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Differentiating your business is key when appealing to your target market and setting yourself apart from the competition. As asset managers, financial technology providers, fund service agents, and other service providers to the institutional finance sector diversify their service offerings and end up competing more and more for the same mandates, it is becoming increasingly essential to create a strong, unique, and impactful brand story.

The Maverick Marketing: Creating Differentiation in Institutional Sales and Marketing seminar brings together 80+ leading marketing and sales professionals to share their insights and experiences in implementing effective communication strategies in a crowded marketplace. Focussed on cross-media tactics, the seminar will address the role of different media channels as well as the growing role of technology solutions within marketing and sales strategies, all with the aim of clarifying for our audience enhanced ways to better differentiate their business and offerings.

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TIMEBREAKFAST BRIEFING

8:15 - 9:00

MARKETING HEADS ROUNDTABLE

Designing the institutional marketing department for the future

- The needs of the future: how is the institutional marketing space changing and what will in look like in 5-years’ time

- Hiring and in-house training – identifying individuals and creating a training planning that’s tailored to individual needs

- Silo vs. centralised content production approaches: the pro’s, the con’s, and the key considerations

- Technology integration, appropriate stacks, and further development

8:00 - 9:15

BREAKFAST AND NETWORKING

9:15 - 9:25

Chairman’s opening address

9:25 - 10:10

KEYNOTE SPEECH

Making the case through content not for what you offer but how you operate and how to differentiate yourself


- Lance Walker, Chief Executive Officer, Ministry of Innovation

10:10 - 11:00

PANEL DEBATE

Differentiation strategies: a user perspective on being a maverick, contrarian, or innovator and what they learnt

Moderator:

- Noel Hillmann, Chief Executive Officer, Clear Path Analysis

Panellists:

- Steve Young, Marketing Director, SS& C Advent.

- Emma Cusworth, Head of Marketing Strategy, Lombard Odier Investment Management

- Sam Wilkes, Marketing Manager, Fairway Group

11:00 - 11:20

MORNING REFRESHMENTS

TALKING TABLE SESSIONS*

11:20 - 11:50

Talking Table 1: Designing a script or freestyling – what are the key considerations in communication differentiation?

11:50 - 12:20

Talking Table 2: How to be confident in differentiating yourself but not becoming irrelevant as markets and sentiments evolve

12:20 - 12:50

Talking Table 3: Communication through media and marketing channel choice - is it better to be focused and selective or broad and diverse

12:50-13:00

END OF EVENT

Lance Walker

Chief Executive Officer, Ministry of Innovation

Steve Young

Marketing Director, SS& C Advent.

Emma Cusworth

Head of Marketing Strategy, Lombard Odier Investment Management

Sam Wilkes

Marketing Manager, Fairway Group

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message