DMFS Charlotte | Day 1

Gain insight into today’s sessions so you can get the most out of your conference experience.

Harness the impact of emotionally intelligent, human-centered marketing to build deep connections and unlock sustainable organic growth.

Adopt best practices to:
• Embed positive storytelling into campaigns to elevate authenticity and strengthen brand affinity.
• Use audience insight and behavioral cues to uncover what motivates engagement and drives meaningful action.
• Align stakeholders around a shared purpose to create cohesive, relationship-focused marketing experiences.

Transform client touches into a connection-first growth engine that expands reach, increases loyalty, and positions your brand for long-term success.

In an era where financial services customers research, compare, and convert entirely online, a brand’s website has become its most important customer touchpoint. Yet most banks and financial services firms are still flying blind – relying on fragmented data, gut-feel prioritization, and slow execution cycles that cost them business.

This session is built for financial services marketers who want to move faster, optimize smarter, and prove measurable revenue impact.

Vishal will showcase how AI turns fragmented, siloed data into clear, actionable strategies – uncovering hidden performance gaps, prioritizing opportunities, and accelerating execution with precision, not guesswork.

Key Takeaways:

• Uncover key drivers, hidden friction points and missed revenue opportunities across high-stakes BFS funnels
• Benchmark your digital experience against top-performing banks, fintechs, and financial services companies
• Generate prioritized, evidence-backed recommendations with predicted business impact
• Rapidly translate insights into implementation-ready designs and optimization roadmaps

Whether you’re trying to reduce drop-offs, accelerate acquisitions, or finally connect digital effort to revenue – this session gives you the framework, the proof points, and the next steps to make it happen!

Create campaigns that appeal to the emotional pull of your customers, supported by AI-enabled automation to deliver on brand promises. Take away specific solutions to:

• Balance high-impact brand campaigns that evoke aspiration with practical messaging around speed and simplicity.
• Leverage AI-driven tools to fulfill brand promises of seamless customer experiences.
• Engage both direct consumers and broker partners through tailored digital platforms, reinforcing a multi-channel growth strategy.

 Advance your brand’s impact by blending emotional appeal with innovative technology to drive customer loyalty and measurable business results.

Most financial institutions approach cross-sell as a campaign problem, promoting the next product based on what customers already have. Despite more data, digital channels, and automation, results often plateau due to mistimed outreach, low relevance, and inefficient spend.

This session reframes cross-sell as a decisioning problem. Instead of asking “what should we sell next?”, leading organizations are identifying who is actually ready, and why. By leveraging audience intelligence built from first-party data, behavioral signals, and real-world engagement patterns, marketers can prioritize high-value opportunities and activate them across digital and offline channels at the right moment. Walk away with a practical framework to:

• Distinguish customer eligibility from true readiness
• Use behavioral and first-party signals to improve timing and prioritization
• Align channel strategy (digital + direct) to audience intent
• Move beyond static segmentation toward adaptive, insight-driven growth

Using a real-world banking example, this session will demonstrate how shifting to audience-based decisioning improves conversion, increases efficiency, and drives more meaningful customer relationships.

Revamp your content, channels, and messaging to win the loyalty of Gen Z and younger millennials without alienating legacy audiences. Take back to your office strategies to: 

• Implement platform-native tactics like short-form video, creators, and interactive tools that drive authentic engagement on TikTok, Instagram Reels, and emerging channels. 
• Develop values-driven storytelling frameworks that align financial products with younger consumers’ priorities: transparency, social impact, and financial empowerment. 
• Establish measurement and feedback loops that translate real-time social signals into rapid creative iterations and product enhancements. 

 Perfect a next-gen playbook that future-proofs your brand and captures the attention of tomorrow’s most valuable customers. 

Engage the local community to drive engagement beyond digital platforms. Source your plan of action by:

• Establishing campaigns that connect with the community and build organic relationships that convert into new clients.
• Creating a story that involves the consumer in a journey, creating increased customer loyalty.
• Gain a competitive edge by establishing yourself as the preferred, trusted local partner for financial needs.

