North America's Top Community For Digital Marketing Innovation In .

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Lessons learnedand what’s nextfor 2021!Strategy Institute presents the.February 24 –25, 2021North America’s Top Community for Digital MarketingInnovation in Financial Services - Join us for a Brave,Bold and Visionary 2 days of Learning and Networking!Meet Network Learn From:Donna DolemanDickersonChief Marketing OfficerGreenPath FinancialWellnessGold Sponsors:Take away key strategies to:David ParlinChief MarketingOfficerNorthern TrustDrive ‘all things digital’ acrossyour entire businessBoost sales throughcustomized experiencesLeverage data to maximizedigital ROIUtilize technology to increaseconversionsMaja NeableChief MarketingOfficer, NorthAmerican Personal& Business BankingBMOMelissa RothchildChief MarketingOfficerGuardian lifeKim McNealyChief MarketingOfficerAscent LoansEmery SkolfieldPrincipal, MarketingEdward JonesBuild brand credibility withinfluencer marketingIncrease sales with social mediaCreate an omni-channelexperience for betterengagementDifferentiate your brand withsuperb customer experienceSilver Sponsors:FinancialDigitalMarketingWest.us

HEAR FROMWelcome to the Digital Marketing for Financial ServicesSummit West. We are proud of our long history as thepremier digital community across all financial services.The challenges of 2020 have made us look at things differently in 2021 andwe have asked our senior gathering of speakers to do the same! We havebeen busy bringing you a new virtual event format and a lineup featuringthe best and most comprehensive content. Sign up to share and gaindigital inspiration, learning and networking at the highest levels.Immerse yourself in new ways of thinking as a digital marketer infinancial services. This is YOUR event and we welcome all - across thewhole spectrum of financial services. You will experience a fast-paced,deep dive into all things digital transformation, interactive discussionsand intimate group chats. Generate new ideas with other leadingfinancial service marketing professionals who are passionate aboutsharing their tips with you!Featuring fresh case studies, keynote speeches, fireside chats anddedicated ‘build your own’ agenda opportunities — it’s a not-to-be-missedextravaganza!Limited seats available! Book now to stay ahead of the competition, tokeep exploring, networking, and training with experts who see change asan opportunity.Your DMFS TeamStrategy InstituteNEW THIS YEAR1. COVID-19 innovation and digital-driven decisions – insights into transformation2. 25 VP level speakers get straight to the point offering time to cost efficiency3. More options, more networking: Peer-to-peer experience exchanges – bring your most pressingquestions4. Larger and more diverse speaker pool who will offer wide-spread and inspiring knowledge-sharing5. Your chance to join the best of the USA FS community! Gain a peer group that continues beyond thesetwo intensive days and build plans to take back to the officeEVENT IN NUMBERS20 Speakers4Case Studies10 Hours of NetworkingRegister Today by Calling 1 866 298 9343 x 200

TAKE AWAY 10 SOLUTIONS TOYOUR KEY CHALLENGES:1.Emerging Strategies: Marketing in a postCOVID-19 world2. Content Marketing: Drive loyalty withrelevant messaging3. Personalization: Identify segments andgrow conversions4. Omni-channel: Integrate touch-points toincrease satisfaction5. Analytics: Identify metrics to increase ROI6. Artificial Intelligence: Embrace newtechnology7.REGISTER TODAY!Don’t miss out on this opportunity to learnwhat’s working and what’s not in the world ofdigital marketing!Save your spot now for the West’s preeminentfinancial services idea exchange on the latestinnovations in digital marketing1-866-298-9343 x italMarketingWest.usflickrSTART THE CONVERSATIONBEFORE THE SUMMITEmbrace Design-Thinking: Increaseinnovation and break down silos8. Mobile: Optimize to meet customerdemandsflickr9. Social: Build efficiencies and improvetargetingJoin the LinkedIn Group ‘DigitalMarketing for Financial ServicesCommunity!’Get your opinions heard. Follow us onTwitter @DMFinancialServ10. Programmatic: Increase effectiveness withprecision targetingWHO YOU WILL MEETORGANIZATIONSRESPONSIBILITIESBanks // Investment & Wealth Management //Insurance // Mutual Funds // Credit Card // Brokers// Credit Unions // Loan & MortgageCMO Marketing Advertising DigitalInteractive Acquisitions Emerging Channels Mobile Social Search Branding Analytics &Optimization Communications Online PaymentInnovationRegister Online at FinancialDigitalMarketingWest.us

SPEAKERSDonna DolemanDickersonChief Marketing OfficerGreenPath FinancialWellnessKim McNealyChief Marketing OfficerAscent LoansRuby WaliaExecutive Vice President,Head of Digital Banking,North AmericaHSBCDavid ParlinMaja NeableChief Marketing OfficerNorthern TrustChief Marketing Officer,North AmericanPersonal & BusinessBankingBMOMohamadSawwafCo-Founder, ChiefExecutive OfficerManzilMatt BeckmanVice President, DigitalPlatform OptimizationU.S. BankMelissaRothchildChief Marketing OfficerGuardian lifeRichard CharetteKrysia MagerAssociate Vice President,Experience Design,Virtual ChannelsWells FargoAssistant Vice President,Marketing OfficerTompkins FinancialCorporationCorby FineVice President, DigitalgoeasyRegister Today by Calling 1 866 298 9343 x 200Ankur KothariVice President,Cloud Architecture& Digital MarketingTransformationNorthern TrustCorporation

SPEAKERSJerry BreefTifney FieldsEmery SkolfieldStephen BulferVice President, Sr. DigitalProduct OwnerBMO Harris BankVice President incipal, MarketingEdward JonesFounder, Chief ExecutiveOfficerStreamLoanJames McKennaSonia CarrenoSudip ChaudhuriPaul EversAssistant Vice President,Marketing OfficerTompkins FinancialCorporationPresidentIAB CanadaSenior Vice President,Consumer & DigitalMarketingSynchronyExecutive Vice PresidentMerkleNicki DuhnDirector, MarketingCampaignsEnterpriseBank & TrustRegister Online at FinancialDigitalMarketingWest.us

Welcome to the Digital Marketing for Financial Services Summit West. We are proud of our long history as the . 1. COVID-19 innovation and digital-driven decisions - insights into transformation . BEFORE THE SUMMIT 1. Emerging Strategies: Marketing in a post COVID-19 world 2. Content Marketing: Drive loyalty with relevant messaging 3 .

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