7^th ANNUAL DIGITAL MARKETING for FINANCIAL SERVICES
MIDWEST
SUMMIT

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

Chicago, IL

October 2025

DRIVE CUSTOMER GROWTH THROUGH IMPACTFUL DIGITAL MARKETING & EXPERIENCE STRATEGIES

The 6^th Annual Digital Marketing for Financial Services (DMFS) Midwest Summit returned to Downtown Chicago in 2024. Participants joined marketing, digital, and growth leaders from top North American financial brands, including JPMorgan, Prudential Financial, Bank of America, Citi, Nationwide, State Farm, Fidelity Investments, and 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.

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.

VIEW 2024 AGENDA

ENGAGING IN INTERACTIVE NETWORKING SESSIONS

Attendees engaged one of our roundtable discussions and took a deep dive down the digital marketing and innovation rabbit hole.
Shared common challenges and best practices with financial service peers on a niche topic area relevant to their business priority.
Enjoyed a quick icebreaker during speed networking and achieved conference networking goals in a fun and agile fashion.
Exchanged LinkedIn information and grew their network by meeting like-minded individuals.
Brainstormed innovative methods to fill the gap in their digital marketing strategies.

2024 FEATURED SPEAKERS

Riham El-Lakany

Former Chief Marketing Officer

Judy Edelson

Chief Marketing Officer

Alejandra Denda

Chief Marketing Officer

Danielle Bateman Girondo

Chief Marketing Officer

Lisa Zakrzewski

Chief Marketing Officer

Donna Doleman Dickerson

Chief Marketing Officer

Sumeet Grover

Chief Digital & Marketing Officer

John Manley

Chief Marketing Officer

SEE 2024 SPEAKERS

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 and get your toughest questions answered by scheduling in-person or virtual one-to-one meetings.
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.

DRIVE DEMAND GENERATION WITH INTENT-BASED BUYERS

The Digital Marketing for Financial Services Midwest 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

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 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.

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
Good networking opportunities. Better quality content than other conferences I’ve been to.

Director, Marketing

Investors Group
This is the first time that I’ve attended this event and I’ve really enjoyed the experience. I found it interesting to hear from other marketers, to get a sense of solidarity that we’re all dealing with similar challenges. But it’s also very helpful to understand how people are dealing with these challenges, how they are solving some of the same problems we all have. Hearing best practices is always very helpful.

Group Vice President, Advertising, Promotions & Sponsorships

M&T Bank