DMFS NEW YORK SUMMIT | Day 1:
7:30 am
REGISTRATION & NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS
- Start your day off right and connect with financial marketing leaders.
- Get to know your industry peers and colleagues over a delicious breakfast.
- Source practical tips, discuss best practices, and prepare for the day ahead.
8:40 am
WELCOME FROM STRATEGY INSTITUTE
8:45 am
OPENING REMARKS FROM THE CHAIRPERSON
Gain insight into today’s sessions so you can get the most out of your conference experience.
9:00 am
KEYNOTE PRESENTATION: BUILDING BLOCKS FOR BRANDING
How to Elevate Brand Strength at Every Touchpoint of the Member Experience
Discover how a truly effective brand is built far beyond campaigns. You will walk through touchpoints members experience to identify friction points, strengthen cross-functional alignment, and ensure that every channel reflects the ideal brand experience. Take away specific solutions to:
- Strengthen every touchpoint, which includes website, applications, service channels, underwriting, and communication SLAs.
- Perfect marketing, operations, lending, and technology to reduce friction and improve outcomes.
- Achieve organizational buy-in by demonstrating how brand experience directly impacts marketing performance.
Master the foundational building blocks that transform your marketing from producing campaigns to shaping an experience-driven brand that earns loyalty, trust, and measurable growth.
9:30 am
KEYNOTE PANEL DISCUSSION: INTELLIGENT CONTENT ENGINE
How to Use Data-Driven Creation and Distribution for Maximum Relevance
Accelerate content ROI by using audience insights and performance data to guide every stage of your creation and delivery. Develop a blueprint to:
- Leverage customer behavior and search trends to pinpoint high-impact topics and formats.
- Master AI-assisted tools to draft, optimize, and adapt content for different channels at scale.
- Achieve automated distribution workflows — email, social, and web — to deliverthe right message to the right audience at the right time.
Enrich your content strategy with a data-informed engine that drives measurable engagement and ongoing relevance.
10:15 am
SPEED NETWORKING! MAKE MEANINGFUL CONNECTIONS
Grow your network by meeting like-minded individuals to share your latest ideas and projects with:
- Enjoy a quick icebreaker, exchangeLinkedIn information, and build lasting business relationships.
- Achieve your conference networking goals in a fun and agile fashion.
- Join a communityof marketing leaders and gain invaluable support.
10:30 am
INDUSTRY EXPERT: TECHNOLOGY-ENABLED CHANGE MANAGEMENT
How to Build a Business Case and Momentum to Drive Change
Master and build a compelling business case and foster the momentum necessary for your successful change management. Take away specific solutions to:
- Transform your organization so that it is comfortable with innovation and identifying transformation projects.
- Enhance key stakeholders and secure buy-in for your vision.
- Adapt to changes and risk-taking from a leadership perspective.
Amplify your ability to drive change and innovation to ensure your business remains dynamic and adaptable.
11:00 am
REFRESHMENTS BREAK & EXHIBITOR LOUNGE: VISIT BOOTHS & SOURCE EXPERTISE
- Discuss ideas on how to transform your organization so it embraces innovation.
- Share your challenges in identifying transformative projects with peers.
- Schedule one-to-one private meetings for personalized advice.
11:30 am
CASE STUDY: MODERNIZING LEGACY BRANDS
How to Rebrand Without Risk
Uncover how to evolve your identity and messaging without losing trust. Walk away with clear strategies to:
- Bolster internal alignment across leadership, compliance, and legal.
- Optimize changes seamlesslyacross channels to protect customer experience and brand consistency.
- Amplifythe impact of your rebrand with metrics that matter to the board.
Deliver brand transformation that drives your relevance, builds trust, and delivers tangible business results.
11:30 am
CASE STUDY: MARKETING TO THE NEXT GENERATION
How to Shift Strategies and Engage Younger Generations
Revamp your content, channels, and messaging to win the loyalty of Gen Z and younger millennials without alienating legacy audiences. Source practical tips to:
- Increase platform-native tactics like short-form video, creators, and interactive tools that drive authenticengagement on social media.
- Master values-driven storytelling frameworks that align financial products with younger consumers’ priorities.
- Strengthen measurement and feedback loops.
Perfect a next-gen playbook that future-proofs your brand and captures the attention of tomorrow’s most valuable customers.
11:30 am
CASE STUDY: THE VELOCITY OF CUSTOMER INTELLIGENCE
How to Break Data Bottlenecks
Discover a pragmatic, executive framework to unify your data infrastructure, eliminate friction points, and unlock the speed needed to outmaneuver competitors. Master the success factors to:
- Perfectthe data foundations essential for maximizing martech stack ROI.
- Improve and automatethe data pipeline.
- Achieve improvements in data fidelity directly to measurable business outcomes to prove ROI.
