ABOUT

WELCOME TO THE MOST ESTABLISHED DIGITAL MARKETING FOR FINANCIAL SERVICES EVENT

Strategy Institute is excited to introduce the 8th Annual Digital Marketing for Financial Services Summit New York.

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

Strategy Institute has been in business for 25+ years, produced 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.

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TOP 5 REASONS TO ATTEND

NETWORK WITH TOP FINANCIAL SERVICES COMPANIES LIKE:

Download Past Attendees List

OUR COMMUNITY

Ever attend an event where you feel like you’re lost in the crowd? Not at the 8th Annual Digital Marketing for Financial Services Summit New York. 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 Digital Marketing for Financial Services community!

BUILD RELATIONSHIPS WITH FINANCIAL LEADERS LOOKING TO TRANSFORM THEIR DIGITAL MARKETING STRATEGIES

The 8th Annual Digital Marketing for Financial Services Summit New York is part of our portfolio of highly anticipated events within the digital marketing space. Joined by our summits in Toronto, Chicago and San Diego, this conference is integral to helping financial firms improve team agility, increase digital marketing ROIs and enable knowledge sharing among peers.

During two content-rich days, you will:

  • Meet senior executives from the world’s top financial firms who are in search of high-impact digital content to achieve optimum market reach.
  • Engage with digital marketing buyers who are actively seeking omni-channel and attraction solutions.
  • Work together to navigate increasingly complex marketing compliance requirements.

We look forward to seeing you at the industry’s most important event!

Receive Event Updates

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.


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.