ABOUT

WELCOME

Welcome to 10th Anniversary Edition Digital Marketing for Financial Services Summit. This is the biggest, the best and the most innovative digital marketing for FS event in Toronto!

This champions summit on digital marketing focuses on latest tools and tactics you need to plan a better digital marketing strategy. Arm yourself with all you need to foster closer customer relationships, which lead to better onboarding, loyalty, engagement and customer lifetime value.

We combine the most senior financial service industry figures on stage with the highest concentration of decision-makers in the audience across two tracks of case studies and actionable takeaways. Featuring 50+ speakers, 25 case studies, 5 keynote speeches, 15 interactive panels – from our interactive problem-solving panels to our boutique networking drinks reception, we’re here to help you build relationships with the best in class marketers.

Get the inside track on what’s working and what’s not for marketers and move your digital marketing strategy into a whole new ballpark.  Become another proud owner of change – passionate about sharing their subject and at the top of their game!

 

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TOP 5 REASONS TO ATTEND

NETWORK WITH TOP MARKETING LEADERS

Download Past Attendees List

OUR STORY

The 10th Anniversary Digital Marketing for Financial Services Summit is part of a suite of DMFS events that span from Toronto, New York, Chicago and to San Francisco. The events are the largest of their kind in North America and Canada. They grow each year by bringing the most important executives in marketing from financial services organizations. Attendees have the opportunity to gain actionable insights, identify new growth opportunities, and develop a blueprint for increased ROI.

Strategy Institute has been in business for 25+ years, has produced at over 450 conferences and catered to more than 50,000 attendees. We act as an independent conference organizer, with an emphasis on high quality research and lead generation to meet the needs of our customers.

OUR COMMUNITY

Ever attend an event where you feel like you’re lost in a crowd? Not at the 10th Anniversary Digital Marketing for Financial Services Summit! We deliberately design the program to encourage you to meet with like-minded people – every day of the event. You’ll do so at a number of small working groups, industry workshops, peer-led breakouts, roundtables and much more! You’ll come as an individual attendee – but you’ll leave as part of the Digital Marketing for Financial Services Summit community!

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THE VENUE

The Westin Harbour Castle Conference Centre is located on the shores of Lake Ontario, steps away from the Downtown Core via the PATH, Toronto’s underground covered walkway. Take a walk along the revitalized waterfront, explore Toronto’s theatre and entertainment districts and discover delight in all the seasonal fun our neighbourhood has to offer.

This CAA/AAA Four Diamond property features refreshing accommodations in Canada’s largest city, is a landmark downtown Toronto hotel and your haven of personal well-being in Toronto.

  • Networking:
    Onsite social activities for conference attendees & speakers
  • Upscale Amenities:
    Keep up with your fitness routine while enjoying the fresh air and sights of downtown Toronto. Stay motivated with our hotel’s RunWESTIN program, and take advantage of guided group runs, running maps, and more.
  • Dining Experience:
    Indulge with our different dining options in and around our hotel. Keep yourself nourished at The Mizzen Restaurant, the Chartroom Bar and Lounge, or Harbour Coffee Bar. At Toula Restaurant and Bar, get a view of Lake Ontario or have a unique experience at Savoury.

TO RESERVE

TO MAKE YOUR RESERVATIONS, PLEASE CONTACT THE WESTIN HARBOUR CASTLE HOTEL:

Westin H.C
1 Harbour Square
Toronto, ON
Canada, M5J 1A6
Direct: 416 869 1600
Reservations: 1 888 627 8559
To receive the special group rate of $299/night, please mention “Strategy Institute Digital Marketing” to book by May 5, 2020.

FREQUENTLY ASKED QUESTIONS


Which meals are included?

Breakfast, lunch and morning and afternoon breaks are provided at the conference, served in the exhibition hall


Is there parking?

Yes, contact our customer care team for more details at [email protected]


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

Absolutely! Please contact our customer care team at [email protected]  at your earliest convenience to let them know to have a badge ready for your colleague


I have special meal requirements, who do I contact?

Please contact our customer care team on [email protected]  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 during the conference, shortly after the presentation has taken place. You will receive an email from our customer care team with the login details. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.



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!


When is my presentation due?

Please, send your presentation to us 2 weeks before the conference, even if it is still in draft form. This will allow us to check it on the event laptop in advance, and let you know if there are any issues. Please email your final version to the event manager and bring a back-up on a usb stick.


What aspect ratio should my slides be?

Please, select ‘standard’ in Microsoft office – the aspect ratio is 4:3


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 4pm, please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck (and load it if you have a new version with you) and do a rehearsal of your presentation.


Is there a speakers’ green room?

No, we find our speakers enjoy networking with delegates and 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 do some work or make 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 less $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 [email protected]


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 doesnt include accommodations or transportation to and from the conference.



When is booth set-up and tear-down?

Set up is usually the night before the event, or before registration opens on day 1. You will have received a logistics package from your event manager with more details. If you’ve not received this, please contact customer care on [email protected] so they can connect you to the event manager


When will I know my booth number?

You will receive this 1 week before the event, from your event manager.


I want to distribute handouts, can you make that happen?

Yes! Please give them to the event manager when you arrive for set-up. 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 and morning and afternoon breaks are provided at the conference, served in the exhibition hall


Is there parking?

Yes, contact our customer care team for more details at [email protected]


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

Absolutely! Please contact our customer care team at [email protected]  at your earliest convenience to let them know to have a badge ready for your colleague


I have special meal requirements, who do I contact?

Please contact our customer care team on [email protected]  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 during the conference, shortly after the presentation has taken place. You will receive an email from our customer care team with the login details. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.


SPEAKERS


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!


When is my presentation due?

Please, send your presentation to us 2 weeks before the conference, even if it is still in draft form. This will allow us to check it on the event laptop in advance, and let you know if there are any issues. Please email your final version to the event manager and bring a back-up on a usb stick.


What aspect ratio should my slides be?

Please, select ‘standard’ in Microsoft office – the aspect ratio is 4:3


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 4pm, please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck (and load it if you have a new version with you) and do a rehearsal of your presentation.


Is there a speakers’ green room?

No, we find our speakers enjoy networking with delegates and 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 do some work or make 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 less $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 [email protected]


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 doesnt include accommodations or transportation to and from the conference.


SPONSORS


When is booth set-up and tear-down?

Set up is usually the night before the event, or before registration opens on day 1. You will have received a logistics package from your event manager with more details. If you’ve not received this, please contact customer care on [email protected] so they can connect you to the event manager


When will I know my booth number?

You will receive this 1 week before the event, from your event manager.


I want to distribute handouts, can you make that happen?

Yes! Please give them to the event manager when you arrive for set-up. If you want to distribute an electronic handout please send this to your event manager at your earliest convenience.