11th ANNUAL DIGITAL MARKETING for FINANCIAL SERVICES
NEW YORK SUMMIT

The only event dedicated to bringing the entire financial services sector together to identify solutions to critical marketing challenges

New York, NY

Thursday, November 7 &
Friday, November 8, 2024

Digitization, AI, Data Analytics, MarTech Tools, Social Media and more

The Digital Marketing for Financial Services Summit in 2023 was a resounding success, drawing digital marketing professionals from leading financial companies. Those who attended had the opportunity to:

Become a more empowered CMO by leveraging cost-effective digitalization for financial services.
Harness the power of generative AI, data analytics, and blockchain to drive profits.
Map out robust polices for privacy, regulatory compliance, and corporate emerging MarTech tools.
Balance ROI across new digital marketing platforms to maximize reach.
Delve into enhanced social media, storytelling, and SEO.
Compete with ‘Super Personalization’ and assess the true potential of customer life-cycle.
Leave with best practices from 40+ senior financial services executives.

It was an honor to host some of the most prestigious financial services companies and marketing experts from New York and nearby states.

The in-person sessions of the event boasted interactive discussions, tailored breakout learning experiences, and priceless face-to-face networking opportunities, while the inclusion of virtual streaming expanded its reach and engagement significantly. The excitement is palpable, with numerous attendees eagerly anticipating the next edition, expecting another insightful gathering.

Attendees delved deep into actionable digital marketing strategies, gaining invaluable insights

CMOs from Bank of America, JP Morgan, MissionSquare Retirement, and X-Caliber Capital shared how to build next-level seamless customer digital journeys.
How to create exceptional digital content with insights from CapitalOne, Stride Bank, and AmTrav to transform every interaction into a valuable digital resource.
Competitive insights from innovative fintech leaders during dynamic panel debates.
How JP Morgan is harnessing generative AI to anticipate all things digital.
Senior level marketing executives shared how to leverage data analytics to anticipate and exceed changing customer.

Given the profound insights gained, anticipation is building for next year’s event, with many planning to attend.

VIEW 2023 AGENDA

2023 FEATURED SPEAKERS

Carol Grunberg

Strategic Advisor, Deem & Former, Managing Director, Global Head of Strategic Partnerships & Innovation

Tom Sullivan

Managing Director

Lindsey Ogan

Chief Marketing Officer

Dr Fabiola Corvera-Stimeling

Vice President of Client Experience

Bob LeBoeuf

SVP, Director of Digital Marketing Strategy and Programming

Miguel Navarro

SVP, Business Technology Executive – Conversational AI Enterprise Delivery

Kelcey Zacarese

Vice President

Rohit Ahuja

Director, Enterprise Advertising Measurement Science

SEE 2023 SPEAKERS

DRIVE DEMAND GENERATION WITH INTENT-BASED BUYERS

DMFS New York 2024 brought together the biggest names in financial services and provided them with leading digital marketing solutions. This will help enable them to access strategically focused content in an environment conducive to forging lasting business partnerships.

Next year’s event will be your opportunity to cultivate relationships with the industry’s key influencers and buyers at this exclusive event. Build your pipeline with qualified sales leads by taking advantage of one of our sponsorship opportunities now.

SEE SPONSORHSIP OPPORTUNITIES

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 Strategy

Bank 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, Digital

Macquarie 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 Strategist

Lincoln Financial Group
The content and speakers exceed my expectations!

Chief Compliance Officer

Oxford 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 & Research

State Street Global Advisors
Excellent quality of presenters. Good variety of topics around digital issues, even beyond marketing.

AVP, Strategy

Standard 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 Marketing

Horizons ETFs