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9TH ANNUAL DIGITAL MARKETING FOR FINANCIAL SERVICES
WEST SUMMIT


THE LARGEST AND MOST SENIOR DIGITAL MARKETING EVENT IN FINANCIAL SERVICES! MEET
KEY DECISION-MAKERS FROM ACROSS THE ENTIRE ECOSYSTEM AND IDENTIFY SOLUTIONS TO
YOUR MARKETING CHALLENGES.

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Parc 55
San Francisco, California

Wednesday, April 17th &
Thursday, April 18th, 2024.

REGISTER NOW DOWNLOAD BROCHURE


BENCHMARK WITH THE BEST! JOIN THE NEXT GENERATION OF LEADERS IN FINANCIAL
MARKETING

The 9th Annual Digital Marketing for Financial Services West Summit returns in
2024 with a host of marketing experts from top North American and global
financial brands. Secure your spot today and discover how to:

 * Become a more empowered CMO by leveraging attribution strategies to get
   maximum ROI from every channel.
 * Harness the power of generative AI to drive productivity and performance.
 * Create your own digital ecosystem to monopolize customer attention.
 * Utilize 3 tracks split across industry verticals of Banking, Lending & Credit
   Unions, Insurance, and Investment Management to solidify industry-specific
   knowledge.
 * Delve into enhanced paid social media and email strategies to bring new life
   to old methods.
 * Leave with best practices from 40+ senior financial services executives.

Get your ticket to join North America’s top banks, credit unions, insurers,
investment banks, and fintechs, including Ameritas, US Bank, AAA, Prudential, IG
Wealth Management, JP Morgan, Haverford Financial, Sunwest Bank, and many more!

This year’s edition is an in-person event featuring interactive sessions,
curated breakout learning and face-to-face networking opportunities. The
conference will also be streamed virtually for increased reach and higher
engagement.

REGISTER NOW



DISCOVER THE TOP ACTIONABLE DIGITAL MARKETING TRENDS

 * Build next-level attribution strategies with CMOs from Sunwest Bank,
   Ameritas, MissionSquare Retirement, and AAA.
 * Execute exceptional AI frameworks with insights from IG Wealth Management to
   transform your content creation.
 * Extract competitive insights from innovative insurance leaders in dynamic
   panel debates.
 * Discover how Prudential is harnessing generative AI to anticipate all things
   digital.
 * Engage with senior marketing executives to learn how to leverage data
   analytics to anticipate and exceed changing customer expectations.

VIEW AGENDA


JOIN INTERACTIVE NETWORKING SESSIONS

 * Take a deep dive down the digital marketing rabbit hole and join one of our
   roundtable discussions.
 * Share common challenges and best practices with your financial service peers
   on a topic of your choosing.
 * Enjoy a quick icebreaker during speed networking and achieve your conference
   networking goals in a fun and agile fashion.
 * Exchange LinkedIn information and grow your network by meeting like-minded
   individuals.
 * Brainstorm innovative methods to fill the gap in your digital marketing
   strategies.

JOIN US



2024 FEATURED SPEAKERS

Brent Korte

SVP & CMO



Veronica McKee

CMO



Linda Goldstein

CMO



Dwight Flenniken

CMO



Sheri Gilchrist

CMO



Phil Keiken

SVP Digital Strategy



Matthew Beckman

VP Digital Platform Optimization



Corby Fine

VP Digital Marketing & Performance


SEE ALL SPEAKERS


HARNESS THE POWER OF AN IN-PERSON & VIRTUAL EVENT

This hybrid experience is specially designed to help attendees capture the most
value possible!

 * Expand your network and enhance peer-to-peer learning with a larger audience
   and broader reach of attendees.
 * Cultivate lasting connections through one week of pre-event virtual
   networking on the summit platform.
 * Consult industry experts and get your toughest questions answered with the
   help of an in-person and virtual exhibitor hall.
 * Connect and build relationships with peers who have similar interests and
   career objectives using AI matchmaking tools and filters.
 * Enjoy on-demand speaking sessions and content that can be viewed anytime,
   anywhere.

SAVE MY SEAT



TESTIMONIALS

> Encouraging to see innovative and creative ways to solve the issues,
> constraints and challenges in a highly regulated industry.

SVP, Digital Marketing & Content Strategy

Bank of America



> The wealth of experience at the conference is amazing. If you are in the
> Digital Marketing field for Financial Services, this is one of the must-see,
> must-attend conferences

VP, Digital

Macquarie Banking and Financial Services



> One of the best parts about events like this is actually getting to hear case
> studies, instead of the op-ed pieces you can read about in a blog. Really
> seeing the strategy go through with the analytics and results has been very
> helpful for us.

Hunter Ricks, Digital Marketing Strategist

Lincoln Financial Group



> The content and speakers exceed my expectations!

Chief Compliance Officer

Oxford Financial Group



> It was a great experience. It was really interesting to hear different
> perspectives on what is a bit of a niche industry and niche practice. I’ve
> been to other marketing conferences that are a bit more broad, so I felt like
> at this particular conference I was able to write down a lot of key takeaways
> that I can implement in what I do every day.

Vice President, Strategy & Research

State Street Global Advisors



> Excellent quality of presenters. Good variety of topics around digital issues,
> even beyond marketing

AVP, Strategy

Standard Life



> The speakers have been great… Brainstorming and gathering different ideas and
> approaches to figure out where to go next to be a leader and provide the
> experience we want all our customers to have

AVP - Product Marketing

Horizons ETFs





DMFS WEST 2024 IN NUMBERS

 * 0+ HOURS OF INNOVATIVE CONTENT
 * 0+ HOURS OF NETWORKING AT THE EVENT
 * 0+ TOP FINANCIAL MARKETING SPEAKERS
 * 0% ATTENDEE SATISFACTION AT PREVIOUS EDITIONS

Wednesday, April 17th &
Thursday, April 18th, 2024.

40 Days Left

Parc 55
San Francisco, California


DRIVE DEMAND GENERATION WITH INTENT-BASED BUYERS

DMFS West brings together the leading organizations in the financial services
industry to provide them with the most inspired digital marketing solutions. It
enables our loyal audience to access strategically focused content in an
environment conducive to forging lasting business partnerships.

This is your opportunity to cultivate relationships with the financial services
industry’s key influencers and buyers at this exclusive event. Build your
pipeline with qualified sales leads by taking advantage of one of our
sponsorship opportunities now.

SEE SPONSORSHIP OPPORTUNITIES



GET INVOLVED

Sponsorship
Become A Media Partner
Become A Speaker


VALUED PARTNERS

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Bronze


SPONSOR THIS EVENT


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INQUIRIES

General:

customercare@strategyinstitute.com

Sponsorship: Darren Haughian

darren@strategyinstitute.com

SI Phone Number

1-866-298-9343 ext. 200


DIGITAL MARKETING FOR
FINANCIAL SERVICES WEST SUMMIT 2024

Wednesday, April 17th &
Thursday, April 18th, 2024.

DOWNLOAD BROCHURE REGISTER NOW


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