ABOUT

WELCOME

Welcome to the 7th Annual Digital Marketing for Financial Services Summit New York. This is the biggest, the best and the most innovative digital marketing for FS event in the Eastern USA!

Meet the most talented traditional companies and fintechs from across the financial services ecosystem. This summit champions digital marketing focusing on latest tools and tactics you need to plan a better digital marketing strategy.

Featuring 50+ speakers, innovative case studies, keynote speeches, interactive panels and a dedicated ‘build your own’ agenda opportunities, it is a not-to-be-missed extravaganza!

Arm yourself with all you need to foster closer customer relationships, which lead to better onboarding, loyalty, engagement and customer lifetime value. We take you through the complex world of sales growth and content innovation to embrace the true potential of digital.

Join top financial service marketing professionals – proud owners of change – passionate about sharing their tips with you!

Your

DMFS NY Team

 

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TOP 5 REASONS TO ATTEND

NETWORK WITH TOP MARKETING LEADERS

Download Past Attendees List

OUR STORY

The 7th Annual Digital Marketing for Financial Services Summit New York is part of a suite of DMFS events that span from Toronto, New York, Chicago and to San Francisco. The events are the largest of their kind in North America. They grow each year by bringing the most important executives in marketing from financial services organizations. Attendees have the opportunity to gain actionable insights, identify new growth opportunities, and develop a blueprint for increased ROI.

Strategy Institute has been in business for 25+ years, has produced at over 450 conferences and catered to more than 50,000 attendees. We act as an independent conference organizer, with an emphasis on high quality research and lead generation to meet the needs of our customers.

OUR COMMUNITY

Ever attend an event where you feel like you’re lost in a crowd? Not at the 7th Annual Digital Marketing for Financial Services Summit New York! We deliberately design the program to encourage you to meet with like-minded people – every day of the event. You’ll do so at a number of small working groups, industry workshops, peer-led breakouts, roundtables and much more! You’ll come as an individual attendee – but you’ll leave as part of the the Digital Marketing for Financial Services Summit community!

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THE VENUE

The New York Marriott at the Brooklyn Bridge

The New York Marriott at the Brooklyn Bridge welcomes you! Located in the heart of Downtown Brooklyn and only one subway stop away from Manhattan, the hotel offers an ideal location with easy access to a plethora of restaurants such as the famous River Café, shopping down the boutique filled streets of Brooklyn heights and other famous attractions such as The Brooklyn Bridge and The Brooklyn Botanical Gardens.

Benefits of staying at the hotel include…

  • Networking:
    Maximize your relationship building by staying at the same hotel as the conference! Special onsite social activities with will arranged. Don’t miss out.
  • Dining Experience:
    The Brooklyn Pantry consisting of a variety of Brooklyn Food Options from local vendors such as Brooklyn Roasting Company, Brooklyn Bagels and Brooklyn Winery. The Pantry will feature a selection of easy to grab items for breakfast such as Homemade Granola Parfaits and Hot Breakfast Sandwiches.For lunch there will be a tasty selection of Bistro Sandwiches and Salads, all that can be taken on the go. To wind down in the evening there is a brand new lounge which will feature exciting cocktails and a variety of dinner options from Griddled Brooklyn Burgers to Murray’s Artisanal Cheese and Charcuterie.
  • Accommodations:
    Reimagined guest rooms and suites are larger than the area’s typical accommodations and feature modern built-in desks, wall-mounted flat-panel TVs, spa-like bathrooms with hand-held shower wands and locally inspired artwork. During downtime, go for a refreshing swim in the 75-foot long indoor pool, or maintain your regular workout routine in the state-of-the-art fitness center.

TO RESERVE

TO MAKE YOUR RESERVATIONS, PLEASE CONTACT THE NEW YORK MARRIOTT DIRECTLY:

New York Marriott at the Brooklyn Bridge Hotel
333 Adams Street
Brooklyn, NY United States 11201
Direct: +1 718-246-7000
Reservations: 1-877-513-6305

Save travel time and money. Take advantage of our conference rate of $295.00 / night, plus taxes.

Please use this link to book your room now!

IMPORTANT: Strategy Institute is not affiliated with nor do we contract any third-party room booking service. Please contact the hotel directly to make your reservations.

FREQUENTLY ASKED QUESTIONS


Which meals are included?

Breakfast, lunch and morning and afternoon breaks 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 to let them know to have a badge ready for your colleague


I have special meal requirements, who do I contact?

Please contact our customer care team on [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 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 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 4pm, please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck (and load it if you have a new version with you) and do a rehearsal of your presentation.


Is there a speakers’ green room?

No, we find our speakers enjoy networking with delegates and 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 do some work or make 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 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.


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

Registration fees include attendance, luncheon and all course materials. It doesnt include accommodations or transportation to and from the conference.



When is booth set-up and tear-down?

Set up is usually the night before the event, or before registration opens on day 1. You will have received a logistics package from your event manager with more details. If you’ve not received this, please contact customer care on [email protected] so they can connect you to the event manager


When will I know my booth number?

You will receive this 1 week before the event, from your event manager.


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

Yes! Please give them to the event manager when you arrive for set-up. 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 and morning and afternoon breaks 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 to let them know to have a badge ready for your colleague


I have special meal requirements, who do I contact?

Please contact our customer care team on [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 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


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 4pm, please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck (and load it if you have a new version with you) and do a rehearsal of your presentation.


Is there a speakers’ green room?

No, we find our speakers enjoy networking with delegates and 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 do some work or make 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 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.


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

Registration fees include attendance, luncheon and all course materials. It doesnt include accommodations or transportation to and from the conference.


SPONSORS


When is booth set-up and tear-down?

Set up is usually the night before the event, or before registration opens on day 1. You will have received a logistics package from your event manager with more details. If you’ve not received this, please contact customer care on [email protected] so they can connect you to the event manager


When will I know my booth number?

You will receive this 1 week before the event, from your event manager.


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

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