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THE MEETING PLACE FOR FINANCIAL SERVICES LEADERS DRIVING GROWTH

Welcome to the 7th Annual Digital Marketing for Financial Services (DMFS) Midwest Summit. As part of our DMFS series hosted across North America, this event brings together senior marketing leaders from top financial institutions and local, boutique financial firms to address industry-specific challenges and opportunities. Here’s what’s in store:

  • Build a strong, data-driven marketing foundation to drive sustainable growth.
  • Gain actionable insights to navigate fast-paced technological changes.
  • Develop digital capabilities to personalize customer engagement.
  • Discover how to adapt to evolving consumer trends.

Join us to transform financial marketing with forward-thinking strategies and practical tools that enable growth!

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TOP 3 REASONS TO ATTEND

1

Gain actionable insights on how to stand out and grow in a crowded market

  • Explore case studies and transformation journeys 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.

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2

Build relationships with the most engaged and influential thought leaders in the industry

  • Meet accomplished financial services leaders from household financial brands.
  • 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.

 

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3

Discover potential partners that will help 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-driven offerings.
  • Adopt best practices for sourcing and collaborating with partners to achieve long-term, sustainable growth.

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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 series 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 journey.
  • Amplify your expertise, craft a dynamic action plan, and forge impactful connections.
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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 Summit!

We deliberately design the program to encourage you to build relationships with like-minded financial marketing 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.

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DISCOVER CHICAGO!

No matter what floats your boat – sports, arts and culture, shopping or food and drink – Chicago won’t let you (or your spouse) down! Here are some ideas to get you started

MUSIC & NIGHTLIFE

Chicago knows how to keep the party going – it is the birthplace of house music and Chicago-style jazz, after all. Experience the unforgettable energy of the music and nightlife scene, from the legendary House of Blues to late night dance clubs to famous comedy clubs, and more!

ATTRACTION

From cruising down the river to snapping a photo of The Bean, Chicago has some of the most iconic attractions. Get an unlimited Ride Pass for the ‘L’ train, to save money, avoid ticket lines, and take in the local sights.

RESTAURANTS

Get a taste of Chicago’s vibrant food scene offering as diverse a selection as the city itself. Dig into a Chicago-style hot dog, an avant-garde tasting menu, or a dim sum spread in Chinatown.

SPORTS

Home to the Chicago White Sox, Blackhawks and Bulls, there is something for every sports fan. Watch a game at the famous Wrigley Field or the United Center, or at one of the many sports bars across the city.

ARTS & CULTURE

From major exhibits to neighbourhood cultural attractions, there’s a whole world to explore at Chicago’s renowned museums, galleries, and historic places.

THE VENUE

DoubleTree by Hilton Hotel Chicago – Magnificent Mile

Situated on the Magnificent Mile, DoubleTree Hotel Chicago captures the vibrancy and exuberance of this city with its modern and comfortable décor, excellent location and warm and friendly service. Step-out and you are in the heart of Chicago with all the major attractions of this amazing city literally at your footstep. Enjoying a viable downtown Chicago hotel location, this property combines the best of warm and excellent hospitality service with luxurious accommodations and impeccable service.

BENEFITS OF STAYING AT THE HOTEL INCLUDE…

  • Networking: Onsite social activities for conference attendees and speakers.
  • Dining Experience: The dining options are truly delectable as the in-house restaurant called Markethouse samples with unique cooking styles to offer a truly delectable assortment of culinary delights. The menu changes seasonally and the sumptuous dishes are complimented with an impressive wine and beer list. Einstein Bros Bagels is yet another venue where guests can start their day with a delicious breakfast of bagels, breakfast wraps, bagel dogs, muffins and hot and cold sandwiches. This place is perfect to enjoy a scrumptious breakfast and a delicious lunch.
  • Accommodations: Elevate your stay in this newly redesigned guest room, which provides two queen-sized beds with custom designed plush top mattresses and an ample number of pillows. Unwind and watch a movie on the 50-inch HDTV or listen to music on the iHome alarm clock radio. Catch up on work at the desk with an ergonomic chair and WiFi (fee applies). The bathroom features granite countertops, light up vanity mirrors, and a bath tub.
  • Convenience: Tucked between Magnificent Mile shopping and Navy Pier attractions, our location makes exploring Chicago easy. We’re a 10-minute walk from 360 CHICAGO, Millennium Park, and the CTA Red Line. Relax with a cocktail in the lobby or enjoy a drink after a rooftop swim in the summer. We offer workout equipment in some rooms plus a separate fitness center.

TO RESERVE

DoubleTree Hotel Chicago Magnificent Mile
300 East Ohio Street Chicago, IL 60611

Save travel time and money. Take advantage of our discounted group rate, available until September 7, 2025 at $249/night, on a first-come basis whilst rooms are available.

For your convenience, please use this booking link to make your reservation online now!

IMPORTANT: Strategy Institute is not affiliated with, nor do we contract any third-party room booking service. Please contact the hotel directly to make your reservations.

YOUR 2025 DIGITAL MARKETING FOR FINANCIAL SERVICES 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.