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Columbia Bank

“Great event that surrounds you with likeminded professionals in the financial sector.”

UNFCU

“ It is an awesome event would love to learn more from different financial contitutions.”

Franklin Templeton

“DMFS was very educational and through provoking. Having a space for my direct vertical is game changing.”

American First Finance

“Amazing programming, strong sessions, well-run.”

Atlantic Union Bank

“As a first-time attendee I walked away inspired with a list of action items to improve things ”

Columbia Bank

“Great event that surrounds you with likeminded professionals in the financial sector.”

UNFCU

“ It is an awesome event would love to learn more from different financial contitutions.”

Franklin Templeton

“DMFS was very educational and through provoking. Having a space for my direct vertical is game changing.”

American First Finance

“Amazing programming, strong sessions, well-run.”

Atlantic Union Bank

“As a first-time attendee I walked away inspired with a list of action items to improve things ”

THE EVENT FOR MARKETING LEADERS DRIVING BRAND AWARENESS AND GROWTH

Welcome to the 13th Annual Digital Marketing for Financial Services New York Summit, where the leaders in financial marketing from across the US take center stage! Here’s what’s in store:

  • Clarify AI Adoption Frameworks: Support marketing strategy and increase team productivity with effective AI adoption strategies.
  • Connect Digital and In-Branch Experiences: Ensure clear, consistent messaging across customer touchpoints for a seamless client journey.
  • Understand the Behavioral Drivers Behind Consumer Decisions: Leverage behavioral insights to stay competitive in a saturated market.
  • Strengthen Marketing Campaigns with Compliance: Ensure timely go-to-market by aligning marketing and compliance teams early in the campaign planning process.
  • Create a Home-Grown Marketing Strategy: Create a brand that connects to your local communities.
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The Meeting Place For Financial Services Leaders Driving Growth

TOP 3 REASONS TO ATTEND

1

Develop operations and enablement strategies to elevate your marketing capabilities

  • Get expert insights from financial marketing leaders on practical AI adoption strategies.
  • Discover how top financial institutions are maintaining lean yet agile martech stacks.
  • Leverage streamlined data ecosystems and AI-driven insights to deliver enhanced personalization and campaigns.

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2

Develop actionable strategies to elevate your marketing game plan

  • Get expert insights from financial marketing leaders on boosting brand awareness and customer loyalty.
  • Connect with top marketers and industry leaders across the US.
  • Engage in interactive sessions, fireside chats, and case studies designed to solve digital marketing challenges.

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3

Grow your network by engaging with financial marketing influencers

  • Delve into citizen-led success stories from inspiring leaders at MetLife, Ardent Credit Union, US Mortgage Corporation, and more!
  • Forge connections via our interactive event app, designed to streamline networking and meetings.
  • Can’t attend in person? Our versatile event platform keeps you connected virtually, so you never miss a beat!

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NETWORK WITH THE TOP FINANCIAL MARKETING LEADERS IN THE UNITED STATES

SEE WHO ATTENDS

25 YEARS OF CULTIVATING CONNECTIONS

For 25 years, Strategy Institute has been at the forefront of event production and content creation. Our Digital Marketing for Financial Services New York Summit delivers innovative insights, valuable networking, and professional development opportunities!

  • Harness insights from a network of 15,000+ financial marketing leaders across North America.
  • Engage with innovators and early adopters of cutting-edge marketing
  • Immerse yourself in an interactive event that supercharges your marketing
  • Amplify your expertise, craft a dynamic action plan, and forge impactful connections.
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JOIN OUR COMMUNITY

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 marketing peers. Our onsite experience and innovative 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.

CONNECT WITH US
DISCOVER NEW YORK CITY

DISCOVER NEW YORK CITY!

No matter what floats your boat, you’ll find there’s more to do in New York than you have time for. A city with constant energy and an endless supply of sights, attractions and activities.

Here are some ideas to get you started:

Intoxicating Nightlife

Entertainment & Night Life

The city that never sleeps offers up intoxicating nightlife. Get lost in the late-night energy of dimly lit cocktail bars, upbeat dives and dance till-morning nightclubs.

