Money20/20: Las Vegas 2017

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Register today with code ONTAR250 to save $250 on registration for Money20/20:

From October 22nd to October 25th, Veriday will be attending Money 20/20 at The Venetian, in Las Vegas, Nevada. As an exhibitor, we will be located at Booth 647 for the four days of the event. We would love it if you stopped by to chat about anything to do with financial technology!

One of the largest events concerning Payments and Financial Services. Leaders from every sector of the industry, from wealth management to insurance, from business banking to mortgage brokers will be at this event. This is an event that financial institutions need to attend to stay up to date with the latest news and developments in the world of financial technology.

The four-day event has fantastic networking opportunities, with over 11,000 attendees, from all around the world, in one place. There is an incredible roster of speakers including Brett King, Steve Wozniak, and Ray Kurzweil, plus many, many more speakers from the world of finance and technology.

Artificial Intelligence, Globalization, and Regulation are just four of the many topics that will be discussed at the event. If you can find your way to Las Vegas and care about finance, you should attend this event. 

Are you planning on attending Money20/20? Let us know on Twitter @VeridayHQ!

Sibos 2017 Toronto

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Sibos 2017 Toronto

Billed as “the world’s premier financial services event” Sibos 2017 Toronto has made a bold claim. However, it’s a claim that the conference can back up. In 1978, Sibos was simply a seminar about banking operations. But much like the financial services industry itself, the conference has grown to become much, much more than that. Sibos is now an annual conference, exhibition, and networking event, with around 8,000 leaders from financial services in attendance.

The four-day conference takes place between the dates: Monday, October 16th, and Thursday, October 19th at the Metro Toronto Convention Center. There will be over 200 exhibitors, hundreds of speakers and conference sessions and plenty of opportunities to discuss business strategy and grow networks that will shape the future of finance.

Regardless of your specialty within financial services, Sibos Toronto 2017 will cater to your unique needs and interests. The programme is organized into four streams: banking, compliance, securities, and technology. Each stream has a different focus, but all follow the same theme.

The theme of this year’s conference is: “Building for the Future,” focusing on four emerging areas of concern for financial institutions:

  1. Cybersecurity
  2. Artificial Intelligence (AI)
  3. The impact of geopolitical and regulatory shifts
  4. Data and identity

A working knowledge of these topics can help any leader in financial services prepare their business for the future! Don’t miss this event, register today at  

Let us know if you will be attending #Sibos2017 on Twitter (@VeridayHQ).

Liferay Symposium North America 2017

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Are you ready for the next Liferay Symposium? As a Liferay Platinum Partner and Gold Sponsor, Veriday is already looking forward to attending. In just two weeks, industry leader and engineers from around the world will descend on Austin, Texas for Liferay Symposium North America 2017. Speak with Liferay’s key developers and experts. Learn how YOU can use Liferay with practical sessions and workshops. Discover best practices and innovative solutions for the business challenges you are focused on solving.

This premier event for Liferay’s customers, digital business leaders, partners and community developers in North America will include two days of expert sessions, hands-on workshops, networking opportunities, access to Liferay’s top executives and architects, and keynotes from digital experience thought leaders.

Attending the Liferay Symposium will give your technology leaders the knowledge they need to apply Liferay DXP, the most recent, most advanced platform from Liferay to their digital transformation project. You really don’t want to miss this.

Liferay Symposium North America 2017

October 16th-17th

Hilton Austin

Austin, Texas


For more information:

On the event, please visit the event page.

About Liferay, visit

About how we use Liferay to facilitate digital transformation, check out our solutions page.

Digital Marketing for Financial Services Summit: Europe – Recap

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Last week, Veriday CEO, Marc Lamoureux (@mlamveriday), attended the Digital Marketing for Financial Services Summit: Europe in London, England. In addition to having our CEO speak, Veriday was a Gold Sponsor of the event. The event took place at the Tower Hotel, located along the River Thames, next to the world famous World Heritage Site, The Tower of London from September 21st to September 22nd.

