Partners

Jacob Howard

Chair, CIM FS Group, and Founder

Financial Marketing Insights

Dr Keith O' Brien

Co-Founder

Adaptable Minds

Alex Delamain

Alexandra Delamain

Global Client Partner

Economist Impact

Tony Jarvis

Global MD

EI Advisory

Alex Delamain

Satwant Pandher Wishart

Co-Founder and CEO

Casey Wishart & Partners

Jacob Howard

Chair, CIM FS Group, and Founder

Financial Marketing Insights

Dr Keith O' Brien

Co-Founder

Adaptable Minds

Agenda

Agenda


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 Bianca Bass, CMO, Privalgo, Dr Keith O’Brien, Co-Founder, Adaptable Minds and Chartered Institute of Marketing, moderated by Kaila Yates, CMO, Two Jacks Comms


10.10: 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: Sponsorships That Inspire - Art, Sport and the Future of Brand Trust – CMOs/Heads of Brand reveal how FS brands use cultural partnerships to foster loyalty, and differentiate in competitive markets.


11.20: Coffee Break


11.40: Practical Tips on ROI and Attribution Frameworks - Case studies and frameworks for proving ROI, balancing creativity with compliance, and demonstrating impact to boards.


12.10: 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, moderated by Tony Jarvis, Co-Founder, EI Advisory.


12.40: Coffee Break


1.00: 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 led by Satwant Wishart, CEO, Casey Wishart.


1.15: 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


1.45: Close and Start of Networking Lunch

Register your interest

Address

Financial Marketing Insights

InMarketingMedia Ltd

Beaumont House

London

SW20 0LW

Copyright © 2024 Financial Marketing Insights

Address

Financial Marketing Insights

InMarketingMedia Ltd

Beaumont House

London

SW20 0LW

Copyright © 2024 Financial Marketing Insights