Optimize your technology investments to translate directly into marketing velocity and measurable revenue growth.
12:00 pm
INDUSTRY EXPERT: PERSONALIZATION THAT PAYS OFF
How to Deliver Compliant, Scalable Customer Journeys in Financial Services
Barriers like legacy technology, regulatory constraints, and siloed data and content often prevent your financial institution from executing its personalization strategy. Take away specific solutions to:
- Adjust and configure your marketing technology stack.
- Increase AI in your personalization strategy.
- Optimize yoursource data and how you pull content together to reach your personalization goals.
Elevate your digital marketing strategy with a secure, scalable approach to personalization that drives measurable growth in financial services.
12:00 pm
INDUSTRY EXPERT: REFERRAL MARKETING
How to Harness Customer Advocacy for Cost Efficient Growth
Referral marketing provides a high‑trust, low‑cost alternative —turning your satisfied customers into powerful brand advocates. You will walk away with actionable strategies to:
- Bolsterreferral programs as a scalable, cost‑efficient channel that outperforms paid acquisition during downturns.
- Improve, design,and launch referral incentives.
- Optimize and measure theimpact of advocacy to deliver sustained growth and resilience.
Build a referral engine that fuels dependable customer acquisition, strengthens loyalty, and safeguards your revenue when market conditions are uncertain.
12:00 pm
INDUSTRY EXPERT: RE-IMAGINING WEBINAR MARKETING
How to Transform Advisor and Client Engagement
For financial services companies, digital engagement is key. Master your efforts of scaling the reach and effectiveness of advisor and client engagement. Walk away with a blueprint to:
- Optimize new innovations in webinar marketing.
- Excel personalization of every experience so you get better results.
- Master a multiplier effect that will propel your business forward.
Excel at how you personalize every experience, which will earn you even better results.
12:30 pm
CASE STUDY: FROM BRAND STRATEGY TO REVENUE STRATEGY
How to Drive Growth
Position your brand as a direct revenue driver to align brand with commercial outcomes. Walk away with actionable insights to:
- Amplify where brand investment is driving revenue.
- Align internal stakeholders around a brand strategy that delivers both immediate results and sustained growth.
- Enrichthechannels, campaigns, and activities that generate the highest return on brand investment.
Turn your brand strategy into a revenue-driving function that delivers measurable impact and growth.
12:30 pm
CASE STUDY: PLAYING OFFENSE IN A DEFENSIVE RATE MARKET
How to Use Creative Product Design to Your Advantage
What happens when you connect a CD to something people already care deeply about? Adopt best practices to:
- Achieve a deposit product that stands out.
- Tap into local partnerships and fan loyalty to drive engagement.
- Refine both the product design and messaging based on whatactually works.
Walk away with ideas to rethink your product playbook.
12:30 pm
CASE STUDY: INTENT-DRIVEN FORECASTING
Harnessing Search Data, AI Models, and Integrated Infrastructure to Predict Business Growth
Leverage enterprise-grade data integration and AI to convert digital signals into accurate forecasts of product demand and asset inflows. Walk away with practical advice to:
- Bolster unified data infrastructure that blends on-site behavior, CRM records, and external search intent for AI modeling.
- Strengthen and train forecasting models that translate search-volume shifts into early indicators of mutual-fund interest.
- Enhance marketing activity torevenue uplift that link intent clusters to actual inflows and business KPIs.
Transform your digital marketing from click generation to growth prediction by operationalizing AI-powered intent insights.
1:00 pm
NETWORKING LUNCH & EXHIBITOR LOUNGE VISITS
- Meet interesting speakers and pick their brains on the latest industry issues.
- Expand your network and make connections that last beyond the conference.
- Enjoy great food and service while engaging with your financial marketing colleagues.
2:00 pm
CASE STUDY: GRASSROOTS MARKETING
How to Create a Home-Grown Marketing Strategy That Speaks to Your Brand
Engage the local community to drive engagement beyond digital platforms. Source your plan of action by:
- Establishing campaigns that connect withthe community and build organic relationships that convert into new clients.
- Creating a story that involvesthe consumer in a journey, creating increased customer loyalty.
- Gaining a competitive edge by establishing yourself asthe preferred, trusted local partner for financial needs.
Increase your ability to create a regional brand that really connects to the local community and attracts the loyalty of its consumers.
2:00 pm
CASE STUDY: MARTECH CONSOLIDATION
How to Cut Tools While Lifting Performance
Eliminate redundant platforms, reduce costs, and boost your campaign ROI by streamlining an overgrown tech stack. Master the success factors to:
- Optimize a proven audit framework toidentify overlaps, under-utilized tools, and hidden licensing
- Strengthen data-driven criteria for deciding which platforms to sunset, replace, or elevate.
