DMFS NEW YORK SUMMIT | Day 2:
8:00 am
DAY TWO 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.
8:50 am
DAY TWO 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 FIRESIDE CHAT: ONE VISION, ONE BRAND
Unifying and Launching with Momentum
Discover a proven approach to integrating two distinct brands under one expanded capability with momentum, clarity and relevance to drive growth in a complex market. In this keynote, Koley Corte will share the story behind MetLife Investment Management’s evolution toward a single, integrated global brand. Take away actionable strategies on:
- Starting with client research and insights to create a clear framework and approach.
- Building one MIM integrated operating model, go-to-market ecosystem, brand, and unified experience.
- Establishing a modern, human-centered brand grounded in client insight and translating it consistently across touchpoints.
- Designing a cohesive, scalable brand system and digital experience to market.
- Evolving teams, capabilities, and ways of working by embedding AI to drive speed and scale.
- Leveraging data, AI, and digitally enabled marketing to drive relevance, revenue generation, and long-term value.
Uncover how to unify brands into one client-centered, AI-enabled growth engine that accelerates relevance, scalability, and market impact.
9:30 am
INDUSTRY EXPERT: SOCIAL, SEARCH, & REPUTATION CONVERGENCE
How to Leverage Cross-Channel Synergy for Exponential Reach
Drive scalable reach and deeper engagement by unifying search, social media, and reputation management. Adopt best practices to:
- Craft content that ranks in AI-driven search results and fuels social sharing.
- Align paid search, organic SEO, and hyper-local campaigns to reinforce messaging and maximize ROI.
- Integrate cross-channel analytics to measure interaction effects and dynamically guide budget distribution.
Amplify the collective impact of social, search, and reputation management to expand visibility and deliver continuous growth.
10:00 am
PANEL DISCUSSION: STRATEGIC RESPONSE MANAGEMENT
How to Build Always-Ready Playbooks for Real-Time Market Shifts and Crises
Ensure your team can act decisively when markets wobble or reputational threats emerge by developing proactive, battle-tested response frameworks. Take back to your office strategies to:
- Achieve scenario-based playbooks that map clear actions, roles, and messaging for anticipated market or crisis events.
- Strengthen monitoring tools and trigger protocols to activate your response team within minutes of a market shift or reputational threat.
- Perfect and conduct regular war-gaming exercises and post-mortem reviews to refine playbooks and ensure continuous readiness.
Reduce downtime and uncertainty by equipping your marketing function to react swiftly and confidently, turning unexpected disruptions into opportunities for leadership and trust.
10:45 am
REFRESHMENTS BREAK & EXHIBITOR LOUNGE:ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS
- 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.
11:15 am
ROUNDTABLE DISCUSSIONS (45 mins)
Break into smaller groups of approximately 15 industry peers to work through a series of questions and challenges to share knowledge on a particular topic that is most critical to your role and business.
ROUNDTABLE A: CRISIS, COMMS, & CONTROL
How to Protect Your Brand When Things Go Wrong
Led by TBA
ROUNDTABLE B: WINNING ATTENTION IN A SATURATED MARKET
How to Cut Through Noise with Stronger Positioning and Storytelling
Led By TBA
ROUNDTABLE C: BRAND IN THE AGE OF AI-GENERATED EVERYTHING
How to Maintain Authenticity When Content is Infinite
Led by TBA
ROUNDTABLE D: THE MODERN MARKETING TEAM
How to Structure Teams for Speed, Agility, and Performance
Led By TBA
ROUNDTABLE E: PERSONALIZATION AT SCALE
How to Deliver Relevant Experiences Efficiently
Led By TBA
ROUNDTABLE F: FROM STRATEGY TO EXECUTION
Why Marketing Plans Fail and How to Deliver Against Them
Led By TBA
ROUNDTABLE G: BEYOND PRICE
How Insurance Marketers Defend Retention
Led By TBA
ROUNDTABLE H: AI AS THE NEW INSURANCE AGENT
How Can Marketing Teams Optimize for AI Discoverability
Led By TBA
ROUNDATABLE I: INVISIBLE INSURANCE
How to Amplify Brand Building in Embedded Experiences
Led By TBA
12:00 pm
INDUSTRY EXPERT: LEADING THE SHIFT
How to Use Modern Marketing in a Legacy Industry
Financial services are undergoing a quiet revolution, and marketing is at the center of it. Top marketing leaders share how you can evolve while staying rooted in credibility and compliance. Walk away with key insights to:
- Increase and scale authentic client experiences in a digital-first world.
