How To Create A Successful Digital Marketing Event In Australia

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1 Bring Your Team And Save 50% Cost, Register 2 and Get 2 Free 25th-26th May 2015, Grace Hotel, Sydney BE A SPONSOR AT THIS EVENT Optimising digital technologies and savvy marketing strategies to acquire and convert customers, increase revenue and an unparalleled competitive edge OUTSTANDING CASE STUDY LED SPEAKER LINE-UP INCLUDES: Regan Savage Head of Marketing Communications & Content, Kiwibank Simon Clarke Head of Online Banking, Suncorp Sam Molloy Senior Manager, Member Experience & Growth, People s Choice Credit Union Chandi Liyanage Head of Direct, HSBC Bank Australia Lisa claes Executive Director, Distribution, ING Direct Anthony Pesutto Head of Marketing Legg Mason Tiffanny Junee Founder, How 2 Social Scott Rigby Business Strategy Principal for Enterprise Solutions, Adobe Roghan McKerlie, Founder and Director, Rogues Gallery Damien Mair Director, Fusion Nick Abrahams Partner, Norton Rose Ash Nallawalla CEO, Trainsem Andrew Haussegger Managing Director, Green Hat Roger Christie Managing Director, Social2Business Daniel Young General Manager, Brightpoint Digital Rocky Scopelliti Group General Manager Industry Centre of Excellence Telstra Trent Agnew Regional Digital Design Director, Tag Worldwide Steve Knowles CEO, Accordant NOW: PH: , FAX: register@ibrc.com.au, Gold Sponsor Researched & Developed by:

2 Conference Overview There is little doubt the Australian banking and financial sector has lagged behind other industries,in its adoption of digital technology as part of its marketing planning and execution. As customers become increasingly tech savvy, digitally centered and view banking as a thing you do and not a place you go to, it is imperative the financial industry comes out from the shadows to forge a strong presence in the digital sphere. Coupled with a generally negative public perception, practitioners need to develop strategies that will gain the trust and confidence of customers in order to stay visible, competitive and drive revenue. Today s marketers must know how to reach customers across multiple channels, with positive and credible messages and meet them on their terms in a transparent and personalised way. This landmark three day conference and workshop event has been designed to provide a comprehensive range of subject matter to ensure industry marketers are well equipped to develop more customer centric strategies and use all available data and technologies effectively to reach, acquire and ultimately convert and retain customers. Delegates will be saturated with a myriad of case studies from financial institutions and services which have excelled in the use of digital technology to win over customers. Invaluable insights will be shared which can be directly applied to organisations to improve existing marketing campaigns or kick start new ones. Specific topics over three jammed packed days include: Latest trends and future directions in digital technologies Optimal use of data and analytics Segmented and personalised marketing Brand and image revamping Search Engine Optimisation, SEO Compelling content development across multi platforms Utilising the power of social media Enhancing customer experiences and engagement Mobile marketing and emerging payment technologies Banking disruptors Legalities behind digital marketing in the finance sector Alignment of technology and marketing Marketing Automation Programmatic Buying Book today to reserve your place at this must attend event on the 2015 digital marketing event calendar. Who will attend CMOs, and senior personnel in marketing, and advertising, digital and interactive, analytics, content development, research, branding, and customer relations, and strategy; Media Agencies, Consultants, Vendors and Solutions Providers in Communications, Strategy, SEO, Automation, Social Media and CRM, Analytics, Research and Software and all other stakeholders in the digital marketing realm will benefit from the broad yet highly relevant subject matter.

