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Stout

“A must-attend conference for marketing pros in finance — great content, hot topics, and fresh insights.”

Brown & Brown Absence Services Group

“Each session offered something valuable and actionable. The 30-minute format made it easy to absorb a lot without feeling overwhelmed.”

Busey

“Presenters and conversations with attendees provided diverse perspectives. It was great to learn how others are tackling common challenges and opportunities.”

Marquette Bank

“DMFS is a great way to learn about the digital and AI technology leading the way for marketing now and in the future.”

Centier Bank

“The sessions were packed with actionable insights and fresh perspectives on how AI, data, and strategy are transforming financial marketing.”

Stout

“Very informative — I'll use a lot of what I learned here throughout the rest of my career.”

Northwestern Mutual

“Great event, chock full of content!”

Stout

“A must-attend conference for marketing pros in finance — great content, hot topics, and fresh insights.”

Brown & Brown Absence Services Group

“Each session offered something valuable and actionable. The 30-minute format made it easy to absorb a lot without feeling overwhelmed.”

Busey

“Presenters and conversations with attendees provided diverse perspectives. It was great to learn how others are tackling common challenges and opportunities.”

Marquette Bank

“DMFS is a great way to learn about the digital and AI technology leading the way for marketing now and in the future.”

Centier Bank

“The sessions were packed with actionable insights and fresh perspectives on how AI, data, and strategy are transforming financial marketing.”

Stout

“Very informative — I'll use a lot of what I learned here throughout the rest of my career.”

Northwestern Mutual

“Great event, chock full of content!”

THE EVENT FOR MARKETING LEADERS DRIVING BRAND AWARENESS AND GROWTH

Welcome to the 8th Annual Digital Marketing for Financial Services Midwest Summit, where the leaders in financial marketing from across the Heartland take centre stage! Here’s what’s in store:

  • Clarify AI Adoption Frameworks: Support marketing strategy and increase team productivity with effective AI adoption strategies.
  • Connect Digital and In-Branch Experiences: Ensure clear, consistent messaging across customer touchpoints for a seamless client journey.
  • Understand the Behavioral Drivers Behind Consumer Decisions: Leverage behavioral insights to stay competitive in a saturated market.
  • Strengthen Marketing Campaigns with Compliance: Ensure timely go-to-market by aligning marketing and compliance teams early in the campaign planning process.
  • Create a Home-Grown Marketing Strategy: Create a regional brand that connects to the local communities.
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TOP 3 REASONS TO ATTEND

1

Develop operations and enablement strategies to elevate your marketing capabilities

  • Get expert insights from financial marketing leaders on practical AI adoption strategies.
  • Discover how top financial institutions are maintaining lean yet agile martech stacks.
  • Leverage streamlined data ecosystems and AI-driven insights to deliver enhanced personalization and campaigns.

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2

Develop actionable strategies to elevate your marketing game plan

  • Get expert insights from financial marketing leaders on boosting brand awareness and customer loyalty.
  • Connect with top marketers and industry leaders.
  • Engage in interactive sessions, fireside chats, and case studies designed to solve digital marketing challenges.

VIEW AGENDA

3

Grow your network by engaging with financial marketing influencers

  • Delve into citizen-led success stories from inspiring leaders at Navy Federal Credit Union, Great Waters Financial, Fifth Third Bank, and more!
  • Forge connections via our interactive event app, designed to streamline networking and meetings.
  • Can’t attend in person? Our versatile event platform keeps you connected virtually, so you never miss a beat!

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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

NETWORK WITH THE TOP FINANCIAL MARKETING LEADERS IN THE MIDWEST

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 Midwest Summit 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 marketing
  • Immerse yourself in an interactive event that supercharges your marketing
  • 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.

CONNECT WITH US

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.

THE VENUE

Hilton Chicago

Situated on South Michigan Avenue with sweeping views of Grant Park and Lake Michigan, Hilton Chicago is one of the city’s most iconic and distinguished properties. Blending historic elegance with modern sophistication, this landmark hotel offers an elevated experience in the heart of downtown Chicago. With its grand architecture, expansive event spaces, exceptional culinary offerings, and prime location, Hilton Chicago delivers a seamless combination of luxury, comfort, and world-class hospitality. 

BENEFITS OF STAYING AT THE HOTEL INCLUDE…

  • Networking: Onsite social activities for conference attendees and speakers. 
  • Dining Experience: The dining options are both refined and diverse, offering something for every palate. Guests can enjoy elevated cocktails and shareable plates at 720 South Bar, classic pub-style favourites at Kitty O’Sheas, or convenient, fresh selections from Herb N’ Kitchen. The hotel’s catering program features thoughtfully curated menus, seasonal ingredients, and flexible offerings designed to enhance every dining experience throughout your stay. 
  • Accommodations: Retreat to beautifully appointed guest rooms designed with both comfort and functionality in mind. Featuring plush Serenity Beds, luxurious linens, spacious layouts, and modern amenities such as high-speed WiFi and HDTVs, each room offers a relaxing and refined environment. Select from city or lake views or upgrade to a suite for an enhanced stay experience. 
  • Convenience: Perfectly positioned in downtown Chicago, the hotel provides effortless access to the city’s top attractions, business districts, and waterfront. On-site amenities include concierge services, a 24-hour business center, fitness and athletic facilities with an indoor track and sauna, and full-service guest support including valet and multilingual staff, ensuring a seamless and comfortable stay from arrival to departure. 

TO RESERVE

Hilton Chicago
720 South Michigan Avenue
Chicago, Illinois 60605

Save travel time and money. Take advantage of our discounted group rate, available until  September 7th, 2026 at $279/night, on a first-come basis whilst rooms are available. 

For your convenience, please use this booking link to make your reservation online now! 

IMPORTANT: Strategy Institute is not affiliated with, nor do we contract any third-party room booking service. Please contact the hotel directly to make your reservations. 

YOUR 2026 DMFS MIDWEST 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.