11th Annual Digital Marketing for Financial Services (DMFS) New York Summit 11th Annual Digital Marketing for Financial Services (DMFS) New York Summit
Download Brochure
REGISTER YOUR INTEREST

Home

Starts in:

12th ANNUAL DIGITAL MARKETING for FINANCIAL SERVICES NEW YORK SUMMIT

The only event series designed for financial services leaders overseeing digital marketing strategy, operations, and technology

New York City
New York

November 2025

New York City
New York

November 2025

REGISTER YOUR INTEREST DOWNLOAD 2024 BROCHURE

+10 HOURS OF NETWORKING AT THE EVENT

+20 HOURS OF INNOVATIVE CONTENT

+20 TOP INDUSTRY PRACTITIONER SPEAKERS

93% OVERALL ATTENDEE SATISFACTION AT PREVIOUS EDITIONS

DRIVE CUSTOMER GROWTH THROUGH IMPACTFUL DIGITAL MARKETING & EXPERIENCE STRATEGIES

The 11th Annual Digital Marketing for Financial Services (DMFS) New York Summit returned to New York Midtown Hilton in 2024. Participants joined marketing, digital, and growth leaders from top North American financial brands, including Bank of America, Citigroup, TD Bank, American Express, MetLife, Northwestern Mutual, S&P Global, Morgan Stanley, Blackrock, J.P Morgan, Samsung many more. Attendees had the opportunity to:

  • Benchmark and create robust business strategies that will result in sustainable customer growth.
  • Maximize ROI through the expertise-shared on how to leverage the latest innovative technologies and practices.
  • Set up an effective organization, empowered by data, tools, and the right talent to achieve customer primacy.

The DMFS Summit 2024 was an in-person event, providing attendees with face-to-face networking opportunities and bringing the most influential and engaged decision-makers in one place. The conference was also streamed virtually via our closed platform to expand content reach.

REGISTER YOUR INTEREST
DRIVING CUSTOMER GROWTH THROUGH IMPACTFUL DIGITAL MARKETING & EXPERIENCE STRATEGIES
UNPACK MARKET, TECHNOLOGY & CONSUMER TRENDS TO ELEVATE YOUR BUSINESS STRATEGY

MARKETING, TECHNOLOGY & CONSUMER TRENDS WHICH ELEVATED BUSINESS STRATEGIES

  • Attendees learnt to re-establish the value of marketing as a growth centre vs cost centre and aligned their businesses for digital growth.
  • They gained insight into how to set up an agile marketing organization and structure efficient, empowered teams.
  • Analysed the most impactful GenAI use cases and moved them through the pilot and execution stage.
  • Speakers orchestrated omnichannel marketing campaigns and continuous customer experience.
  • Attendees understood how to scale hyper-personalization in the age of first-party data.
  • Discovered how to enable sales and business development teams through automation and AI-powered tools.
  • Uncovered how to scale content creation abilities and measure content effectiveness across channels.
  • They adapted to the future of SEO, SEM, and paid media to maintain reach and engagement.
  • Gained insights to make better data-driven decisions based on robust attribution strategies and advanced analytical maturity.
  • Attendees analyzed the most impactful GenAI use cases with Prudential Financial, State Street, and J.P. Morgan and discussed how to effectively move from the pilot to execution stage.
  • Discovered how to Integrate video top tips and practices from Columbia Threadneedle Investments into content strategy to maximize engagement, conversation, and customer experience.
  • Learned how to unlock the full potential of theirmarketing investments with Direxion and National Debt Relief by empowering your business to make more impactful data-driven decisions.
  • Gain insights on building and scaling hyper-personalization capabilities in the age of first-party data with Insuritas.
  • Learned how to enable an agile marketing organization and structure empowered teams to respond to real-time business and consumer needs with tips from First Command Financial Services.
VIEW 2024 AGENDA