3 BE A SPONSOR AT THIS EVENT 25th-26th May 2015, Grace Hotel, Sydney Day One Monday May 25, Registration and Networking Opening remarks from the Chair Tiffanny Junee, Founder, How 2 Social KEYNOTE ADDRESS: MOVING WITH THE TIMES- INSIGHTS INTO LATEST TRENDS AND FUTURE DIRECTIONS IN DIGITAL TECHNOLOGIES AND HOW AUSTRALIA S FINANCIAL SERVICES AND BANKING MARKETERS CAN TAKE ADVANTAGE TO REACH AND CONVERT CUSTOMERS AND DRIVE REVENUE How technology and innovation is impacting multi-channel marketing strategy development How financial services organisations and banks are differentiating themselves and remaining relevant and visible in a user-centric world Meeting the needs of an emerging mobile banking sector and technologies such as omni channel lending, digital wallet, and apps How marketers are reaching, engaging and converting customers across multi channel platforms and building personalised relationships across the desktop, social and mobile Scott Rigby, Business Strategy Principal for Enterprise Solutions, Adobe TARGETED AND PERSONALISED MARKETING THE JOURNEY TO PERSONALISATION Personalisation is today s buzzword. Everyone wants it, everyone needs it, but getting there can be quite the challenge. Marketers see the value, and the tools are readily available. So why is it hard to sustain it over the long term? Gain a better understanding of the journey needed to move from one off quick wins to long term successful optimisation programs Recognise the cultural shifts that need to occur to achieve long term goals Identify frameworks that are can be used to bring the whole organisation along Understand how to bring together the data needed to successfully personalise experiences Steve Knowles, CEO, Accordant Refreshments and Networking BUILDING THE DIGITAL BRANCH: ALWAYS OPEN, ALWAYS BUSY, ALWAYS EVOLVING Discover how your Digital Branch can become your strongest asset. Acquire new business while you're asleep, increase share of wallet and deliver a self-service experience that genuinely helps customers. In this session, you will learn how People s Choice Credit Union is transitioning from channel-centric to customer-centric thinking, prioritising investments to meet the demand of digital customers and combining offline strengths with online services to create tangible value in the digital space. Sam Molloy, Senior Manager, Member Experience & Growth, People s Choice Credit Union Damien Mair, Director, Fusion ANATOMY OF A SUCCESSFUL MARKETING CAMPAIGN IN FUNDS MANAGEMENT RETIREMENT INCOME SEARCH ENGINE OPTIMISATION SOCIAL MEDIA Identifying a product gap in a crowded funds management market How Legg Mason developed a marketing plan to promote its income funds to the Australian retiree market. Developing a strategic marketing plan with multiple phases to build awareness, profile and ultimately funds under management - on a highly limited budget. Planning the strategy: Identify the milestones for success covering education and industry awareness, dimensioning the marketplace, product development, competitor analysis, collateral development, multi-year marketing plan, cross channel marketing initiatives, segmentation of messaging, PR and advertising. Balancing the tightrope between education and creativity. Measuring success of the campaign both in terms of marketing and bottom-line business results Anthony Pesutto, Head of Marketing, Legg Mason Lunch and Networking 1.40 ENTERPRISE SEO THE WHOLE IS GREATER THAN THE SUM OF ITS PARTS SEO 2015 trends new algorithms versus old tactics Do you want top rankings or conversions? Leveraging social media to help SEO Why PPC is the neglected step child Digital marketing challenges for the finance sector: Organisation charts and the digital team Why Inside-Out SEO is better than outsourcing Case Study Exceptional success story Ash Nallawalla, CEO, Trainsem 2.25 WHERE IS THE BUSINESS VALUE IN SOCIAL? Social media is one of the most exciting realms for many in the banking and financial services sector. A seemingly cost-effective opportunity to engage customers and prospects in their world. However, social media is only one small part of the many opportunities awaiting organisations, and often a distraction from the more tangible, business-oriented outcomes made available through social business principles. Using practical examples, Roger will explore how social principles can positively influence all business functions from HR to risk to operations to sales when embedded across a business. Marketing has an important role to play in explaining and demonstrating how social can contribute to cost savings, productivity improvements and stronger business performance, leading an organisation through this important challenge. Roger Christie, Managing Director, Social2Business

