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THE MEETING PLACE FOR FINANCIAL SERVICES LEADERS DRIVING GROWTH

Welcome to the 12th annual edition of the Digital Marketing for Financial Services (DMFS) New York Summit. DMFS is a series of market-leading conferences hosted across North American locations in San Francisco, New York, Chicago, and Toronto. They are designed specifically to cater to the unique challenges of the financial services industry.

DMFS is attended by senior practitioners from large enterprises and smaller regional brands across the broad range of financial services, including banks, credit unions, insurance, wealth and investment management, lending, cards and payments services, as well as fintech.

Our mission is to support and empower marketing and digital leaders to make sense of fast-paced technological change and shifting consumer trends, translating it into a robust business strategy that will drive growth and customer loyalty in the modern world.

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The Meeting Place For Financial Services Leaders Driving Growth

TOP 3 REASONS TO ATTEND

1

Gain actionable insights on how to stand out and grow in a crowded market

Gain actionable insights on how to stand out and grow in a crowded market

  • Discover case studies and transformation journeys, full of lessons learned and practical takeaways on how to optimize your campaigns, value proposition, resources, and ROI.
  • Unpack technology trends and hypes to position your own tech and data ecosystem to solve tomorrow’s challenges.
  • Incorporate best practices on how to empower your teams with tools, knowledge, and skills to focus on creativity and revenue-generating activities.

2

Build relationships with the most engaged and influential thought leaders in the industry

Build relationships with the most engaged and influential thought leaders in the industry

  • Meet accomplished financial services leaders from household financial brands, including J.P. Morgan, State Street, Insuritas, Fidelity Investments, First Command Financial Services, Columbia Threadneedle Investments, Direxion, and many more.
  • Make purposeful connections through thematic roundtable discussions, industry vertical breakouts, C-level closed-door sessions, one-to-one meetings, and informal networking.
  • Nurture lasting connections by leveraging our online DMFS community.

3

Discover potential partners that will help you take your business to the next level

Discover potential partners that will help you take your business to the next level

  • Identify which innovative technology solutions will accelerate your organization’s digital marketing capabilities.
  • Analyze the vendor landscape with your peers to separate hype from value-adding offerings.
  • Adopt best practices on sourcing and working with partners to achieve long-term sustained growth.

NETWORK WITH NORTH AMERICA’S TOP FINANCIAL MARKETING LEADERS

SEE WHO ATTENDS
Join The Community Shaping The Future Of Digital Marketing Innovation

JOIN THE COMMUNITY SHAPING THE FUTURE OF DIGITAL MARKETING INNOVATION

Ever attend an event where you feel like you’re lost in the crowd? Not at the DMFS NY Summit!

We deliberately design the program to encourage you to build relationships with like-minded industry peers. Our onsite conference experience and immersive event platform allow you to network in small working groups, peer-led breakouts, roundtables and much more!

Arrive solo, but leave as part of the DMFS community.

JOIN OUR COMMUNITY

25 YEARS OF CULTIVATING CONNECTIONS

Over the past 25 years, Strategy Institute has been a leader in event production and content creation in North America. The 11th Annual DMFS New York Summit is part of our exclusive series of Digital Marketing in Financial Services events, which have been supporting the industry for over 13 years.

  • Leverage the expertise of a community of 15,000+ financial marketing and digital leaders from across North America.
  • Engage with innovators and early adopters of marketing technology.
  • Navigate competing objectives and set strategic priorities with confidence.
REGISTER YOUR INTEREST
25 Years of Cultivating Connections
DISCOVER NEW YORK CITY
Intoxicating Nightlife
Brooklyn Bridge
Restaurants
New York Knicks
Guggenheim, MoMA
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DISCOVER NEW YORK CITY!

No matter what floats your boat, you’ll find there’s more to do in New York than you have time for. A city with constant energy and an endless supply of sights, attractions and activities.

Here are some ideas to get you started:

Entertainment & Night Life

The city that never sleeps offers up intoxicating nightlife. Get lost in the late-night energy of dimly lit cocktail bars, upbeat dives and dance till-morning nightclubs.

Attractions

NYC is packed with things to do, no matter what your interests are. Make the most of your trip with an expert guide or get lost in the many boroughs! From the top view deck of the Empire State Building to walking across the iconic Brooklyn Bridge, your tourist taste buds will never be bored!

Restaurants

People come far and wide to try NYC’s legendary food scene. From local fare to global flavours, there are delicious eats tucked effortlessly into every borough of the City.

Sports

When it comes to sports, NYC is the undisputed champion. The City is filled with historic teams, renowned venues and die-hard fans. Enjoy a Yankees game at the Yankee Stadium or cheer on the New York Knicks or Rangers at the world-famous Madison Square Garden.

Arts & Culture

There’s an institution for every interest in the City. Wander through shows at big names such as the Guggenheim, MoMA and The Met or discover smaller spots for culture and history throughout the five boroughs.

THE VENUE

New York Hilton Midtown

Centrally located in midtown Manhattan, the New York Hilton Midtown is within a 10 minutes’ walk of both Central Park and Times Square. The stylish hotel features an 8,000-square-foot gym, gourmet dining, and elegant rooms overlooking the iconic skyline. The spacious rooms at the New York Hilton Midtown are styled with maple wood furniture and marble bathrooms. Each room includes a flat-screen cable TV with on-demand entertainment.

