DMFS MidWest | Day 1:
7:30 am
REGISTRATION & NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS
- Start your day off right and connect with digital marketing leaders.
- Get to know your industry peersand colleagues over a delicious breakfast.
- Source practical tips, discuss best practices,and prepare for the day ahead.
8:30 am
OPENING REMARKS FROM THE CHAIRPERSON
Gain insight into today’s sessions so you get the most out of your conference experience.
8:40 am
KEYNOTE PRESENTATION: INSIDE THE EXPERIENCE ENGINE
Building a Brand That Drives Growth and Trust
Money is one of the most personal parts of a customer’s life. It shows up in moments of stress, progress, ambition and change – which means financial brands have to create relevance differently. The institutions that stand out are not simply the ones with the biggest budgets or newest tools. They are clear about the role they play in people’s lives, show up authentically in the moments that matter, and connect brand decisions to business outcomes.
At Fifth Third, Chief Marketing Officer Melissa Stevens leads the work behind how the Bank shows up across marketing, communications, design, and workplace services, bringing every interaction together into one connected experience. From digital products to experiential marketing to reimagined financial centers, the goal is the same: make banking easier, more useful and more human, so customers can move through the business of banking with confidence and get on with the business of living.
In this keynote, Stevens will share practical ways to build a brand that earns trust and drives growth in a category customers do not think about every day, but deeply value when it matters. She’ll discuss how Fifth Third uses customer insight, jobs-to-be-done thinking, creative discipline and measurable outcomes to make marketing matter across the business – and how AI can remove friction without removing the humanity that trust still requires. Attendees will leave with a clearer view of how to build experiences that strengthen relationships, improve relevance and give customers back one of the things they value most: their time.
9:10 am
PANEL DISCUSSION: SPEAKING THE LINGO OF BOARDROOMS
Tips for Better Communicating Marketing Campaigns to the Boardroom
Translate the impact of marketing campaigns into language that resonates with your CEO, CFO, and COO. Strengthen credibility and marketing’s voice in the boardroom to secure investment and enhance marketing’s impact and visibility. Take away specific solutions to:
- Optimize communication of the ROI of marketing campaigns so your CEO understands.
- Bolster a deeper understanding of the metrics being utilized by the business layer when evaluating key metrics.
- Perfect marketing metrics in financial terms and align your campaigns with enterprise priorities.
Ensure marketing has a strategic seat at the leadership table through enhanced communication.
9:40 am
SPEED NETWORKING → MAKE MEANINGFUL CONNECTIONS
Grow your network by meeting like-minded individuals to share your latest ideas and projects with:
- Enjoy a quick icebreaker, exchange LinkedIn information, and build lasting business relationships.
- Achieve your conference networking goals in a fun and agile fashion.
- Join a communityof digital marketing leaders and gain invaluable support.
10:00 am
INDUSTRY EXPERT PRESENTATION:
10:30 am
REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS& CONSULT INDUSTRY EXPERTS
- Enjoy exclusive sponsor demosand experience the next level of digital marketing innovation firsthand.
- Meet one-on-one with leading solution providers to discuss organizational hurdles.
- Brainstorm solutionsand gain new perspectives and ideas.
11:00 am
INDUSTRY EXPERT PRESENTATION: THE VELOCITY OF CUSTOMER INTELLIGENCE
How to Break Data Bottlenecks to Improve Marketing Speed
Perfect a pragmatic, executive framework to unify your data infrastructure, eliminate friction points, and unlock the speed needed to outmaneuver competitors in a regulated market. Walk away with an action plan to:
- Master the essentials for maximizing MarTech stack ROI and ensuring models are trained on complete, accurate datasets.
- Perfect the data pipeline and create self-service access to quality-assured segments.
- Optimize improvements in data fidelity to prove ROI.
Optimize your technology investments to translate directly into marketing velocity and measurable revenue growth.
