28–29 Oct 2026 · New York City, NY, US

13th Annual Digital Marketing for Financial Services New York Summit

The 13th Annual Digital Marketing for Financial Services New York Summit is a two-day hybrid conference in Manhattan for financial marketing leaders across banking, credit unions, insurance, wealth and asset management, lending, cards, payments, and fintech. The summit focuses on brand, data, AI, growth, personalization, martech, compliant marketing, AI-first search, crisis readiness, boardroom communication, financial brand trust, customer intelligence, marketing operations, and insurance marketing.

Co-hosted with Registration & Networking Breakfast: Build Community Contacts, Welcome from Strategy Institute, Opening Remarks from the Chairperson, Keynote Presentation: Building Blocks for Branding, Keynote Panel Discussion: Intelligent Content Engine, Speed Networking: Make Meaningful Connections, Industry Expert: Technology-Enabled Change Management, Refreshments Break & Exhibitor Lounge: Visit Booths & Source Expertise, Case Study: Modernizing Legacy Brands, Panel Discussion: Marketing to the Next Generation, Case Study: The Velocity of Customer Intelligence, Industry Expert: Personalization That Pays Off, Industry Expert: Referral Marketing, Industry Expert: Re-Imagining Webinar Marketing, Case Study: From Brand Strategy to Revenue Strategy, Case Study: Playing Offense in a Defensive Rate Market, Case Study: Intent-Driven Forecasting, Networking Lunch & Exhibitor Lounge Visits, Panel Discussion: Grassroots Marketing, Case Study: Martech Consolidation, Case Study: Automation Powerhouse, Industry Expert: Harmonize Personalization, Trust & Compliance, Industry Expert: Search + Strategy, Industry Expert: Insights to Activation, Workshops: Practical Financial Marketing Working Sessions, Refreshments Break & Exhibitor Lounge: Attend Vendor Demos & Consult Industry Experts, Industry Expert: The Future of Financial Messaging, Industry Expert: Improving AI Search Visibility, Industry Expert: Transforming Digital Execution in Financial Services, Panel Discussion: Speaking the Boardroom Lingo, End of Day One Summary & Closing Remarks, Evening Reception: Enjoy Great Conversation, Music, & Networking, Day Two Registration & Networking Breakfast: Build Community Contacts, Day Two Opening Remarks from the Chairperson, Keynote Fireside Chat: One Vision, One Brand, Industry Expert: Social, Search, & Reputation Convergence, Panel Discussion: Strategic Response Management, Roundtable Discussions: Brand, AI, Crisis, Personalization, Insurance, and Execution, Industry Expert: Leading the Shift, Industry Expert: Precision in a Broad Market, Industry Expert: Beyond the Lead Funnel, Case Study: Brand Building in a Distrustful Era, Case Study: Maximizing Marketing Impact with Limited Budgets, Case Study: Marketing in the Regulatory Spotlight, Industry Expert: Turning Brand into a Measurable Growth Driver, Panel Discussion: The Future of Financial Brand Building, Panel Discussion: Building a High Performing Martech Stack, Panel Discussion: Automation Without Alienation, Industry Expert: Centralized Customer Intelligence, Closing Fireside Keynote: The Currency of Certainty, Closing Comments from Your Host.