11th ANNUAL DIGITAL 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, NY

Thursday, November 7 &
Friday, November 8, 2024

DRIVING CUSTOMER GROWTH THROUGH IMPACTFUL DIGITAL MARKETING & EXPERIENCE STRATEGIES

The 11^th Annual Digital Marketing for Financial Services (DMFS) New York Summit returns in 2024 as the annual flagship event of the DMFS series. Meet marketing, digital, and growth leaders from top North American financial brands, including J.P. Morgan, Prudential Financial, State Street, Fidelity Investments, and many more. Secure your spot today to:

Benchmark and create a robust business strategy that will result in sustainable customer growth.
Maximize ROI by sharing expertise on how to leverage the latest innovative technologies and practices.
Build an effective organization, empowered by data, tools, and the right talent to achieve customer primacy.

The DMFS Summit is an in-person event, providing you with face-to-face networking opportunities and bringing the most influential and engaged decision-makers in one place. The conference will also be streamed virtually via our closed platform to expand content reach.

UNPACK MARKET, TECHNOLOGY & CONSUMER TRENDS TO ELEVATE YOUR BUSINESS STRATEGY

Analyze the most impactful GenAI use cases with Prudential Financial, State Street, and J.P. Morgan while discussing how to effectively move from the pilot to execution stage.
Integrate video top tips and practices from Columbia Threadneedle Investments into your content strategy to maximize engagement, conversation, and customer experience.
Unlock the full potential of your marketing investments with Direxion and National Debt Relief by empowering your business to make more impactful data-driven decisions.
Build and scale hyper-personalization capabilities in the age of first-party data with Insuritas.
Enable an agile marketing organization and structure empowered teams to respond to real-time business and consumer needs with tips from First Command Financial Services.

VIEW AGENDA

JOIN INTERACTIVE NETWORKING SESSIONS

Share common challenges and brainstorm solutions with your peers on a niche topic relevant to your business priorities during our facilitated roundtable discussions.
Deep dive into process and technology innovation to learn adaptable strategies, frameworks, and best practices in one of our peer-led workshops.
Connect with senior leaders within your financial service vertical to discuss how peers are prioritizing marketing budgets, deciding their channel strategy, and transforming marketing operations.
Reflect on 2024 and set strategic priorities for 2025 with fellow C-level executives in our exclusive private Leaders’ Circle to stay ahead of the evolving technological landscape.
Exchange contact information, schedule one-to-one private meetings, and grow your network to help you achieve your professional goals during speed networking sessions, networking breaks, and the evening reception.

JOIN US

2024 FEATURED SPEAKERS

Lisa Zakrzewski

Chief Marketing Officer

Andy O’Rourke

Chief Marketing Officer

Julienne Redmond

Vice President

Katherine Lucas

Head of Marketing & Commercialization

Mitch Rose

Executive Director, Digital Strategy - Content

Jeff Coghan

Senior Vice President, Digital Marketing

Jeff Biesman

Chief Marketing Officer

Donna Jermer

Executive Vice President, Chief Marketing Officer

SEE ALL SPEAKERS

HARNESS THE POWER OF AN IN-PERSON EVENT SUPPORTED BY A VIRTUAL EXPERIENCE PLATFORM

Our two-day agenda is designed to help you capture the most value out of the connections you will make onsite. The content is also available on-demand via our virtual platform.

Cultivate lasting connections and plan your meetings through one week of pre-event virtual networking on the summit platform.
Get your toughest questions answered through interactive discussion and in-person formats, such as roundtables, industry vertical breakouts, workshops, and panel Q&As.
Benchmark and create winning strategic priorities for your business through our exclusive closed-door Leader’s Circle gathering, designed for C-level leaders driving business growth.
Consult industry experts on your business and technology challenges with the help of an in-person and virtual exhibitor hall.
Connect and build purposeful relationships with peers who have similar interests and career objectives using AI matchmaking tools and filters.
Enjoy on-demand speaking sessions and content that can be viewed anytime, anywhere.

SAVE MY SEAT

DRIVE DEMAND GENERATION WITH INTENT-BASED BUYERS

The DMFS New York Summit brings together the biggest names in financial services and provides them with leading digital marketing and experience solutions. It enables them to access strategically focused content in an environment conducive to forging lasting business partnerships.

This is 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 SPONSORSHIP 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