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BRINGING TOGETHER THE LEADING VOICES IN FINANCIAL SERVICES MARKETING & COMMUNICATIONS
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March 31, 2025 - CodeNode, London

AGENDA

0830 – 0915                          Registration and morning refreshments

This year, we have four workshop streams running concurrently, with an opening and closing session on the Keynote Stage.
To view each stream’s agenda, please toggle the heading…

KEYNOTE STAGE
  • 0915 – 0930  

  • Welcome and opening remarks
    Joe McGrath, CEO, Rhotic Media

  • 0930 – 1015  

  • You are here
    Setting the scene: What factors both in and outside financial services marcomms teams are impacting how decisions are being made and campaigns being run?

  • 1020 – 1100

  • Keeping score
    Using competitor intelligence strategies to identify clear blue water for new product initiatives and marketing programmes.

  • 1100 – 1120

  • Coffee break
  • 1120 – 1200

  • The evolving brand landscape
    How is technology transforming attitudes towards visual identity, and are approaches towards brand guidelines changing?

  • 1200 – 1300

  • The perils of sponsorship
    Sport and the arts draw billions in sponsorship from financial services, but how do marketers leverage campaigns and identity opportunities, when the protest groups get involved?

  • 1300 – 1400

  • Networking lunch
  • 1400 – 1430

  • The human touch
    Against the backdrop of emerging marketing technology, what’s driving the surge in event-based marketing spend?

  • 1430 – 1500

  • Socially awkward
    With a crackdown on finfluencers and online platforms coming under growing regulatory scrutiny, how can marcomms teams create and deploy effective campaigns that tap into ephemeral social media trends.

  • 1500 – 1530

  • Coffee break
  • 1530 – 1600

  • Curating content in an automated world
    The case for quality, technical content in an industry obsessed with volume and speed. How to create content that resonates with buyers in a saturated and overstimulated market.

  • 1600 – 1630 

  • Building the future marketing workforce
    As marketers grapple with the workforce of the future, how can internships, apprenticeships and bespoke training programmes improve team productivity, knowledge and capabilities?

  • 1635 – 1715

  • Keynote panel: The CMO Outlook
    How can corporate communications strategies evolve beyond legacy planning approaches and deployment, so PR, advertising and marketing efforts achieve superior commercial outcomes and gain internal recognition?

  • 1715 – 1830

  • Networking drinks

INVESTMENT + PENSIONS
  • 1020 – 1100

  • Navigating sustainability disclosures
    With the FCA’s rules going live on April 2, 2025, are firms across the investment chain ready – what is their plan if not?

  • 1100 – 1120

  • Coffee break
  • 1120 – 1200

  • What’s the alternative?
    With the government keen to channel “patient capital” into the UK’s small and mid-sized public and private companies, how can marketers showcase new strategies and educate prospects on the opportunities and risks?

  • 1200 – 1300

  • Marketing engagement
    How can marketers and PRs use their skills to improve client engagement across the pensions market, including in workplace schemes, master trusts and retail solutions?

  • 1300 – 1400

  • Networking lunch
  • 1400 – 1500

  • Battle of the brands
    The world’s largest custodian banks spent millions on corporate rebrands in 2024. How can PR, product and marketing harness this investment to differentiate themselves and increase spend and client acquisition?

  • 1500 – 1530

  • Coffee break
  • 1530 – 1600

  • The digital wakeup call
    As financial services begin to recognise how the future could be digitised, how can marketing and comms begin to inhabit and operate in this new world beset by disintermediation and disruption?

  • 1600 – 1630

  • Shaping policy
    Sustainability and public affairs: How can external education programmes, aimed at governments or shaped by NGOs, support marketers and comms colleagues on the promotion of technical and often divisive issues?

INSURANCE
  • 1020 – 1100

  • Succeeding in all markets
    Nurturing an entrepreneurial mindset across marketing and comms teams in insurance and risk to protect market share in a softening market.

  • 1100 – 1120

  • Coffee break
  • 1120 – 1200

  • Segmenting with confidence
    How can (re)insurance marketers navigate buyer complexity and drawn-out sales cycles to ensure campaigns land successfully with the right target groups?

  • 1200 – 1300

  • Perfect positioning
    Demonstrating the value of insurance to the global economy, achieving brand elevation along the way.

  • 1300 – 1400

  • Networking lunch
  • 1400 – 1430

  • Beyond Leadenhall
    Building trust, commercial longevity and marketing success from event-led spending alongside a national and regional focus.

  • 1430 – 1500

  • The sonic boom
    With insurance brands spending big on reestablishing their sonic identities in 2024, how can marketers justify the outlay to finance teams?

  • 1500 – 1530

  • Coffee break
  • 1530 – 1630

  • Keeping your head in a comms crisis
    With a lively investigative trade press still buoyant in insurance, how should comms specialists prepare for the unexpected?

PERSONAL FINANCE
  • 1015 – 1100

  • Finfluencers – friend or foe?
    Last year’s finfluencer crackdown by the FCA has thrown this type of marketing into the spotlight. Should consumer-facing businesses be nervous about using finfluencers or are they missing a trick by not having an established strategy?

  • 1100 – 1120

  • Coffee break
  • 1120 – 1200

  • The data dilemma
    With new data privacy rules coming into force in the UK and Europe, will targeting and personalisation become more difficult?

  • 1200 – 1300

  • A question of ethics
    With finance directors calling from increasing evidence of ROI, how can the appeal of social, environmental or impact-led narratives be quantified through data showing customer acquisition and loyalty?

  • 1300 – 1400

  • Networking lunch
  • 1400 – 1500

  • Beyond money management
    Financial education is still a key pillar of most consumer strategies, how can marketers successfully promote technical products and services without dumbing down corporate messaging?

  • 1500 – 1530

  • Coffee break
  • 1530 – 1600

  • Heavy handed or wholly justified?
    After several bans of advertisements for poking fun at industry sectors, have watchdogs become too heavy handed when evaluating the suitability of consumer campaigns?

  • 1600 – 1630

  • Improving CX through technology
    How can B2C marketers improve their understanding of their customer base through the use of innovative technologies and CX platforms?

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