4 03.10 Refreshments and Networking Day Two - Tuesday, May 26, Registration and Networking 3.40 APPROACHES TO SEGMENTATION IN SOCIAL AND DIGITAL MARKETING The ability to cost effectively deliver personalised messages to individual customers or groups of customers in real-time is what distinguishes digital marketing from every other marketing channel. By combining data driven techniques with strategic insights, brands today can move beyond basic demographic testing to build customer personas based on what really distinguishes one individual from another: behaviour, interests and psychographics. Examine data driven approaches to customer segmentation Gain an understanding of different communities of interest within Australia Recognise the important of personalisation and segmentation in digital marketing Learn about new approaches to customer segmentation and profiling Daniel Young, General Manager, Brightpoint Digital DATA AND ANALYTICS WINNING ON ANALYTICS HOW BANKS WILL COMPETE AND GROW ACROSS ASIA PACIFIC This presentation will cover comprehensive new research on data and analytics in a report titled 'Analyse This, Predict a That' by Rocky Scopelliti How are financial institutions preparing and responding to the new rules of data infused competition? What are the data and analytics based experiences that consumers value? What are the next generation and emerging technologies fuelling disruption? Rocky Scopelliti, Group General Manager, Industry Centre of Excellence, Telstra Closing remarks from the Chair Opening remarks from the Chair Tiffanny Junee, Founder, How 2 Social A B2B DESIGNING A CUSTOMER LIFECYCLE MARKETING & AUTOMATION PROGRAM Andrew will take you through a client case study of the planning of lead/customer lifecycle marketing program. He will discuss the 3C3P methodology used in designing strategic digital and automation framework to support marketing to the buying process. Key takeaways: Six steps to build a systematic lead lifecycle process The role of content marketing Driving demand into a personalised buyer experience Turning automation on for 24/7 engagement with your audience (ie more than blasting) Andrew Haussegger, Managing Director, Green Hat CUSTOMER EXPERIENCE - KEY TO DIGITAL ACQUISITION Digital as a key acquisition channel for a financial institution Key customer shifts in choice of channel Key learnings through an award winning digital acquisition initiative Understanding mobile segment and associated challenges Chandi Liyanage, Head of Direct, HSBC Bank Australia Refreshments and Networking End of day one Networking drinks LEGAL CONSIDERATIONS HOW TO MITIGATE LEGAL RISKS FOR DIGITAL MARKETING IN FINANCIAL SERVICES New privacy laws have changed direct marketing forever Big data when is anonymous not really anonymous What does APRA have to say How can you comply with regulation in constrained platforms like mobile and social Nick Abrahams, Partner, Norton Rose Fulbright

5 BE A SPONSOR AT THIS EVENT CONTENT IS KING THE ROLE OF CONTENT AND SOCIAL MEDIA IN BUILDING A FINANCIAL SERVICES BRAND Using social to be more human in a world of greater disintermediation through technology Commissioning content to tell your brand story Finding the right filter to hit the right mark for your brand Evaluating performance using the right metrics Regan Savage, Head of Marketing Communications & Content, Kiwibank Julie Hamilton, Digital Content Manager, BT Financial Lunch and Networking FROM CORPORATE TO CREATIVE THE POWER OF MOBILE WITHIN PWC Utilising the power of mobile to achieve market leadership and success Trent Agnew, Regional Digital Design Director, Tag Worldwide Closing remarks from the Chair