Financial Services Social Media 2014-brochure


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Back by popular demand, Marketing 's third annual Financial Services Social Media conference will help you develop your social media plan, create better engagement levels, deliver efficient and cost-effective customer service and ultimately achieve a stronger business performance.

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Financial Services Social Media 2014-brochure

  1. 1. Allan Schoenberg Executive Director of Corporate Communications Christophe Langlois Published Author, Speaker, Advisor Thane Ryland Head of Global Social Media Insights AlanOliver Head of External Affairs Justin Harper Head of Intermediary Marketing Craig Johnston Social Media Manager Jenny Burns Global Head of Social Media Jo Scott Head of Digital Communications Darren Jones Social Media Manager Tom Nixon Founder Lisa Breslin Brand and Media Manager Adrian Homer Head of Mobile James McErlean Head of Category Development, Financial Services, EMEA Mark Brayton Director of Interactive Marketing David Keel Head of Communications In association with: Featuring leading speakers including: Sponsor Developing a targeted and effective social media strategy v Understanding current regulations and new FCA guidelines v Maximising those existing and emerging social platforms that are the best fit for your organisation v Creating engaging and relevant content for both customers and intermediaries/investors v Improving your content and channels strategy, including mobile and videos v Demonstrating ROI and developing a social business model that works v Linking customer experience, social data and innovation 3rd Annual3rd Annual3rd Annual The latest social and digital strategies to enhance brand awareness, customer engagement and ROI Book by11 April andsave up to £200 One-Day Conference 17 June 2014 Pre-Conference Workshops 16 June 2014 Venue 1 Wimpole Street, London BRING YOUR TEAM and SAVE £££s! Email: TODAY
  2. 2. Tuesday 17 June 2014 | London 3rd Annual3rd Annual3rd Annual 08.15 Registration and coffee 09.00 Chair’s opening remarks Allan Schoenberg, Executive Director of Corporate Communications, CME Group Embedding social most effectively and ensuring compliance is at the heart of your strategy 09.15 Is the financial sector meeting the challenge of social media? Customers have taken to social media to vent their anger over issues and disruptions. Banks have had to be quick to respond and manage their reputations. But have financial services companies done enough to make the most of social media, such as by incorporating the voice of their consumers or investors, or developing new products and services? This keynote speech will discuss whether the use of social has helped financial organisations shape better practices and behaviours and will assess what still needs to be done to make the most of the opportunities it brings. Alan Oliver, Head of External Affairs, Nationwide 09.40 Keeping up with compliance, regulations and FCA’s new guidelines Financial services face strict rules governing their communications to the public, customers and other stakeholders. Posting ‘compliant’ messages around products and services can be quite complex when you only have 140 characters to do so! This session provides a vital update on the legal context and latest regulations on social, as well as reviews FCA’s new guidelines and how to best apply them to your organisation. Senior Compliance Representative 10.10 Embedding social at the core of the organisation - RSA’s journey Discover how RSA has brought about a business-wide culture shift to place social media at its heart. This shift started internally, involving all relevant teams from corporate communications through to customer services to marketing and has since spread to other teams and external stakeholders. RSA believes they have a massive opportunity to expand brand reach, improve customer experience and drive business value by deploying one cohesive and collaborative social strategy. Join Jenny Burns as she shares the positives and the pitfalls of RSA’s journey to become the most social insurance business. Jenny Burns, Global Head of Social Media, RSA Enhancing customer/intermediary experience and maximising the use of platforms 10.35 The connected world: a hot bed of opportunity for financial services Digital technologies have created new possibilities for the online and offline worlds to interact with each other, giving access to new insights and opening up opportunities to develop entirely new products and services. In this interactive session, Tom Nixon will discuss what this means for financial services organisations and how they should respond to these challenges: v Discover the new themes and trends in digital as they relate to finance v Understand the relationship between digital technologies and customer behaviours v Find out what this means for your customer relationships in the future v How should financial services