REGISTER NOW
2026 AGENDA PREVIEW
REGISTER NOW

Sign up to get full access to all our latest content, research, and network for everything DMFS.

  • This field is hidden when viewing the form
  • This field is hidden when viewing the form
  • This field is hidden when viewing the form
  • This field is hidden when viewing the form

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

Videos

10 Apr 2025

15min 53sec

Customer-Centric Marketing Masterclass: Transforming Your Marketing Strategy | Session Recording

In this powerful presentation from the Digital Marketing & Financial Services Summit, marketing expert Lisa Zakrzewski reveals game-changing strategies for creating meaningful customer connections. Hear expert insights on the power of understanding your ideal customer, why personalization is more than just a name, transforming customer feedback into strategic improvements and building long-term trust in financial […]

Lisa Zakrzewski

Leverage Retirement

Videos

10 Apr 2025

30min 03sec

Optimizing Sales Efficiency With AI Marketing | Session Recording

Greg Stumm, CEO of Resolute Investment Managers, and Rick Lake, a lecturer at Boston University, presented a discussion at the 2024 DMFS Midwest Summit. They emphasized that integrating AI into marketing operations is crucial for optimizing sales efficiency. Resolute Investment Managers’ business profile highlights their digital marketing strategies, which focus on effective time management.  For […]

Greg Stumm & Rick Lake

Videos

10 Apr 2025

33min 25sec

Content Strategy to Fuel 10X Growth | Session Recording

David Pulcini of SixPoint Financial Partners presented this session at last year’s DMFS Midwest Summit. David highlighted a growth strategy for financial advisors, emphasizing the importance of the CFP exam and the need for new talent in an aging industry. He critiqued the recent ad campaign for misrepresenting the profession and shares humorous anecdotes about […]

David Pulcini

SixPoint Financial Services

Videos

10 Apr 2025

30min 32sec

Harnessing Customer-Led Growth for Marketing Success | Session Recording

Matt Roche, CEO of Extole, spoke at the 2024 Digital Marketing for Financial Services Midwest about the significance of customer-led growth. He stressed that using existing customers can effectively drive marketing success, especially given the rising costs of digital acquisition. Referral programs are vital for increasing engagement and acquiring new customers. By focusing on current […]

Matt Roche

Extole

Blogs & Reports

10 Apr 2025

10 Steps to Supercharge Your Lead Generation on Meta Platforms | Blog

In the competitive world of financial services marketing, generating high-quality leads can feel like finding a needle in a haystack. As the Head of Marketing at Brookstone Capital Management, Jason has learned that success on Meta platforms isn’t about luck—it’s about strategy. After running 150 campaigns and reducing the cost per lead by 285%, here […]

Jason Lindsay

Brookstone Capital Management

Blogs & Reports

05 Aug 2025

Real-World Examples of Composable Technology in Financial Services | Blog Post

In the rapidly evolving digital landscape, financial services companies are discovering a game-changing approach to technology: composable infrastructure. Two recent case studies from MGIC and Guidewire demonstrate how this innovative strategy is transforming digital experiences and operational efficiency. MGIC: Accelerating Content Management Mortgage insurance giant MGIC faced a common challenge: a rigid, monolithic system that […]

Samantha Goble

XCentium

Loading...