ABOUT

Unrivalled Expertise and Shared Innovation

Welcome to the 8th edition of the DMFS NY Summit. This is our flagship event in our portfolio of DMFS summits, joined by our conferences in San Francisco, Chicago and Toronto.

Around here we like to do things differently. We are passionate about your learning experience, and we’re constantly striving to make our events more engaging, more connected and more accessible than ever before.

  • Explore the latest trends across the financial services digital marketing landscape, such as martech stacks, voice search, segmentation, SEO, AI, and mobile.
  • Discover how the visionaries behind the most iconic financial services brands stay ahead of the curve to maximize digital ROI and drive engagement.
  • Update your regulatory understanding and ensure you are compliant in all of your digital activities.
  • Leverage the undeniable link between content and SEO to realize the value of investing in digital marketing experience initiatives.
Save Your Seat

Top 3 Reasons to Attend

Network with North America’s Top Financial Marketing Leaders

See Who's Attending

Be Part of the Future of Digital Marketing

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

We deliberately design the program to encourage you to build relationships with like-minded industry peers. With the added advantage of technology, you’ll have the opportunity to do so at a number of small working groups, peer-led breakouts, roundtables and much more!

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

25 Years of Cultivating Connections

Over the past 25 years, Strategy Institute has been a leader in event production and content creation. . The 8th Annual DMFS NY Summit is our flagship event in our exclusive series of Digital Marketing for Financial Services summits. Each conference is dedicated to helping you maximize the potential of your digital strategy.

  • Leverage the expertise of a community of 10,000+ financial marketing leaders from across North America.
  • Engage with innovators and early adopters of digital marketing tools.
  • The interactive nature of this event enables executives to level up and execute on a progressive digital analytics and mobile program.
  • Deepen your knowledge, take away an action plan for success and make lasting connections.
Get My Ticket

FREQUENTLY ASKED QUESTIONS


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 to let them know to have a badge ready for your colleague


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

Presentations will be available during the conference, shortly after the presentation has taken place. You will receive an email from our customer care team with the login details. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.



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!


When is my presentation due?

Please, send your presentation to us 2 weeks before the conference, even if it is still in draft form. This will allow us to check it on the event laptop in advance, and let you know if there are any issues. Please email your final version to the event manager and bring a back-up on a usb stick.


What aspect ratio should my slides be?

Please, select ‘standard’ in Microsoft office – the aspect ratio is 4:3



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 less $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.


EVENT


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 to let them know to have a badge ready for your colleague


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

Presentations will be available during the conference, shortly after the presentation has taken place. You will receive an email from our customer care team with the login details. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.


SPEAKERS


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!


When is my presentation due?

Please, send your presentation to us 2 weeks before the conference, even if it is still in draft form. This will allow us to check it on the event laptop in advance, and let you know if there are any issues. Please email your final version to the event manager and bring a back-up on a usb stick.


What aspect ratio should my slides be?

Please, select ‘standard’ in Microsoft office – the aspect ratio is 4:3


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 less $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.