adapt to meet changing customer expectations? Tom Nixon, Founder, NixonMcInnes 11.05 Morning refreshments 11.35 The platforms’ vision for 2014 and what it means for FS In this session, representatives from today’s most popular platforms take the stage and divulge what they have in store for 2014: v What have existing and emerging platforms planned for 2014? What are the fundamental shifts in the social landscape? v How are these changes going to affect your brand? How can the financial sector make the most out of it? v How can content and social work together for financial brands? James McErlean, Head of Category Development, Financial Services, EMEA, LinkedIn Dara Nasr, Sales Director, Twitter UK 12.20 Thought- leadership bonus session Can you help brands get more from social and digital? If you have research, ideas or tools to showcase, please contact Jennie Meynell on +44 (0)20 8267 4233 or email 12.50 B-to-C and B-to-B Breakout Sessions Social engagement and audience interaction Delegates choose between B-to-C and B-to-B streams to help tailor their social engagement strategy at every touchpoint. Choose B-to-C to find out how you can use social to enhance the whole customer experience; choose B-to-B to understand how to use social to reach more decision-makers, bolster client retention and cash in on the new ‘intermediary’ interactions. Follow us @BrandRepInsight #FSSocialMedia Integrated Compliance Case Study The Key Platforms S o c i a l A n d D i g i t a l S t r a t e g i e s T o E n h a n c e B r a n d B-to-C: The customer experience B-to-B: The intermediary experience This session will review how social has enhanced the customer experience: v Techniques to engage with your customers on social v Empower customers to act as advocates for the brand v Educate your customers via social channels v Fidelity: how can you reach out and maintain customers via social? v Is social actually informing new products and design? Christophe Langlois, Published Author, Speaker, Advisor, Founder Explore how to balance the demands of the business and the adviser audience, through lessons learned by a “luddite”: v Using social and apps to engage and strengthen your relationships with advisers: channels, platforms and tools – what works the best? v “Show me the money” – assess the success, performance and value of social v Navigating through control and compliance challenges v “It’s not B2B its H2H”… : how to keep your activity and content ‘human shaped’ Justin Harper, Head of Intermediary Marketing, LV= 13.20 Lunch and networking opportunities
  3. 3. 15.20 Afternoon refreshments 15.50 Demonstrate ROI and develop a ‘social business model’ that focuses on metrics v Define what to measure as well as the “realistic KPIs” you need v Put a tangible value on your social activity q number of likes, fans, followers, shared-pages and re-tweets: what is the real value behind the numbers? q understand the impact social has on sales v Social listening: what is effective social listening, and what are some of the key metrics? What current models and tools are proving most effective? v Reporting: best ways of showcasing and communicating results q build a case for senior management and drive further investment Thane Ryland, Head of Global Social Media Insights, Nokia Craig Johnston, Social Media Manager, Standard Life Darren Jones, Social Media Manager, Post Office Reputational risk, challenges and opportunities: 360° industry perspectives 16.30 Industry perspectives 1. ATE insurance group and blogging - Box Legal is one of the first ‘After The Event’ insurance brokers to have embraced social media. Discover how they have used their now-established blog with other social media tools to boost their profile, maintain relationships with solicitors and gain new customers. Roger Orwin, Digital Marketing Manager, Box Legal Limited 2. Online wrap-based platform provider - From Twitter, to YouTube, to blogging and Pinterest, embark on Nucleus Financial Group’s journey to becoming social! Lisa Breslin, Brand and Media Manager, Nucleus Financial Group 17.00 Managing reputational risk and averting crisis on social Social media adds a new dynamic to reputation management, increasing the speed, reach and ferocity of damaging feedback. But for every horror story there’s a tale of loyal ambassadors leaping to the defence of the brands they love. How should financial services organisations manage their social programmes and design their processes and protocols to deal with online feedback? David Keel, Head of Communications, Allianz Insurance 17.20 Chair’s closing remarks Channels, content and ROI: hitting on the right mix for your strategy 14.20 Masterclasses Social and digital financial services “how to” kit Pick and mix between sessions on channels and content strategies to hone your “social and digital” skills. Add workshops to your conference booking for bigger savings Panel Discussion Snapshot Case Studies A w a r e n e ss, C u s t o m e r E n g a g e m e n t A n d ROI A/ FS 