WHY ATTEND
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WHY ATTEND

New York Hilton Midtown
New York City, NY

Thursday, November 6 &
Friday, November 7, 2025

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12th ANNUALDIGITAL MARKETING for FINANCIAL SERVICES
NEW YORK SUMMIT

The only event series designed for financial services leaders overseeing digital marketing strategy, operations, and technology

New York Hilton Midtown
New York City, NY

Thursday, November 6 &
Friday, November 7, 2025

Why Attend Ticket Options

20+ HOURS OF INNOVATIVE CONTENT

10+ HOURS OF NETWORKING

40+ TOP FINANCIAL MARKETING SPEAKERS

93% OVERALL ATTENDEE SATISFACTION AT OUR DMFS EVENTS

DRIVING CUSTOMER GROWTH THROUGH IMPACTFUL DIGITAL MARKETING & EXPERIENCE STRATEGIES

Join us at the 12th Annual Digital Marketing for Financial Services (DMFS) NY Summit in fall 2025! We bring together senior marketing leaders from top North American financial brands. Register now to:

  • Future-proof your strategy with C-suite-tested frameworks for AI, data, and martech straight from leading financial brands.
  • Accelerate measurable growth and translate spend into immediate ROI wins for your own organization.
  • Sharpen your competitive edge with next-gen toolkits on AI agents, advanced attribution models, influencer-first content, and more.

This summit features leading organizations, including Northwestern Mutual, RBC Global Asset Management, Pacific Premier Bank, Thrivent, and more!

REGISTER NOW

OUR DELEGATES INCLUDE:

CONNECT WITH YOUR PEERS IN INTERACTIVE SESSIONS

Don’t miss the unique opportunity to connect, engage, and learn with top financial marketing experts! With a range of dynamic formats and plenty of chances to have fun and unwind, this is an experience you won’t want to miss. You can look forward to:

  • Interactive sessions and roundtable discussions
  • Curated breakout learning opportunities
  • Face-to-face networking (including speed networking)
  • Virtual streaming for greater accessibility
  • A breakfast, lunch, and evening drinks reception
REGISTER NOW

UNLOCK ACTIONABLE INSIGHTS TO DRIVE MARKETING INNOVATION & BUSINESS GROWTH

VIEW AGENDA

Delve into modern, effective strategies, actionable insights, and practical tools to accelerate growth and enhance customer engagement.

  • Modernize your brand’s identity and amplify its purpose to create campaigns that drive measurable impact with
  • Uncover how Signal Financial is building modern customer journeys that convert attention into loyalty.
  • Stand out to your next-generation consumer in the crowded financial landscape with help from
  • Challenge the obsession with efficiency and explore high-value, unscalable strategies from Harbor Capital Advisors that can set brands apart.
  • Enable financial advisors to build stronger client connections in the digital era with insights from Northwestern Mutual.
  • Empower regional teams with centralized global infrastructure through technology transformation, process redesign, and internal alignment with RBC Global Asset Management.

WHO SHOULD ATTEND?

The DMFS NY Summit is designed for senior marketing and brand professionals in the financial services industry, including CMOs, VPs, Directors, and Heads of Marketing, Brand, Digital, and Customer Experience.

The agenda caters to both smaller financial organizations with lean teams and large financial institutions.

WHO WILL BENEFIT FROM THE EVENT?

  • Banking and Credit Unions
  • Insurance
  • Asset, Investment, and Wealth Management
  • Lending
  • Cards and Payments
  • Fintech
LEARN MORE ABOUT WHO ATTENDS

2025 FEATURED SPEAKERS

SEE ALL SPEAKERS

Katy Dugal Simpson

Chief Marketing Officer – The Callaway Black Group

Northwestern Mutual

Vickie Sherman

Chief Marketing Officer & Senior Vice President

Pacific Premier Bank

Carolyn Sakstrup

Chief Growth Officer

Thrivent

Brian Clark

Vice President, Marketing & Communications

Aspida

Kate Purdy

Vice President, Marketing & Digital

Signal Financial Federal Credit Union

Allison Yazel

Vice President, Marketing

Manna Tree

 speakers

Eric Pierni

Director, Digital Marketing

RBC Global Asset Management

Sarah Weddle

Head of Brand Marketing

Harbor Capital Advisors

HARNESS THE POWER OF AN IN-PERSON & VIRTUAL EVENT

This hybrid experience is specially designed to help attendees capture the most value possible!

  • Expand your network with a larger audience and broader attendee reach.
  • Build connections through one week of pre-event virtual networking.
  • Consult industry experts by scheduling in-person or virtual meetings.
  • Connect with peers using AI matchmaking tools based on shared interests.
  • Access on-demand sessions and content anytime, anywhere.

 

SECURE MY PLACE

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Sponsorship

Connect with an unparalleled network of senior financial marketing executives looking to invest in impactful digital marketing solutions.

SPONSORSHIP

ACCESS MEDIA KIT

Get the media kit for sponsor benefits, audience info, and branding opportunities.

Become A Media Partner

SPEAK AT THE SUMMIT

Be part of this leading financial marketing event, promote your triumphs, and share your lessons learned.

Testimonials

Encouraging to see innovative and creative ways to solve the issues, constraints and challenges in a highly regulated industry. It’s nice to get out of your comfortable home environment to meet peers face to face, who have new and inspiring ideas.

SVP, Digital Marketing & Content StrategyBank of America

The wealth of experience at the conference is amazing. If you are in the Digital Marketing field for Financial Services, this is one of the must-see, must-attend conferences.

VP, DigitalMacquarie Banking and Financial Services

One of the best parts about events like this is actually getting to hear case studies, instead of the op-ed pieces you can read about in a blog. Really seeing the strategy go through with the analytics and results has been very helpful for us.

Digital Marketing StrategistLincoln Financial Group

The content and speakers exceed my expectations!

Chief Compliance OfficerOxford Financial Group

It was a great experience. It was really interesting to hear different perspectives on what is a bit of a niche industry and niche practice. I’ve been to other marketing conferences that are a bit more broad, so I felt like at this particular conference I was able to write down a lot of key takeaways that I can implement in what I do every day.

Vice President, Strategy & ResearchState Street Global Advisors

Excellent quality of presenters. Good variety of topics around digital issues, even beyond marketing.

AVP, StrategyStandard Life

The speakers have been great… Brainstorming and gathering different ideas and approaches to figure out where to go next to be a leader and provide the experience we want all our customers to have.

AVP - Product MarketingHorizons ETFs