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ABOUT

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THE MEETING PLACE FOR FINANCIAL SERVICES LEADERS DRIVING GROWTH

Welcome to the 10th Annual Digital Marketing for Financial Services (DMFS) West Summit. 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. 

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TOP 3 REASONS TO ATTEND

NETWORK WITH NORTH AMERICA’S TOP FINANCIAL MARKETING LEADERS

25 YEARS OF CULTIVATING CONNECTIONS

For 25 years, Strategy Institute has been at the forefront of event production and content creation. The 10th Annual DMFS West Summit is part of our exclusive series of Digital Marketing in Financial Services events. Each DMFS conference is curated to deliver innovative insights, valuable networking, and professional development opportunities! 

 

  • Harness insights from a network of 15,000+ financial marketing and digital leaders from across North America. 
  • Engage with innovators and early adopters of cutting-edge marketing technology. 
  • Immerse yourself in an interactive event that will help you navigate competing objectives and set strategic priorities with confidence. 
  • Amplify your expertise, craft a dynamic action plan, and forge impactful connections.
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JOIN THE COMMUNITY SHAPING THE FUTURE OF DIGITAL MARKETING INNOVATION

Ever attend an event where you feel like you’re lost in the crowd? Not at the DMFS West Summit!

We deliberately design the program to encourage you to build relationships with like-minded industry peers. Our onsite conference experience and immersive event platform allow you to network in small working groups, peer-led breakouts, roundtables, and much more!

Arrive solo but leave with new friends and ideas as part of the DMFS community.

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DISCOVER SAN FRANCISCO!

Here are some ideas to get you started:

ENTERTAINMENT & MUSIC

Thanks to the creative spirit and steadfast counter-culture streak, the roots of San Francisco runs deep in music. From iconic live music venues to cool cocktail lounges, SF offers a plethora of options for an evening out.

ATTRACTIONS

From the Golden Gate Bridge and Alcatraz to Fisherman’s Wharf, San Francisco has a variety of famous attractions. Get a San Francisco CityPASS to save money, avoid ticket lines and take in the local sights.

RESTAURANTS

San Francisco is a true food town: There are 62 Michelin-starred restaurants in the city, and seven restaurants with three Michelin stars. Whether you are craving a 5-star meal, some cheap eats, or something in between, this city has it all. With the oldest Chinatown in North America, you can eat your heart out on some of the best Chinese food in the world.

THE OUTDOORS

San Francisco’s surroundings – the bay, the ocean, mountains and forests – make getting away from the city so easy. Explore the natural beauty of the city surroundings and venture out into Muir Woods, Point Reyes, or head up to Napa or Sonoma Counties to enjoy wine country!

ARTS & CULTURE

With interactive exhibits, nightlife events and some of the country’s most diverse collections, San Francisco’s museums rank among its top attractions. Whether you’re interested in art, science, history or pop culture, there’s something for everyone.

THE VENUE

Holiday Inn San Francisco-Golden Gateway

The hotel offers modern amenities, friendly service, & a convenient location near downtown San Francisco. Rest and recharge in their hotel rooms with convenient amenities like a coffee maker, free WiFi, flat-screen TV, mini-fridge, and views of the skyline & the San Francisco Bay. Craft your best sleep with triple-sheeted bedding and blackout shades offered in all rooms and suites, get out to explore the San Francisco’s exciting locales, then come back for dynamic American cuisine and a wide selection of craft cocktails, beer, and wine at R.O.H. Get your workout in with access to their outdoor pool and ellipticals, free weights, & more in their 24-hour Fitness Center.

BENEFITS OF STAYING AT THE HOTEL INCLUDE…

  • Networking: Onsite social activities for conference attendees and speakers.
  • Upscale Services and Amenities: Enjoy the panoramic city views by their heated outdoor pool and sundeck, conduct business at the Business Center, or break a sweat at the Fitness Center.
  • Dining Experience: Nosh on American dinner favorites at R.O.H in our lobby. This on-site restaurant near Nob Hill also offers a full-service bar where you can unwind, network, and socialize over a wide selection of cocktails, wine, and beer.
  • Accommodations: Enjoy scenic city or bay views from their downtown San Francisco hotel rooms & suites. Take advantage of modern amenities including a coffee maker, free Wi-Fi, HDTVs, and a mini fridge during your stay. Craft your best sleep with blackout shades and triple-sheeted bedding in all accommodations.
  • Convenience: Explore the city during your stay with easy access to Golden Gate Bridge, Golden Gate Park, Nob Hill, Oracle Park, Palace of Fine Arts, Alcatraz Island, Chinatown, Ferry Building Marketplace, The Painted Ladies, and more nearby.

