ABOUT

ADOPT GAME-CHANGING STRATEGIES TO TRANSFORM YOUR DIGITAL MARKETING

Welcome to the 9th edition of the DMFS New York Summit! This event is a part of our highly anticipated series of Digital Marketing for Financial Services summits, joined by our conferences in San Francisco, Chicago and Toronto.

  • Explore the current FinServ marketing drivers, including content, digital optimization, SEO, AI and multichannel.
  • Discover how the top creative enterprises in financial services are competing to maximize profitability and efficiency.
  • Stay up to date with regulatory guidelines and maintain compliance in the digital space.
  • Leverage the connection between search engine optimization and digital optimization to revitalize your digital marketing experiences.
  • Network in a safe environment with comprehensive COVID screening and protocols in place.
SAVE YOUR SEAT

TOP 3 REASONS TO ATTEND

NETWORK WITH 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 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.

25 Years of Cultivating Connections

Over the past 25 years, Strategy Institute has been a leader in event production and content creation. The 9th Annual DMFS NY Summit is a part of our exclusive series of Digital Marketing for Financial Services events. Each conference is dedicated to helping you maximize the potential of your digital marketing strategies.

  • Leverage the expertise of a community of 10,000+ financial marketing leaders from across North America.
  • Connect with innovators and early adopters of digital marketing drivers.
  • Source proven insights to better segment your audience and deliver a truly customized experience.
  • Deepen your knowledge, take away an action plan for success and make lasting connections.
GET MY TICKET

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 receive the special group rate of $269/night, please use this booking link to make your reservation online. Please note the discounted rate is available until October 20th, 2022.

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 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.