Financial services brands hold some of the richest customer data of any industry — transaction histories, life events, risk profiles, product holdings — yet most marketing teams still struggle to activate it in real time. The gap isn’t a lack of data; it’s that the infrastructure was built for compliance, not customer experience.

This intimate lunch brings together CMOs and Heads of CRM from across financial services to explore how leading FSI brands are closing that gap. Over a facilitated roundtable, we’ll dig into three themes shaping the future of finance marketing: turning fragmented data into real-time, personalised experiences; deploying AI in a way that compliance teams can get behind; and proving marketing’s commercial impact beyond vanity metrics — connecting lifecycle campaigns directly to product uptake, cross-sell conversion, and customer lifetime value.

Enjoy peer-to-peer conversation with leaders navigating the same challenges in a regulated industry, where trust and personalisation must go hand in hand.

Discussion topics

• How financial services brands are using data to unlock smarter, more sustainable growth
• What it takes to deliver personalisation at scale across banking, insurance, and wealth management
• Ways to use customer data more effectively to improve engagement, conversion, and loyalty
• How to build a more connected customer experience across digital channels