TO RESERVE

Please stay tuned for booking information.

IMPORTANT: Strategy Institute is not affiliated with, nor do we contract any third-party room booking service. Please contact the hotel directly to make your reservations.

FREQUENTLY ASKED QUESTIONS


Which meals are included?

Delicious breakfast, lunch as well as morning and afternoon snacks are provided at the conference, served in the exhibition hall.


Is there parking?

Yes, contact our customer care team for more details at [email protected]


Can I send a replacement delegate if I can’t attend at the last minute?

Absolutely! Please contact our customer care team at [email protected] at your earliest convenience.


I have special meal requirements, who do I contact?

Please contact our customer care team at [email protected] so they can liaise with the venue to ensure you are taken care of.


When will the presentations be available, and how do I get them?

Presentations will be available for download on the event platform, typically on the day of the summit. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.



What time do I need to arrive before my presentation?

Please arrive at the break before you are due to speak, e.g. if you are due to speak at 4 p.m., please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck, load it if you have a new version with you and run through a rehearsal of your presentation.


When is my presentation due?

Please send your presentation to the event manager two weeks prior to the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager and bring a back-up copy on a USB stick.


What aspect ratio should my slides be?

Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.


Can I stay for the whole conference?

Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!


Is there a speakers’ green room?

No, we find our speakers enjoy networking with delegates, other speakers and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to complete some work or make any calls.



What forms of payment do you accept?

We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.


What is your cancellation/refund policy for paid invoices?

A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.


Can I pay half now and half at a later date?

We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]


My credit card was charged with a foreign transaction fee, how do I get that amount paid for?

Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.


I paid for my registration, does it include my hotel stay at the venue?

Registration fees include attendance, luncheon and all course materials. It doesn’t include accommodations or transportation to and from the conference.



When is booth setup and teardown?

Setup is usually the night before the event or before registration opens on day one. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at [email protected] so they can connect you to the event manager.


When will I know my booth number?

You will receive this from your event manager one week before the event.


I want to distribute handouts, can you make that happen?

Yes! Please give them to the event manager when you arrive for setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.


EVENT


Which meals are included?

Delicious breakfast, lunch as well as morning and afternoon snacks are provided at the conference, served in the exhibition hall.


Is there parking?

Yes, contact our customer care team for more details at [email protected]


Can I send a replacement delegate if I can’t attend at the last minute?

Absolutely! Please contact our customer care team at [email protected] at your earliest convenience.


I have special meal requirements, who do I contact?

Please contact our customer care team at [email protected] so they can liaise with the venue to ensure you are taken care of.


When will the presentations be available, and how do I get them?

Presentations will be available for download on the event platform, typically on the day of the summit. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.


SPEAKERS


What time do I need to arrive before my presentation?

Please arrive at the break before you are due to speak, e.g. if you are due to speak at 4 p.m., please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck, load it if you have a new version with you and run through a rehearsal of your presentation.


When is my presentation due?

Please send your presentation to the event manager two weeks prior to the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager and bring a back-up copy on a USB stick.


What aspect ratio should my slides be?

Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.


Can I stay for the whole conference?

Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!


Is there a speakers’ green room?

No, we find our speakers enjoy networking with delegates, other speakers and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to complete some work or make any calls.


PAYMENT


What forms of payment do you accept?

We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.


What is your cancellation/refund policy for paid invoices?

A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.


Can I pay half now and half at a later date?

We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]


My credit card was charged with a foreign transaction fee, how do I get that amount paid for?

Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.


I paid for my registration, does it include my hotel stay at the venue?

Registration fees include attendance, luncheon and all course materials. It doesn’t include accommodations or transportation to and from the conference.


SPONSORS


When is booth setup and teardown?

Setup is usually the night before the event or before registration opens on day one. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at [email protected] so they can connect you to the event manager.


When will I know my booth number?

You will receive this from your event manager one week before the event.


I want to distribute handouts, can you make that happen?

Yes! Please give them to the event manager when you arrive for setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.