ABOUT

NORTH AMERICA’S TOP FINANCIAL SERVICES EVENT

Welcome to the 8th Edition of the Digital Marketing for Financial Services New York Summit!

  • Join the longest-running and most comprehensive event for senior marketing professionals in the financial industry.
  • Interact with 500+ of your industry peers and expand your network.
  • Network with Directors, VPs and C-Suite executives from leading banks, insurance companies, lenders and fintechs.
  • Establish yourself as a reputable thought leader and an essential resource in the industry.

Strategy Institute has been in business for 25+ years, produced over 450 conferences and catered to more than 50,000 attendees.

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TOP 5 REASONS TO ATTEND

NETWORK WITH TOP FINANCIAL SERVICES COMPANIES LIKE:

Download Past Attendees List

BE PART OF THE FUTURE OF DIGITAL MARKETING FOR FINANCIAL SERVICES

Ever attend an event where you feel like you’re lost in the crowd? Not at the Digital Marketing for Financial Services New York Summit. We deliberately design the program to encourage you to build relationships with like-minded people. And 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! You’ll come as an individual attendee, but you’ll leave as part of the community.

25 YEARS OF CULTIVATING CONNECTION

The 8th Annual Digital Marketing for Financial Services Summit New York is a part of our portfolio of highly anticipated events within the digital marketing space. Joined by our summits in Toronto, Chicago and San Francisco, this conference is the most prestigious and sought-after gathering of financial magnates.

During two content-rich days, you will:

  • Leverage the expertise of a community of 10,000+ business leaders.
  • Interact with innovators and early adopters of digital marketing technology.
  • Engage with digital marketing decision-makers who are actively seeking omni-channel and attraction solutions.
  • Work together to navigate increasingly complex marketing compliance
Register Your Interest

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.