- Master balancing tradition with transformation to lead teams through rapid change.
- Strengthen future-proofing a marketing organization.
- Transform your brand strategy, navigate compliance with creativity, and learn to lead with more impact.
Reimagine your brand strategy, navigate compliance with creativity, and learn to lead with more impact.
12:00 pm
INDUSTRY EXPERT: PRECISION IN A BROAD MARKET
How First-Party Data Can Fuel Paid Media Breakthrough
Broad customer pools and strict compliance requirements make precision targeting difficult, and scaling spend without sacrificing efficiency even harder. Improve lead quality, stable your acquisition costs, and have the confidence to diversify your media mix. Uncover how to:
- Achieve compliance and scale challenges unique to financial services marketing.
- Translate first-party data into actionable customer models.
- Increase lead quality and throughput while maintaining efficiency.
Diversify your paid media mix beyond search.
12:00 pm
INDUSTRY EXPERT: BEYOND THE LEAD FUNNEL
How to Automate Campaign Planning, Budget Allocation, and ROI Optimization
Traditional lead generation often fails to deliver the deal size and speed that sales requires. Discover the proven methodology used to transform its GTM strategy and align marketing with your high-value revenue goals. Create a roadmap to:
- Adapt the ”show, don’t tell” strategy used to secure executive and sales buy-in.
- Optimize the essential data and platform requirements needed.
- Achieve proven omni-channel tactics that deliver significant engagement lift and shift internal reporting.
Perfect how to drive a business transformation that aligns marketing with how your most strategic customers
actually buy.
12:30 pm
CASE STUDY: BRAND BUILDING IN A DISTRUSTFUL ERA
How to Design a Financial Brand People Believe In
Build trust, differentiate your brand, and resonate with customers in a highly sceptical environment. Achieve a step-by-step action plan to:
- Align brand purpose with customer expectations to create relevance and authenticity.
- Transform your brand without losing heritage or equity.
- Achieve consistency across channels, campaigns, and customer touchpoints for maximum impact.
Enrich your brand to build trust, deepen relevance, and drive measurable business impact.
12:30 pm
CASE STUDY: MAXIMIZING MARKETING IMPACT WITH LIMITED BUDGETS
How to Drive Results Through Smart Targeting, Personalization, and Analytics
Achieve stronger marketing results by maximizing efficiency with your budget. Draw from real-world examples from credit unions to digital to traditional financial services. Take away actionable insights to:
- Adapt and allocate marketing budgets efficiently.
- Optimize data, analytics, and CRM tools to refine targeting and enhance personalization across channels.
- Achieve a media mix strategy that maximizes customer engagement and drives measurable outcomes.
Discover how to make your marketing dollars work harder with smarter strategies that deliver lasting impact.
12:30 pm
CASE STUDY: MARKETING IN THE REGULATORY SPOTLIGHT
Learn What Financial Marketers Need to Know
Gain a clearer understanding of how marketing teams can work more effectively with compliance and risk functions. Learn about when to use caution and what regulatory leaders are thinking. Source practical tips to:
- Bolster your marketinginnovation with evolving expectations.
- Master the marketing practices that get the most regulatory attention.
- Navigate the use of personalization, data targeting, and AI within existing regulatory expectations.
Innovate confidently while maintaining the transparency and trust regulators expect.
