The Financial Brand Insights - Forum 2022 Digital

VOLUME 3 SPECIAL EDITION FORUM 2022

TARGETING FOR GROWTH FIND, REACH AND CONVERT THE BEST AUDIENCES PAGE 38

DO MORE WITH LESS DEPLOY DIGITAL SOLUTIONS TO STAY COMPETITIVE AND GROW PAGE 34

GROWTH ISN'T MAGIC, IT'S JUST DATA FIND HIGH-POTENTIAL CONSUMERS AND WIN THEM AS CUSTOMERS PAGE 46

In This Issue

6 Forum 2024 Save Your Seat 7 Agenda At-a-Glance 8 Aria Hotel & Resort Maps

63 %

TO YOUR GOAL

8 Casino - Ground level 9 Promenade - Level 2

10 Conference Center West - Level 3 11 Conference Center West - Level 1

Guide

13 Agenda Details

13 Monday , November 14th 18 Tuesday , November 15th 24 Wednesday , November 16th

Finance tips just for you. 1

Deliver connected banking experiences at scale. Visit us at booth B531 , and scan the QR code to learn more.

28 Forum 2022 Sponsors 30 Marketplace Exhibit Hall 32 Aria Hotel & Resort Restaurants

your clients with Customer 36O.

PRESENTED BY

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THE FINANCIAL BRAND INSIGHTS FORUM 2022

IN MOTION PUT YOUR BRAND

In This Issue

34 Economic Trends Hasten Transition to Digitization 38 Targeting the Best Customer Segments for Revenue Growth 42 5 Ways Marketing Can Steer Your Bank Branches Into the Future 46 How to Drive Banking Growth: It’s Not Magic, It’s Just Data 50 How Banks Can Harness Behavioral Science to Boost Marketing 54 4 Key Factors to Consider When Selecting a CRM Provider 58 Is Your Brand Hindering or Powering Your Growth? 62 What to Expect in a Modern Credit Acquisition Solution

Drive new customers and differentiate your financial brand with video marketing. Did you know that % of 93 brands won new customers using video? 1

Stand out on social media!

Demonstrate the value of your product!

Level up the creativity and grab attention!

EXCLUSIVE FOR THE FINANCIAL BRAND FORUM

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4 THE FINANCIAL BRAND INSIGHTS FORUM 2022

Agenda At-a-Glance

MONDAY NOV. 14TH 14

TUESDAY NOV. 15TH 15

WEDNESDAY NOV 16TH 16

7:00 am Registration Desk Open 7:30 am Breakfast + Espresso 9:00 am Opening Keynotes

7:00 am Registration Desk Open 7:30 am Breakfast + Espresso 7:30 am Power Breakfast Sessions 9:00 am Forum

7:30 am Complimentary Luggage Storage until 3:30 pm 7:30 am Breakfast + Espresso 7:30 am Power Breakfast Sessions 9:00 am Featured Keynote

Jay Baer

Magic Johnson

Duncan Wardle

Suneel Gupta

Pre-register today and get the Super Early Bird Discount! Save big, and get a free upgrade to a Gold Pass, and pay nothing until next year!

Jeremy Gutsche

10:30 am Breakouts & Live Demos 11:30 am Networking Lunch in the Marketplace Exhibit Hall 11:30 am Lunch+Learn Sessions 1:00 pm Breakouts & Live Demos 2:00 pm Breakouts & Live Demos 3:00 pm Breakouts & Live Demos 4:00 pm Featured Keynotes

10:30 am Breakouts & Live Demos 11:30 am Networking Lunch 11:30 am Lunch+Learn Sessions 1:00 pm Breakouts & Live Demos 2:00 pm Breakouts & Live Demos 3:00 pm Breakouts & Live Demos 4:00 pm Forum

Leadership Summit

9:45 am

PRE-REGISTER NOW

Nando Parrado

Alison Levine

11:30 am Networking Lunch 11:30 am Lunch+Learn Sessions 1:00 pm Forum

Matt Luhn

Shama Hyder

John Rossman

2:00 pm Closing Celebrity Keynote

Ginger Hardage

Chris Skinner

Omar Johnson

Ross Shafer

Daymond John

5:00 pm Attendee Networking Reception with Open Bar

Michael Jr.

5:00 pm Networking Reception

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Aria Hotel & Resort

CASINO - GROUND LEVEL

PROMENADE - LEVEL 2

1

ELEMENTS GIFT SHOP & SUNDRIES

TAXI

2

Sky Suites

North Valet Pick-Up

Fitness Center

Escalator to Valet

Cashier

Pools

Alibi

3

Aria Convention Center West

Spa & Salon

(350 feet)

7

Pool Entrance

Forum 2022 Registration Check-In

Poker

6

Business Center

5

1

2

Aria Convention Center East

Main Valet

TAXI

8

Bell Desk

Main Entrance

Sky Suites

Down to Car Rental

Hotel Check-In

4

9

3

5

ELEVATORS

ESCALATOR UP TO FORUM RESTROOMS KEY FORUM LOCATIONS

RESTROOMS KEY FORUM LOCATIONS ELEVATORS ESCALATORS

RESTAURANTS 1 Lemongrass 2 Blossom 3 Moneyline Pizza 4 Patisserie 5 Posh Burger

RESTAURANTS 1 Pressed Juicery 2 Salt & Ivy 3 Bardot Brasserie 4 Carbone 5 Jean Georges Steakhouse

6 Javier’s 7 Din Tai Fung 8 Catch 9 Julian Serrano Tapas

BARS & LOUNGES ESCALATORS

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Aria Hotel & Resort

CONFERENCE CENTER WEST - LEVEL 3

CONFERENCE CENTER WEST - LEVEL 1

Power Breakfasts & Lunch-and-Learn Sessions

Elevator

Patio

Elevator

6+7

3+4

5

1+2

Starvine Meeting Rooms

9

10 11 Demo Demo 12

Cottonwood Boardroom

Sienna Boardroom

Marketplace Exhibit Hall Bristlecone Ballroom

8

8 9

13

7

Escalator to Level 2

Juniper 4 Juniper 2+3 Juniper 1 Breakout Sessions

6 5 4 3 2 1

Help Desk

Help Desk

Escalator to Level 2

Marketplace Exhibit Hall Pinyon Ballroom

Keynotes & Breakouts Ironwood Ballroom

Escalator to Level 2

Escalator to Level 2

Elevator

Elevator

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Agenda Details

MONDAY, NOVEMBER 14TH 14

7:00 AM - 8:00 PM

Level 2 Promenade

Forum 2022 Registration & Info Desk Open Stop by and pick up your conference pass at the Registration Desk if you didn’t do so Sunday. If you have any questions or need assistance, the desk will remain open throughout the day until 7:00 pm.

