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DIGITAL MARKETING for FINANCIAL SERVICES WEST SUMMIT

The only event series designed for financial services leaders overseeing digital marketing strategy, operations, and technology

Holiday Inn San Francisco-Golden Gateway
San Francisco, California

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

Holiday Inn San Francisco-Golden Gateway
San Francisco, California

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

WHY ATTEND TICKET OPTIONS

20+ HOURS OF INNOVATIVE CONTENT

10+ HOURS OF NETWORKING

30+ TOP FINANCIAL MARKETING SPEAKERS

93% OVERALL ATTENDEE SATISFACTION AT OUR DMFS EVENTS

BRIDGE THE GAP BETWEEN MARKETING STRATEGY AND OPERATIONS TO DRIVE GROWTH AND DIFFERENTIATION

Join us at the Digital Marketing for Financial Services (DMFS) West Summit this spring 2025! Returning for its 10th annual edition, this event brings together senior marketing leaders within the financial services industry on the West Coast and beyond! Register now for an opportunity to: 

  • Lead marketing efforts that deliver differentiation to drive growth and outperform competitors.  
  • Prioritize customer journey investments to enhance customer understanding and engagement for more effective marketing campaigns and improved ROI.  
  • Develop skills in synthesizing insights from diverse data sources to identify opportunities for differentiation and make informed, strategic marketing decisions.  
  • Equip yourself with strategies to transcend disruption by effectively managing the balance between strategic planning and operational execution.  

The DMFS West Summit features speakers from leading national and regional brands, such as JPMorgan Chase & Co, Ameritas, US Capital Global, Fremont Bank & Mutual of Enumclaw.

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OUR DELEGATES INCLUDE:

CONNECT WITH YOUR PEERS IN INTERACTIVE SESSIONS

Don’t miss the unique opportunity to connect, engage, and learn with top financial marketing experts! With a range of dynamic formats and plenty of chances to have fun and unwind, this is an experience you won’t want to miss. You can look forward to: 

  • Interactive sessions and facilitated roundtable discussions 
  • Curated peer-led workshops 
  • Exclusive private Leaders’ Circle with fellow C-level executives 
  • Face-to-face networking (including speed networking) 
  • Virtual streaming for greater accessibility  
  • A breakfast, lunch, and evening drinks reception 
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UNPACK MARKET, TECHNOLOGY, & CONSUMER TRENDS TO ELEVATE YOUR BUSINESS STRATEGY

  • Navigate Generative AI use cases and change management with Ameritas.  
  • Maximize the impact of your marketing initiatives with strategic resource allocation, no matter the size of your team and budget with Plumas Bank, The Police Credit Union, and Assembled Brands. 
  • Redefine personalized customer engagement with JPMorgan Chase & Co. 
  • Drive rapid business growth through marketing and sales collaboration with US Capital Global. 
  • Enable capacity scaling through an agile marketing setup with First Command Financial Services. 
VIEW AGENDA

WHO SHOULD ATTEND?

INDUSTRIES: 

Banking and Credit Unions
Investment, Asset, and Wealth Management
Insurance
Lending, Cards, and Payments
Fintech 

 

ROLES:


Marketing
C-Suite/ SVP/ VP/ Director/ Manager of: 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
C-Suite/ SVP/ VP/ Director/ Manager of: Customer/Client Experience, Customer Insight & Analytics, Customer Journey 

Digital 
C-Suite/ SVP/ VP/ Director/ Manager of: Digital Transformation, Digital Strategy, Digital Innovation, Digital Experience, Digital Distribution, Digital Product, Personalization 

Data Analytics & Insights
C-Suite/ SVP/ VP/ Director/ Manager of: Marketing Analytics, Customer Insight 

LEARN MORE ABOUT WHO ATTENDS

2025 FEATURED SPEAKERS

SEE ALL SPEAKERS

Riham El-Lakany

Former Chief Marketing Officer

BJC Healthcare, Freddie Mac and Marsh (Event Chair)

Brent Korte

SVP & CMO

Ameritas

Vanessa Guajardo

Chief Marketing Officer & Chief of Staff

US Capital Global

Donna Doleman Dickerson

Chief Marketing Officer

University of Michigan Credit Union

Lisa Terk

Senior Vice President

US Capital Global

Nidhi Daga

Senior Vice President, Growth & Customer Experience

JPMorgan Chase & Co.

Jeff Gardner

Executive Vice President, Sales & Marketing

Mutual of Enumclaw

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.
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SPONSORSHIP

Connect with an unparalleled network of financial services executives looking to invest in impactful digital marketing solutions.

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PARTNER WITH US

Expand your business and enhance your portfolio with exposure across all our conference marketing and promotion channels.

BECOME A MEDIA PARTNER

SPEAK AT THE SUMMIT

Be part of this leading DMFS event, promote your triumphs, and share your lessons learned.

BECOME A SPEAKER

Testimonials

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

SVP, Digital Marketing & Content StrategyBank 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, DigitalMacquarie 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 StrategistLincoln Financial Group

The content and speakers exceed my expectations!

Chief Compliance OfficerOxford 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 & ResearchState Street Global Advisors

Excellent quality of presenters. Good variety of topics around digital issues, even beyond marketing

AVP, StrategyStandard 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 MarketingHorizons ETFs