Bio coming soon…
July 25, 2019 | Four Seasons Hotel Sydney
This year, more than any other, presents a massive opportunity for financial institutions to reimagine their marketing campaigns and re-engage the consumer. But the opportunity comes in the aftermath of one of the most challenging and eye-opening periods in Australia’s history for the industry. What’s your next move? The Mumbrella Finance Marketing Summit will feature some of the leading thinkers and doers when it comes to marketing in the finance sector, and reveal key trends, insights and ideas around marketing financial brands when the industry has just been shaken up. Clear the confusion and get inspired to make your brand’s next marketing move at this one-day event.
CMO, Athena
CMO, Athena
Bio coming soon…
There has been no better time in the financial services industry than now to shake up marketing strategies and focus on a fresh start. But taking a large or traditional business and pivoting its messaging can be a labour intensive and sometimes impossible task, something highlighted by the speed at which challengers are often moving.
Athena is one of those challengers, but it has a point of difference. It’s CMO has experience at big brands as well. Natalie Dinsdale has previously worked for big brands like NAB, Foxtel and Telstra, has started up challengers owned by big brands like UBank, and has worked for challengers in their own right such as Tyro before joining Athena over a year ago.
In this session, Dinsdale will elaborate on the process of being a marketer for a challenger brand and take delegates through the ins and outs of creating consumer shifts. Do lines like ‘F*** Fees’, ‘We are not into mortgage bondage,’ and ‘We give a buck about our customer’, actually work? Find out here.
What do you do when you’re a bank and your insight is that consumers want less of you in their lives?
Bankwest was faced with just such a situation in 2018. The relationship between a consumer and a bank is often seen as a necessity rather than anything deeper, but Bankwest and creative agency Union saw this as a positive.
While brands scramble to find ways they can get a consumer to ‘love’ them, Bankwest decided that this could potentially be achieved by seeing less of them – and so the Bank Less campaign was born.
Some of the tag lines included; “Because no one wants more bank in their life”, “Just the right amount of bank” and “Less BS. Yep, that’s right, less bank stuff”.
In this session, Paul Nagy of VMLY&R and WPP AUNZ’s bespoke agency, Union plus Bankwest’s Haylee Felton will share the idea, strategy and results behind a very un-bank bank campaign.
Executive Manager, Brand and Marketing, Bankwest
Executive Manager, Brand and Marketing, Bankwest
Haylee currently leads the brand and engagement team at Bankwest, responsible for all elements of brand strategy, brand communications, sponsorship and social engagement. She has a diverse background of strategic marketing experience from a variety of roles both agency and client-side and loves nothing more than unearthing unique consumer insights that can shape strategic decisions and creative solutions.
Haylee is focused on bringing genuine differentiation to a crowded sector and is passionate about the role that brand and marketing can play in shaping organisational culture and commercial performance. She enjoys the management of key creative and sponsorship partners to ensure diverse and collaborative problem solving.
Haylee’s previous experience includes many well-known brands within both the Australian market and in the retail energy sector in the UK, as well as working within a-number of well-known creative, marketing and CSR agencies providing a breadth of experience in solving unique business problems.
Haylee enjoys developing high performing teams who feel empowered to challenge the status quo and can demonstrate the value of marketing investment and brand building back to the business. In her free time Haylee likes cooking and spending time with her children and husband – preferably in sunshine near the beach.
GM of Product & Network Marketing, Customer Experience, MeBank
GM of Product & Network Marketing, Customer Experience, MeBank
Bio coming soon…
The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, to give it its full name, has now concluded. For some brands it will change nothing, for others, it will require a reinvention of how they market themselves.
This session will uncover the what now and what next stories from a variety of finance brands. They will each reveal their marketing plays for 2019 and beyond, and discuss what they see as the main challenges and opportunities in the aftermath of the Royal Commission into banking.
After that, they will sit down together for a panel discussion, taking questions from the audience.
Are there hard times ahead? Is this a period of immense opportunity? Find out in this eye-opening session
The first sessions and speakers for Mumbrella's Finance Marketing Summit have been announced.
Stay tuned for more program updates coming soon.
The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, to give it its full name, has now concluded. For some brands it will change nothing, for others, it will require a reinvention of how they market themselves.
This session will uncover the what now and what next stories from a variety of finance brands. They will each reveal their marketing plays for 2019 and beyond, and discuss what they see as the main challenges and opportunities in the aftermath of the Royal Commission into banking.
