10th ANNUAL DIGITAL MARKETING for FINANCIAL SERVICES
WEST SUMMIT

The largest and most senior digital marketing event in financial services! Meet key decision-makers from across the entire ecosystem and identify solutions to your marketing challenges.

San Francisco
California

October 2025

BENCHMARKING WITH THE BEST. EMBRACING THE NEXT GENERATION OF LEADERS IN FINANCIAL MARKETING.

The 9th Annual Digital Marketing for Financial Services West Summit concluded with resounding success, bringing together a host of marketing experts from top North American and global financial brands. Attendees had the opportunity to:

Empower themselves as CMOs by leveraging attribution strategies to maximize ROI from every channel.
Harness the power of generative AI to drive productivity and performance.
Create their own digital ecosystems to monopolize customer attention.
Utilize 3 tracks split across industry verticals of Banking, Lending & Credit Unions, Insurance, and Investment Management to solidify industry-specific knowledge.
Delve into enhanced paid social media and email strategies to breathe new life into old methods.
Leave with best practices from 40+ senior financial services executives.

The event saw participation from North America’s top banks, credit unions, insurers, investment banks, and fintechs, including Ameritas, US Bank, AAA, Prudential, IG Wealth Management, JP Morgan, Haverford Financial, Sunwest Bank, and many more!

ATTENDEES LEARNT ABOUT THE TOP ACTIONABLE DIGITAL MARKETING TRENDS

Built next-level attribution strategies with CMOs from Sunwest Bank, Ameritas, MissionSquare Retirement, and AAA.
Executed exceptional AI frameworks with insights from IG Wealth Management to transform content creation.
Extracted competitive insights from innovative insurance leaders in dynamic panel debates.
Discovered how Prudential harnessed generative AI to anticipate all things digital.
Engaged with senior marketing executives to learn how to leverage data analytics to anticipate and exceed changing customer expectations.

VIEW 2024 AGENDA

ATTENDEES JOINED INTERACTIVE NETWORKING SESSIONS

Took a deep dive down the digital marketing rabbit hole and joined one of our roundtable discussions.
Shared common challenges and best practices with financial service peers on a topic of choice.
Enjoyed a quick icebreaker during speed networking and achieved conference networking goals in a fun and agile fashion.
Exchanged LinkedIn information and grew networks by meeting like-minded individuals.
Brainstormed innovative methods to fill gaps in digital marketing strategies.

2024 FEATURED SPEAKERS

Shabina Anwar

VP, Loyalty

Brent Korte

SVP & CMO

Nidhi Daga

Senior VP, Growth for Digital Commercial Real Estate

Maya Anglin

VP, Product Manager

Veronica McKee

CMO

Linda Goldstein

CMO

Dwight Flenniken

CMO

Steven Soares

VP, Intelligent Solutions Learning

SEE 2024 SPEAKERS

HARNESSING THE POWER OF AN IN-PERSON & VIRTUAL EVENT

This hybrid experience was specially designed to help attendees capture the most value possible!
Expanded networks and enhanced peer-to-peer learning with a larger audience and broader reach of attendees.
Cultivated lasting connections through one week of pre-event virtual networking on the summit platform.
Consulted industry experts and got toughest questions answered with the help of an in-person and virtual exhibitor hall.
Connected and built relationships with peers who had similar interests and career objectives using AI matchmaking tools and filters.
Enjoyed on-demand speaking sessions and content that could be viewed anytime, anywhere.

SAVE MY SEAT

Testimonials

Encouraging to see innovative and creative ways to solve the issues, constraints and challenges in a highly regulated industry.

SVP, Digital Marketing & Content Strategy

Bank of America
The wealth of experience at the conference is amazing. If you are in the Digital Marketing field for Financial Services, this is one of the must-see, must-attend conferences

VP, Digital

Macquarie Banking and Financial Services
One of the best parts about events like this is actually getting to hear case studies, instead of the op-ed pieces you can read about in a blog. Really seeing the strategy go through with the analytics and results has been very helpful for us.

Hunter Ricks, Digital Marketing Strategist

Lincoln Financial Group
The content and speakers exceed my expectations!

Chief Compliance Officer

Oxford Financial Group
It was a great experience. It was really interesting to hear different perspectives on what is a bit of a niche industry and niche practice. I’ve been to other marketing conferences that are a bit more broad, so I felt like at this particular conference I was able to write down a lot of key takeaways that I can implement in what I do every day.

Vice President, Strategy & Research

State Street Global Advisors
Excellent quality of presenters. Good variety of topics around digital issues, even beyond marketing

AVP, Strategy

Standard Life
The speakers have been great… Brainstorming and gathering different ideas and approaches to figure out where to go next to be a leader and provide the experience we want all our customers to have

AVP - Product Marketing

Horizons ETFs

DMFS WEST 2024 IN NUMBERS

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HOURS OF INNOVATIVE CONTENT
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HOURS OF NETWORKING AT THE EVENT
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TOP FINANCIAL MARKETING SPEAKERS
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ATTENDEE SATISFACTION AT PREVIOUS EDITIONS

October 2025

530 Days Left

San Francisco
California

DRIVE DEMAND GENERATION WITH INTENT-BASED BUYERS

DMFS West brings together the leading organizations in the financial services industry to provide them with the most inspired digital marketing solutions. It enables our loyal audience to access strategically focused content in an environment conducive to forging lasting business partnerships.

This is your opportunity to cultivate relationships with the financial services industry’s key influencers and buyers at this exclusive event. Build your pipeline with qualified sales leads by taking advantage of one of our sponsorship opportunities now.

SEE SPONSORSHIP OPPORTUNITIES