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BRINGING TOGETHER THE LEADING VOICES IN FINANCIAL SERVICES MARKETING & COMMUNICATIONS
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March 23, 2026 - CodeNode, London

AGENDA

Four Dynamic Stages. One Unmissable Event.

Explore the full spectrum of financial marketing across four powerhouse stages – where industry leaders share insights, spark debate, and shape what’s next….

KEYNOTE STAGE
  • 0830 – 0915

  • Registration and morning refreshments

    Kick off FP Live! with fresh coffee, great conversations, and new connections in the Exhibition Hall before the sessions begin.

  • 0915 – 0930  

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

  • 0940 – 1025

  • The 2026 marketer’s mandate
    As CMOs face mounting pressure to drive growth while managing tighter budgets, and fragmented channels, we explore how marketing leaders are rethinking spend, talent, and partnerships. 

  • 1030 – 1100

  • Campaigns that count
    We explore standout marketing campaigns from across financial sectors, highlighting creative strategy, execution, and impact. Leading marketers share behind-the-scenes insights into what worked, why it mattered, and how they navigated industry challenges. 

  • 1100 – 1120

  • Coffee break
  • 1120 – 1150

  • Beyond the logo: The corporate ID renaissance
    In a crowded, sceptical market, corporate identity is a strategic tool, not just design. This presentation explores how financial brands are investing in visual and sonic systems, evolving brand guidelines, and building distinctive experiences that drive recognition and trust.  

  • 1155 – 1225

  • Advancing analytics
    As data and AI redefine marketing strategy across financial services, many firms face a growing analytics capability gap. This panel explores how leaders are upskilling teams, integrating new tools, and unlocking the full potential of data-driven decision-making. 

  • 1300 – 1400

  • Networking lunch
  • 1400 – 1430

  • From clicks to connections: The experiential comeback
    Event marketing is back and spend is growing. This panel unpacks why face to face engagement is surging in financial services after years of digital saturation. 

  • 1435 – 1500

  • From suites to selfies – Who sells finance?
    With finfluencers entering regulated territory, who keeps watch when creativity meets compliance? A debate on influence, integrity, and the shifting face of trust in financial marketing. 

  • 1435 – 1500

  • Coffee break
  • 1530 – 1600

  • Peak performance – A CMO-CFO conversation
    In an era of tighter budgets and rising performance pressures, how can marketing leaders deliver measurable results without sacrificing brand equity? This fireside chat brings together CFO and CMO perspectives to explore smarter investment, sustainable growth, and the metrics that truly matter. 

  • 1605 – 1645

  • Keynote panel: The CMO outlook
    They’ve graced our covers, shaped our headlines, and redefined what leadership looks like in financial marketing. In this headline panel, some of the industry’s most influential CMOs share their outlook on growth, creativity, and brand purpose in 2026 – and what it takes to stay ahead in an industry that never stops changing.

  • 1645 – 1700

  • Final Remarks & Rhotic Giveaway 

  • 1700 – 2100

  • The Marketers Mix

INVESTMENT + PENSIONS
  • 1030 – 1100

  • Clarity converts: Reinventing the client conversation
    From video briefings to real-time dashboards, investment marketers are reinventing how they speak to clients. This session asks: can better storytelling and transparency translate into deeper trust – and greater share of wallet? 

  • 1100 – 1120

  • Coffee break
  • 1120 – 1145

  • Immersive tech in investment marketing
    As immersive technology moves from novelty to necessity, investment marketers are embracing AR, VR, and mixed-reality tools to create deeper, more dynamic client experiences. This presentation explores how leading firms are transforming storytelling, visualising data in new ways, and redefining how investors engage with complex information. 
  • 1150 – 1230

  • 1235 – 1300

  • Influence + Authenticity
    As investors turn to digital platforms for insight and connection, financial firms are rethinking how they show up online. This session explores how asset managers are harnessing executive-led thought leadership, influencer partnerships, and authentic storytelling to build trust, credibility, and visibility in a fast-evolving digital landscape. 

  • Education. Education. Education.  

    As investment firms shift from product promotion to client education, the question becomes: what really resonates? This session explores how marketers are simplifying complex financial topics, which themes are engaging investors, and where audiences are tuning out. 

  • 1300 – 1400

  • Networking lunch
  • 1400 – 1445

  • Embracing tech to signpost strategies
    From CRM to content automation, this session explores the technologies enabling scalable, compliant, and data-driven marketing in complex B2B environments. 

  • 1500 – 1530

  • Coffee break
  • 1530 – 1600

  • Pensions: Mapping engagement across journeys
    We explore how modern pension engagement strategies evolve across a member’s journey, from onboarding to retirement. Panellists review the tools, tone, and timing that drive meaningful communication, looking at behavioural trends, digital innovation, and storytelling techniques. 

