Forum
Engage 2025: Future of Member Engagement,Communications & Experience Forum
20th -21st August 2025, Melbourne, Australia
SPONSORSHIP OPPORTUNITYSPEAKING OPPORTUNITY
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About the event:

The Engage 2025 Forum will bring together industry leaders, innovators, and experts from across the superannuation sector to explore the evolving landscape of member engagement, communications, and experience. This two-day event is dedicated to equipping superannuation professionals with the insights, strategies, and tools needed to connect with members in a fast-changing world.

Why Attend?

As member expectations rise and technology reshapes the superannuation landscape, Engage 2025 provides a platform to discuss and address the critical challenges and opportunities facing the industry. This forum will delve into:

  • Personalized Member Engagement: Exploring how data, AI, and advanced analytics can drive tailored communication strategies.
  • Future of Digital Experience: Innovations in digital platforms and tools to create seamless, user-friendly interactions.
  • Trust and Transparency: Building long-term member confidence through effective communication and ethical practices.
  • Diversity and Inclusion: Ensuring superannuation strategies are inclusive and accessible to all members.
  • Behavioral Insights: Leveraging psychology to better understand member needs and preferences.
Key Themes:
  • The Role of Technology in Enhancing Member Experience
    • How AI, machine learning, and automation are transforming member engagement
    • The rise of chatbots and self-service portals.
  • Strategies for Improved Member Communication
    • Tailoring messaging for different member demographics.
    • Leveraging omnichannel approaches for seamless communication.
  • Elevating Member Education and Financial Literacy
    • New methods for empowering members to make informed decisions.
    • The role of gamification in financial education.
  • Regulatory and Ethical Considerations
    • Navigating compliance while fostering meaningful engagement.
    • Ensuring data privacy and security in member interactions.
Who Should Attend?

The Engage 2025 Forum is designed for: Superannuation fund executives, Member engagement and communications specialists, Customer experience (CX) and digital transformation leaders, Technology and innovation experts, Compliance and regulatory professionals

Sponsorship & Speaking Opportunities:

Engage 2025: Future of Member Engagement, Communications & Experience Forum offers sponsors an excellent opportunity to demonstrate thought-leadership and leverage networking opportunities to build brand-value amongst your target audience. If you would like to know more about sponsorship, exhibition and business development opportunities please just get in touch with us – sponsorship@ibrc.com.au

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Delegate Registration & Coffee

Opening remarks from Chair

THE FUTURE OF ENGAGEMENT & EXPERIENCE

• Exploring AI, hyper-personalization, and evolving member expectations.
• Industry leaders share their predictions for 2030 and beyond.

• Leveraging behavioral insights, surveys, and real-time feedback loops.
• Harnessing Member Insights.
• Personalization & Engagement
• Continuous Innovation & Adaptation

11:00- MORNING COFFEE & NETWORKING

• Bridging the Knowledge Gap.
• Enhancing Digital Touchpoints
• Collaboration & Co-Creation
• Regulatory & Compliance Considerations
• Case Studies & Best Practices

• How human-centered design is reshaping digital and in-person experiences.

12:40 LUNCH BREAK

• The psychology behind financial decision-making
• Effective nudging techniques: Defaults, social proof, and framing
• Case studies: Successful behavioural interventions in financial services
• Ethical considerations: Where is the line between guidance and manipulation?
• Practical strategies for product managers, marketers, and policymakers

• Meeting evolving communication standards and regulations
• Balancing compliance with engaging member interactions
• Cybersecurity and data privacy in member communications

14:30 AFTERNOON TEA

• ASIC’s concerns and regulatory expectations
• The Minister’s proposed minimum service standards
• Best practices for improving claims processing efficiency and member outcomes
• Case studies of funds leading the way in claims management
• Technology and automation in streamlining claims processes
• The role of trustees in ensuring compliance and accountability

PERSONALIZATION & DATA-DRIVEN ENGAGEMENT

• Leveraging data analytics and AI for personalized engagement
• Behavioral insights to understand and predict member needs
• Case studies on successful member experience strategies

• Innovative ways to connect with younger members and build lifelong relationships.

