Name: What Financial Services Customers Really Want From Their B2B Digital Experience
Start: 2020-12-08T09:30:00Z
End: 2020-12-08T09:30:51.000Z
Location: BrightTALK
Rating: 4.2

The Forum is a community of marketing leaders from across all sectors of the financial services industry.  The Forum’ help its Members improve their marketing effectiveness through a calendar of 50+ seminars and conferences per annum, access to a web-based Knowledge Centre archive of marketing intelligence, and via a journal, Argent.

Unlike the 2008 crisis, Covid-19 was not of the FS sector’s making and, as such, many have vowed to build back better to create a more resilient, inclusive and fairer FS ecosystem. Seizing the opportunity to create trust, the fintech response has been supportive, more long-term in its thinking and above all human.

We’ll hear from those at the forefront of ensuring integrity and humanity are key pillars in financial services. Learn how their business models and sound governance-based decision making ensure that purpose and profit go hand in hand, where not compromising on doing the right thing, is the most successful decision of all.

Fintechs – Building Back Better With Humanity

For the fifth session in the series, Lee Gannon will give an overview of LinkedIn Advertising as a channel in 2020 and what makes it a good fit for the finance sector. We’ll cover audience targeting, recommended ad formats and what makes a successful offer. From attending the session, you will leave with a framework for creating your own campaigns, as well as some actionable tips and tricks to implement.

A-Z of Digital Marketing – LinkedIn Masterclass

Coronavirus has forced us all to consider the robustness of our financial security in the event of losing our job or getting sick. Little surprise, then, that research indicates an increase in interest in protection products from people of all ages and demographics. BUT a stalled housing market together with the anticipated recession may impact people’s willingness to consider a discretionary product like income protection. How can the industry innovate to address the needs thrown up by the coronavirus challenge? And with hard selling off the menu, how should protection brands help persuade a financially strapped public that this is one cost they can’t afford NOT to pay?

Protection in the Post-Pandemic Era

Improving client experience is now a priority as financial services leaders recognize the impact of intermediaries, advisors and investors being stuck at home as a result of COVID.

Increasingly, content is the means through which top performing asset management firms deliver an integrated experience between its digital marketing and advisors that meets clients’ rising expectations.

In this webinar, we will examine content marketing best practices in asset management, identify common pitfalls and highlight new tactics and strategies that firms can use to build mindshare and retain clients during the coronavirus restrictions.

How to Maximize The Value Of Content In Asset Management During COVID-19

On average, UK men have two thirds more pension wealth than women at retirement age. That’s two thirds more security, independence and reward.

Taking time out to bring up families, salary disparities, divorce and historically lower workplace pensions than their male counterparts are all contributing factors to this critical later-life discrepancy.

Changing the status quo is a vital imperative for a fairer society. How can pension providers and the wider industry influence and improve outcomes for women across all sectors of society, especially those most vulnerable to poverty in later life?

Join our expert panel as we dig deep into this crucial topic, with exclusive data and insights from research gurus Ipsos MORI.

Closing the Pensions Gender Gap

Coronavirus has turbo-charged the evolution of financial services marketing as businesses vie to meet customer demands for a more connected, continuous and hyper-relevant experience. With smaller teams and less budget available than ever, the success of marketing transformation is reliant on a wider digital transformation, combined with not only a granular understanding of the business, its customers and the brand, but also of a fast-changing society. This session will discuss the key considerations for FS brands of all shapes and sizes to meet the transformation challenge.

How Coronavirus Turbo-Charged Marketing Transformation

How to create a content marketing strategy (that your customers will actually care about)
We’ve all been in those difficult ideas sessions – butting heads, awkward silences, diplomatically rejecting terrible suggestions one after another while internally screaming “get me out of here!”
This frustration is often amplified in the finance space where good ideas are particularly hard to come by, what with dry subject matters and all that pesky red-tape.
Have you ever thought:
“Surely there has got to be a better way to produce content strategies than throwing spaghetti against the wall and hoping something eventually sticks?”
The answer is yes. There is.
David Clough is the Head of Content Strategy at Receptional and the above scenario is one painfully close to his heart. With a career in creative strategy spanning over a decade, he has developed a series of go-to methods and get-out-of-jail free cards that turn those headache meetings into delightful and productive meetings of great minds.
Join him for his Content Strategy Masterclass where he reveals the tricks of the trade, the sharing of which, may well see him barred from the Content Marketing Magic Circle.
Topics covered include:
•	Historic Content Optimisation 
Quick and easy strategies to improve the performance of old content
•	Content Gap Analysis 
Plug gaps in your content based on competitor insights, and fill them
•	Industry Blog Hijacking 
See what the biggest sites in your niche do and take calculated inspiration
•	Customer-driven Strategies 
Create a content strategy that your customers actually care about.

A-Z of Digital Marketing – Content Marketing

This webinar will showcase the winning entry for the Forum’s 2020 Product and Service Innovation Awards in the Marketing and Communication category. Behavioural science consultancy Cowry Consulting worked with pension provider Aegon to develop personalised, animated video summaries to drive scheme members’ engagement with their pensions – a hugely tricky issue for the pensions industry. Featuring real time pension information, each video provides members with an overview of their retirement savings position. Cowry Consulting’s Chief Choice Architect will lift the lid on the challenge, their approach to the solution, and discuss what a winning award entry looks like.

Product & Service Innovation Awards – Winner’s Case Study

When we asked B2B Digital Experience Report respondents “does your company have a customer-centricity gap (i.e., the digital experience your company offers does not meet the needs and expectations of your customers)?” 71% said “yes”.

Take a look at how your vertical responded and provide ways for readers in your vertical to actually know what those customer expectations are. How can they find out what their customer expectations are in order to close that customer-centricity gap? One way is to use the report data that says exactly what B2B buyers expect. Other ways include on-site search, customer profiles etc.

What Financial Services Customers Really Want From Their B2B Digital Experience

Financial Marketing

Get powerful finance insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge that will help you to determine which financial factors build or erode value in your organization.

Finance

Get powerful banking and treasury insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on hot topics such as digital banking, payments disruption and non-bank competition. Learn how the latest treasury management strategies are helping to mitigate operational, financial and reputational risk.

Banking and Treasury

Get powerful finance management insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge that will help you to determine which financial factors build or erode value in your organization.

CFO Strategy

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

What Financial Services Customers Really Want From Their B2B Digital Experience

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About this talk

The Financial Services Forum