After that, they will sit down together for a panel discussion, taking questions from the audience.
Are there hard times ahead? Is this a period of immense opportunity? Find out in this eye-opening session
Head of Marketing, WISR
Head of Marketing, WISR
Bio coming soon…
Deputy CEO, Clemenger BBDO Melbourne
Deputy CEO, Clemenger BBDO Melbourne
Gayle has over eighteen years’ experience working with global clients to deliver effective customer centric strategies and communications.
Her career started in London where she worked at AKQA, Digitas and DLKW, where she gained
extensive experience in financial services working across Lloyds TSB, HBOS, and Coutts, in addition to leading relationships and customer centric strategies across Cadbury, Unilever, Kelloggs, and General Motors.
Since arriving in Australia, Gayle has focused her passion for customer behavior to help re-shape Clemenger BBDO Melbourne’s integrated offering and merging of data and creative capabilities, alongside leading a number of clients at the agency including NAB, Belong, TAC and Visit Victoria.
GM of Product & Network Marketing, Customer Experience, MeBank
GM of Product & Network Marketing, Customer Experience, MeBank
Bio coming soon…
Head of Strategy & Communications, Bank Australia
Head of Strategy & Communications, Bank Australia
Fiona Nixon is Bank Australia’s Head of Strategy and Communications and is a passionate about the role that business needs to play in addressing social and environmental issues. She is responsible for the bank’s engagement and communication with staff and customers as well as its public policy commitments. Fiona also oversees the Bank Australia Impact Fund, through which the bank invests 4% of after tax profits to create positive social and environmental outcomes. Since joining the bank in 2013, Fiona has managed the rebrand to Bank Australia and a range of initiatives designed to build the bank’s responsible banking brand.
Fiona has a background in consulting working with private and public sector and for-purpose clients on communications, social policy development, major events, and community consultation. She has also held senior communications roles in the Victorian State Government and local government in Melbourne.
Fiona has a Bachelor of Arts (Law) from Macquarie University and is currently completing an Executive MBA at RMIT University.
The relationship between the consumer and a financial institution is changing considerably. Marketing professionals in the industry realise a bridge needs to be built to bring consumer and brand back together again. CX has become an integral part of the conversation, and it’s no more important than when a consumer walks into a brand’s house – the retail store.
Public Design Group has worked with a variety of Australian financial institutions to create new retail experiences and build a sense of community for brands and their customers.
From BOQ to CUA, RACQ, BDCU and Bendigo Bank, this session will see Public Design Group detail the thinking being adopted by some of Australia’s largest banks and credit unions as they cut the new path of financial retail experiences.
How far do you have to go to create real community? What experiences are customers looking for in-store? Can a physical presence really impact greatly on brand perception? Find out in this eye opening session.
Director of Retail Strategy, Public Design Group
Director of Retail Strategy, Public Design Group
Bio coming soon…
There has been no better time in the financial services industry than now to shake up marketing strategies and focus on a fresh start. But taking a large or traditional business and pivoting its messaging can be a labour intensive and sometimes impossible task, something highlighted by the speed at which challengers are often moving.
Athena is one of those challengers, but it has a point of difference. It’s CMO has experience at big brands as well. Natalie Dinsdale has previously worked for big brands like NAB, Foxtel and Telstra, has started up challengers owned by big brands like UBank, and has worked for challengers in their own right such as Tyro before joining Athena over a year ago.
In this session, Dinsdale will elaborate on the process of being a marketer for a challenger brand and take delegates through the ins and outs of creating consumer shifts. Do lines like ‘F*** Fees’, ‘We are not into mortgage bondage,’ and ‘We give a buck about our customer’, actually work? Find out here.
CMO, Athena
CMO, Athena
Bio coming soon…
Finance has, for a long time, been placed in the ‘too hard’ basket for consumers. Too many options, too much confusion, too many terms and conditions, not enough transparency. Over time, some brands have managed to alter this perception, whether it’s fee-free accounts, easy-to-understand policies or always-on helplines.
In fact, a number of financial brands have grown reputations for being advocates of simplified finance, managing to cut through the competition and reach an audience that is often switched off to, or skeptical of, financial marketing.
In this panel session, hear from a range of senior industry experts with finance marketing experience on what the real challenges in reaching an audience with a finance product are and how they managed to make a connection. Should you be focusing on your product, or your consumer?
