Financial Services Marketing 2026 in Singapore
This year Financial Services Marketing 2026 will take place on Wednesday 23 September, we will be co-hosted by our friends at Bloomberg and the talks organised in association with our friends at DollarsAndSense.
The half day event will see a range of talks, case studies, round tables and superb networking.
Event details
Financial Services Marketing 2026
Wednesday 23 September 2026
Bloomberg Media, Capital Square
Conference: 9am – 11.30am
Agenda
8.30am
Registration and breakfast
9am
Welcome
Julian Peterson, Managing Director APAC, Dianomi
9.05am
CMO Outlook 2026
Fascinating facts from a new survey of 541 CMOs or equivalent by Bloomberg and Lippincott on the current and evolving challenges for CMOs. Topics include: Where does the CMO stand in the C suite? Short-term performance vs brand. AI. Culture. What next?
Patrick Brownlow, Commercial Director – Singapore, Australia and New Zealand, Bloomberg Media
9.30am
What is the greatest challenge or opportunity for financial services marketing at the moment?Four people, four perspectives in four minutes.
Four financial services experts will present their chosen greatest challenge or opportunity in four minutes, followed by a panel discussion on how brands can respond.
Julian Peterson, Managing Director APAC, Dianomi
Harleen Kaur, APAC Client Services Director, Ptarmigan Media
Jave Lin, Senior Digital Performance Manager (APAC), Aberdeen Investments
Simon Kearney, CEO, Click2View
10am
Coffee Break and Networking
10.30am
From Zero to Scale: Growing Acorns/Raiz – what can Singapore marketers learn?
George Lucas, Founder of Acorns/Raiz
George will tell his incredibly interesting story of launching an investment app, growing from zero to 330,000+ users and listing the company. This exclusive talk has never been heard in Singapore before.
11am
Owned channels or partner channels: where should brands invest?
As financial brands compete for attention in an increasingly crowded market, this panel unpacks how marketers can make smarter choices across owned channels, paid media and external partnerships – balancing reach, differentiation, customer quality and long-term value to determine where the next marketing dollar is best spent.
Deanna Lim, Partner, DollarsAndSense; Plus guests
Yeap Ming Feng, ex-Head of Seedly, CEO of TradingKey
Teresa Tong, Director – Channels & Partnerships, Tiger Brokers Singapore
Vera Lau, Singapore Head of Marketing, Saxo Bank
11.30am
Closing comments
Followed by networking lunch
As per usual, there will be no sponsored sessions, only genuinely interesting presentations. The event will not be recorded so everyone may speak freely. Chatham House Rule will be in effect.
The event is strictly by invitation only. If you are an active client of Dianomi and have not been invited please contact your account manager.