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About

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THE PREMIER EVENT FOR FINANCIAL SERVICE MARKETING EXECUTIVES TO DRIVE GROWTH

Welcome to the first-ever Digital Marketing for Financial Services Charlotte Summit! This exciting event is aimed at bringing together senior marketing leaders across the spectrum of financial institutions to dive into the biggest challenges and opportunities facing the industry. Join us and: 

  • Discover how to effectively engage the younger generation of consumers and adapt to evolving consumer trends.
  • Explore how to break down silos to deliver smooth, intuitive experiences and drive sustainable growth.
  • Gain insights on leveraging analytics to optimize marketing operations and enhance business impact.
  • Build a roadmap to navigate the fast-paced shifting technological landscape.
REGISTER YOUR INTEREST

TOP 3 REASONS TO ATTEND

1

Connect with influential thought leaders across the financial industry

  • Build relationships through meaningful engagement with our offerings of roundtables, workshops, high-level closed-door meetings, and breakout sessions.
  • Join the DMFS community and network with leading brands from across the U.S.
  • Enjoy one-on-one meetings with accomplished financial service leaders.

2

Increase your marketing impact with actionable insights to drive enterprise growth

  • Discover how to streamline operations and deliver targeted campaigns that drive measurable revenue growth.
  • Explore best practices to help scale trust and strengthen risk resilience.
  • Participate in real-world case studies and interactive discussions designed to uncover innovative strategies.

3

Collaborate with marketing innovators to transform your digital marketing approach

  • Discover powerful success stories from industry leaders and learn how they’re reshaping digital marketing excellence.
  • Forge connections via our interactive event app, designed to streamline networking and meetings.
  • Can’t attend in person? Our versatile event platform keeps you connected virtually, so you never miss a beat!

NETWORK WITH THE 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. Our Digital Marketing for Financial Services Charlotte Summit delivers innovative insights, valuable networking, and professional development opportunities!

  • Harness insights from a network of 15,000+ financial marketing leaders across North America.
  • Engage with innovators and early adopters of cutting-edge digital marketing tools.
  • Immerse yourself in an interactive event that supercharges your digital marketing transformation.
  • Amplify your expertise, craft a dynamic action plan, and forge impactful connections.
SAVE MY SPOT

JOIN OUR COMMUNITY

Ever attend an event where you feel like you’re lost in the crowd? Not at the Digital Marketing for Financial Services Charlotte Summit!

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

Arrive solo but leave as part of the DMFS community.

CONNECT WITH US
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Discover Charlotte

Welcome to Charlotte, the Queen City, where Southern hospitality meets big-city energy. Known for its fast-growing skyline, thriving business community, and rich cultural scene, Charlotte has something for everyone. From buzzing Uptown with its museums, dining, and nightlife, to green parks and trails that offer a breath of fresh air, the city blends innovation with charm. Whether you’re a sports fan, a foodie, or simply love exploring new places, Charlotte is the perfect setting to connect, learn, and create lasting memories.

Music & Nightlife

Charlotte’s NoDa district is the city’s go-to spot for nightlife, packed with breweries, dive bars, and even dog-friendly bars. The music scene is just as vibrant, with intimate clubs like Amos’ Southend and Snug Harbor showcasing local talent, while the Spectrum Center and PNC Music Pavillion host some of the biggest names in the country. With so many music venues, you’re guaranteed to enjoy live music any day of the week.

Attractions

There is a great mix of cultural landmarks, sports heritage, and scenic green spaces in Charlotte. Only a 10 minute walk from the hotel is the Mint Museum, which features contemporary American and European art. If you’re a sports fan, be sure to add the NASCAR Hall of Fame to your itinerary to enjoy interactive exhibits and legendary cars. Freedom Park, also known as Charlotte’s “Central Park”, is the perfect place to wind down as it’s the largest park in the city with 98 acres of land that centres around a 7-acre lake.

Restaurants

In Charlotte, you can find anything from North-Carolina Style BBQ, amazing seafood, or even sweet treats. To really indulge in the Southern culture, try the Eastern-style or Lexington-style pulled pork sandwiches. Thanks to it’s proximity to the coast, Charlotte has some of the best seafood, they are specifically known for their oysters. If you’re looking for a familiar dessert once you’re done with dinner, head to the nearest Krispy Kreme to enjoy one of their tasty doughnuts in the very state they originated from.

Sports

Charlotte, North Carolina boasts one of the most dynamic sports scenes in the Southeast. Home to the Carolina Panthers, Charlotte Hornets, and Charlotte FC, with NASCAR taking centre stage at the Charlotte Motor Speedway and NASCAR Hall of Fame. From big-league games to speed racing, the city delivers year-round excitement and Southern hospitality.

Arts & Culture

Charlotte’s arts and culture scene combines world-class museums with vibrant local creativity. Uptown highlights include the Mint Museum, the Bechtler Museum of Modern Art, and the Blumenthal Performing Arts Center, while neighbourhoods like NoDa showcase colourful murals, live music, and local galleries. With seasonal festivals and public art throughout the city, Charlotte offers a rich cultural experience for visitors and locals alike.

YOUR 2026 DMFS CHARLOTTE SUMMIT TEAM

FREQUENTLY ASKED QUESTIONS

Which meals are included?

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 customercare@strategyinstitute.com

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

Absolutely! Please contact our customer care team at customercare@strategyinstitute.com at your earliest convenience.

I have special meal requirements, who do I contact?

Please contact our customer care team at customercare@strategyinstitute.com 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 on the event platform, typically on the day of the session or the day before. 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 customercare@strategyinstitute.com

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 customercare@strategyinstitute.com 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?

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 customercare@strategyinstitute.com

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

Absolutely! Please contact our customer care team at customercare@strategyinstitute.com at your earliest convenience.

I have special meal requirements, who do I contact?

Please contact our customer care team at customercare@strategyinstitute.com 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 on the event platform, typically on the day of the session or the day before. 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 customercare@strategyinstitute.com

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 customercare@strategyinstitute.com 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.