11:00 am
INDUSTRY EXPERT PRESENTATION: WINNING BUYERS BEFORE THE SHORTLIST
Why You’re Missing Early Demand (and the 3-Part Framework to Fix It)
92% of B2B buyers choose a vendor from a shortlist they created before formal research began. For financial services marketers, the opportunity is not just capturing active demand—it is reaching buyers while their perceptions are still being shaped. Join NetLine as we analyze 7 million first-party buyer signals to show how credible content, trusted coverage, and always-on engagement help influence early vendor preference. You’ll walk away with practical frameworks for:
- Aligning your content strategy to how buyers research and validate solutions
- Expanding coverage in the channels where buyer trust is built
- Measuring how early influence moves accounts forward
Use these insights to engage the right buyers earlier and improve the quality of the pipeline that follows.
11:30 am
MASTERCLASS: SMALL, TEAM BIG OUTPUT
How to Maximize Output without Hiring More People
Unleash the potential of smaller teams with targeted, efficient AI integration. Increase your efficiency and scale marketing output. Walk away with practical tips to:
- Bolster a realistic look at the tools, processes, and mindset shifts that allow smaller teams to be effective.
- Perfect practical AI applications that deliver measurable impact without large budgets.
- Achieve faster campaign insights and performance using AI tools.
Expand your capabilities, increase productivity, and deliver greater marketing impact across your organization.
11:30 am
MASTERCLASS: YOU’VE GOT TO START SOMEWHERE
How to Achieve Practical AI Adoption
Enhance your ability to balance regulation, risk management, and lean teams. Move beyond the hype with practical experiments that you can scale. Walk into your office on Monday with strategies to:
- Advance a simple framework for working effectively with AI.
- Transform real-world applications that improve productivity, insights, and decision-making.
- Achieve a structured prompt framework that helps commercial lenders generate insights before client meetings.
Learn to support your marketing strategy, sales enablement, and team productivity with a clear AI adoption framework.
12:00 pm
PANEL DISCUSSION: HUMANIZING THE DIGITAL BANKING EXPERIENCE
How to Scale Personalization While Keeping Human Touches
Ensure technology enhances the moments that matter most to customers without losing the human feel. Learn from some of the top financial institutions on how to maximize personalization. Leave with practical tips on how to:
- Amplify automation with human touchpoints.
- Achieve the moments in the customer journey where human interaction has a big impact.
- Heighten trust and loyalty through thoughtful, personalized communication strategies.
Empower your team to deliver consistent, human-centric customer experiences without sacrificing efficiency.
12:00 pm
PANEL DISCUSSION: FEDERATED VS CENTRALIZED DATA
How to Create the Right Structure for Your Data Ecosystem
As AI-powered search transforms how consumers discover brands and information, financial marketers must adapt their visibility strategies beyond traditional search rankings. Explore how SEO and GEO work together to ensure your content is surfaced, trusted, and referenced across both search engines and generative AI platforms. Walk away with a clear framework to:
- Identify the content, authority, and trust signals that influence AI-generated responses
- Develop measurement frameworks that account for visibility beyond clicks and traffic
- Build a future-ready search strategy that balances SEO fundamentals with emerging GEO opportunities
Take away practical strategies for increasing brand visibility and authority across both traditional and AI-driven search experiences.
12:30 pm
NETWORKING LUNCH & EXHIBITOR LOUNGE VISITS
- Meet interesting speakers and pick their brains on the latest industry issues.
- Expand your networkand make connections that last beyond the conference.
- Enjoy great food and service while engaging with your digital marketing colleagues.
1:30 pm
INDUSTRY EXPERT PRESENTATION: CENTRALIZED CUSTOMER INTELLIGENCE
How to Centralize Customer Data, Boost Conversions, and Drive Engagement
Master fully automated personalized communications for faster execution, increased conversions, and stronger engagement while remaining compliant. Develop a blueprint to:
- Achieve a framework to solve operational inefficiencies.
- Bolster your strategies to automate advisor-driven campaigns.
- Amplify insights on increasing conversions and fidelity with time savings.
Optimize your fragmented data into a foundation for smarter marketing and sustainable results.
1:30 pm
INDUSTRY EXPERT PRESENTATION: INSIGHTS TO ACTIVATION
Learn About Data Collaboration and Activation for Better Engagement
Combine first-party and third-party data to deepen customer insights. Transform those insights into action through privacy-safe data collaboration, clean rooms, and advanced measurement frameworks. Walk away with an action plan on:
- Bolstering first-party and third-party data for a 360° customer view.
- Heightening secure data collaboration and clean rooms to uncover shared insights.
