Back by popular demand, Marketing 's third annual Financial Services Social Media conference will help you develop your social media plan, create better engagement levels, deliver efficient and cost-effective customer service and ultimately achieve a stronger business performance.

1. Allan Schoenberg
Executive Director
of Corporate
Communications
Christophe
Langlois
Published Author,
Speaker, Advisor
Thane Ryland
Head of Global
Social Media
Insights
AlanOliver
Head of External
Affairs
Justin Harper
Head of
Intermediary
Marketing
Craig Johnston
Social Media
Manager
Jenny Burns
Global Head of
Social Media
Jo Scott
Head of Digital
Communications
Darren Jones
Social Media
Manager
Tom Nixon
Founder
Lisa Breslin
Brand and Media
Manager
Adrian Homer
Head of Mobile
James McErlean
Head of Category
Development,
Financial Services,
EMEA
Mark Brayton
Director of
Interactive
Marketing
David Keel
Head of
Communications
www.fssocialmediaevent.com
In association with:
Featuring leading speakers including:
Sponsor
Developing a targeted and effective social media strategy
v Understanding current regulations and new FCA guidelines
v Maximising those existing and emerging social platforms that are the best fit for your organisation
v Creating engaging and relevant content for both customers and intermediaries/investors
v Improving your content and channels strategy, including mobile and videos
v Demonstrating ROI and developing a social business model that works
v Linking customer experience, social data and innovation
3rd Annual3rd Annual3rd Annual
The latest social and digital strategies to enhance brand
awareness, customer engagement and ROI
Book by11 April andsave up to
£200
One-Day Conference
17 June 2014
Pre-Conference Workshops
16 June 2014
Venue
1 Wimpole Street, London
BRING YOUR TEAM
and
SAVE £££s!
Email: events@haymarket.com
TODAY

2. Tuesday 17 June 2014 | London
3rd Annual3rd Annual3rd Annual
08.15 Registration and coffee
09.00 Chair’s opening remarks
Allan Schoenberg, Executive Director of Corporate Communications, CME Group
Embedding social most effectively and ensuring compliance is at the heart of your strategy
09.15 Is the financial sector meeting the challenge of social media?
Customers have taken to social media to vent their anger over issues and disruptions. Banks have had to be quick to respond and manage their reputations.
But have financial services companies done enough to make the most of social media, such as by incorporating the voice of their consumers or investors, or
developing new products and services? This keynote speech will discuss whether the use of social has helped financial organisations shape better practices
and behaviours and will assess what still needs to be done to make the most of the opportunities it brings.
Alan Oliver, Head of External Affairs, Nationwide
09.40 Keeping up with compliance, regulations and FCA’s new guidelines
Financial services face strict rules governing their communications to the public, customers and other stakeholders. Posting ‘compliant’ messages around
products and services can be quite complex when you only have 140 characters to do so! This session provides a vital update on the legal context and latest
regulations on social, as well as reviews FCA’s new guidelines and how to best apply them to your organisation.
Senior Compliance Representative
10.10 Embedding social at the core of the organisation - RSA’s journey
Discover how RSA has brought about a business-wide culture shift to place social media at its heart. This shift started internally, involving all relevant teams
from corporate communications through to customer services to marketing and has since spread to other teams and external stakeholders. RSA believes
they have a massive opportunity to expand brand reach, improve customer experience and drive business value by deploying one cohesive and collaborative
social strategy. Join Jenny Burns as she shares the positives and the pitfalls of RSA’s journey to become the most social insurance business.
Jenny Burns, Global Head of Social Media, RSA
Enhancing customer/intermediary experience and maximising the use of platforms
10.35 The connected world: a hot bed of opportunity for financial services
Digital technologies have created new possibilities for the online and offline worlds to interact with each other, giving access to new insights and opening
up opportunities to develop entirely new products and services. In this interactive session, Tom Nixon will discuss what this means for financial services
organisations and how they should respond to these challenges:
v Discover the new themes and trends in digital as they relate to finance
v Understand the relationship between digital technologies and customer behaviours
v Find out what this means for your customer relationships in the future
v How should financial services adapt to meet changing customer expectations?
Tom Nixon, Founder, NixonMcInnes
11.05 Morning refreshments
11.35 The platforms’ vision for 2014 and what it means for FS
In this session, representatives from today’s most popular platforms take the stage and divulge what they have in store for 2014:
v What have existing and emerging platforms planned for 2014? What are the fundamental shifts in the social landscape?
v How are these changes going to affect your brand? How can the financial sector make the most out of it?
v How can content and social work together for financial brands?
