Welcome to the 15th DIGITAL MARKETING FOR FINANCIAL SERVICES CANADA SUMMIT, Organized by Strategy Institute Inc., powered by ResearchMass.
DMFS is a series of market-leading conferences hosted across North American locations in San Francisco, New York, Chicago, and Toronto. They are designed specifically to cater to the unique challenges facing the financial services industry.
DMFS is attended by senior practitioners from large enterprises and smaller regional brands across the broad range of financial services, including banks, credit unions, insurance, wealth and investment management, lending, cards and payments services, as well as fintech.
Our mission is to support and empower marketing and digital leaders to make sense of fast-paced technological change and shifting consumer trends, translating it into a robust business strategy that will drive growth and customer loyalty in the modern world.
HARNESS DATA, AI, & CREATIVITY TO DRIVE MEASURABLE GROWTH THROUGH YOUR MARKETING STRATEGY
Join us at the 15th Annual Digital Marketing for Financial Services (DMFS) Canada Summit this June 2025! This event brings together senior marketing leaders within the financial services industry of Canada. Register now to:
- Position marketing as a critical business driver by adopting agile methodologies, cultural shifts, and data-driven strategies to enhance efficiency and impact.
- Gain actionable insights into utilizing AI, predictive analytics, and customer data to drive personalized experiences, optimize campaigns, and improve marketing ROI.
- Implement advanced approaches to media mix optimization, performance tracking, and maximizing ROI through smarter budget distribution and data-driven insights.
- Uncover new techniques for creating impactful content that resonates with audiences across multiple channels and new platforms.
UNPACK MARKET, TECHNOLOGY, & CONSUMER TRENDS TO ELEVATE YOUR BUSINESS STRATEGY
- Transform marketing into a growth engine through agile teams and metrics that matter with HomeEquity Bank.
- Navigate generative AI use cases and change management with the help of JPMorgan Chase & Co.
- Drive brand connection with authentic content in a crowded media landscape with PWL Capital.
- Discover how Insurely blends data, brand, and behavioral insights to drive engagement and loyalty.
- Leverage existing resources to attract more customers today by learning to do more with less with MaxMyInterest.
HARNESS THE POWER OF AN IN-PERSON WITH A VIRTUAL EXPERIENCE PLATFORM
This hybrid experience is specially designed to help attendees capture the most value possible!
- Expand your network with a larger audience and broader attendee reach.
- Build connections through one week of pre-event virtual networking.
- Consult industry experts by scheduling in-person or virtual meetings.
- Connect with peers using AI matchmaking tools based on shared interests.
Access on-demand sessions and content anytime, anywhere.
WHO SHOULD ATTEND?
INDUSTRIES:
Banking
Credit Unions
Investment, Asset, and Wealth Management
Insurance
Lending
Cards and Payments
Fintech
ROLES:
C-Suite/ SVP/ VP/ Director/ Manager of:
FUNCTIONS:
Marketing
Marketing Operations, Marketing Strategy, Digital Marketing, Customer/Client/Consumer Engagement, Social Media, Content, Brand, Media, Communications, Creative, Advertisement, Product Marketing, SEO, SEM, Growth
Customer Experience
Customer/Client Experience, Customer Insight & Analytics, Customer Journey
Digital
Digital Transformation, Digital Strategy, Digital Innovation, Digital Experience, Digital Distribution, Digital Product, Personalization
Data Analytics & Insights
Marketing Analytics, Customer Insight
WHO IS ATTENDING THE SUMMIT
Get ready to experience the pinnacle of digital marketing excellence at the Digital Marketing for Financial Services Canada Summit 2024! This year’s event brings together an elite lineup of industry leaders who are redefining the future of financial marketing.
Kate Brown, Chief Marketing Officer of Insurely, will share groundbreaking insights on customer engagement in the evolving digital landscape. Selina Wang, Vice President of Marketing Programs, Payments at Chase, will unveil cutting-edge strategies driving fintech success. Akif Unal, Vice President of Growth Marketing, will reveal innovative approaches to scaling marketing performance in a data-driven world. Stella Ladizhinsky, Managing Director of Brand & Marketing Strategy at Questrade Financial Group; Erin Wilson, Vice President of Marketing at HomeEquity Bank; and Lara Coleman, Executive Director of Advertising & Content Marketing at FS Investments.
Alongside these visionary speakers, you’ll hear from an impressive roster of experts shaping the industry’s digital transformation. With game-changing keynotes, immersive panel discussions, and exclusive networking opportunities, this summit is your gateway to mastering next-generation marketing in financial services. Don’t miss the chance to connect, innovate, and lead—secure your spot now!
TOP 3 REASONS TO ATTEND
Gain actionable insights on how to stand out and grow in a crowded
market
- Discover case studies and transformation journeys, packed with lessons learned and practical
- takeaways on how to optimize your campaigns, value proposition, resources, and ROI.
- Unpack technology trends and hypes to position your 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.
Build relationships with the most engaged and influential thought leaders in the industry
- Meet accomplished financial services leaders from household financial brands, including JPMorgan
- Chase & Co, TD Bank, Questrade Financial Group, and many more.
- Make purposeful connections through thematic roundtable discussions, industry-specific
- breakouts, C-level closed-door sessions, one-to-one meetings, and informal networking.
- Can’t attend in person? Our versatile event platform keeps you connected virtually, so you never
- miss a beat!
Discover potential partners to 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-adding offerings.
- Adopt best practices on sourcing and working with partners to achieve sustained growth.
JOIN THE COMMUNITY SHAPING THE FUTURE OF DIGITAL MARKETING INNOVATION
JOIN THE COMMUNITY SHAPING THE FUTURE OF DIGITAL MARKETING INNOVATION
