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THE MEETING PLACE FOR FINANCIAL SERVICES LEADERS DRIVING GROWTH

Welcome to the 7th Annual Digital Marketing for Financial Services (DMFS) Midwest Summit. As part of our DMFS series hosted across North America, this event brings together senior marketing leaders from top financial institutions and local, boutique financial firms to address industry-specific challenges and opportunities. Here’s what’s in store:

  • Build a strong, data-driven marketing foundation to drive sustainable growth.
  • Gain actionable insights to navigate fast-paced technological changes.
  • Develop digital capabilities to personalize customer engagement.
  • Discover how to adapt to evolving consumer trends.

Join us to transform financial marketing with forward-thinking strategies and practical tools that enable growth!

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TOP 3 REASONS TO ATTEND

1

Gain actionable insights on how to stand out and grow in a crowded market

  • Explore case studies and transformation journeys on how to optimize your campaigns, value proposition, resources, and ROI.
  • Unpack technology trends and hypes to position your own tech and data ecosystem to solve tomorrow’s challenges.
  • Incorporate best practices on how to empower your teams with tools, knowledge, and skills to focus on creativity and revenue-generating activities.

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2

Build relationships with the most engaged and influential thought leaders in the industry

  • Meet accomplished financial services leaders from household financial brands.
  • Make purposeful connections through thematic roundtable discussions, industry vertical breakouts, C-level closed-door sessions, one-to-one meetings, and informal networking.
  • Nurture lasting connections by leveraging our online DMFS community.

 

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3

Discover potential partners that will help take your business to the next level

  • Identify which innovative technology solutions will accelerate your organization’s digital marketing capabilities.
  • Analyze the vendor landscape with your peers to separate hype from value-driven offerings.
  • Adopt best practices for sourcing and collaborating with partners to achieve long-term, sustainable growth.

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NETWORK WITH THE TOP FINANCIAL MARKETING LEADERS

SEE WHO ATTENDS

25 YEARS OF CULTIVATING CONNECTIONS

For 25 years, Strategy Institute has been at the forefront of event production and content creation. Our Digital Marketing for Financial Services series delivers innovative insights, valuable networking, and professional development opportunities!

  • Harness insights from a network of 15,000+ financial marketing leaders across North America.
  • Engage with innovators and early adopters of cutting-edge digital marketing tools.
  • Immerse yourself in an interactive event that supercharges your digital marketing journey.
  • Amplify your expertise, craft a dynamic action plan, and forge impactful connections.
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JOIN OUR COMMUNITY

Ever attend an event where you feel like you’re lost in the crowd? Not at the Digital Marketing for Financial Services Summit!

We deliberately design the program to encourage you to build relationships with like-minded financial marketing peers. Our onsite experience and innovative event platform allow you to network in small working groups, peer-led breakouts, roundtables, and much more!

Arrive solo but leave as part of the DMFS community.

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DISCOVER CHICAGO!

No matter what floats your boat – sports, arts and culture, shopping or food and drink – Chicago won’t let you (or your spouse) down! Here are some ideas to get you started

MUSIC & NIGHTLIFE

Chicago knows how to keep the party going – it is the birthplace of house music and Chicago-style jazz, after all. Experience the unforgettable energy of the music and nightlife scene, from the legendary House of Blues to late night dance clubs to famous comedy clubs, and more!

ATTRACTION

From cruising down the river to snapping a photo of The Bean, Chicago has some of the most iconic attractions. Get an unlimited Ride Pass for the ‘L’ train, to save money, avoid ticket lines, and take in the local sights.

RESTAURANTS

Get a taste of Chicago’s vibrant food scene offering as diverse a selection as the city itself. Dig into a Chicago-style hot dog, an avant-garde tasting menu, or a dim sum spread in Chinatown.

SPORTS

Home to the Chicago White Sox, Blackhawks and Bulls, there is something for every sports fan. Watch a game at the famous Wrigley Field or the United Center, or at one of the many sports bars across the city.

ARTS & CULTURE

From major exhibits to neighbourhood cultural attractions, there’s a whole world to explore at Chicago’s renowned museums, galleries, and historic places.

YOUR 2025 DIGITAL MARKETING FOR FINANCIAL SERVICES SUMMIT TEAM

FREQUENTLY ASKED QUESTIONS

Can I send a replacement delegate if I can’t attend at the last minute?

Absolutely! Please contact our customer care team at [email protected] at your earliest convenience.

 

 

When will the presentations be available, and how do I get them?

Presentations will be available once the conference has concluded, typically within a week. You will receive an email from our customer care team with the link to download the presentations. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.

 

 

Can I stay for the whole conference?

Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!

 

 

When is my presentation due?

Please send your presentation to the event manager two weeks before the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager.

 

 

What aspect ratio should my slides be?

Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.

 

 

What forms of payment do you accept?

We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.

 

 

What is your cancellation/refund policy for paid invoices?

A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.

 

 

Can I pay half now and half at a later date?

We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]

 

 

My credit card was charged with a foreign transaction fee, how do I get that amount paid for?

Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.

 

 

EVENT

Can I send a replacement delegate if I can’t attend at the last minute?

Absolutely! Please contact our customer care team at [email protected] at your earliest convenience.

 

 

When will the presentations be available, and how do I get them?

Presentations will be available once the conference has concluded, typically within a week. You will receive an email from our customer care team with the link to download the presentations. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.

 

 

SPEAKERS

Can I stay for the whole conference?

Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!

 

 

When is my presentation due?

Please send your presentation to the event manager two weeks before the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager.

 

 

What aspect ratio should my slides be?

Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.

 

 

PAYMENT

What forms of payment do you accept?

We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.

 

 

What is your cancellation/refund policy for paid invoices?

A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.

 

 

Can I pay half now and half at a later date?

We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]

 

 

My credit card was charged with a foreign transaction fee, how do I get that amount paid for?

Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.