The setting was phenomenal. In the shadows of a medieval tower, financial marketers from across the world shared ideas about how the financial services industry can prepare for the future. In a location that for centuries has been used to isolate people and valuables from the rest of society, digital marketers discussed how the financial services industry can create more connections.

Our CEO, Marc Lamoureux, took the stage on Day 1 of the event to discuss how banks and other financial institutions can humanize digital channels, making them more inviting to consumers. His presentation at the Digital Marketing for Financial Services Summit touched on several of the topics he discussed in one of our previous blog posts: Brand Personification: Why Should You Care?

The Digital Marketing for Financial Services Summit: Europe featured many informative keynote presentations:

Thomas Barta (@ThomasBarta on Twitter), discussed how marketers need to become (and in many cases, are already becoming) leaders of change to open the conference. It was a motivational presentation that raised the energy in the room. After he left the stage, the energy in the room suggested that nearly everyone there was ready to become a more motivated agent of change.

Another excellent presentation, this one by Kirsten Burt of UBS, discussed how distributing content through client advisors benefits financial enterprises, customers and advisors alike. That keynote hit home for those in attendance from Veriday because we work every day to create better connections between financial agents and their customers.

At Veriday, we believe that “the human touch” is an important factor for financial brands. To help enable humanized digital experiences, we developed a platform, Digital Agent, that helps financial enterprises create compliant, on-brand digital experiences for their network of agents.

While those two presentations jumped out to us, there were so many excellent presentations about the use of data in financial services marketing, creating connections through digital channels and how financial services brands can prepare for the future.

If you missed the Digital Marketing for Financial Services Summit: Europe, don’t stress. There is another Summit coming up in just a few months. The Digital Marketing for Financial Services Summit: New York, is less than two months away, you do not want to miss it!
To stay up to date on all our upcoming events, follow us on Twitter @VeridayHQ. We hope to see you at our next events!

Association of Canadian Compliance Professionals 16th Annual Conference

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What: Association of Canadian Compliance Professionals 16th Annual Conference

When: Monday, April 24th, 2017

Where: The Carlu – 444 Yonge St. Toronto, Ontario – Round and Sky Rooms


We are excited to be sponsoring and attending the Association of Canadian Compliance Professionals (ACCP) 16th Annual Conference, in Toronto on April 24th.

The one-day conference will involve several panels on how industry leaders are handling complex compliance issues, what new regulations you need to be aware of and an update from the MDFA. Real-world cases will be used to examine nuances within compliance regulations. There will be discussions centered around what actions you can take to minimize the impacts that overly expensive, complicated and time consuming compliance processes have on your business.

This event is a great opportunity for Canadian compliance professionals to gain insights on pressing compliance issues. For more information on the conference, click here.

Are you planning on attending? Let us know on Twitter @VeridayHQ or come say “Hi” at the conference. Digital Agent, our flagship product, can help simplify the compliance process in financial services. To learn more about Digital Agent contact us!

Veriday to Sponsor the 7th Digital Marketing for Financial Services Summit Toronto


We’re happy to announce that we will be sponsoring the 7th Digital Marketing for Financial Services Summit Toronto, June 21-22, 2017 at the Westin Harbour Castle. This is Canada’s largest digital marketing event specifically designed for Financial Service Marketers. Join us at the event to learn the latest in digital marketing tools and tips, and harness the full potential of digital with inspiration from 40+ award winning speakers.

The event provides you the opportunity to connect with senior marketers from across the country to tackle challenges around omni-channel integration, attribution, disruption, automation, content, search and display, social, mobile and customer experience. Set your brand apart in the highly competitive financial services industry. Gain practical strategies, guidance and tactics to:

  • Maximize digital ROI
  • Increase conversion
  • Enhance attribution
  • Improve customer loyalty
  • Drive brand engagement
  • Hardness blockchain’s potential

For a limited time, save 20% with VIP Code: VERD20. Learn more here:

Join Veriday at the Temenos Innovation Jam!


