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DOWNLOAD 2026 AGENDA
REGISTER YOUR INTEREST FOR 2027

Chicago, IL

September, 2027

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9th ANNUALDIGITAL MARKETING for FINANCIAL SERVICES MIDWEST SUMMIT

The Midwest’s only event series dedicated to marketing professionals across financial services

Chicago, IL

September, 2027
DOWNLOAD 2026 AGENDA REGISTER YOUR INTEREST FOR 2027

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 the DMFS Midwest 2025 Post-Event Report

Discover how the Midwest’s top banking, credit union, insurance, wealth, lending, and fintech leaders are transforming financial marketing through AI-powered personalization, data-driven growth, full-funnel strategy, and modern customer engagement.

DOWNLOAD THE REPORT

SMARTER MARKETING STARTED HERE

We brought together senior marketing decision-makers from financial organizations across the Midwest at the 8th Annual Digital Marketing for Financial Services Midwest Summit in Chicago. Attendees explored:

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

The summit featured notable financial services organizations, including Fifth Third Bank, Navy Federal Credit Union, Christian Brothers Investment Services, Sallie Mae, and many more.

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OUR DELEGATES INCLUDE:

CONNECT WITH YOUR PEERS IN INTERACTIVE SESSIONS

Attendees had 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, the summit delivered more than just content — it was an experience that inspired. Attendees could 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
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CREATE TARGETED MARKETING CAMPAIGNS THAT RESONATED WITH THE COMMUNITIES YOU SERVED

Attendees learned how to connect with audiences in the Midwest and leverage their unique stories while maintaining brand authenticity.

  • Uncovered innovative strategies with Fifth Third Bank on leveraging brand identity to create meaningful campaigns.
  • Gained a better understanding of how Navy Federal Credit Union leveraged technology to increase the efficiency and impact of smaller teams.
  • Strengthened their position in the boardroom with tested methods of proving marketing ROI with Christian Brothers Investment Services.
  • Learned how to deliver seamless and safe omnichannel experiences, with insights from The Federal Savings Bank and Sallie Mae on building collaboration across departments.
  • Took a deep dive with Great Waters Financial to gain proven methods of raising brand awareness and loyalty.
VIEW 2026 AGENDA

WHO SHOULD ATTEND?

The Digital Marketing for Financial Services Midwest 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, Growth

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

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

Data Analytics & Insights
Marketing Analytics, Customer Insight

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2026 FEATURED SPEAKERS

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Pam Piligian

Chief Marketing Officer

Navy Federal Credit Union

Melissa Stevens

Chief Marketing Officer

Fifth Third Bank

Bob Renock

Chief Marketing Officer

First Financial Bank

Sarah McClain

Chief Marketing Officer

Christian Brothers Investment Services

Alejandra Denda

Chief Marketing Officer

The Federal Savings Bank

Kate Brown

Chief Marketing Officer

Insurely

Heather Friedman

Chief Brand Officer

Collins Community Credit Union

Natalie Cotherman

Vice President, Director, Marketing

NexTier Bank

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.
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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

Director, Marketing

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

Director, Marketing Investors Group

Group Vice President, Advertising, Promotions & Sponsorships

"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

SPONSORSHIP

Connect with an unparalleled network of senior financial marketing executives looking to invest in impactful digital marketing solutions.

Access Media Kit

Expand your business and enhance your portfolio with exposure across all our conference marketing and promotion channels.

SPEAK AT THE SUMMIT

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