7:30 AM - 9:00 AM

Level 1 Forum 2022 Marketplace Exhibit Hall

Networking Breakfast & Complimentary Espresso Enjoy a hearty breakfast and pick up complimentary Starbucks espresso beverages. Full breakfast menu includes hot dishes with eggs and bacon, fruits, cereals, and fresh juices. Vegetarian and gluten free options available.

9:00 AM - 9:45 AM

Level 3 Ironwood Ballroom

Opening Keynote Speaker: Earvin ‘Magic’ Johnson This legendary NBA Hall of Famer, five-time champion, business mogul and entrepreneur draws on his business acumen, management principles, and commitment to innovation as he teaches you the secrets of his winning game plan.

9:45 – 10:15 AM

Level 3 Ironwood Ballroom

Keynote: Jay Baer - Hug Your Haters! Digital marketing expert and best-selling author Jay Baer will forever alter the way you think about CX, marketing, sales, and operations in this hilarious interactive keynote.

Jay Baer

10:30 AM - 11:30 AM

Level 3

Concurrent Breakout Sessions

Building Your 2023 Strategic Plan: Secrets of High-Performing Bank Speaker: Dr. Sean Payant, Senior EVP and Chief Strategy Officer at Haberfeld Maximizing Growth With Data, AI and Digital Marketing Speaker: James Robert Lay, CEO of the Digital Growth Institute Omnichannel Customer Journeys in Banking: Building Roadmaps for Revenue Growth Speaker: Christopher Colley, Chief Industry Advisor of Financial Services at Qualtrics Digital Transformation: Engineering the Workforce of the Future Panel Discussion: • Abhijit Chaudhary, Chief Product Officer at Green Dot • Brian Knollenberg, SVP/Marketing at BECU • John Findlay, CEO at LemonadeLXP • Jill Nowacki, CEO/President at Humanidei

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• Shelly Connolly, SVP, Chief Human Resources Strategy Officer at Stride Bank

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Agenda Details

MONDAY, NOVEMBER 14TH 14

MONDAY, NOVEMBER 14TH 14

10:30 AM - 11:30 AM Live Demos Answers AI/CX from Yext

1:00 PM - 1:45 PM

Level 3

Concurrent Breakout Sessions

Level 3 Starvine Meeting Rooms

Ironwood Ballroom

7 New Strategies that Instantly Improve Bank Marketing ROI Speaker: Nancy Harhut, Chief Creative Officer at HBT Marketing Digital Banking Showcase: The Best of Mobile CX & Fintech Apps Presenter: Dave DeFazio, Partner at StrategyCorps Data-Driven Growth Strategies: Best Practices That Maximize Banking Relationships Speaker: Becky Summers, Strategic Advisor at Raddon (a Fiserv company) Strategies to Accelerate Innovation in Banking Panel Discussion: • Jim Marous, Co-Publisher at The Financial Brand • Sathish Muthukrishnan, Chief Information, Data & Digital Officer at Ally • Andrea Brimmer, CMO at Ally • Dominic Venturo, SVP/Chief Digital Officer at U.S. Bank • Liz Wolverton, EVP/Head of Consumer Banking & Brand Experience at Synovus • April Clobes, CEO at MSUFCU

Learn how to drive deeper relationships through algorithmic AI-powered experiences based on natural language. From back-end configuration to front-end customization, Answers provides the tools needed to answer users’ questions in digital channels. Core iQ Data & Personalization Platform from Onovative

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See how Core iQ automates and personalizes communications for onboarding, cross-selling, retention and acquisition efforts. This solution will help you execute multi-channel communications and seamlessly prioritize the next best product to automatically send targeted cross-sell offers.

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11:30 AM - 1:00 PM

Level 1 Forum 2022 Marketplace Exhibit Hall

Lunch In The Marketplace Exhibit Hall Enjoy a hearty meal with a hot lunch, dessert and refreshments — no boxed lunches or cheap sandwiches. Vegetarian and gluten free options available.

1:00 PM - 1:45 PM

11:30 AM - 12:45 PM

Level 3 Starvine Meeting Rooms

Live Demos Delivering Perfect Journeys for Every Financial Milestone In Any Market

Lunch & Learn Sessions (Invitation Required) Enjoy a plated three-course lunch as the banking industry’s most experienced solutions providers share their insights in these sponsored sessions. These are private presentations with limited seating, and are by invitation only. If you were not invited to one of these sessions and would like to attend, please contact the sponsor or stop by their booth.

