About

About

Hero

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.


GET MY TICKET

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.


VIEW AGENDA

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

SEE WHO ATTENDS

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

YOUR 2025 DIGITAL MARKETING FOR FINANCIAL SERVICES SUMMIT TEAM

Taufiq Haque

Marketing

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.