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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

Wednesday, May 14th & Thursday, May 15th, 2025

San Francisco,
California

Wednesday, May 14th & Thursday, May 15th, 2025

20+ HOURS OF INNOVATIVE CONTENT

10+ HOURS OF NETWORKING AT THE EVENT

40+ TOP FINANCIAL MARKETING SPEAKERS

93% ATTENDEE SATISFACTION AT PREVIOUS EDITIONS

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!

REGISTER YOUR INTEREST

OUR DELEGATES INCLUDE:

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