11th Annual Digital Marketing for Financial Services New York Summit 2024 | Strategy Institute | 7 November 2024 | New York Hilton Midtown, 1335 6th Ave, New York, NY 10019, USA

This events returns as the annual flagship event of the DMFS series. Meet marketing, digital, and growth leaders from top North American financial brands, including J.P. Morgan, Prudential Financial, State Street, Fidelity Investments, and many more. Secure your spot today to:

• Benchmark and create a robust business strategy that will result in sustainable customer growth.
• Maximize ROI by sharing expertise on how to leverage the latest innovative technologies and practices.
• Build an effective organization, empowered by data, tools, and the right talent to achieve customer primacy.

This event is an in-person event, providing you with face-to-face networking opportunities and bringing the most influential and engaged decision-makers in one place. The conference will also be streamed virtually via our closed platform to expand content reach.

Unpack Market, Technology & Consumer Trends to Elevate Your Business Strategy:
• Analyze the most impactful GenAI use cases with Prudential Financial, State Street, and J.P. Morgan while discussing how to effectively move from the pilot to execution stage.
• Integrate video top tips and practices from Columbia Threadneedle Investments into your content strategy to maximize engagement, conversation, and customer experience.
• Unlock the full potential of your marketing investments with Direxion and National Debt Relief by empowering your business to make more impactful data-driven decisions.
• Build and scale hyper-personalization capabilities in the age of first-party data with Insuritas.
• Enable an agile marketing organization and structure empowered teams to respond to real-time business and consumer needs with tips from First Command Financial Services.

Join Interactive Networking Sessions:
• Share common challenges and brainstorm solutions with your peers on a niche topic relevant to your business priorities during our facilitated roundtable discussions.
• Deep dive into process and technology innovation to learn adaptable strategies, frameworks, and best practices in one of our peer-led workshops.
• Connect with senior leaders within your financial service vertical to discuss how peers are prioritizing marketing budgets, deciding their channel strategy, and transforming marketing operations.
• Reflect on 2024 and set strategic priorities for 2025 with fellow C-level executives in our exclusive private Leaders’ Circle to stay ahead of the evolving technological landscape.
• Exchange contact information, schedule one-to-one private meetings, and grow your network to help you achieve your professional goals during speed networking sessions, networking breaks, and the evening reception.

2024 Speakers

Lynn Teo
Chief Marketing Officer, Northwestern Mutual

Jennifer Ball
Chief Marketing Officer, Franklin Templeton

Henry Detering
Chief Marketing Officer, Neuberger Berman

Walter Agumbi
Global Head of Content & Product Marketing, Goldman Sachs

Judy Edelson
Chief Marketing Officer, Apple Bank

Lisa Zakrzewski
Chief Marketing Officer, Leverage Retirement

Andy O'Rourke
Chief Marketing Officer, Direxion

Jeff Biesman
Chief Marketing Officer, National Debt Relief

Dwight Flenniken
Chief Marketing Officer, Executive Vice President, Sunwest Bank

Riham El-Lakany
Former Chief Marketing Officer, BJC Healthcare, Freddie Mac, and Marsh

John Renz
Vice President, Head of Creative, US Businesses, Prudential Financial

Mitch Rose
Executive Director, Digital Strategy - Content, J.P. Morgan

Julienne Redmond
Vice President, Fidelity Investments

Jill Perlberg
Vice President, Content & Client Marketing, Northwestern Mutual

Abel Flint
Vice President, Brand Marketing Lead - J.P. Morgan Payments, JPMorgan Chase & Co

Cameron Hood
Vice President, Head of Editorial – Payments Marketing, JPMorgan Chase & Co

Alex Hachey
Vice President, Director of User Experience Design, T. Rowe Price

Matt Lesle
Managing Director, Global Head of Digital Product, J.P. Morgan Asset Management

Emily Childers
Head of Growth Marketing, Credit Karma

Jeff Coghan
Senior Vice President, Digital Marketing, Hartford Fund

Donna Jermer
Executive Vice President, Chief Marketing Officer, Insuritas

Scott Spidell
Vice President, Strategic Marketing, First Command Financial Services

Lara Coleman
Executive Director, Advertising & Content Marketing, FS Investments

Kaitlyn Crowder
Vice President, Marketing Director, North Avenue Capital

Candis Curd
Director of Digital Strategy & Transformation, GenAI & Emerging Technologies, Unum

Allison Knightly
Marketing Director, Head of US Paid Media, Columbia Threadneedle Investments

Mark Reese
Marketing Director, Tri-Merit

Amber Wuollet
Director of Product Marketing, Curi

Kristen Carloni
Global Head of Business Proposal Team, Aladdin, BlackRock

Katherine Lucas
Head of Marketing & Commercialization, State Street

Mark McClusky
Head of Content, Harding Loevner

Jennifer Taylor
Head of Digital, Commercial Bank, Axos Bank

Rachel Bourne
Head of Bank Partnerships, MaxMyInterest

David Master
Former Chief Marketing Officer, Janus Henderson Investors

David Blackburn
Former Executive Director, Head of Digital Marketing, ProShares

Tim Hines
Fractional Chief Marketing Officer, Marketing Starter Group

Stephen Diorio
Executive Director, Revenue Enablement Institute

Danielle Darling
Financial Advisor, LPL Financial

Rick Lake
University Lecturer, Questrom School of Business, Boston University

Tom Fricano
Executive Practice Director of Strategic Consulting, PossibleNOW

2024 Partners

GOLD:
• Rich Media
• Dynamic Yield
• Eclerx
• Demanbase
• VSHIFT
• Kaltura
• CHEQ
• Kepler
• Epsilon
• Writer
• Sitecore
• Xcentium
• Possiblenow
• Iquanti
• Dac

SILVER:
• chartis
• Moengage
• On24

BRONZE:
• Marigold
• Illumin
• Pantheon
• Capex
• Magnolia