What: Innovation Jam Miami

Where: Private Key Club | Wynwood, Miami

When: March 16th, 2017


Veriday is excited to be presenting its flagship product, Digital Agent, at the Temenos Innovation Jam on Thursday, March 16th 2017 in Miami, Florida.   The regional Innovation Jam showcases the latest demos by a variety of FinTech companies from across the region, demonstrating the value they could add to businesses.

The full day event will provide structured networking opportunities for attendees, offering each the chance to:

  • See the most advanced software available to financial institutions and get ahead of the competition
  • Watch fast paced, exciting 7 minute demos from 17 FinTech companies and startups, including Veriday
  • Vote to choose two winners who will advance to the final round of the competition in Lisbon, Portugal

For more information, on the Innovation Jam Miami, click here.

Hope to see you there!

Canadian fintech companies pursue future in the UK

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Veriday is proud to be one of the 13 Canadian companies participating in The Canadian, UK FinTech Mission Think Tank Team Challenges mission led by the Department for International Trade (DIT). The DIT will be leading the 5 day mission, accompanied by CIBC bank, to the UK from December 4th to 8th.  The mission, which is supported by British Airways, will give organizations the opportunity to network with leading fintech peers during the “FinTech Connect Live” conference and the “European Digital Banking Summit” in London.

The mission’s goal is to support companies’ growth plans for the UK, introduce them to the world’s leading financial centre and provide valuable insight into the market from industry experts and mentors.

This event will take the form of an open roundtable discussion; each Think Tank Team Challenge will explore a key area of the UK banking & FinTech landscape, presented to each team as a challenge.

The other 12 participating companies, from British Columbia and Ontario include: Blockchain Technology Limited, CIBC, Control, Grow Financial, Horizn, Kooltra, Lendified, OutsideIQ, Q4 Inc, RentMoola, Sensibill, and Zafin.

About the Department for International Trade
The UK’s Department for International Trade has overall responsibility for promoting UK trade across the world and attracting foreign investment to our economy. We are a specialized government body with responsibility for negotiating international trade policy, supporting business, as well as delivering an outward-looking trade diplomacy strategy.
About British Airways
British Airways, part of International Airlines Group, is one of the world’s leading global premium airlines and the largest international carrier in the UK. British Airways has a strong presence in Canada, operating daily flights between London and Vancouver, Calgary, Montreal and twice-daily flights between London and Toronto. On Business is a Global Loyalty Program that is free to join, and allows businesses to collect points to spend across our global network with American Airlines, British Airways and Iberia.

3rd Annual Digital Marketing For Financial Services Summit

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Everything Digital for Financial Services Marketers

Veriday is a proud to be sponsoring, speaking and exhibiting at the 3rd Annual Digital Marketing for Financial Services Summit (November 15-16, New York), one of the largest Digital Marketing gatherings specifically for Financial Services Marketers. Learn game changing strategies to increase omni-channel ROI, get ahead of disruptive technologies and use Big Data to increase ROI. This year, gain insights from 8 in-depth case studies, 22+ financial digital experts, including 4 CMO’s and 7 Power Panels. Capitalize on the perfect opportunity to network and grow your professional network; socialize, meet & interact with Financial Marketing Executives to grow your professional reach

Look forward to learning from these interactive discussions, case studies and networking opportunities. Marc Lamoureux, CEO of Veriday, will be part of the event as a speaker- here are the details of his session.

This exclusive summit is the only event designed specifically to give FIs the tools to evolve your marketing strategy for the digital age. Digital has raised the bar for brands, but complexity, compliance, and competition present major barriers to FIs today. Overcome the unique challenges marketers face in financial services and take away tactics from the best in the industry at the 30 dynamic sessions at DMFS NY.