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
INDUSTRY EXPERT: TURNING BRAND INTO A MEASURABLE GROWTH DRIVER
How to Connect Brand Investment to Revenue, Retention, and ROI
As scrutiny on marketing budgets intensifies, brand leaders must prove how investment translates into tangible business outcomes. Explore how you can connect brand activity to performance metrics. Walk away with actionable insights to:
- Enhance and link brand activity to revenue, retention, and customer lifetime value.
- Master a measurement framework that balances short- and long-term impact.
- Heighten opportunities to optimize spend without compromising brand equity.
Strengthen your ability to prove and maximize the commercial impact of your brand — driving measurable growth and stronger business outcomes.
2:30 pm
PANEL DISCUSSION: THE FUTURE OF FINANCIAL
How to Position Your Brand for Long-Term Resilience and Growth
Unpack the trends, technologies, and strategic shifts set to redefine financial brand building to ensure your team stays ahead of the curve. Walk away with the tools needed to:
- Bolster how evolving customer expectations will redefine trust, loyalty, and brand engagement.
- Align brand and customer experience to drive sustainable growth.
- Adapt your brand strategy to thrive in a digital -first, AI-enabled, and privacy-conscious landscape.
Future-proof your strategy without overextending resources.
2:30 pm
PANEL DISCUSSION: BUILDING A HIGH PREFORMING MARTECH STACK
How to Cut Complexity and Drive Real ROI
Discover how to simplify your martech ecosystem in an age of limitless options. Achieve proven tactics to:
- Perfect and connect fragmented systems to create a unified customer view.
- Excel and prioritize platforms and capabilities.
- Optimize, identify and eliminate unnecessary complexity to accelerate campaign execution and improve overall marketing efficiency.
Build a martech stack that enables faster execution and smarter decision-making.
2:30 pm
PANEL DISCUSSION: AUTOMATION WITHOUT ALIENATION
How to Balance AI With Human Touch to Ensure Trust in Insurance Marketing
Uncover how to modernize the customer experience. Balance your operational efficiency and customer experience across the purchase to claims journey. Leave with a clear strategy to:
- Bolster the key moments where human touch drives the greatest impact on trust and customer satisfaction.
- Transform client facing AI models that enhance the quality and speed of their experience.
- Achieve a unified customer experience that strengthens long-term loyalty and customer loyalty.
Uncover practical frameworks for personalization and automation that encourage your long-term growth.
3:15 pm
INDUSTRY EXPERT: CENTRALIZED CUSTOMER INTELLIGENCE
How to Centralize Customer Data, Boost Conversions, and Drive Engagement
Master fully automated personalized communications for faster execution, increased conversions, and stronger engagement while remaining compliant. Develop a blueprint to:
- Achieve a framework to solve operational inefficiencies.
- Bolster your strategies to automate advisor-driven campaigns.
- Amplify insights on increasing conversions and fidelity with time savings.
Optimize your fragmented data into a foundation for smarter marketing and sustainable results.
3:45 pm
CLOSING FIRESIDE KEYNOTE PRESENTATION: THE CURRENCY OF CERTAINTY
How to Design the Modern Financial Brand at Scale
Unearth a strategic roadmap for CMOs and digital leaders to operationalize their brand standards to amplify your customer’s trust. Master the success factors to:
- Amplify brand voice, tone, and compliance standards directly into your martech stack and content generation workflows, ensuring consistency and trustworthiness.
- Achieve clear strategies to connect your brand promise with hyper-personalized delivery models.
- Optimize processes and tools that reduce the average time-to-market for new campaigns from weeks to days, turning compliance overhead into a competitive advantage.
Improve strategic insights on martech optimization, data governance, and channel cohesion to create tangible processes that protect and rapidly grow your brand equity.
4:15 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.
5:00 pm
CLOSING COMMENTS FROM YOUR HOST
Review the key solutions and takeaways from the conference. Source a summary of action points to implement in your work.
5:15 pm