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Thursday, May 14
 

4:00pm EDT

KEYNOTE SESSION: Bank Marketing in an AI- First World: New Rules for Growth
Thursday May 14, 2026 4:00pm - 5:00pm EDT
The old rules of bank marketing assumed predictable customers, linear journeys, and a reasonably stable competitive set. None of those assumptions hold anymore.
Generative and agentic AI are changing how consumers search, compare, and choose financial providers, often before a bank ever enters the picture. And the institutions capturing those moments? The biggest and best-known brands are winning new relationships at a disproportionate rate. For community-based institutions, that's not a reason to panic. It is a reason to rethink what "competitive" actually means when brand awareness and AI-driven discoverability are working against you.
In this keynote, we'll name the rules that no longer apply and the ones replacing them. You'll walk away with a clear-eyed view of where AI-driven marketing is heading, what high-performing teams are actually doing differently, and a practical roadmap to improve your marketing maturity, tighten cross-functional alignment, and compete more effectively in a marketplace where relevance is the new reach.

Speakers
avatar for Jim Perry

Jim Perry

Senior Strategist, Market Insights, Inc.
Jim Perry is the Senior Strategist at Market Insights, where he helps financial institutions across the country make smarter decisions and unlock new paths to growth through custom research and data-driven strategy.A trusted advisor to banks and credit unions coast to coast, Jim brings... Read More →
Thursday May 14, 2026 4:00pm - 5:00pm EDT
Ballroom South
 
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