Gain practical strategies, guidance and tactics to:

  • Ensure consistency across touchpoints to win and retain clients
  • Differentiate your brand through effective messaging
  • Adopt creative strategies from disruptors and innovators in finance
  • Reach new customers while respecting regulations and privacy
  • Break through the noise with expert analytics and attribution strategies

Click to download the brochure for details on all the speakers and sessions. Register now, with an exclusive discount, by using this VIP Code:  <VERIDAY20>

Takeaways from the Digital Marketing for Financial Services Summit 2016

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I recently attended the Digital Marketing Summit in Toronto and was a panelist on the Power Panel: Surmount Barriers to Transform your Omni-channel into a Customer Centric, High Performance Digital Ecosystem. The conference was very educational and a great way to meet industry leaders in the Digital world of Financial Services. Having learned some new perspectives on all things digital, I wanted to share some of my thoughts on two presentations that stood out during the conference.

The Keynote Address by Mitch Joel

The keynote address “Reboot Your Digital Marketing Strategy to Transform Your Brand and Win in the New Landscape” by Mitch Joel, President of Mirum, and author of Six Pixels of Separation and CTRL ALT DELETE was the most interesting. His presentation provided me with a different perspective on digital today.

The first was Mitch’s story about Snapchat. Apparently, in Snapchat’s very early days, when it was only about 5 people, Facebook offered to buy it for $3 billion.  Amazingly, Snapchat’s founders turned it down. Snapchat’s size and younger audience demographic was attractive to Facebook, but Mitch explained that Snapchat was quite different from Facebook. Snapchat represented the real world.  In the real world, most conversations are not recorded.

Today, in the ‘virtual world’, what people really want is an in-the-moment experience and to interact in a non-recorded way.  Snapchat, and tools like Slack and Periscope, provide the brevity and genuineness of reacting to something as it happens, just like real life.

Teenagers need unstructured time online without fear of parental criticism, which can easily happen on social media platforms like Facebook and Instagram. Snapchat gives younger audiences the freedom of communicating in a private digital environment. Similarly, ‘Periscope’ lets you broadcast live video to the world. Followers can join, comment and “send you hearts in real time”. In the workplace, Slack, a chatting application, has been encroaching on email as a form of business communication. Email is still quite formal but conversely Slack allows for creativity and brainstorming — similar to a face-to-face meeting. Slack imitates that experience better than prescribed emails that most work-forces use.

Apps like Snapchat, Periscope and Slack prompt us, as marketers, to think about ways our own brands can mimic ‘real world’ experiences to connect not only with millennials but also with all of our customers in the ways they connect with each other.

Another interesting tidbit from Mitch was that Amazon bought the gaming channel, Twitch Interactive, in 2014 for almost $1 billion. Twitch is not actually a gaming website but an Internet video channel for “broadcasting and watching people play videogames”.

At first glance this seems like an awkward acquisition, however, Twitch is the fourth-largest source of U.S. Internet traffic, so perhaps $1 billion was worth it.

Mitch’s take away from this acquisition is that companies should obviously be investing in video, but also that thinking differently about your business can sometimes lead to tremendous success. An ecommerce and cloud computing company is leading the way with Amazon Prime video streaming and networks like Twitch. It is now not just about content or channels, but about networks like Netflix and CraveTV. Mitch Joel states that Amazon’s move into networks teaches us a potentially new way for marketers to think. Many brands are hiring journalists and other media types as a way to create more authentic, creative stories. He says that maybe the opportunity is for brands to think about not just creating and publishing content, but more about how to “become their own media network”. Perhaps the future is less about native advertising and more about brands becoming a network with their own studio.

Think about Purina owning a ‘kitty network’ similar to AFV or Elon Musk owning a “sustainability network’ that is all about saving the environment.

Another very interesting comment Mitch made was that the ‘purchase button’ should be everywhere. He mentioned the Best Buy Facebook Page that has a tab titled, “Shop Now”. Mitch says, why drive people back to your website when they should be able to buy right from within Facebook? The Internet strategy of years ago that drove consumers back to their website is slowly dying. This rang particularly true for me because in 2001, I worked for a ‘dot com’ called ePod. ePod had a unique advertising technology, that was way before its time. We called it a ‘website within a website’. We worked with companies like Disney to create an ad unit that would advertise a Disney product in a video, inside an ad unit with a ‘buy now’ or ‘add to cart’ functionality built-in.  Yes, ePod was quite a way before its time.