Level 3 Starvine Meeting Rooms

See how to easily combine data and intelligent automation to improve every phase of the financial journey with Total Expert , the first purpose-built engagement platform for modern banks and credit unions. You’ll see how the combination of intelligent automation and purpose-built journeys allow you to respond to market conditions and deliver value in a way that a drip campaign never can. Knowledge Hub, Financial Coach, and Sales Advisor from eGain

Winning Growth Strategies: How to Execute Your Institution’s Strategic Plan Gain insight into creating the business case to support and execute your growth strategy with Kurt Klassen , EVP at LEVEL5. Hear from a panel of industry executives as they share the unique stories behind their institution’s multi-year growth strategy. Learn how they redefined the customer journey as they transitioned from transactional services to an advisory-based approach, outlining the steps they took to improve CX, increase efficiencies, and generate incremental revenue. Zero Trust, Risk and Resilience: A Conversation with AT&T Cybersecurity Consulting Looking to start your zero-trust journey? Need direction on the next steps? Join Derrick Johnson , National Practice Leader with AT&T Cybersecurity Consulting, as he shares insights and lessons from the frontlines on implementing robust security policies with Zero Trust Architecture (ZTA). You’ll learn what it takes to achieve a Zero Trust network and implement the security tools you need to stay ahead of threats and defends against evolving attacks. Wow your Customers with Automated, Intelligent, Real-Time Engagement and Service Experiences Financial Services customers expect every digital experience to be seamless, but legacy systems and disjointed processes often get in the way. With over 1/3 of customers switching providers for a better experience, it’s time to evolve faster. Hear how to transform sales, service, and marketing to deliver automated, intelligent, and real-time experiences that wow your customers.

This AI-powered knowledge management solution includes three tools: eGain Knowledge Hub ™ enabling customers to find answers via self-service and agent-assisted service, eGain Sales Advisor ™ end-to-end sales solution, and eGain Virtual Financial Coach ™ automated service providing personalized financial guidance.

2:00 PM - 2:45 PM

Level 3

Concurrent Breakout Sessions

Ironwood Ballroom

Critical Onboarding & Cross-Selling Strategies to Maximize Digital Banking Relationships Speaker: Paula Tompkins, CEO at ChannelNet Revolutionizing Banking CX Through Customer Centricity Speaker: Andrea Olson, CEO at Pragmadik Building Banking Brands that Drive Growth Speaker: Gina Bleedorn, Chief Experience Officer at Adrenaline Open Banking Showcase: How APIs & Banking-as-a-Service Are Transforming the Financial World Presenter: Ritesh Jain, Ph.D, Former COO, CTO, Global Head of Digital Technology at HSBC

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Agenda Details

MONDAY, NOVEMBER 14TH 14

MONDAY, NOVEMBER 14TH 14

2:00 PM - 2:45 PM

4:00 PM - 4:30 PM

Level 3 Ironwood Ballroom

Keynote: Omar Johnson – The New Rules of Marketing As the former VP/Marketing at Apple and CMO of Beats by Dre , Omar Johnson knows how to drive explosive growth. Learn how he builds brand awareness and market share for the world’s most recognizable companies — from Nike to Coca-Cola and Kraft — with breakthrough advertising, retail CX, and digital marketing strategies.

Level 3 Starvine Meeting Rooms

Live Demo

Methodify Self-Serve Research from Schlesinger See how BMO Financial Group, one of North America’s leading financial institutions, leverages the Methodify research solution in this lively demonstration. You’ll learn how this technology can better support strategy execution, make your organization more client-centric, and help you find the answers you need whenever you need them. Salesforce Customer 360 for Banking: Deliver Connected Experiences at Scale Don't miss this live demo of Customer 360 for Banking by Salesforce. This complete suite of products for banking providers of all sizes, unites sales, service, marketing, and IT teams with a single, shared view of customer information. You'll learn how to transform sales, service, and marketing to deliver automated, intelligent, and real-time experiences that wow your customers.

Omar Johnson

4:30 PM - 5:00 PM

Level 3 Ironwood Ballroom

Keynote: Ross Shafer – What Makes You Relevant in 2023 Ross Shafer is a six-time Emmy Award winning comedian and host of hit TV shows on ABC , NBC , USA , and Comedy Central .

3:00 PM - 3:45 PM

Drawing on emerging trends in the science of consumer psychology, this hilarious and unconventional keynote reveals the gaps between corporate CX strategies vs. what consumers really want and the actual experience brands deliver.

Ross Shafer

Concurrent Breakout Sessions

Level 3

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The Future of Personalization in Banking: AI, Marketing Automation & Transaction Data Speaker: Jim Marous, Co-Publisher of The Financial Brand Best Practices to Maximize ROI in Digital Marketing Channels Speakers: • Wil Reynolds, CEO/Founder at Seer Interactive • Cori Graft, Associate Director/SEO at Seer Interactive Financial Brand Makeover: Keys to Strategic Brand Differentiation & Awareness Speakers: • Josh Streufert, Principal at Strum Agency • Karen McGaughey, Principal at Strum Agency • Marci Francisco, Chief Experience Officer at Premier America CU Inside Open Banking Strategies: Critical Insights & Best Practices for Success Panel Discussion: • Ron Shevlin, Chief Research Officer at Cornerstone Advisors

5:00 PM - 7:00 PM Attendee Networking Reception Network with 2,500 of your peers in the Forum 2022 Marketplace Exhibit Hall . Enjoy hot hors d’oeuvres and a hosted open bar until 6:30 pm.

Level 1 Forum 2022 Marketplace Exhibit Hall

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FORUM+ VIDEO LIBRARY

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• Matt Smith, Head of Digital Banking and BaaS at Webster Bank • Jamie Donahue, Chief Technology Officer at BM Technologies • Christy Sunquist, U.S. Financial Institution Partnerships Lead at Plaid

All attendees get complimentary 24/7 access to the Forum+ on-demand video streaming channel, with recordings of all Forum 2022 keynotes, breakout sessions and live demos. Includes over 100+ bonus videos from past Forum conferences — how-to sessions and fresh insights from the brightest minds and best speakers — Gary Vaynerchuk, Barbara Corcoran, Guy Kawasaki, and many more! Visit thefinancialbrand.com/forum-plus

3:00 PM - 3:45 PM

Level 3 Starvine Meeting Rooms

Live Demos

Business Onboarding & KYC from DocFox Don’t miss this live demo of the DocFox automated documentation and onboarding platform for banks and credit unions of all sizes. See how this unique solution expedites compliance with enhanced risk rating for new business accounts, including screening for

hidden risks, sanctions, and adverse media. CUNexus Digital Storefront from CUNA Mutual

See how CuneXus reinvents the way financial institutions approach consumer lending by delivering tailored financial products and services with a fully-integrated lending platform that delivers one-click convenience through a digital storefront.