(RE)INSURANCE + RISK
  • 1030 – 1100

  • Signals of strength: Marketing insurance in an age of volatility
    Insurers across general, commercial, and reinsurance sectors are rethinking how they communicate value amid rising volatility, digital disruption, and shifting stakeholder expectations. This session evaluates how marketing and PR teams are responding and the effectiveness of this response. 

  • 1100 – 1120

  • Coffee break
  • 1120 – 1145

  • The decline of the mascot – Debate
    From meerkats to muscle men – have insurance mascots had their day? In this lively debate, marketers go head-to-head on whether personality-driven branding still drives engagement or if it’s time for the industry to grow up. Is nostalgia a strategic asset or a distraction from modern brand purpose? 

  • 1150 – 1225

  • Crisis as catalyst: Repositioning reinsurers
    In the wake of major loss events – from natural catastrophes to cyber incidents – reinsurers are reasserting their role as pillars of stability. This session explores how marketing teams are reframing narratives around financial strength, responsiveness, and expertise to reinforce trust and reliability during renewal cycles. 

  • 1230 – 1300

  • Broadcasting trust: How insurance advertising in evolving
    Gone are the days of simple policy pitches. Insurance advertising is entering a new era, one built on purpose, empathy, and authenticity. This panel brings together leading marketers to explore how storytelling and emotionally intelligent campaigns are helping insurers rebuild trust, strengthen brand identity, and connect with audiences on a deeper level. 

  • 1300 – 1400

  • Networking Lunch

  • 1400 – 1445

  • Crisis comms in action – A live hypothetical challenge

     As cyber threats evolve, marketers are shifting from breach prevention to business resilience and recovery. In this interactive session, our panel tackles a live, hypothetical cyber crisis – responding in real time to shape messaging, manage risk, and protect brand trust in a digital-first world. 

  • 1500 – 1530

  • Coffee break
  • 1530 – 1630

  • The (Re)insurance forecast: What’s ahead for 2026?
    In an age of volatility, forecasting isn’t just for actuaries – it’s for marketers too. This session explores how reinsurance and risk leaders are predicting the next shifts in brand trust, communication strategy, and market behaviour. From emerging technologies to geopolitical uncertainty, discover what’s shaping the marketing climate of tomorrow. 

BANKING + PAYMENTS
  • 1030 – 1100

  • Rebuilding relevance in a fragmented financial world 
    With firms facing pressure from fintechs, evolving customer expectations, and tighter regulation, marketing is shifting from visibility to relevance. This opening session explores how financial institutions are redefining trust, engagement, and value in a fast-changing digital and generational landscape. 
  • 1100 – 1120

  • Coffee break

  • 1120 – 1145

  • Cross-Border, Cross-Channel 

    This session considers how transaction banks and payment challengers are using multilingual content, regional campaigns, and digital storytelling to their advantage. 

     

  • 1150 – 1225

  • Purpose-led branding in a digital age
    From Nationwide to Coventry, building societies are leaning into their mutual status and community roots to differentiate from retail banks. We hear from the marketing teams are crafting narratives around long-term value, trust, and local impact.   
  • 1230 – 1300

  • Infrastructure Illuminated: Marketing the backbone of modern finance  

    Custodians and back-office specialists are stepping into the spotlight. Discover how marketing leaders are redefining reputation and relevance for the institutions powering modern finance – from digital custody to tokenised assets. 

  • 1300 – 1400         

  • Networking lunch
  • 1400 – 1445

  • Promoting payments

    As efficiency becomes the baseline, marketers must find fresh narratives around security, reliability, and resilience. Discover how leading brands are positioning trust as the ultimate value driver in payments marketing. 

  • 1500 – 1530

  • Coffee break

  • 1530 – 1600

  • Boardroom ready: Aligning marketing with strategic mandates  

    As external forces reshape the financial landscape, marketing is no longer a support function – it’s a strategic lever. This discussion unpacks how marketers are driving alignment between compliance, communication, and commercial growth. 

NEW TO 2026!

The Marketers Mix  

Wrap up the day in style at The Marketers’ Mix – the official FP Live! after-hours networking drinks. Connect with peers, swap ideas, and celebrate innovation in a relaxed, vibrant setting.

Live Lounge

Recharge and reconnect in the Live Lounge – FP Live!’s official café and social hub. Perfect for informal meetings, spontaneous chats, and that essential caffeine fix between sessions.

Dynamic New Formats

Experience FP Live! like never before – from diverse panels and live debates to immersive challenges, hands-on sessions, and more ways to engage, learn, and lead the conversation in financial marketing.

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