Brooklyn Bridge

Attractions

NYC is packed with things to do, no matter what your interests are. Make the most of your trip with an expert guide or get lost in the many boroughs! From the top view deck of the Empire State Building to walking across the iconic Brooklyn Bridge, your tourist taste buds will never be bored!

Restaurants

Restaurants

People come far and wide to try NYC’s legendary food scene. From local fare to global flavours, there are delicious eats tucked effortlessly into every borough of the City.

New York Knicks

Sports

When it comes to sports, NYC is the undisputed champion. The City is filled with historic teams, renowned venues and die-hard fans. Enjoy a Yankees game at the Yankee Stadium or cheer on the New York Knicks or Rangers at the world-famous Madison Square Garden.

Guggenheim, MoMA

Arts & Culture

There’s an institution for every interest in the City. Wander through shows at big names such as the Guggenheim, MoMA and The Met or discover smaller spots for culture and history throughout the five boroughs.

THE VENUE

New York Hilton Midtown

Centrally located in midtown Manhattan, the New York Hilton Midtown is within a 10-minute walk of both Central Park and Times Square. The stylish hotel features an 8,000-square-foot gym, gourmet dining, and elegant rooms overlooking the iconic skyline. The spacious rooms at the New York Hilton Midtown are styled with maple wood furniture and marble bathrooms. Each room includes a flat-screen cable TV with on-demand entertainment.

Offering free WiFi, Hilton Midtown provides modern strength and cardio equipment in its spacious fitness center. Guests can also use the 24-hour business center or the on-site concierge desk. The 7th Avenue Subway Station and luxury shopping along Fifth Avenue are a 4-minute walk from the hotel. Rockefeller Center and Times Square are 0.5 miles away.

Couples in particular love the location – with a 9.3 rating for a two-person trip.

BENEFITS OF STAYING AT THE HOTEL INCLUDE…

  • Networking:Enjoy the convenience of being in the conference venue and take the opportunity to network with fellow conference attendees and speakers.
  • Upscale Services and Amenities:Stay connected on the hotel’s free WiFi Network and take advantage of the 8000-square-foot-gym complete with a full gym, indoor pool, and hot tub.
  • Dining Experience:Start or end your day at the hotel’s signature Herb N’ Kitchen, offering seasonal salads, sandwiches, and brick-oven pizza.
  • Accommodations:Spacious, modern rooms and suites offer the comfort and conveniences you expect from a leading hotel in a world-class city.
  • Convenience:Located in the heart of New York City, the Hilton Midtown has an excellent location/walking score of 9.3.

TO RESERVE

New York Hilton Midtown

1335 Avenue of the Americas

New York, NY 10019, US

Save travel time and money. Take advantage of our discounted group rate, available until September 25, 2026 at $409/night, on a first-come basis while rooms are available.

For your convenience, please use this booking link to make your reservation online 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.

BOOKING LINK

YOUR 2026 DMFS NEW YORK SUMMIT TEAM

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.

Who is eligible to become a DMFS NY Partner?

The program is open to consultants, associations, media partners, and professional networks that engage financial marketing professionals.

When will I hear back after applying?

We typically review applications within 1–2 business days and set up a short alignment call.

How are the complimentary passes used?

Partners receive unique codes to share with their community. Each code tracks usage, ensuring all passes are allocated fairly.

Is there a cost to participate?

No. The Partner Program is free and designed to strengthen our mutual networks.

When does the program end?

Partnerships for DMFS NY 2026 close on October 29, 2026, or once capacity is reached.

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.

partner

Who is eligible to become a DMFS NY Partner?

The program is open to consultants, associations, media partners, and professional networks that engage financial marketing professionals.

When will I hear back after applying?

We typically review applications within 1–2 business days and set up a short alignment call.

How are the complimentary passes used?

Partners receive unique codes to share with their community. Each code tracks usage, ensuring all passes are allocated fairly.

Is there a cost to participate?

No. The Partner Program is free and designed to strengthen our mutual networks.

When does the program end?

Partnerships for DMFS NY 2026 close on October 29, 2026, or once capacity is reached.