360°: multichannel strategies B/ Maximising mobile and apps As customers today are so hyper-connected, explore how you can develop successful and integrated multichannel strategies to ensure meaningful interactions. v What channels work best for your audience? Where do they spend the most time in? v Generate customer value at every touch-point v Align all channels to create a cohesive user experience Jo Scott, Head of Digital Communications, Lloyd’s of London As mobile transactions approach 30 billion worldwide*, delve into how you can develop your presence on mobile and apps: v Objectives: more customer-centric products, better customer experience, reaching new intermediaries, quicker access to information…what are you using mobile for? v How can you maximise mobile and apps within your marketing strategy? v Apps: what are the best apps available in the market? Should you develop your own? Adrian Homer, Head of Mobile, Santander *RBS report Swap or Stay C/ Social insights and content D/ FS next generation: video How can you develop creative, yet compliant content? In this session, Barclays will demonstrate how they have leveraged social insights to shape ongoing content and communications execution. How has the organisation overcome major challenges within social media, such as lack of alignment or structure? You will hear how through social listening, mobile campaigns and user engagement Barclays have sourced social insights and used them to inform their ongoing social media strategy. Mark Brayton, Director of Interactive Marketing, Barclays Bank PLC Barclays is nb. 1 European Social Financial Brand and 14 in the world!* *Power 100 Social Media Rankings Increasingly, financial institutions are pushing video out to consumers via social media. YouTube is now the second largest search engine after Google, and accounts for 50% of internet traffic. This session will review how the use of video is evolving in the financial sector: v Purpose: what are you making videos for? v What are the legal, regulatory and privacy aspects to take into account in creating video in the financial sector? v How can you develop innovative videos that appeal to your customers/ advisers/clients? Watch this space! AM) PM)The ‘how-to’ guide of social media and compliance v Understand existing regulations and social media compliance guidelines v Integrate compliance at the heart of your social strategy v Ensure employees are using social media safely and responsibly v Research and know your audience v Techniques for content generation v Drive engagement and interact with your audience PRE-EVENT WORKSHOPS: 16 June 2014 Content creation and audience engagement
  4. 4. 2 WAYS TO BOOK 1. Book online at 2. Call us on +44 (0)20 8267 4011 EVENTCODE:17062141913 3rd Annual3rd Annual3rd Annual Main Conference | 17 June 2014 | London Pre-Conference Workshops | 16 June 2014 Brochure Code: 17062141913 Please visit online for the full terms conditions * Cannot be used in conjunction with the early booking rate or any other discount. ** Please note that speakers’ presentations are accessible via a password protected internet site are not supplied in printed form. These will be available to download a week after the event, subject to speaker disclosure. Accommodation is not included in the registration fee for this event. To book accommodation, please contact PHR on +44 (0)845 6123 611 or email and quote the code FSSM 14 WhoShouldAttend? Whatyourpeerssaid last year: CommercialOpportunitiesBanking | Insurance | Consumer Finance | Capital Markets Designed for executives and their teams in: v Digital, Online and Social Media v Digital Marketing and Content v Channel Marketing, Innovation and Mobile v Customer Experience and Insight v Compliance v Brand, Communications, Corporate Affairs and PR “A must-attend for companies planning their social media strategy” Allianz Insurance plc “Hugely beneficial, great opportunity to get up to speed on social media” Standard Life Investments “A really interesting look into some great industry initiatives” Scottish Widows Register online Pricing Structure Price information Book before 11 April 2014 Book before 16 May 2014 Book after 16 May 2014 Financial Services Industry rate £399 +VAT (SAVE £200) £499 +VAT (SAVE £100) £599 +VAT Consultant and Agency rate £499 +VAT (SAVE £200) £599 +VAT (SAVE £100) £699 +VAT Group Discounts* Every 3rd delegate will receive a 50% discount off the full rate. For larger groups, please contact Add Workshops to your conference booking Add One Workshop £249 + VAT Add Two Workshops £449 + VAT Workshop only rate £299 + VAT Are you able to offer advice to help financial institutions maximise their social presence and manage compliance requirements? If you have a product or service and would like to showcase expertise to a room full of senior marketing, social media and communications professionals, contact Jennie Meynell to discuss how to get involved. Contact or call +44 (0)20 8267 4233. In association with: Brochure Code: WEB