 Increase your ability to create a regional brand that really connects to the local community and attracts the loyalty of its consumers.

AI search is quietly reshaping how financial services brands get discovered, evaluated, and trusted. This session breaks down what actually happens behind the interface of large language models and why traditional SEO thinking falls short. The focus is make it as actionable as possible. You will walk away with a clear view of:

• What makes a financial brand retrievable and citable in AI systems

• How to design content that gets included in answers, not just ranked

• Where to build authority beyond your website to influence AI outcomes

For teams operating in a regulated, trust-driven category like financial services, this is no longer an edge case. It is quickly becoming the primary layer of discovery. This session is about understanding that shift early and building for it deliberately.

Work through practical hands-on exercises that will strengthen your role as a marketing leader within your organization.

WORKSHOP A: AI-DRIVEN TEAM BLUEPRINT
Mapping Automation, Augmentation, and New Roles for Maximum Impact

Design a future-ready marketing organization by separating tasks into three clear buckets around automation, augmentation, and elevation. Take away specific solutions to:

• Apply the “Three-Phase Framework” to pinpoint what can be fully automated, which activities AI should augment, and where human ingenuity remains irreplaceable.
• Define workforce shifts by redeploying staff toward high-value, revenue-generating functions and tracking revenue, NPS, and asset-level performance to prove impact.
• Identify and develop new roles while resetting leadership expectations around coaching and continuous upskilling.

Amplify your ability to streamline operations, enhance human potential, and future-proof your marketing team in an AI-driven landscape.

Jorie Walsdorf, Head of Marketing, Clarity Pay

WORKSHOP B: INFLUENCER-FIRST CONTENT STRATEGY

Integrating Diverse Human-Centric Content Formats to Set Your Brand Apart in the Financial Sector

Financial brands are breaking away from traditional marketing by integrating diverse, human-centric content formats. Transform your approach to content creation to position your brand as a leader in the financial sector. Take back to your office strategies to:

• Build authentic connections with audiences through relatable and engaging content.
• Create a cohesive content ecosystem that amplifies your brand’s reach and impact.
• Align your content strategy with organizational goals to deliver measurable results.

Heighten your brand’s impact by showcasing the strategic implementation of influencer-first approaches and creative storytelling across platforms.

Polina Zueva, Fin-Fluencer, Ex Tik-Tok

• Enjoy exclusive sponsor demos and experience the next level of digital marketing innovation firsthand.
• Meet one-on-one with leading solution providers to discuss organizational hurdles.
• Brainstorm solutions and gain new perspectives and ideas.

Explore practical approaches for how modern marketing teams are leveraging AI to work smarter — planning more effectively, deploying resources with greater confidence, and executing campaigns faster. Walk away with a blueprint to: 

• Align your marketing strategy to business priorities and make better decisions about where to focus time and budget. 
• Build team capacity and efficiency without simply adding headcount. 
• Move from planning to execution faster, with greater consistency and measurable impact. 

Practical lessons for marketing leaders looking to do more with what they have — and build a team ready for what’s next. 

Harness the power of AI agents to manage complex marketing tasks, freeing your team to focus on strategy and creativity. Create a roadmap to:

• Identify marketing workflows that deliver the highest ROI when automated.

• Deploy AI-driven agents to plan campaigns, allocate budgets, and continuously optimize performance based on real-time data.

• Establish governance and human-in-the-loop processes to ensure AI decisions align with brand guidelines, compliance, and business objectives.

Achieve growth and efficiency by embedding intelligent automation into your marketing operations.

Review the key solutions and takeaways from today’s sessions. Source a summary of action points to implement in your work. Discuss tomorrow’s highlights! 

• Relax and unwind with tasty cocktails after a long day of learning.
• Don’t miss your chance to win fun prizes by scanning your badge at our exhibitor booths.
• Make dinner plans with your new connections and explore the best of what Charlotte nightlife has to offer. Just be sure to set your alarm for day two!