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13th ANNUALDIGITAL MARKETING for FINANCIAL SERVICES
NEW YORK SUMMIT

North America’s only event series dedicated to marketing professionals across financial services

20+ HOURS OF INNOVATIVE CONTENT

10+ HOURS OF NETWORKING

40+ TOP FINANCIAL MARKETING SPEAKERS

93% OVERALL ATTENDEE SATISFACTION AT OUR DMFS EVENTS

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Unlock Last Years Post-Event Report

Discover how financial services leaders are transforming customer engagement and marketing strategy at DMFS NY 2025 through AI-powered personalization, data-driven marketing, and digital experience innovation.

Download the Report

SMARTER MARKETING STARTS HERE

Join us at the 13th Annual Digital Marketing for Financial Services New York Summit in Manhattan! We bring together top marketing thought leaders from financial organizations across the United States. Register now and explore:

  • Strategic martech investments that maximize value for your organization.
  • AI’s role in transforming personalization and campaign development.
  • Increasing brand awareness without sacrificing authenticity.
  • Homegrown marketing strategies that resonate with regional communities.

This summit features notable financial services organizations, including MetLife, US Mortgage Corporation, RBC Global Asset Management, JPMorgan Chase, and many more!

 

REGISTER NOW

CONNECT WITH YOUR PEERS IN INTERACTIVE SESSIONS

Don’t miss the unique opportunity to connect, engage, and learn with top financial marketing experts! With a range of dynamic formats and plenty of chances to have fun and unwind, this summit delivers more than just content — it’s an experience that inspires. You can look forward to:

  • Interactive sessions and roundtable discussions
  • Curated breakout learning opportunities
  • Face-to-face networking (including speed networking)
  • Virtual streaming for greater accessibility
  • A breakfast, lunch, and evening drinks reception
REGISTER NOW

CREATE TARGETED MARKETING CAMPAIGNS THAT RESONATE WITH THE COMMUNITIES YOU SERVE

Understand how to connect to audiences and leverage your unique story while maintaining brand authenticity.

  • Uncover innovative strategies with Ardent Credit Union on leveraging brand identity to create meaningful campaigns.
  • Better understand how to leverage and build a unified brand in the midst of growth with help from MetLife.
  • Strengthen your position in the boardroom with tested methods of proving marketing ROI with Long Arc Capital and Heritage Credit Union.
  • Perfect marketing metrics in financial terms with US Mortgage Corporation to align your campaigns with enterprise priorities.
VIEW AGENDA

OUR DELEGATES INCLUDE:

WHO SHOULD ATTEND?

The Digital Marketing for Financial Services New York Summit is designed to empower brands and customers with personalized strategies, real-time intelligence, and next-gen support solutions.

Discover how to unlock growth, innovation, and trust in every interaction.

WHO WILL BENEFIT FROM THE EVENT?

SECTORS:

  • Banking and Credit Unions 
  • Insurance 
  • Asset, Investment, and Wealth Management 
  • Lending 
  • Cards and Payments 
  • FinTech 

ROLES:

C-Suite/ SVP/ VP/ Director/ Manager of:

FUNCTIONS:

Marketing

Marketing Operations, Marketing Strategy, Digital Marketing, Customer/Client/Consumer Engagement, Social Media, Content, Brand, Media, Communications, Creative, Advertising, Product Marketing, SEO, SEM, and Growth

Customer Experience

Customer/Client Experience, Customer Insight & Analytics, and Customer Journey

Digital 

Digital Transformation, Digital Strategy, Digital Innovation, Digital Experience, Digital Distribution, Digital Product, and Personalization

Data Analytics & Insights

Marketing Analytics and Customer Insight

 

LEARN MORE ABOUT WHO ATTENDS

2026 FEATURED 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 with a larger audience and broader attendee reach.
  • Build connections through one week of pre-event virtual networking.
  • Consult industry experts by scheduling in-person or virtual meetings.
  • Connect with peers using AI matchmaking tools based on shared interests.
  • Access on-demand sessions and content anytime, anywhere.
SECURE MY PLACE

Testimonials

SVP, Digital Marketing & Content Strategy

"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 Strategy Bank of America

VP, Digital

"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

Digital Marketing Strategist

"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 Strategist Lincoln Financial Group

Chief Compliance Officer

"The content and speakers exceed my expectations!"

Chief Compliance Officer Oxford Financial Group

Vice President, Strategy & Research

"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

AVP, Strategy

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

AVP, Strategy Standard Life

AVP - Product Marketing

"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