Panel discussion 1.40 USING VIDEO TO CREATE COMPELLING CONTENT Increased use of video in financial industry marketing When should video be considered? Incorporating video into your overall marketing strategy Tracking usage and feedback Who would develop the content? Roghan McKerlie, Founder and Director, Rogues Gallery EMERGING TECHNOLOGIES MOBILE DIGITAL MARKETING MEETING EXPECTATIONS AND CREATING NEW EXPERIENCES FOR CUSTOMERS AWAY FROM THE DESKTOP Mobile devices and tablets who to direct strategies to? what is the future of mobile marketing? Giving mobile banking preferential treatment in your marketing plans Developing great content for user centric market and appropriate for mobile devices Getting the mix right mobile apps, texts, ads etc How to really engage and connect with your customer on mobile, retain and garner a superior experience Cloud based directions Panelists: Simon Clarke, Head of Online Banking, Suncorp Lisa claes, Executive DIrector, Customer Delivery, ING Direct Moderator Damien Mair, Director, Fusion Refreshments And Networking TECHNOLOGY AND MARKETING ALIGNMENT EXECUTING SUCCESSFUL AGILE MARKETING How Suncorp is utilising agile in a marketing environment Transforming your culture from brief to always on Techniques on use to use agile IT practices to deliver digital marketing How to get the most from your website and IT teams to deliver always on content Simon Clarke, Head of Online Banking, Suncorp End of Conference Gold Sponsor EPiServer connects digital commerce and digital marketing to help organizations create unique digital experiences for their customers, with measurable business results. The EPiServer Digital Experience Cloud combines content, commerce and multi-channel marketing in a single platform to work full-circle for businesses online from intelligent optimization and lead-generation through to conversion and repeat business with unprecedented ease-of-use. Sitting at the center of the digital experience ecosystem, EPiServer empowers digital leaders to embrace disruptive, transformational strategies to deliver standout experiences for their customers everywhere they engage. Founded in 1994, EPiServer has offices in the USA, Sweden, Denmark, Norway, Finland, The Netherlands, South Africa, Australia, Singapore, Spain, UAE and the UK.

6 EARLY & SAVE UP TO $700! EARLY BIRD SAVE DISCOUNTED RATE SAVE NORMAL RATE Pay before the 15th Mar 2015 Pay before the 30th Apr 2015 Pay after the 30th Apr day Conference only $ GST = $ $500 $ GST = $ $300 $ GST = $ *Only one discount applies per delegate and all the discounts are calculated from the normal rate. FOR CHARITY DISCOUNT RATES: us: info@ibrc.com.au UNABLE TO ATTEND THE CONFERENCE 1st Delegate Name (Dr/Mr/Mrs/Ms) 2nd Delegate Name (Dr/Mr/Mrs/Ms) 3rd Delegate Name (Dr/Mr/Mrs/Ms) 4th Delegate Name (Dr/Mr/Mrs/Ms) Company Name: Address: Approving Manager (Dr/Mr/Mrs/Ms) Booking Contact (Dr/Mr/Mrs/Ms) F form. Credit Card Number Expiry date / Amex 4 digit code Amount $ Name of card holder PAY BY CHEQUE - CHEQUE ENCLOSED FOR $ PAY BY EFT - EASY WAYS TO PAY PLEASE CHARGE CREDIT CARD Bankcard Visa Mastercard Diners Amex (3% Credit card fee will apply for Diners & Amex) rences - BSB A/C No with 255 George Street, Sydney Expected date of transfer.. EFT reference No I do not wish to receive any more mail from IBR conferences GROUP DISCOUNT For 3 or more people, phone FOR CONFERENCE PAPERS: info@ibrc.com.au CANCELLATION POLICY visit our web site or call PRIVACY POLICY Visit our web site at INSURANCE: any kind. Delegates are advised when registering for the workshop and booking cover, etc for any reason. IBR Conferences do not take any responsibility for any DISCLAIMER: IBR Conferences reserves the right to change the speakers, venue, dates or alter or delete items from the program as circumstances dictate and takes no responsibility for any errors, omissions and changes. ABN NOW (Cheques payable to IBR conferences ) POST: Mail the form with payment to: PO Box 411, Wentworthville,NSW 2145 VENUE DETAILS PHONE: (+61 2) FAX: C omplete and fax this r (+61 2) register@ibrc.com.au WEB: Grace Hotel Sydney 77 York Street Sydney 2000 Australia PH: (02) SPONSORSHIP OPPORTUNITIES sponsorship@ibrc.com.au