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Agenda Details

TUESDAY, NOVEMBER 15TH 15

TUESDAY, NOVEMBER 15TH 15

7:00 AM - 7:00 PM

9:00 AM - 10:15 AM

Level 2 Promenade

Level 3 Ironwood Ballroom

Forum 2022 Info & Help Desk Open If you have any questions or need assistance, the Registration Desk will remain open throughout the day until 7:00 pm.

Forum University: Innovation Masterclass Learn cutting-edge leadership skills and new management strategies from professors at two of the most prestigious business schools in the world — Harvard and Yale. This pair of keynotes is a rare opportunity to learn advanced strategies and best practices in innovation — how to build a culture of innovation and inspire creativity throughout your organization.

7:30 AM - 9:00 AM

Level 1 Forum 2022 Marketplace Exhibit Hall

Networking Breakfast & Complimentary Espresso Enjoy a hearty breakfast and pick up complimentary Starbucks espresso beverages. Full breakfast menu includes hot dishes with eggs and bacon, fruits, cereals, and fresh juices. Vegetarian and gluten free options available.

Duncan Wardle The former Head of Innovation & Creativity at Disney , and Innovation Professor at Yale University will show you how to drive cultural change with new tools that can transform anyone into an innovative leader. Suneel Gupta This best-selling author and Professor of Digital Strategy at Harvard University will teach your team how to move ideas forward by inspiring people with a captivating vision, and give you immediately actionable techniques to spark engagement and accelerate innovation.

Duncan Wardle

7:30 AM - 8:45 AM

Level 3 Starvine Meeting Rooms

Power Breakfast Sessions Enjoy a full breakfast buffet as the banking industry’s most experienced solutions providers share their insights in these sponsored educational sessions. These presentations are open to all attendees. Seating is limited, and available on a first-come, first-serve basis. Powering an FI Ecosystem: Leveraging Transaction Data to Drive Strategy and ROI Join Nate Shahan , Vice President, Product Management with Segmint, An Alkami Company, and a panel of banking executives, to see how transaction data can reshape your business model with on-time analytics, actionable intelligence, and personalized targeted content. You’ll learn how to enrich data to build models and automate predictions that minimize churn, increase cross-selling, and maximize the bottom line. Supercharging Digital Transformation with the Power of an Open Banking Platform Bryan Wilken , SVP/Chief Information & Operations Officer at Bank Midwest discusses how they have adopted out-of-the-box solutions to quickly adapt to changing needs and deliver next generation banking experiences. You’ll learn how to build, partner, and buy pre-integrated apps through a vibrant and ever-growing Fintech ecosystem. All leading to smarter business decisions and fresh solutions that increase engagement, trust, and wallet share. Maximizing the Marketing Potential of Your Branch Experience Mitch Kane , Founder & CEO of Kane Graphical will show you how to align your financial institution’s unique voice, brand, and demographics to deploy relevant in-branch marketing messages with the flexibility to evolve over time. See how to implement on-brand messaging in six different branch zones, including best practices to maximize the experience in each zone and how to create standards guidelines that ensure consistency in your branches.

Suneel Gupta

10:30 AM - 11:30 AM

Level 3

Concurrent Breakout Sessions

CX Strategies to Humanize Banking in the Digital Age Speakers: • Dipanjan Chatterjee, Principal Analyst/Financial Vertical • Peter Wannemacher, VP/Principal Analyst at Forrester Digital Transformation 2.0: Advanced Strategies for Tangible Outcomes Speakers: • Jim Burson, Managing Director at Cornerstone Advisors • Amanda Swanson, Director at Cornerstone Advisors

Ironwood Ballroom

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Innovative Digital Marketing Strategies for Acquisition, Growth & Retention Speaker: Lincoln Parks, Digital Marketing Expert & Banking Thought Leader The Future of Retail Delivery in Banking: Balancing Branches and Digital Channels Panel Discussion: • Carla Trombly, Branch & ATM Channel Optimization at Synovus Bank • Chris Gill, Market Planning & Insights at U.S. Bank • Brian Scott, Chief Growth Officer at PSCU • Kristin Korzekwa, Managing Director, Financial Services Industry at Deloitte • Gina Bleedorn, Chief Experience Officer at Adrenaline

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Agenda Details

TUESDAY, NOVEMBER 15TH 15

TUESDAY, NOVEMBER 15TH 15

10:30 AM - 11:30 AM

1:00 PM - 1:45 PM

Level 3 Starvine Meeting Rooms

Live Demos Data-Driven AI Content Marketing from Finalytics.ai

Level 3

Concurrent Breakout Sessions

The Future of Fintechs & Disruption in Banking Speaker: Jeremy Quainoo, Global Fintech Expert at Jumo Supercharging Your 2023 Strategic Plan for Future Growth Speaker: Joe Sullivan, President/CO and Jim Perry, Senior Strategist at Market Insights Gen CX: The Future of Customer Experience Speaker: Sue Woodward, Fintech Evangelist & CX Expert

Ironwood Ballroom

See how the Finalytics.ai platform triggers unique marketing content that is powerfully relevant to each customer’s current financial decision, allowing financial institutions to create ‘Segment of One’ digital interactions tailored to each individual’s needs. Vivalociti Real-Time Personalization Tool from La Macchia Group

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Get a sneak peek at the Vivalociti platform for connecting in-branch data analytics to marketing and content deployments, and see how banks and credit unions can leverage real-time personalization based on integrated data collection techniques.

AI, Machine Learning & Predictive Analytics: What’s Next in Banking Panel Discussion: • Mark Leher, Director of Data Analytics at Segmint

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11:30 AM - 1:00 PM

• Bill Dworsky, Manager, Financial Services Industry at Deloitte • James Robert Lay, Founder, Digital Growth Institute • Emily Abbas, SVP, Chief Consumer Banking and Marketing Officer at Bankers Trust

Level 1 Forum 2022 Marketplace Exhibit Hall

Lunch In The Marketplace Exhibit Hall Enjoy a hearty meal with a hot lunch, dessert and refreshments — no boxed lunches or cheap sandwiches. Vegetarian and gluten free options available.