- Perfect management tactics to migrate users, centralize data, and reinvest savings into high-impact capabilities.
Achieve a leaner, smarter martech stack that lowers spend and elevates your performance across every marketing channel.
2:00 pm
CASE STUDY: AUTOMATION POWERHOUSE
How to Eliminate Repetitive Tasks to Free Up Teams
Unlock your team’s creative potential by automating routine marketing workflows and freeing up time for strategy and innovation. Achieve a step-by-step action plan to:
- Identifyhigh-value automation opportunities to eliminate manual bottlenecks.
- Adapt and integratethe right tools, such as RPA and marketing automation platforms.
- Transform governance andmonitoring to ensure automated workflows maintain quality, compliance, and brand consistency.
Transform your department into an automation powerhouse that drives creativity, agility, and superior marketing outcomes.
2:30 pm
INDUSTRY EXPERT: HARMONIZE PERSONALIZATION, TRUST & COMPLIANCE
How to Create Intelligent Customer Experiences
Learn to leverage AI-driven personalization to transform digital touchpoints into a more meaningful engagement. Develop a blueprint to:
- Master secure and compliant hyper-personalized interactions.
- Advance the emotional promise of your brand into every channel.
- Bolster data, technology, and teams to build customer-centric engagement.
Heighten your marketing organization’s ability to align personalization with compliance, transforming digital communications into loyalty-driving experiences.
2:30 pm
INDUSTRY EXPERT: SEARCH + STRATEGY
How to Reframe Paid and Organic for the AI-Powered Search Era
AI-driven search is rewriting the rules of visibility, competition, and credibility. AI Overviews and Answer Engines reshape how consumers discover financial brands, and your marketing teams must adapt. Learn strategies to:
- Enhance unified playbooks for AI-optimized search, ensuring organic and paid teams collaborate on visibility.
- Optimizeand close content and keyword gaps through data-led audits.
- Strengthen cross-channel monitoring to track when priority terms lose position or when AI Engines shift brand visibility.
- Perfect your measurement framework to include AIperception, Answer Engine citations, and cross-funnel.
Learn how you can stay discoverable, credible, and efficient in an AI-first search landscape.
2:30 pm
INDUSTRY EXPERT: INSIGHTS TO ACTIVATION
Insights, Data Collaboration, Clean Rooms, and Activation for Smarter Engagement
Blend first-party and third-party data to unlock deeper customer insights and drive measurable marketing performance. Transform those insights into action through privacy-safe data collaboration, clean rooms, and advanced measurement frameworks that elevate campaign ROI and customer engagement. Walk away with an action plan on:
- Blending first-party and third-party data for a 360° customer view that enhances targeting and personalization.
- Leveraging secure data collaboration and clean rooms to uncover shared insights and enrich campaigns without compromising customer privacy.
- Implementing advanced measurement frameworks that connect insights to marketing outcomes and demonstrate ROI.
Transform data insights into impactful marketing actions that drive measurable growth in a privacy-first, post-cookie world.
3:00 pm
WORKSHOPS (45 mins) (Please select one)
Break into smaller groups of approximately 25 industry peers to work through practical hands-on exercises that will strengthen your role as a marketing leader within your organization.
WORKSHOP A: ELEVATING ADVISOR POSITIONING IN WEALTH & ASSET MANAGEMENT
Strengthening Market Presence, Client Engagement, and Thought Leadership
In a competitive wealth and asset management landscape, advisors must differentiate themselves by building strong client relationships, leveraging thought leadership, and effectively navigating market events. Source strategic insights into crafting a compelling value proposition, positioning in local markets, and using content-driven storytelling to strengthen the advisor-client connection. Create a roadmap to:
- Define and communicate a value proposition that resonates with both clients and intermediary partners.
- Equip advisors with content and thought leadership tools to guide client conversations and navigate market events in real time.
- Align internal storytelling and brand positioning to enhance credibility and market presence.
Enrich advisors with the tools, narratives, and positioning strategies they need to stand out in the evolving wealth and asset management space.
WORKSHOP B: UTILIZING AI WITHOUT LOSING THE HUMAN TOUCH
Transforming Content Production While Preserving Brand Integrity and Human Insight
Enhance production speed, expand content volume, and elevate quality while keeping brand authenticity at the centre of your business. Cut through the hype to show how AI can strengthen creative output, not replace it. Source your plan of action by:
- Optimizing performance creative through rapid testing, iteration, and insight generation.
- Blending AI and human creativity to enhance content development without compromising brand voice or trust.
- Establishing governance and guardrails that ensure responsible, compliant, and brand-safe use of AI tools.
Amplify AI as a catalyst for smarter, faster, and more human creative marketing.
