ABOUT

WELCOME

Welcome to the one of the longest-running, most established events in North America that attracts leaders from all areas across the digital financial services industry to share key learnings to boost revenue, build trust, and help differentiate your brand.

Digital intelligence and technological innovation are reshaping financial services business models, working practices and core aims. Brands in the financial services sector can no longer rely on rudimentary metrics of success such as profitability alone. Organizations need to be more alert, agile and quicker to adapt to emerging trends in our industry and challenges in wider society. Join us to be part of this conversation.

Community is at the beating heart of all our Digital Marketing for Financial Services editions and especially at our historical New York-based event.  We love helping global industry professionals from across the financial ecosystem to meet, connect, and share ideas. Immerse yourself in the Digital Marketing for Financial Services spirit in 2020 with exciting networking opportunities.

Act today to make sure you competitors don’t get a ‘leg up’ and gain a better ‘foothold’ in the market!

We look forward to seeing you at this important event.

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TOP 5 REASONS TO ATTEND

NETWORK WITH TOP MARKETING LEADERS

Download Past Attendees List

OUR STORY

This year North America’s most established Digital Financial Services Summits is going digital. The 7th Annual Digital Marketing for Financial Services Summit is now a 2-Day VIRTUAL offering. We are excited that the change in format gives us the opportunity to bring the Digital Marketing for Financial Services Summit New York to a broader audience, showcasing an exciting digital programme.

We are also introducing a number of innovative online initiatives, for example, one-on-one meetings, small roundtable discussions, virtual exhibitions, and most importantly, the return of our top most requested speakers and fresh case studies. Join us and stay connected while physically apart.

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 the crowd? Not at 7th Annual Digital Marketing for Financial Services Summit. We deliberately design the program to encourage you to network with like-minded people throughout the event. And with the added advantage of technology, you’ll do so at a number of small working groups, roundtables, peer-led breakouts, and much more! You’ll come as an individual attendee – but you’ll leave as part of the 7th Annual Digital Marketing for Financial Services Summit community!

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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.