1:00 PM - 1:45 PM

Level 3 Starvine Meeting Rooms

Live Demos Deluxe Data Discovery

11:30 AM - 12:45 PM

Lunch & Learn Sessions (Invitation Required) Enjoy a plated three-course lunch as the banking industry’s most experienced solutions providers share their insights in these sponsored sessions. These are private presentations with limited seating, and are by invitation only. If you were not invited to one of these sessions and would like to attend, please contact the sponsor or stop by their booth. 3 Proven Strategies for Winning in a Digital-First World

Level 3 Starvine Meeting Rooms

Learn how to harness the power of data to create personalized experiences for customers and prospects with Deluxe Data Discovery , enabling financial marketers to tap into the world’s deepest trigger database to position their solutions to both consumers and businesses with high purchase propensity. Prisma Campaigns Marketing Automation Platform

Prisma Campaigns is an open architecture marketing automation platform specifically designed to integrate with financial institutions’ existing tech-stack. In this demo, you’ll see how to improve cross-selling with targeted campaigns that automatically pull data from your core, and increase campaign engagement and conversions with deep personalization of both copy and artwork

For many financial institutions, the process of digital transformation can feel insurmountable, but as with everything, there are lessons to be learned and strategies to follow. Doug Brown of NCR and Doug Peacock of Associated Bank discuss how banks and credit unions can think differently about their strategic planning processes and digital transformation efforts to move faster and make real impact. Proving the ROI on Your FinServ’s Digital Marketing and CX What tactics help achieve a positive ROI? What KPIs help you make your case? How do you show ROI across the entire customer journey? Join Derek Barka , CTO at SilverTech, and Jim Pannos , President of Pannos Marketing as they uncover the key elements to calculating and measuring campaign results. This session will focus on how to achieve and prove the value of your website and digital marketing efforts so that you can prioritize, plan and succeed. Beating the Megabanks: A New Way to Deliver Personalized Advice at Scale and Transform Sales Join Evan Siegel , a former bank customer experience sales leader and VP/Financial Services AI at eGain, as he details how to create and implement a new service and sales model that helps financial institutions of all sizes deliver personalized, scalable, and compliant advice across all touchpoints. Learn how to provide high-quality financial check-ups that drive branch traffic, and how to leverage a Virtual Financial Coach to automate guidance.

2:00 PM - 2:45 PM

Level 3

Concurrent Breakout Sessions

Beyond Traditional Banking: Innovative Digital Banking Models & New Growth Strategies Speaker: Jeffery Kendall, CEO/Founder at Nymbus Creating Data-Driven Financial Brands That Thrive in The Experience Economy Speaker: Betty Moon, Senior Principal/Financial Services Industry at SAP Digital Payments Showcase Presenter: Matt Wilcox, President of Digital Payments Solutions at Fiserv Social Media Showcase: New Tools & Technologies to Turbocharge Social Channels Presenter: Meredith Olmstead, CEO at FI GROW Solutions

Ironwood Ballroom

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Agenda Details

TUESDAY, NOVEMBER 15TH 15

TUESDAY, NOVEMBER 15TH 15

2:00 PM - 2:45 PM

4:00 PM - 5:00 PM

Level 3 Starvine Meeting Rooms

Live Demos

Level 3 Ironwood Ballroom

Forum X Talks This unique series of unforgettable, high-level talks focuses on helping banking executives prepare themselves and their organization for the future — like TEDx for financial institutions!

Bill Center Bill Management Platform from Paymentus In this demo, attendees will see how Bill Center simplifies bill management and payments through an intuitive, centralized experience that provides consumers with full bill details, connectivity to 15,000+ billers across the U.S., and expanded payment options including real-time card payments. RITA Chat Bot from Kasisto

Unstoppable Cultures: Creating & Sustaining Organizations With Enduring Greatness

Ginger Hardage , former SVP of Culture & Communications at Southwest Airlines , will teach you how to overcome the internal hurdles holding your organization back by creating your own innovative culture with inspiring new ideas. Building The Digital Bank of Tomorrow Fintech legend and best-selling banking author Chris Skinner explores the urgency of digital transformation and how banks must completely retool their business strategy. Laughing (or Crying?) All the Way to the Bank Featured on The Tonight Show and Oprah , motivational comedian and film/TV star Michael Jr. combines dynamic storytelling and thought-provoking life principles as he inspires worldwide with laughter and encouragement.

Ginger Hardage

This interactive demo will show you how Kasisto’s unique digital assistant became BankSouth’s best digital employee. Hear how BankSouth deployed RITA , a smart and sassy AI-powered digital assistant that reshaped their customer experiences and doubled their average digital engagement rate.

3:00 PM - 3:45 PM

Chris Skinner

Level 3

Concurrent Breakout Sessions

Engineering the Optimal Digital Lending Experience: Fast, Frictionless & Fully-Automated Speaker: Devesh Khare, Chief Product Officer at MeridianLink Strategic Marketing & Fintechs: Eliminating Five Critical Blind Spots Speaker: Hunter Young, President at HiFi Agency Transforming Financial Wellness Programs Into Revenue-Generating Business Strategies Speaker: Naomi Adams Bata, VP/Communications at the Financial Health Network Social Media in Banking: Best Practices & Strategies for Success Panel Discussion: • Liz McIntyre, Director of Social Media at Renasant Bank

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Michael Jr.

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5:00 PM - 7:00 PM

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Level 1 Forum 2022 Marketplace Exhibit Hall

Attendee Networking Reception Enjoy hot hors d’oeuvres and a hosted open bar until as you network with 2,500 of your peers in the Forum 2022 Marketplace Exhibit Hall .