Closing Remarks from the chair

17:00- 18:00 1 Hour Networking Drinks

Case studies on how funds are using AI to enhance member interactions.

• Leveraging AI & Machine Learning
• Automation & AI-Powered Decisioning
• Balancing Personalization & Privacy
• Omnichannel Personalization
• The Future of AI & Personalization

Delegate Registration & Coffee

Opening remarks from Chair

DIGITAL TRANSFORMATION, COMMUNICATIONS & FUTURE STRATEGIES

• How to handle crises, media scrutiny, and rapid-response communications.
• Transparent & Timely Communication
• Proactive Reputation Management
• Crisis Response Planning

• The future of apps, chatbots, and interactive digital tools.
• Enhancing Member Engagement
• Leveraging Data & AI
• Balancing Digital & Human Interaction

• Practical insights into predictive analytics and data storytelling.
• Leveraging Predictive Analytics
• Personalization Through Data
• Measuring and Enhancing

11:00 MORNING COFFEE & NETWORKING

• Exploring the potential (and limits) of AI-driven member interactions.
• Enhancing Member Experience
• Operational Efficiency & Cost Savings
• Regulatory & Ethical Considerations:

Future strategies for guiding members through the retirement transition

12:40 LUNCH BREAK

• How to map, optimize, and elevate the superannuation customer experience.
• From Transactions to Transformations: Elevating the Superannuation Member Experience
• Seamless, Simple, and Secure: Designing Frictionless Digital Journeys
• Trust, Transparency & Tailored Communication: The New Frontier of Member Engagement

• How subtle behavioral interventions can increase contributions and engagement.
• Understanding Behavioral Biases
• Effective Nudging Strategies
• Ethical Considerations in Nudging

2:40 AFTERNOON TEA

• Building Robust Security Frameworks
• Mitigating Cyber Threats in Real-Time
• Fostering Customer Trust

• Omnichannel communication: balancing digital and human touch
• Simplifying complex financial concepts for member education
• The role of storytelling and branding in member engagemen

Closing remarks from the chair

Registration Packages
IN-PERSON ATTENDANCE REGISTRATION COST - SUPER EARLY BIRD REGISTRATION:
Register before 30th April 2025
$2495 + GST
IN-PERSON ATTENDANCE REGISTRATION COST - EARLY BIRD REGISTRATION:
Register before before 30th June 2025
$2695 + GST
IN-PERSON ATTENDANCE REGISTRATION COST - NORMAL REGISTRATION:
Register after 30th June 2025
$2895 + GST
IN-PERSON ATTENDANCE - UNLIMITED GROUP TEAM REGISTRATION :

REGISTER WITH UNLIMITED GROUP REGISTRATION OFFER (Register & pay for 3 delegates with normal rate & get unlimited registrations* (*Can attend in-person or virtually))

VIRTUAL ATTENDANCE REGISTRATION COST - SUPER EARLY BIRD REGISTRATION:
Register before 30th April 2025
$1795 + GST
VIRTUAL ATTENDANCE REGISTRATION COST - EARLY BIRD REGISTRATION:
Register before 30th June 2025
$1895 + GST
VIRTUAL ATTENDANCE REGISTRATION COST - NORMAL REGISTRATION:
Register after 30th June 2025
$1995 + GST
VIRTUAL ATTENDANCE REGISTRATION COST - UNLIMITED GROUP TEAM REGISTRATION:

REGISTER WITH VIRTUAL UNLIMITED GROUP REGISTRATION OFFER (Register & pay for 3 delegates with normal rate & get unlimited registrations* (*Can only attend virtually))

Click on the button below and fill the form to confirm your registration.

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