My final takeaways from Mitch’s presentation were that we, as financial services marketers, need to ensure that we represent real-life. Marketing with flexibility, creativity, authenticity, and kindness. He said those were the keys to developing great businesses.

In a digitally centric world, authenticity and creating and developing real relationships are the keys to success.

Facebook’s Erin Elofson

Erin Elofson, Director of Financial Services at Facebook, sold the benefits of Facebook advertising, but she did it in a very educational way. I have spent a fair bit of time trying to find the secrets to effective Facebook advertising – with some great success – but I always thought that we could do better. Of course, video advertising was lauded as the key to success.

Video on Facebook has exploded, but the most enlightening was Erin’s comments on storytelling and driving people down the purchasing funnel. In hindsight, it is common sense, but Erin’s examples and success stories sent a strong message to the DMFS audience.

If you are a believer in content marketing, then you know that ebooks, case studies and blogs that educate the consumer before asking them to buy are significantly more effective than content that immediately asks people to take action1. Erin says that Facebook advertising should do the same. Campaigns that “sequence” different ads work best. The first ad should tell the brand story. For example, “our community focused bank supports people who lost their homes in Fort McMurray with a 1% mortgage”. The next ad in the “sequence” should provide product information. For example, “our friendly bank will easily transfer your mortgage over from another bank with no penalty”. Only after these two ads have run one after the other, should the message include a call-to-action such as stating the current mortgage rate and inviting the audience to click to apply.  Erin also showed a simple formula for taking existing television or YouTube video ads and paring them back to become effective brand stories in Facebook.

From personal experiences, acting too quickly by asking people to take action immediately, without persuading them down the purchasing funnel through story telling, takes discipline. In a world where CEOs and shareholders are clamoring for quick results to meet quarter-end numbers, it is very tempting to ask prospects immediately to ‘buy-now’. I get many sales calls right after I download a piece of content. We often wrongly assume that if the product is as good as we think it is, or if they are the right target audience, they will buy. And if they don’t buy or click now, they never will. Erin brought American Express to the stage to tell their Facebook advertising story. American Express explained that once they adopted this disciplined approach to Facebook advertising, or ‘story telling’, the results were overwhelmingly positive. Research from Adaptly2, published by Facebook, concurs with the same results:

Among those who were exposed to the sequenced ads compared to those who were exposed to the non-sequenced ads, there was an 87% increase in people visiting the landing page and a 56% increase in subscription rates. In addition, they converted at higher rates.

When you think of this approach, it makes total sense. I am on Facebook reading my friends’ updates, looking at their photos, watching funny videos and reading news about a movie star’s dress. Do I really want some stranger telling me to buy their product?  Wouldn’t it be better to see funny videos or moving stories related to the brand to get to know them before I am asked to buy?

“Some advertisers may find it counterintuitive to elongate a campaign as a way to more gradually bring their audience through the purchase funnel, rather than more immediately delivering a call-to-action,” says Adaptly’s CEO, Nikhil Sethi. “But we have proven that this classic brand-building approach it is both effective and efficient, even for direct response advertising.”3

My most memorable brand video on Facebook was the Westjet Christmas Miracle. That doubled my affinity for the airline. My resulting perception is a kind airline that cares about their people and their customers. As a marketer, I am surprised that I would feel that way about a brand solely based on their marketing.

Other themes of the Digital Marketing Financial Summit, were personalization, utilizing data to deliver better customer experiences, omni-channel challenges, using attribution for measuring advertising and more.  Lastly, as a regular conference participant, I was very pleased to see how engaged the attendees were. Attendees had many questions for the presenters. When visiting our booth, they were open to hearing about our products and services rather than just the giveaways we had at the booth.

Conferences like DMFS provide us with the ability to step outside the office to learn, develop relationships, and talk to people in the “real world”.


1, 2, 3 Creating More Effective Online Marketing Campaigns.