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

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.

The Summit 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.

Top 3 Reasons to Attend:

Gain actionable insights on how to stand out and grow in a crowded market:
• Discover case studies and transformation journeys, full of lessons learned and practical takeaways on how to optimize your campaigns, value proposition, resources, and ROI.
• Unpack technology trends and hypes to position your own tech and data ecosystem to solve tomorrow's challenges.
• Incorporate best practices on how to empower your teams with tools, knowledge, and skills to focus on creativity and revenue- generating activities.

Build relationships with the most engaged and influential thought leaders in the industry:
• Meet accomplished financial services leaders from household financial brands, including J.P. Morgan, State Street, Insuritas, Fidelity Investments, First Command Financial Services, Columbia Threadneedle Investments, Direxion, and many more.
• Make purposeful connections through thematic roundtable discussions, industry vertical breakouts, C-level closed-door sessions, one-to-one meetings, and informal networking.
• Nurture lasting connections by leveraging our online DMFS community.

Discover potential partners that will help you take your business to the next level:
• Identify which innovative technology solutions will accelerate your organization's digital marketing capabilities.
• Analyze the vendor landscape with your peers to separate hype from value adding offerings.
• Adopt best practices on sourcing and working with partners to achieve long-term sustained growth.

2024 Speakers

Lynn Teo
Chief Marketing Officer, Northwestern Mutual

Henry Detering
Chief Marketing Officer, Neuberger Berman

Walter Agumbi
Managing Director, Global Head of Content & Product Marketing, Goldman Sachs Asset Management

Judy Edelson
Chief Marketing Officer, Apple Bank

Lisa Zakrewski
Chief Marketing Officer, Leverage Retirement

Andy O'Rourke
Chief Marketing Officer, Direxion

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

Rejeesh Ramachandran
Senior Vice President, Head of Marketing Transformation, Technology, Analytics & Personalization, TD Bank

Jeff Wilson
Senior Vice President, Head of Marketing – Business, Corporate & Investment Banking, Citizens Bank

Martiña Gago
Senior Vice President, Head of Content Strategy, Personal Banking & Wealth Management, Citi

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

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

Jaquelyn Reardon
Vice President, Head of US Marketing, Franklin Templeton

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

Sara Rosenbaum
Assistant Vice President, US Brand, Creative & North American Citizenship Marketing, TD Bank

Victoriya Smith
Senior Vice President, Senior Compliance Officer, ICRM, Citi

Jacob Holtgrewe
Global Head of Digital Marketing & Media, TIAA

Emily Childers
Head of Growth Marketing, Credit Karma

Jeffrey Coghan
Senior Vice President, Digital Marketing, Hartford Fund

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

Amelia Stephens
Director, US Retail Marketing, AllianceBernstein

Keith Gerr
Director, Digital Channel Strategy, Mutual of Enumclaw

Emily Stewart
Director, Digital Marketing & Analytics, Growth Strategies, Meritrust Credit Union

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

Will Obre
Head of Marketing & Communications, Americas, AXA IM

Jeff Jones
Head of Digital Marketing, AXA XL

Mark McClusky
Head of Content, Harding Loevner

Jennifer Taylor
Head of Digital, Commercial Bank, Axos Bank

Rachel Bourne
Head of Bank Partnerships, MaxMyInterest

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

Danielle Darling
Financial Advisor, LPL Financial

Stephen Diorio
Executive Director, Revenue Enablement Institute

Tim Hines
Fractional Chief Marketing Officer, Marketing Starter Group

David Master
Former Chief Marketing Officer, Janus Henderson Investors

Diego Lomanto
Chief Marketing Officer, Writer

Klas Hesselman
CEO & Founder, Flow Networks

Callan Young
Chief Marketing Officer, ON24

Maria Pacheco
Chief Executive Officer, Storyful

Nasser Sahlool
Senior Vice President, Client Strategy, DAC Group

Michael Smith
Senior Vice President, Financial Services, Epsilon

Hastu Kshitij
Vice President of Growth - North America, Moengage

Wayne Cichanski
Vice President, Search & Site Experience, iQuanti

Samantha Goble
Vice President, Digital, XCentium

Carolyn Martin Emond
Vice President, Client Solutions, Kepler Group

Lucas Rabinowitz
Assistant Vice President, Growth, CHEQ

Jourdan Gariepy
Head of Optimization, Innovation & Strategic Partnerships, Kepler Group

Gagan Mehta
Sales Manager, Enterprise Sales, Demandbase

Eric Feige
Managing Director, Strategy, VShift

Adit Hoenigmann
General Manager, Enterprise Americas, Kaltura

Tom Fricano
Executive Practice Director of Strategic Consulting, PossibleNOW

Shannon Sloan
Director, New Business Development, Rich Media

Jonathan Corley
Director of Experience Strategy, Customer Transformation, Sitecore

Samantha Mansfield
Principal of User Design & Strategy, Chartis

Erika Whitestone
Financial Services Lead, Dynamic Yield by Mastercard

Taya Prokopenko
Head of Content, Digital Marketing for Financial Services, Strategy Institute

Robert Kranz
Vice President of Solutions, Terminus

2024 Partners

GOLD PARTNERS:
• Richmedia
• Dynamic Yield
• eClerx
• Demandbase
• VShift
• Kaltura
• Cheq
• Kepler
• Epsilon
• Writer
• Sitecore
• Xcentium
• Possiblenow
• iQuanti
• Dac

SILVER PARTNERS:
• Storyful
• On24
• Chartis
• Moengage

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