• Natalie Bartholomew, Community President at First Community Bank • Courtney Oldendorf, Social Media Specialist at ORNL Federal Credit Union

• Nickey Senyard, CEO at Fintel Connect • Kerry-Ann Stimpson, CMO at JMMB

3:00 PM - 3:45 PM

Level 3 Starvine Meeting Rooms

Live Demos

SavvyMoney’s Credit Score Solution See how SavvyMoney’s innovative credit score solution provides real-time credit scores and credit report data to consumers, empowering banks and credit unions with the portfolio insights and digital marketing tools to deliver highly-targeted offers that result in profitable growth and happier, more financially healthy customers. CUcontent Private Label Marketing

What’s the secret sauce behind social media success? For today’s consumers, excellent content, no matter how engaging, is no longer enough. Your members and customers don’t really want to listen–they want to be heard. You will achieve the ultimate social media success when you drop the monologue....and create a dialog. Learn about the seven types of content, what inspires people to respond, and how to start a conversation on LinkedIn, Facebook, Instagram and even TikTok.

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Agenda Details

WEDNESDAY, NOVEMBER 16TH 16

WEDNESDAY, NOVEMBER 16TH 16

7:00 AM - 3:30 PM

9:00 AM - 9:45 AM

Level 3 Ironwood Ballroom

Keynote: Jeremy Gutsche Jeremy Gutsche is one most respected authorities on innovation and change management on the planet. Google , Netflix , Disney , Starbucks , Wells Fargo , Coca-Cola , and IBM all tap his expertise to accelerate innovation and respond to trends. This mind- blowing interactive multimedia keynote will arm you with big picture takeaways and practical steps showing you how to adapt to the macroeconomic forces and mega-trends that are reshaping banking and the world around us.

Level 2 Promenade

Forum 2022 Help Desk & Luggage Storage If you have any questions or need help, the Registration Desk will remain open throughout the day until 3:30 pm. Be sure to pick up your bags no later than 3:30 pm. This is a complimentary service provided through the Aria Hotel & Resort bell desk. Please remember to leave the attendant a tip.

Level 2 Promenade Mariposa 5

Jeremy Gutsche

7:30 AM - 9:00 AM

Level 3 Juniper Ballroom

Networking Breakfast & Complimentary Espresso Enjoy a hearty breakfast and pick up complimentary Starbucks espresso beverages. Full breakfast menu includes hot dishes with eggs and bacon, fruits, cereals, and fresh juices. Vegetarian and gluten free options available.

9:45 AM - 11:30 AM

Level 3 Ironwood Ballroom

Lessons from the Andes In this extraordinary and inspirational keynote, Andes plane crash survivor and inspiration for the movie Alive , Nando Parrado shares the lessons he learned through his ordeal — how to respond to conflict, manage crises, make tough decisions and overcome inconceivable challenges. Lessons from Everest Extreme adventurer, polar explorer, and Everest expedition leader Alison Levine combines inspirational stories with breathtaking visuals to demonstrate the parallels between staying alive on the world’s most dangerous peaks and succeeding in today’s business world — where determination and willpower are essential to survival. Forum 2022 Leadership Summit Two unforgettable keynotes from two remarkable TEDx speakers with invaluable insights illustrating the power of leadership, ingenuity, adaptation, and perseverance in extreme situations.

Leadership Summit FORUM 2022

7:30 AM - 8:45 AM

Level 3 Starvine Meeting Rooms

Power Breakfast Sessions Enjoy a full breakfast buffet as the banking industry’s most experienced solutions providers share their insights in these sponsored educational sessions. These presentations are open to all attendees. Seating is limited, and available on a first-come, first-serve basis. Uncover Creative Solutions to Your Most Significant Banking Challenges Skip this session if you’re looking for a traditional PowerPoint presentation (read: boring!). Join banking peers and industry experts for an Innovation “Unconference” — an interactive workshop where attendees shape the agenda. Moderated by Daniel Haisley , EVP/Product at Apiture, we’ll discuss real-world banking issues, stress-test new ideas, and identify solutions based on the collective wisdom and experience of the participants in this engaging, hands-on workshop. Four Steps to Boost Your Marketing ROI up to 30% Lynn Neal , Global Practice Officer with RAZR, and Amy Tharrington , SVP Marketing with State Employees Credit Union (SECU) will show you how SECU, the nation’s second largest credit union, leverages the latest behavioral science strategies to optimize their marketing for measurable growth. Learn foundational aspects of behavioral science and how it impacts people’s response to marketing campaigns. You’ll learn the four Cs of effective financial marketing, with immediately applicable insights, new tools, and the essential do’s and don’ts that will make or break your campaigns. The Money in Mindset-Based Marketing: Strategies that Win SMBs Join Nicolas Rouleau , Group Account Director at Cargo, Karen Svendsen , RBC’s Senior Director Client & Business Strategy/Small Business, and Bryce Gartner , Chief Experience Officer at Cargo, for a panel discussion exploring key findings from Cargo’s latest SMB survey. Drawing on real-time answers to SMB customers’ most common questions, you’ll learn how to capitalize on the survey’s critical insights and tailor marketing tactics to capture more SMB relationships.

Nando Parrado

Alison Levine

11:30 AM - 1:00 PM

Level 3 Juniper Ballroom

Networking Attendee Luncheon Enjoy a hearty meal with a hot lunch, dessert and refreshments — no boxed lunches or cheap sandwiches. Vegetarian and gluten free options available.

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THE FINANCIAL BRAND INSIGHTS FORUM 2022

Agenda Details

WEDNESDAY, NOVEMBER 16TH 16

WEDNESDAY, NOVEMBER 16TH 16 2:00 PM - 2:45 PM Celebrity Keynote: Daymond John – Rise & Grind

11:30 AM - 12:45 PM

Lunch & Learn Sessions (Invitation Required) Enjoy a plated three-course lunch as the banking industry’s most experienced solutions providers share their insights in these sponsored sessions. These are private presentations with limited seating, and are by invitation only. If you were not invited to one of these sessions and would like to attend, please contact the sponsor or stop by their booth. How Data and Analytics Can Jumpstart Your Acquisition Strategy

Level 3 Ironwood Ballroom

Level 3 Starvine Meeting Rooms

In this dynamic, high-energy keynote, co-host of the Shark Tank , celebrity business investor, founder of FUBU , and NY Times best-selling author Daymond John uses powerful examples from his phenomenal rags-to-riches journey to teach you the secrets that fueled his success — a potent combination of grit, relentless determination, and the power of branding.

