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2026 AGENDA PREVIEW
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Videos

26 Aug 2025

25min 13sec

Marketing Transformation: Supporting Growth at Scale by Future Proofing | Session Recording

Join Frank Tirado, Head of ETF Marketing at Calamos Investments, as he shares his journey from derivatives trading to leading marketing transformation in the financial industry. In this fireside chat, Frank discusses overcoming cultural challenges, building resilient teams, and executing an aggressive product roadmap—launching 10 ETFs in just 9 months. Learn how: Calamos leveraged cross-functional […]

Frank Tirado

Calamos Investments

Videos

26 Aug 2025

32min 06sec

Marketing Analytics & Capabilities | Session Recording

Unlock the secrets behind TradeStation’s marketing transformation! In this session, Marco Caruccio (VP of Marketing) and Tony Fazzini (Director of Marketing Strategy) share how they leveraged AI, data science, and analytics to decrease cost per acquisition and increase customer value. Explore the: – Journey from traditional marketing to data-driven strategies – Experience personalization & revenue […]

Marco Caruccio and Tony Fazzini

Trade Station

Videos

12 Aug 2025

35min 23sec

Marketing Strategy That Doubled Growth at a Community Bank | Session Recording

How can marketing transform a traditional bank into a growth engine?Join Danielle Bateman Girondo, Chief Marketing Officer at Midwest BankCentre, as she shares how she built a high-performing, data-driven marketing team in financial services from the ground up. In this #CMOleadership session from DMFS Midwest 2024, explore how strategic marketing in community banks can drive […]

Danielle Bateman Girondo

Midwest BankCentre

Videos

11 Aug 2025

0:28sec

DMFS Midwest Highlight Reel: The Summit in Review | Video

Step into our highlights reel showcasing the dynamic moments, expert sessions, and vibrant connections that made this year’s event so impactful. From bustling networking lounges to engaging keynote presentations, our community united around the future of digital marketing in financial services. Event highlights: 500+ digital marketing leaders and professionals in attendance 30+ top-tier speakers from […]

Strategy Institute

Videos

05 Aug 2025

32min 08sec

Enabling User Personalization: Enhancing Experience | Session Recording

Discover Northern Trust’s journey to personalization with Sheryl Markov, EVP of Corporate Marketing. Learn how a 135-year-old financial institution is transforming its marketing approach by leveraging data, technology, and targeted strategies. Key Insights: Personalization strategies across digital channels Overcoming challenges in a highly regulated industry Implementing data-driven marketing campaigns Reducing campaign execution time from months […]

Sheryl Markov

Northern Trust

Videos

05 Aug 2025

27min 26sec

Discover the Power of Composable Technology: Transforming Digital Experiences | Session Recording

Join Samantha Goble from XCentium as she reveals how composable technology is revolutionizing website development and digital strategy. Key highlights include: case studies from MGIC and Guidewire, how to overcome traditional tech limitations, strategies for faster, more agile digital transformation and more! Learn how businesses can: Reduce implementation time from 12 months to just a […]

Samantha Goble

XCentium

Videos

05 Jun 2025

31min 57sec

Automation as a Growth Driver: Transforming Sales, Marketing, & Business Development | Session Recording

Discover how digital transformation and automation can help your business do more with less with Anish Sharan of Pritzker Private Capital. In this insightful presentation, learn practical strategies to streamline processes, improve customer experience, and boost productivity. Key topics include: – Leveraging AI and automation in sales and marketing – Reducing manual tasks and increasing […]

Anish Sharan

Pritzker Private Capital

Videos

05 Jun 2025

30min 49sec

Data-Driven Content Strategy: Transforming Marketing Through Audience Insights | Session Recording

Learn how Signal Financial Federal Credit Union revolutionized their marketing approach by leveraging data to create targeted, engaging content. Kate Purdy, VP of Marketing, shares insights on building audience personas, optimizing digital channels, and driving meaningful engagement. Discover strategies to: – Create compelling content across platforms – Use data to understand your audience – Improve […]

Kate Purdy

Signal Financial Federal Credit Union

Videos

10 Apr 2025

26min 06sec

Mastering Meta Ads for Financial Education: Brookstone Capital Management | Session Recording

In this informative 2024 presentation, Jason Lindsay, Head of Marketing at Brookstone Capital Management, discusses how they significantly reduced their Facebook ad costs by 285% while boosting registrations for their Retirement Wealth Academy. The key highlights include running 150 campaigns across 50 states, targeting an audience aged 55 and older for financial education classes, and […]

Jason Lindsay

Brookstone Capital Management

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