Executive Manager, Marketing Insurance, AAMI, Apia, GIO, Shannons, Terri Scheer, CIL, Intermediaries, Suncorp Group
Executive Manager, Marketing Insurance, AAMI, Apia, GIO, Shannons, Terri Scheer, CIL, Intermediaries, Suncorp Group
Mark Behr has led the Marketing teams of some of Australia’s most respected brands, across both automotive and financial services sectors. Notable brands include HSV, FPV, AAMI, Shannons, GIO, Apia and others. With a channel agnostic approach, Behr believes in building great brands while driving clear commercial outcomes. With experience both agency and client side, Behr has implemented successful strategies including innovative brand integration in key telecast properties, targeted re-marketing as well as building content platforms such as the Shannons Club, which generates more than 120,000 unique monthly visits and has over 100,000 members.
ECD, Ogilvy
ECD, Ogilvy
David began his career as a designer, moving into art direction and honing his craft at agencies ranging from large multinationals to small independent shops.
In the past 20 years, David has been awarded more than two hundred times on all major national and international award shows with work for brands like AAMI, adidas, Cadbury, Heinz, Mars, Metro, Nintendo, Seek, Schweppes, Suzuki, Tigerair, Whiskas, WorkSafe and the Victorian Government.
This includes multiple ‘Agency of the Year’ titles for agencies under his creative stewardship.
For the past decade, David has also been active in training the next generation of Australian creative talent through his role leading the Melbourne AWARD School program and most recently as the head of ADMA Creative School.
David believes ideas have the power to not only change brands and companies fortunes, but to change the world for the better.
Group Executive of Digital & Marketing, CANSTAR
Group Executive of Digital & Marketing, CANSTAR
Bio coming soon…
What do you do when you’re a bank and your insight is that consumers want less of you in their lives?
Bankwest was faced with just such a situation in 2018. The relationship between a consumer and a bank is often seen as a necessity rather than anything deeper, but Bankwest and creative agency Union saw this as a positive.
While brands scramble to find ways they can get a consumer to ‘love’ them, Bankwest decided that this could potentially be achieved by seeing less of them – and so the Bank Less campaign was born.
Some of the tag lines included; “Because no one wants more bank in their life”, “Just the right amount of bank” and “Less BS. Yep, that’s right, less bank stuff”.
In this session, Paul Nagy of VMLY&R and WPP AUNZ’s bespoke agency, Union plus Bankwest’s Haylee Felton will share the idea, strategy and results behind a very un-bank bank campaign.
Executive Manager, Brand and Marketing, Bankwest
Executive Manager, Brand and Marketing, Bankwest
Haylee currently leads the brand and engagement team at Bankwest, responsible for all elements of brand strategy, brand communications, sponsorship and social engagement. She has a diverse background of strategic marketing experience from a variety of roles both agency and client-side and loves nothing more than unearthing unique consumer insights that can shape strategic decisions and creative solutions.
Haylee is focused on bringing genuine differentiation to a crowded sector and is passionate about the role that brand and marketing can play in shaping organisational culture and commercial performance. She enjoys the management of key creative and sponsorship partners to ensure diverse and collaborative problem solving.
Haylee’s previous experience includes many well-known brands within both the Australian market and in the retail energy sector in the UK, as well as working within a-number of well-known creative, marketing and CSR agencies providing a breadth of experience in solving unique business problems.
Haylee enjoys developing high performing teams who feel empowered to challenge the status quo and can demonstrate the value of marketing investment and brand building back to the business. In her free time Haylee likes cooking and spending time with her children and husband – preferably in sunshine near the beach.
Chief Creative Officer, VMLY&R
Chief Creative Officer, VMLY&R
A creative and business leader with over 20 years’ experience who has lead and revitalized international agencies and brands on both sides of the Tasman. He has been the Creative Director of Clemenger BBDO Wellington, and most recently the Executive Creative Director of Clemenger BBDO Sydney. In recent years Paul has won gold at Cannes, the Spikes, Award and the Effies. His work has also been included in WARC’s 100 Smartest Marketing Campaigns In The World, won the ‘Best of the best’ award at AIMIA Awards and the AdNews Campaign of the Year in 2015. In New Zealand, he created one of the top ten most awarded digital ideas on earth in 2009 and the New Zealand radio ad of the decade.
Yell Creative return to deliver the results of its 4th Annual Finance Marketing Survey, delivering their usual enlightening mix of insights from marketers and consumers about the big issues facing the industry.