Join Wendy Coburn , Financial Services Senior Strategist, and others from the Acxiom team, for this session exploring the latest innovations and best practices in financial services marketing. Learn how to put personalization at the core of a best-in-class channel- and media strategy with first-party identity, data and analytics that identifies their needs. You’ll learn how to integrate supplemental data, and bring it all together with data management, engaging in channels that work, and ultimately creating the best experiences in real time. One-to-One Messaging: The Key to Profitable Banking Relationships In this panel discussion, a team of experts including Scott McArthur , Chief Revenue Officer at Statflo, and Thomas Shields , VP/Product Enablement at Kasasa, come together to discuss how one-to-one messaging can provide a seamless and personalized experience that benefits both customers and your bottom line. You’ll learn how to leverage text messaging to build and maintain profitable relationships and deepen engagement.

FORUM BOOKSTORE

Many speakers at The Financial Brand Forum are also accomplished best-selling authors. Their books (and others) are available in the Forum 2022 Bookstore , located in the center of the Pinyon Ballroom in the Marketplace Exhibit Hall on Level 1. Many of this year’s speakers will be in the bookstore to sign copies of their books. Swing by and say hello!

1:00 PM - 2:00 PM

Level 3 Ironwood Ballroom

Forum X Talks This unique series of unforgettable, high-level talks focuses on helping banking executives prepare themselves and their organization for the future — like TEDx for financial institutions!

Inspiring Creativity Former Lead Storyteller at Pixar Matt Luhn shares practical strategies and shows you how to create a culture that encourages and nurtures new ideas in this engaging and action-oriented Forum X talk emphasizing the persuasive power of authentic storytelling. Momentum: How to 10X Your Brand Marketing expert and best-selling author Shama Hyder teaches banking executives how to 10x their brands by leveraging the latest experiential marketing strategies, including online influencers and digital storytelling. Thinking Like Amazon Former Amazon executive turned digital strategy consultant John Rossman will explains how any company can innovate at the same level as Amazon and create a digital culture that disrupts and outperforms the competition.

Matt Luhn

READY TO HIT THE STAGE?

We’re always looking for experienced, talented speakers who have what it takes to join our all-star lineup. The Financial Brand has hosted speakers from the most respected companies and successful brands in the world. Visit financialbrandforum.com/speak

Shama Hyder

John Rossman

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THE FINANCIAL BRAND INSIGHTS FORUM 2022

THE FINANCIAL BRAND INSIGHTS FORUM 2022

Forum 2022 Sponsors

PARTNERS

PLATINUM SPONSORS

SILVER SPONSORS 6sense

B 441 P 651 B 551 P 621

Alkami Apiture

B 411 P 933 P 861 P 912 P 763 P 931 B 031 B 054 B 423 B 361 P 663 P 713 B 332 B 024 B 161 B 114 P 952 B 311 B 163 B 041 P 942 B 314 B 462 B 262

B 333 B 044 P 813 P 962

B 421 P 911 B 364 B 111 P 944 B 034 B 033 B 112 P 864 B 331 P 854 B 164 P 811 B 043 P 953 P 954 P 812 P 852 P 714 B 113 P 764 B 053 P 814 B 211 B 321 B 023

Horizn

Qualtrics

Access Softek, Inc. Act-On Software Adventure House

IMN

Ren

AT&T Business

Impact Deposit Corp.

Schlesinger Group

Marquis Software Solutions

Infor

Sigfig

MX

inLighten P 921 Insight Financial Marketing LLC P 923 Interface.ai B 313 JRNI B 362 Kadince B 032 Keeley Construction B 363 Larky P 924 Leadfusion B 461 Lightico P 951 Lumin Digital P 853 MeridianLink B 312 Micronotes.AI P 862 Navi Technologies B 261 nCino P 934 Newgen Software P 851 Numerated P 664 Onovative B 412 Origence, a CU Direct Brand B 212 Phase2 P 863 PrintMail Solutions B 162 Prophet P 922 Prove P 932

Alpharank

Smart Solution Social Assurance

B 451 B 431

NCR

Americaneagle.com

Paymentus

ampliFI Loyalty Solutions

Spectrio

Arkatechture

Stellar Financial Group

Array

Sterling ATM

GOLD SPONSORS

ASA

Summit Direct Mail

AtData

SWIVEL Tacpoint

B 341 B 222 B 422 B 563 B 231 B 413 B 263 B 323 P 742 P 842 P 963 B 513 B 131 B 342 B 322 B 242 P 821 B 221 P 661

B 021 B 122 B 511 B 051 B 251 P 941 B 141 B 521 B 132 B 463 B 152 P 731 B 232 B 352 B 351

P 741 B 142 P 822 P 841 B 121 P 613 P 761 B 213 P 732 B 252 B 561 P 721 B 241 P 722 P 611 P 751 P 913 K 12

360 View Acxiom Agent IQ

Finalytics.ai

Pannos Marketing Prisma Campaigns

Backbase

Finastra

BankMarketingCenter.com

The Plateau Group

Fintel Connect

PwC

Bankjoy

The Redmond Company

Amsive

Glassbox

PWCampbell RAZR Financial Relay Network SavvyMoney Segmint Inc. Silvertech, Inc.

Banzai Inc. Burgopak

Thinkpiece Partners

ARGO

Glia

Travelers

Aunalytics

Haberfeld

Coconut Software Digital Onboarding

Trellance, Inc.