Offering free WiFi, Hilton Midtown provides modern strength and cardio equipment in its spacious fitness center. Guests can also use the 24-hour business center or the on-site concierge desk. The 7th Avenue Subway Station and luxury shopping along Fifth Avenue are a 4-minute walk from the hotel. Rockefeller Center and Times Square are 0.5 miles away.

Couples in particular love the location – with a 9.3 rating for a two-person trip.

New York Hilton Midtown

BENEFITS OF STAYING AT THE HOTEL INCLUDE…

  • Networking: Enjoy the convenience of being in the conference venue and take the opportunity to network with fellow conference attendees and speakers
  • Upscale Services and Amenities: Stay connected on the hotel’s free WiFi Network and take advantage of the 8000-square-foot-gym complete with a full gym, indoor pool and hot tub.
  • Dining Experience: Start or end your day at the hotel’s signature Herb N’ Kitchen, offering seasonal salads, sandwiches and brick-oven pizza.
  • Accommodations:Spacious, modern rooms and suites offer the comfort and conveniences you expect from a leading hotel in a world-class city.
  • Convenience:Located in the heart of New York City, the Hilton Midtown has an excellent location/walking score of 9.

TO RESERVE

New York Hilton Midtown
1335 6th Avenue
New York, NY
10019
United States

Reservation information to come. Please stay tuned!

New York Hilton Midtown

YOUR 2025 DMFS NY SUMMIT TEAM

FREQUENTLY ASKED QUESTIONS

Which meals are included?

Breakfast, lunch as well as morning and afternoon snacks are provided at the conference, served in the exhibition hall.

Is there parking?

Yes, contact our customer care team for more details at [email protected]

Can I send a replacement delegate if I can’t attend at the last minute?

Absolutely! Please contact our customer care team at [email protected] at your earliest convenience.

I have special meal requirements, who do I contact?

Please contact our customer care team at [email protected] so they can liaise with the venue to ensure you are taken care of.

When will the presentations be available, and how do I get them?

Presentations will be available on the event platform, typically on the day of the session or the day before. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.

What time do I need to arrive before my presentation?

Please arrive at the break before you are due to speak, e.g. if you are due to speak at 4 p.m., please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck, load it if you have a new version with you and run through a rehearsal of your presentation.

When is my presentation due?

Please send your presentation to the event manager two weeks prior to the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager and bring a back-up copy on a USB stick.

What aspect ratio should my slides be?

Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.

Can I stay for the whole conference?

Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!

Is there a speakers’ green room?

No, we find our speakers enjoy networking with delegates, other speakers and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to complete some work or make any calls.

What forms of payment do you accept?

We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.

What is your cancellation/refund policy for paid invoices?

A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.

Can I pay half now and half at a later date?

We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]

My credit card was charged with a foreign transaction fee, how do I get that amount paid for?

Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.

I paid for my registration, does it include my hotel stay at the venue?

Registration fees include attendance, luncheon and all course materials. It doesn’t include accommodations or transportation to and from the conference.

When is booth setup and teardown?

Setup is usually the night before the event or before registration opens on day one. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at [email protected] so they can connect you to the event manager.

When will I know my booth number?

You will receive this from your event manager one week before the event.

I want to distribute handouts, can you make that happen?

Yes! Please give them to the event manager when you arrive for setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.

EVENT

Which meals are included?

Breakfast, lunch as well as morning and afternoon snacks are provided at the conference, served in the exhibition hall.

Is there parking?

Yes, contact our customer care team for more details at [email protected]

Can I send a replacement delegate if I can’t attend at the last minute?

Absolutely! Please contact our customer care team at [email protected] at your earliest convenience.

I have special meal requirements, who do I contact?

Please contact our customer care team at [email protected] so they can liaise with the venue to ensure you are taken care of.

When will the presentations be available, and how do I get them?

Presentations will be available on the event platform, typically on the day of the session or the day before. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.

SPEAKERS

What time do I need to arrive before my presentation?

Please arrive at the break before you are due to speak, e.g. if you are due to speak at 4 p.m., please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck, load it if you have a new version with you and run through a rehearsal of your presentation.

When is my presentation due?

Please send your presentation to the event manager two weeks prior to the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager and bring a back-up copy on a USB stick.

What aspect ratio should my slides be?

Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.

Can I stay for the whole conference?

Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!

Is there a speakers’ green room?

No, we find our speakers enjoy networking with delegates, other speakers and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to complete some work or make any calls.

PAYMENT

What forms of payment do you accept?

We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.

What is your cancellation/refund policy for paid invoices?

A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.

Can I pay half now and half at a later date?

We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]

My credit card was charged with a foreign transaction fee, how do I get that amount paid for?

Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.

I paid for my registration, does it include my hotel stay at the venue?

Registration fees include attendance, luncheon and all course materials. It doesn’t include accommodations or transportation to and from the conference.

SPONSORS

When is booth setup and teardown?

Setup is usually the night before the event or before registration opens on day one. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at [email protected] so they can connect you to the event manager.

When will I know my booth number?

You will receive this from your event manager one week before the event.

I want to distribute handouts, can you make that happen?

Yes! Please give them to the event manager when you arrive for setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.