With this year seeing an explosive start for financial services, there’s plenty to get stuck into, starting with the Royal Commission-shaped elephant in the room. Yell will be continuing its trend of looking at consumer trust in the industry, but with a twist as they look at the nature of trust. They will also be asking ‘Will the Royal Commission actually change anything?’ and if digital has helped get us into this mess, by destroying empathy with our customers.
Yell would love for you to contribute to the survey’s insights so keep an eye out for its launch on Mumbrella.com.au in the near future.
Co-Founder & Strategy Lead, Yell Creative
Co-Founder & Strategy Lead, Yell Creative
Nigel is Co-founder and Strategy Lead at specialist financial services customer experience agency Yell Creative. Nigel has over 20 years’ experience of financial services marketing and strategy in the UK and Australia. Nigel’s passion for transforming the experiences of financial services customers is contagious and has spread throughout our team. His passion for West Ham Utd, Dad Rock and comic books (sorry, graphic novels) has yet to have the same impact.
The reputation of banking, insurance and other financial services is at an all time low. At end-2018, it ranked just above the tobacco industry, and that was before the Hayne Royal Commission’s final report was made public.
Commissioner Hayne identified ‘greed’ as the catalyst for gross misconduct and dishonesty.
In this video-example and expert analysis rich session, crisis and reputation expert Chris Savage will review the crisis of trust facing the finance sector.
He will look at lessons learnt from the way the industry has (mis)handled the Royal Commission, outline the most proven model for rebuilding tarnished trust, and identify actions leaders in the industry can take now to start turning a crisis into a major growth opportunity- all while doing the very best for customer value.
Founder, The Savage Company
Founder, The Savage Company
Chris Savage is one of Asia Pacific’s pre-eminent public relations, marketing and communications industry leaders. But that’s not his passion. What drives Chris and is shaping his career today is helping leaders and businesses accelerate growth …. growth in profits, courage, momentum, capability, reputation, efficiency, effectiveness, and growth in stature.
Following a highly successful 25 year career in public relations… where his roles included Chairman of the biggest PR group in the region and as an entrepreneur who started what became one of Australia’s leading financial PR firms…. Chris served for seven years as Chief Operating Officer of STW Group, Australasia’s leading marketing content and communications group, from 2008 and 2015. He resigned in early 2015 to start his own business, The Savage Company, which focusses on helping leaders accelerate growth. Chris is an accomplished keynote speaker and speaks at major conferences across the world. His weekly blog, Wrestling Possums, is read by more than 10,000 followers a week.
If you have a great idea for a session, a fantastic case study, or a topic you believe is timely and interesting for the industry that you could present, submit it now for consideration. Mumbrella’s Finance Marketing Summit call for session proposals is currently open.
Simply choose a headline that describes concisely what it is you think should be discussed, and provide a few paragraphs on the session idea to flesh out the headline. Please be clear about who you suggest the speaker/s is/are and why they would be suitable to talk on the topic. If it is a panel you’re suggesting, please mention the speakers you think should be on it, making sure to be realistic about those you think would participate.
The types of sessions that work well:
What we don’t generally accept includes:
Please bear in mind that the most common background of attendees at Mumbrella summits are those in marketing roles, followed by agencies including media, PR and creative.
Alternatively, if you would simply like to suggest a brief idea or put forward someone to be part of an existing panel, please email Damian Francis, Head of Event Content at Mumbrella on damian@mumbrella.com.au.
Book by June 13 to save on your tickets. Bring your team along and take advantage of additional group discounts.
This is my third time coming along, I absolutely love it. It is great being able to hear from similar industries to you and completely different industries to you, people that are from agency and client side... I said to my boss, if there's one thing that I can go to every year I would choose this.
I'm actually coming away with things I can action in the business tomorrow and communicate back to my team.
It's a challenging industry to be in. There's always a lot going on, a lot of regulation, a lot of things you have to navigate as marketers while trying to grow market share... Having all these different speakers talking directly to financial marketers is fantastic.
Mumbrella’s Finance Marketing Summit brings together leading finance brands and marketing experts to share insights in the area of finance marketing. The summit offers companies the chance to get their branding in front of key decision makers across the finance industry. Raise your brand awareness to a highly targeted audience and speak with us about creating a bespoke sponsorship that fulfils your marketing objectives.
Thursday July 25, 2019
Amora Jamison Hotel Sydney
Mumbrella’s Finance Marketing Summit will feature marketing leaders from finance, banking, insurance and payments to discuss the key issues impacting the industry.
11 Jamison St, Sydney NSW 2000
