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San Francisco

2026

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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

San Francisco

2026

WHY ATTEND REGISTER YOUR INTEREST

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

The 10th Annual Digital Marketing for Financial Services (DMFS) West Summit returned this year Participants included senior marketing leaders within the financial services industry on the West Coast and beyond! Professionals joined and:

  • Discovered how to lead marketing efforts that deliver differentiation to drive growth and outperform competitors.
  • Unlocked insights on prioritizing customer journey investments to enhance customer understandingand engagement for more effective marketing campaigns and improved ROI.
  • Developed skills in synthesizing insights from diverse data sources to identify opportunities for differentiation and make informed, strategic marketing decisions.
  • Learnt how to equip teams with strategies to transcend disruption by effectively managing the balance between strategic planning and operational execution.

The DMFS West Summit 2025 was an in-person event, providing attendees with face-to-face networking opportunities and bringing the most influential and engaged decision-makers in one place. The conference was also streamed virtually via our closed platform to expand content reach.

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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The DMFS West Summit Features Speakers | Fintech Marketing
Wealth Management Marketing | Financial Marketing Strategies

CONNECTED WITH PEERS IN INTERACTIVE SESSIONS

Attendees had the opportunity to connect, engage, and learn with top financial marketing experts! They engaged through a range of dynamic formats and had plenty of chances to have fun and unwind.

  • In-person attendees had access to the iOS and Android event companion apps for networking assistance
  • Virtual attendees had access to the web platform for content and live-streams
  • Interactive sessions and facilitated roundtable discussions
  • Curatedpeer-led workshops
  • Exclusive private Leaders’ Circle with fellow C-level executives
  • Face-to-face networking (including speed networking)
  • Virtual streamsfor greater accessibility
  • A breakfast, lunch, and evening drinks reception
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UNPACKED MARKET, TECHNOLOGY, & CONSUMER TRENDS TO ELEVATE BUSINESS STRATEGY

  • Attendees navigated Generative AI use cases and change management with 
  • Uncovered how to maximize the impact of their marketing initiatives with strategic resource allocation, no matter the size of teams and budgets with Plumas Bank, The Police Credit Union, and Assembled Brands.
  • Redefined personalized customer engagement with JPMorgan Chase & Co.
  • Learnt to drive rapid business growth through marketing and sales collaboration with US Capital Global.
  • Gained insight into enabling capacity scaling through an agile marketing setup withFirst Command Financial Services.
ACCESS 2025 AGENDA

OUR DELEGATES INCLUDE

Unpack Market, Technology, & Consumer Trends to Elevate Your Business Strategy
Who Should Attend - Banking and Credit Unions Investment, Asset, and Wealth Management Insurance, Lending, Cards, and Payments Fintech

WHO ATTENDED?

INDUSTRIES: 

Banking and 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 and more!

 

LEARN MORE ABOUT WHO ATTENDS

2025 FEATURED SPEAKERS

View 2025 Speakers
MiRiham El-Lakany - Former Chief Marketing Officer BJC Healthcare, Freddie Mac and Marsh (Event Chair)

Riham El-Lakany

Former Chief Marketing Officer

BJC Healthcare, Freddie Mac and Marsh (Event Chair)

 Brent Korte - SVP & CMO Ameritas

Brent Korte

Chief Marketing Officer & Senior Vice President

Ameritas

 Vanessa Guajardo - Chief Marketing Officer & Chief of Staff US Capital Global

Vanessa Guajardo

Chief Marketing Officer & Chief of Staff

US Capital Global

Emily Childers

Chief Marketing Officer

Earnest

 Anne Gherini - Chief Marketing Officer Sierra Ventures

Anne Gherini

Chief Marketing Officer

Sierra Ventures

 Eddie Herda - Chief Marketing Officer Bonus Homes

Eddie Herda

Chief Marketing Officer

Bonus Homes

 Donna Doleman Dickerson - Chief Marketing Officer University of Michigan Credit Union

Donna Doleman Dickerson

Chief Marketing Officer

University of Michigan Credit Union

 Ryan Steingard - Former Chief Marketing Officer Upwardli

Ryan Steingard

Former Chief Marketing Officer

Upwardli

Digital Marketing for Financial Services

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.

 

SECURE MY PLACE

SPONSORSHIP

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

Become A Sponsor

ACCESS MEDIA KIT

Get the media kit for sponsor benefits, audience info, and branding opportunities.

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