CCG Catalyst Consulting

image.works Jack Henry Kane Graphical

UKG

CI&T

DocFox Doxim

Unblu Corp. Vertical IQ

Claritas

Clevertap

Kasasa Kasisto Kentico

Siteimprove

Econocheck eLead Promo

Woodridge Software

CSI

Statflo

WordCom

CUcontent

StrategyCorps

First Orion

Works24 Corporation

CU Solutions Group CUNA Mutual Group

La Macchia Group

Strum

FormAssembly Franklin Madison

ZAG Interactive Zebra/Reflexis

LEVEL5

The Cargo Agency

P 961 GreenPath Financial Wellness B 042

Deluxe

LexisNexis Risk Solutions

Unbox

Zero-In

eGain Corporation

Mastercard

Veritran

P 711 B 151 P 752

Epicosity

Mills Marketing

Viant

EVERFI

NewGround

Yext

KIOSK EXHIBITORS

FI Navigator

OSG

K 9 K 10 K 7 K 5

K 11 K 8 K 6 K 4

K 1 K 3 K 2

Coveo

PWCampbell

SeeEverything

GoDaddy

Quilo

Skystem Upstart

KIOSK B P K

La Macchia Group

Rakuten Salesloft

PASSPORT

ESPRESSO & DRINKS

BEVERAGE STATION

BRISTLECONE BALLROOM

PINYON BALLROOM

Marquis Software Solutions

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THE FINANCIAL BRAND INSIGHTS FORUM 2022

THE FINANCIAL BRAND INSIGHTS FORUM 2022

Marketplace Exhibit Hall

PINYON BALLROOM

BRISTLECONE BALLROOM

FORUM 2022 PASSPORT

811

111

911

713

313

311

113

813

411

211

613

611

511

213

513

413

913

711

WIN BIG PRIZES! 1ST $1,000 Apple Gift Card 2ND $750 Cash 3RD $500 Apple Gift Card 4TH 2 Free Forum Passes with Hotel 5TH Beats by Dre Headphones

812

314

312

114

112

912

814

714

412

212

Forum 2022 Digital Toolbox

923

821

921

721

221

423 421

121

323 321

023

621

521

021

024

422

322

222

122

822

924

922

722

933

931

731

231

131

K6

K12

333 331

033

031

631

531

431

034

032

232

132

934 932

732

332

Bookstore

Visit exhibit booths with this icon

841

941

741

241

141

341

043

041

641

541

441

044

042

842

944

942

742

342

242

142

Get your passport stamped by 10 sponsors in the Marketplace Exhibit Hall and attend at least one Live Demo . Drop your completed passport off at the Forum 2022 registration desk by 1:00 pm on Wednesday. Five winners will be selected at random and announced in the mobile app shortly after 1:00 pm on Wednesday.

K5

K11

351

251

151

853 851

953

951

751

053

K4

K10

051

551

651

451

054

352

252

152

954

854 852

952

752

K3

K9

K2

K8

861

363

361

961

863

763

663

461

261

163

161

661

963

263

563

561

463

761

862

364

362

962

864

764

664

462

262

164

162

K7

K1

Pinyon Ballroom Beverage Station

Beverage Station Espresso & Drinks Bristlecone Ballroom SUNDAY NOV. 13 — MONDAY NOV. 14 7:30 to 9 am TUESDAY NOV. 15 7:30 to 9 am

Espresso & Drinks

Passport Sponsor

WEDNESDAY NOV. 16 7:30 to 9 am

Morning Breakfast Afternoon Lunch Evening Reception

Passport Sponsor

Water stations are located throughout the conference space. Snacks and refreshments will also be available throughout the afternoon on Level 3 .

11:30 am to 1 pm

11:30 am to 1 pm

11:30 am to 1 pm

5 to 6:30 pm

5 to 6:30 pm

5 to 6:30 pm

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THE FINANCIAL BRAND INSIGHTS FORUM 2022

THE FINANCIAL BRAND INSIGHTS FORUM 2022

Aria Restaurants

Reservations: thefinancialbrand.com/go/aria

H H H H $$$$

H H H H $$$$

Javier’s World-class Mexican restaurant.

CATCH Trendy spot for seafood, sushi and steak. L1 near hotel registration • Open 5 pm - 10:30 pm Reservations required • 702-590-5757

L1 in casino • Open 11:30 am - 12:00 midnight Reservations recommended • 702-590-3637

H H H H $$$$

Salt & Ivy American breakfast and lunch café. L2 Promenade • Open 6 am - 2 pm

H H H H $$$$

Din Tai Fung Pan-Asian dumpling and noodle house. L1 next to the Lift Bar • Open 11 am - 10 pm Reservations recommended • 702-590-8650 Moneyline Pizza Pizza, appetizers, sandwiches. L1 near sports book • Open 11 am - 1 am 702-590-7550

H H H H $$$$

Carbone Timeless Italian cuisine.

H H H H $$$$

L2 Promenade • Open 5 pm - 10 pm Reservations required • 702-590-2663

H H H H $$$$

Bardot Brasserie Iconic French cuisine and comfort food. L2 Promenade • Wed-Sun 5 pm - 10 pm Reservations required • 702-590-8610 Jean Georges World-class upscale steakhouse. L2 Promenade • Open 5 pm - 10:30 pm Reservations required • 702-590-8660

H H H H $$$$

Aria Patisserie Breakfast, sandwiches and desserts. L1 near guest elevators • Open 24 hours

H H H H $$$$

H H H H $$$$

Posh Burger Burgers, fries and breakfast sandwiches. Walk-up only. L1 next to poker room • Open 8 am - 10 pm

H H H H $$$$

Julian Serrano Tapas Native Spanish fare. L1 near hotel registration • Open 5 pm - 10:30 pm 702-590-8520 Pressed Juicery Fresh- and cold-pressed juices. L2 across from Starbucks • Open 6 am - 7:30 pm

H H H H $$$$

Lemongrass Authentic Thai favorites. L1 next to baccarat lounge • Open 5 pm - 10 pm

H H H H $$$$

H H H H $$$$

Blossom Gourmet Chinese cuisine. L1 next to baccarat lounge • Open 5 pm - 10:30 pm Reservations recommended • 702-590-8620

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THE FINANCIAL BRAND INSIGHTS FORUM 2022

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