ENGAGING IN INTERACTIVE NETWORKING SESSIONS

REGISTER YOUR INTEREST
  • Attendees discussed common challenges and brainstormed solutions with peers on niche topics relevant to their business priorities during our facilitated roundtable discussions.
  • Deep dived into process and technology innovation to learn adaptable strategies, frameworks, and best practices in one of our peer-led workshops.
  • Connected with senior leaders in your financial services sector to discuss how peers were prioritizing marketing budgets, developing channel strategies, and transforming marketing operations.
  • Reflected on 2024 and set strategic priorities for 2025 with fellow C-level executives in our exclusive private Leaders’ Circleto stay ahead of the evolving technological landscape.
  • Exchanged contact information, schedule one-to-one private meetings, and grow your network to help you achieve your professional goalsduring speed networking sessions, networking breaks, and the evening reception.
JOIN INTERACTIVE NETWORKING SESSIONS

2024 FEATURED SPEAKERS

SEE 2024 SPEAKERS
Lynn Teo

Lynn Teo

Chief Marketing Officer

Northwestern Mutual

 Henry Detering

Henry Detering

Chief Marketing Officer

Neuberger Berman

 Walter Agumbi

Walter Agumbi

Managing Director, Global Head of Content & Product Marketing

Goldman Sachs Asset Management

Judy Edelson

Judy Edelson

Chief Marketing Officer

Apple Bank

 Lisa Zakrewski

Lisa Zakrzewski

Chief Marketing Officer

Leverage Retirement

 Andy O'Rourke

Andy O’Rourke

Chief Marketing Officer

Direxion
HARNESS THE POWER OF AN IN-PERSON EVENT SUPPORTED BY A VIRTUAL EXPERIENCE PLATFORM

HARNESS THE POWER OF AN IN-PERSON EVENT SUPPORTED BY A VIRTUAL EXPERIENCE PLATFORM

Our two-day agenda is designed to help you capture the most value out of the connections you will make onsite. The content is also available on-demand via our virtual platform.

  • Cultivate lasting connections and plan your meetings through one week of pre-event virtual networking on the summit platform.
  • Get your toughest questions answered through interactive discussion and in-person formats, such as roundtables, industry vertical breakouts, workshops, and panel Q&As.
  • Benchmark and create winning strategic priorities for your business through our exclusive closed-door Leader’s Circle gathering, designed for C-level leaders driving business growth.
  • Consult industry experts on your business and technology challenges with the help of an in-person and virtual exhibitor hall.
  • Connect and build purposeful 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.
REGISTER YOUR INTEREST

DRIVE DEMAND GENERATION WITH INTENT-BASED BUYERS

The DMFS New York Summit brings together the biggest names in financial services and provides them with leading digital marketing and experience solutions. It enables them to access strategically focused content in an environment conducive to forging lasting business partnerships.

This is your opportunity to cultivate relationships with the 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
DRIVE DEMAND GENERATION WITH INTENT-BASED BUYERS

Starts in:

Sponsorship

Connect with an unparalleled network of senior executives looking to invest in impactful data solutions.

SPONSORSHIP

SPONSORSHIP

Partnership

Expand Your Business and Enhance Your Portfolio

Become A Media Partner

Become A Media Partner

Become a Speaker

Be part of this leading tech event, promote your triumphs and share your lessons learned.

Become A Speaker

Become A Speaker

Testimonials

Encouraging to see innovative and creative ways to solve the issues, constraints and challenges in a highly regulated industry. It’s nice to get out of your comfortable home environment to meet peers face to face, who have new and inspiring ideas.

SVP, Digital Marketing & Content StrategyBank 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, DigitalMacquarie 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.

Digital Marketing StrategistLincoln Financial Group

The content and speakers exceed my expectations!

Chief Compliance OfficerOxford 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 & ResearchState Street Global Advisors

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

AVP, StrategyStandard 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 MarketingHorizons ETFs