WORKSHOP C: FINANCIAL ADVISOR MARKETING
How to Better Drive Sales and Brand Consistency
Discover how to provide advisors with the training, support, and technology needed to drive sales and branding in a crowded market. Adopt best practices to:
- Optimize advisors with branded content, digital platforms, and compliant marketing resources.
- Bolster data-driven personalization and tailored solutions.
- Perfect a culture of continuous learning and collaboration.
Transform your advisor network into a powerful growth engine by uniting brand consistency, marketing innovation, and sales enablement.
WORKSHOP D: STRENGTHENING COMPLIANT MARKETING CAMPAIGNS
How to Drive Marketing Innovation in a Regulated Industry
Learn to structure your teams, processes, and technology to allow innovation without creating compliance and risk friction. Hear from senior marketing leaders with hands-on experience. Gain insights that will help you:
- Advance regulatory requirements as strategic guardrails rather than barriers to marketing innovation.
- Transform internal approval and governance processes to support faster campaign execution.
- Master emerging technologies, such as AI and advanced personalization.
Successfully align your marketing innovation with strong governance to transform compliance into a competitive advantage.
3:45 pm
REFRESHMENTS BREAK & EXHIBITOR LOUNGE:ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS
- Enjoy exclusive sponsor demos and experience the next level of financial marketing innovation firsthand.
- Meet one-on-one with leading solution providers to discuss organizational hurdles.
- Brainstorm solutions and gain new perspectives and ideas.
4:15 pm
INDUSTRY EXPERT: THE FUTURE OF FINANCIAL MESSAGING
How to Drive Growth with an Autonomous Lifecycle
Static campaigns and manual workflows can’t keep pace with rising expectations or regulatory complexity. Optimize how your brand can embrace autonomous lifecycle messaging, powered by AI, to streamline workflows, personalize content, and ensure compliance. Create a roadmap to:
- Perfect how you shift from static sends to messaging systems that evolve.
- Master smarter message timing and cadence using AI.
- Enrich dynamic, real-time content and boost engagement withLive Polls, Live Tracking, Live Social, and personalized offers.
- Optimize streamlined compliance
- Excel scalable messaging architecture.
Transform how you modernize your messaging and tech stacks to increase agility and growth.
4:15 pm
INDUSTRY EXPERT: IMPROVING AI SEARCH VISIBILITY
How to Increase Search Visibility for Banking & Financial Services
As large language models (LLMs) transform how people discover information, the rules of visibility are shifting. Your traditional SEO strategies must now align with how AI systems retrieve, rank, and generate responses. Source practical tips to:
- Increase how LLMs process and surface information.
- Optimize the criteria AI models use todetermine trusted, useful content.
- Adapt SEO strategies to improve performance in AI-driven search environments.
Learn how to improve AI search visibility and ensure your financial content is surfaced as trusted, relevant, and discoverable.
4:15 pm
INDUSTRY EXPERT: TRANSFORMING DIGITAL EXECUTION IN FINANCIAL SERVICES
How to Drive Growth, Speed, and Trust with AI
Modern financial institutions are under pressure to move faster without compromising compliance or security. Work with your digital teams on unifying planning, collaboration, execution, and measurement. Take back to your office strategies to:
- Reduce time-to-market fordigital campaigns while maintaining regulatory compliance.
- Bolster marketers with AI-driven tools that enable personalized experiences and measurable performance improvements.
- Achieve digital initiatives directly to business outcomes such as revenue growth, customer retention, and lifetime value.
See how financial services leaders are transforming fragmented workflows into a connected digital ecosystem built for compliance, optimized for your ROI, and powered by AI.
4:45 pm
PANEL DISCUSSION: SPEAKING THE BOARDROOM LINGO
How to Communicate Value to the C-Suite
Translate marketing’s impact into language that resonates with your CEO, CFO, and COO. Strengthen credibility and marketing’s voice in your boardroom to secure investment and enhance impact. Draw up a blueprint to:
- Increase communication of the ROI of marketing campaigns in terms your CEO will
- Achieve a deeper understanding ofthe metrics being utilized by the business layer.
- Adapt marketing metrics in financial terms and align campaigns with enterprise priorities.
Ensure marketing has a strategic seat at your leadership table through enhanced communication with the business layer.
5:15 pm
END OF DAY ONE SUMMARY & CLOSING REMARKS
Review the key solutions and takeaways from today’s sessions. Source a summary of action points to implement in your work. Discuss tomorrow’s highlights!
5:30 pm
EVENING RECEPTION: ENJOY GREAT CONVERSATION, MUSIC & NETWORKING
- Relax and unwind with tasty cocktails after a long day of learning.
- Don’t miss your chance to win fun prizes by scanning your badge at our exhibitor booths.
- Make dinner plans with your new connections and explore the best of what New York nightlife has to offer. Just be sure to set your alarm for Day 2!
6:30 pm