James McErlean, Head of Category Development, Financial Services, EMEA, LinkedIn
Dara Nasr, Sales Director, Twitter UK
12.20 Thought- leadership bonus session
Can you help brands get more from social and digital? If you have research, ideas or tools to showcase, please contact Jennie Meynell on +44 (0)20 8267
4233 or email Jennie.Meynell@haymarket.com
12.50 B-to-C and B-to-B Breakout Sessions
Social engagement and audience interaction
Delegates choose between B-to-C and B-to-B streams to help tailor their social engagement strategy at every touchpoint. Choose B-to-C to find out how
you can use social to enhance the whole customer experience; choose B-to-B to understand how to use social to reach more decision-makers, bolster client
retention and cash in on the new ‘intermediary’ interactions.
Follow us @BrandRepInsight #FSSocialMedia
Integrated
Compliance
Case Study
The Key
Platforms
S o c i a l A n d D i g i t a l S t r a t e g i e s T o E n h a n c e B r a n d
B-to-C: The customer experience B-to-B: The intermediary experience
This session will review how social has enhanced the customer experience:
v Techniques to engage with your customers on social
v Empower customers to act as advocates for the brand
v Educate your customers via social channels
v Fidelity: how can you reach out and maintain customers via social?
v Is social actually informing new products and design?
Christophe Langlois, Published Author, Speaker, Advisor, Founder
VisibleBanking.com
Explore how to balance the demands of the business and the adviser audience,
through lessons learned by a “luddite”:
v Using social and apps to engage and strengthen your relationships
with advisers: channels, platforms and tools – what works the best?
v “Show me the money” – assess the success, performance and
value of social
v Navigating through control and compliance challenges
v “It’s not B2B its H2H”… : how to keep your activity and content
‘human shaped’
Justin Harper, Head of Intermediary Marketing, LV=
13.20 Lunch and networking opportunities

3. 15.20 Afternoon refreshments
15.50 Demonstrate ROI and develop a ‘social business model’ that focuses on metrics
v Define what to measure as well as the “realistic KPIs” you need
v Put a tangible value on your social activity
q number of likes, fans, followers, shared-pages and re-tweets: what is the real value behind the numbers?
q understand the impact social has on sales
v Social listening: what is effective social listening, and what are some of the key metrics? What current models and tools are
proving most effective?
v Reporting: best ways of showcasing and communicating results
q build a case for senior management and drive further investment
Thane Ryland, Head of Global Social Media Insights, Nokia
Craig Johnston, Social Media Manager, Standard Life
Darren Jones, Social Media Manager, Post Office
Reputational risk, challenges and opportunities: 360° industry perspectives
16.30 Industry perspectives
1. ATE insurance group and blogging - Box Legal is one of the first ‘After The Event’ insurance brokers to have embraced social media. Discover how they
have used their now-established blog with other social media tools to boost their profile, maintain relationships with solicitors and gain new customers.
Roger Orwin, Digital Marketing Manager, Box Legal Limited
2. Online wrap-based platform provider - From Twitter, to YouTube, to blogging and Pinterest, embark on Nucleus Financial Group’s journey to becoming
social!
Lisa Breslin, Brand and Media Manager, Nucleus Financial Group
17.00 Managing reputational risk and averting crisis on social
Social media adds a new dynamic to reputation management, increasing the speed, reach and ferocity of damaging feedback. But for every horror story there’s
a tale of loyal ambassadors leaping to the defence of the brands they love. How should financial services organisations manage their social programmes and
design their processes and protocols to deal with online feedback?
David Keel, Head of Communications, Allianz Insurance
17.20 Chair’s closing remarks
Channels, content and ROI: hitting on the right mix for your strategy
14.20 Masterclasses
Social and digital financial services “how to” kit
Pick and mix between sessions on channels and content strategies to hone your “social and digital” skills.
Add workshops to your conference booking for bigger savings
Panel
Discussion
Snapshot
Case
Studies
A w a r e n e ss, C u s t o m e r E n g a g e m e n t A n d ROI
A/ FS 360°: multichannel strategies B/ Maximising mobile and apps
As customers today are so hyper-connected, explore how you can develop
successful and integrated multichannel strategies to ensure meaningful
interactions.
v What channels work best for your audience? Where do they
spend the most time in?
v Generate customer value at every touch-point
v Align all channels to create a cohesive user experience
Jo Scott, Head of Digital Communications, Lloyd’s of London
As mobile transactions approach 30 billion worldwide*, delve into how you can
develop your presence on mobile and apps:
v Objectives: more customer-centric products, better customer experience,
reaching new intermediaries, quicker access to information…what are you
using mobile for?
v How can you maximise mobile and apps within your marketing strategy?
v Apps: what are the best apps available in the market? Should you develop
your own?