- Implementing advanced measurement frameworks to connect insights to marketing outcomes.
Transform your data insights into impactful marketing actions that drive measurable growth in a privacy-first, post-cookie world.
2:00 pm
WORKSHOPS (45 mins)
WORKSHOP 1: CONNECTING DIGITAL AND IN-BRANCH EXPERIENCES
How to Build a True Omnichannel Customer Journey
Learn to ensure clear, consistent messaging from digital to in-person interactions, improving customer loyalty. Bridge the gap between digital and human interaction. Walk away with a clear path to:
- Reduce the gaps where digital engagement and frontline conversations fail to connect.
- Master steps for strengthening the connection between digital engagement and in-person customer experiences.
- Bolster your branch teams’ ability to continue conversations in digital channels.
Transform your disconnected touchpoints into one continuous customer experience.
OR
WORKSHOP 2: THE BATTLE FOR YOUR BRAND
How to Stand Out in a Sea of Sameness
Uncover how to capture your brand identity and stand out in a saturated financial market through brand awareness and increased customer loyalty. Gain practical insights that will allow you to:
- Transform unique brand traits, heritage, or market perception into compelling marketing narratives.
- Improve how your brand currently appears in the market.
- Collaborate with peers to refine your messaging.
Identify and activate your unique brand qualities that will help your institution stand out in a crowded financial services market.
OR
WORKSHOP 3: STREAMLINING CREATIVE WORKFLOWS WITH AI
How to Use AI in a Way That Betters Your Output
Learn how to embed AI into creative operations in a way that improves output without compromising brand integrity, compliance, or strategic quality. Discover how to increase content development, boost turnaround times, and more, all on a tight budget. Create a roadmap to:
- Transform your campaign development process to use AI for scale.
- Identify how AI can support greater content production.
- Bolster governance frameworks so you can use AI confidently within compliance parameters.
Integrate AI in a way that improves your output, sharpens resource allocation, and allows your teams to scale content production strategically.
Zahira Fernandez, Marketing Director, District Credit Union
2:45 pm
REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS& CONSULT INDUSTRY EXPERTS
- Explore the latest digital marketing technologyand strategies with our industry-leading sponsors.
- Share your challenges with the biggest innovatorsin the business.
- Schedule one-to-one private meetingsfor personalized advice.
3:15 pm
EVALUATIONS
3:20 pm
PANEL DISCUSSION: DEMONSTRATING MARKETING’S ENTERPRISE VALUE
How to Deliver Secure Seamless Digital Experiences
Ensure innovation does not compromise security or regulatory standards. Take a deep dive into new marketing technologies, digital engagement tools, and more by increasing your efficiency with IT, cybersecurity, and risk teams. Take away proven strategies to:
- Perfect marketing initiatives support.
- Identify potential risk points across the digital customer journey.
- Achieve stronger collaboration with teams.
Deliver secure, compliant, and customer-centric digital experiences through strengthened collaboration between your marketing, IT, and risk teams.
3:50 pm
CASE STUDY: THE PSYCHOLOGY OF
How to Use Behavioral Science to Strengthen Financial Marketing
Learn how financial institutions are using behavioral science to design marketing strategies that better resonate with customers. Better understand the psychological drivers behind customer decision-making. Walk away with practical strategies that will allow you to:
- Implement opportunities to use behavioral science to improve conversion, deepen customer relationships, and strengthen long-term loyalty.
- Transform customer journeys and influence financial decisions.
- Strengthen engagement by leveraging behavioral insights.
Influence decision-making, build trust, and deliver stronger customer engagement across your customer journey by leveraging behavioral insights.
4:20 pm
END OF DAY 1 SUMMARY & CLOSING REMARKS
Review the key solutions and takeaways from today’s sessions. Source a summary of action points to implement in your work. Discuss tomorrow’s highlights!
4:30 pm
EVENING RECEPTION: ENJOY GREAT CONVERSATION, MUSIC & NETWORKING
- Relax and unwindwith tasty cocktails after a long day of learning.
- Don’t miss your chance to win fun prizesby scanning your badge at our exhibitor booths.
- Make dinner plans with your new connectionsand explore the best of what Chicago nightlife has to offer. Just be sure to set your alarm for Day 2!
5:30 pm