Adrian Homer, Head of Mobile, Santander
*RBS report
Swap or Stay
C/ Social insights and content D/ FS next generation: video
How can you develop creative, yet compliant content? In this session, Barclays
will demonstrate how they have leveraged social insights to shape ongoing
content and communications execution. How has the organisation overcome
major challenges within social media, such as lack of alignment or structure?
You will hear how through social listening, mobile campaigns and user
engagement Barclays have sourced social insights and used them to inform
their ongoing social media strategy.
Mark Brayton, Director of Interactive Marketing, Barclays Bank PLC
Barclays is nb. 1 European Social Financial Brand and 14 in the world!*
*Power 100 Social Media Rankings
Increasingly, financial institutions are pushing video out to consumers via social
media. YouTube is now the second largest search engine after Google, and
accounts for 50% of internet traffic. This session will review how the use of video
is evolving in the financial sector:
v Purpose: what are you making videos for?
v What are the legal, regulatory and privacy aspects to take into account in
creating video in the financial sector?
v How can you develop innovative videos that appeal to your customers/
advisers/clients?
Watch this space!
AM) PM)The ‘how-to’ guide of social media and compliance
v Understand existing regulations and social
media compliance guidelines
v Integrate compliance at the heart of your social
strategy
v Ensure employees are using social media safely
and responsibly
v Research and know your audience
v Techniques for content generation
v Drive engagement and interact with your
audience
PRE-EVENT WORKSHOPS: 16 June 2014
Content creation and audience engagement

4. 2 WAYS TO BOOK
1. Book online at www.fssocialmediaevent.com
2. Call us on +44 (0)20 8267 4011
EVENTCODE:17062141913
3rd Annual3rd Annual3rd Annual
Main Conference | 17 June 2014 | London
Pre-Conference Workshops | 16 June 2014
Brochure Code: 17062141913
Please visit online for the full terms conditions
* Cannot be used in conjunction with the early booking rate or any other discount.
** Please note that speakers’ presentations are accessible via a password protected internet site are not supplied in printed form.
These will be available to download a week after the event, subject to speaker disclosure.
Accommodation is not included in the registration fee for this event.
To book accommodation, please contact PHR on +44 (0)845 6123 611
or email res@phrmail.co.uk and quote the code FSSM 14
WhoShouldAttend?
Whatyourpeerssaid last year:
CommercialOpportunitiesBanking | Insurance | Consumer Finance | Capital Markets
Designed for executives and their teams in:
v Digital, Online and Social Media
v Digital Marketing and Content
v Channel Marketing, Innovation and Mobile
v Customer Experience and Insight
v Compliance
v Brand, Communications, Corporate Affairs and PR
“A must-attend for companies planning their
social media strategy”
Allianz Insurance plc
“Hugely beneficial, great opportunity
to get up to speed on social media”
Standard Life Investments
“A really interesting
look into some great
industry initiatives”
Scottish Widows
Register online www.fssocialmediaevent.com
Pricing Structure
Price information
Book before
11 April 2014
Book before
16 May 2014
Book after
16 May 2014
Financial Services
Industry rate
£399 +VAT
(SAVE £200)
£499 +VAT
(SAVE £100)
£599 +VAT
Consultant and
Agency rate
£499 +VAT
(SAVE £200)
£599 +VAT
(SAVE £100)
£699 +VAT
Group Discounts*
Every 3rd delegate will receive a 50% discount off the full rate. For
larger groups, please contact events@haymarket.com
Add Workshops to your conference booking
Add One
Workshop
£249 + VAT
Add Two
Workshops
£449 + VAT
Workshop only
rate
£299 + VAT
Are you able to offer advice to help financial institutions maximise their
social presence and manage compliance requirements? If you have a
product or service and would like to showcase expertise to a room full
of senior marketing, social media and communications professionals,
contact Jennie Meynell to discuss how to get involved.
Contact Jennie.Meynell@haymarket.com or call
+44 (0)20 8267 4233.
In association with:
Brochure Code:
WEB