ABOUT

TAKE PART IN CANADA’S MOST ESTABLISHED DIGITAL MARKETING FOR FINANCIAL SERVICES SUMMIT

Welcome to the longest-running digital marketing event in Canada. It attracts leaders from across the digital financial services industry to share key learnings and innovative strategies. Leave with an action plan to boost revenue, build customer trust and help differentiate your brand.

 

Discuss the ways in which digital intelligence and technological innovation are reshaping financial services business models, working practices and core aims. Go beyond rudimentary metrics of success, like profitably, to achieve a broader picture. Become more agile and alert to stay on top of emerging industry trends and the challenges facing your customers today.

We look forward to seeing you at this year’s event. It’s one you can’t afford to miss!

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TOP 5 REASONS TO ATTEND

NETWORK WITH TOP MARKETING LEADERS

Download Past Attendees List

OUR STORY

The 11th Annual Digital Marketing for Financial Services Canada Summit is one of the largest financial services events exclusively focused on digital marketing.

 

It is part of our portfolio of highly anticipated events within the digital marketing space. Joined by our summits in New York, Chicago and San Diego, this conference is integral to helping financial firms improve team agility, increase digital marketing ROIs and enable knowledge sharing among peers.

 

Now a 2-day virtual experience, this year’s summit will engage a broader audience and showcase an exciting digital program. Our intuitive platform features a variety of networking tools, allowing you to connect with other financial services professionals in an organic way. Join us and stay connected virtually!

 

Strategy Institute has been in business for 25+ years, produced 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 the crowd? Not at the 11th Annual Digital Marketing for Financial Services Canada Summit. We deliberately design the program to encourage you to network with like-minded people – every day of the event. And with the added advantage of technology, you’ll have the opportunity to do so at a number of small working groups, roundtables, peer-led breakouts and much more! You’ll come as an individual attendee, but you’ll leave as part of the Digital Marketing for Financial Services community!

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FREQUENTLY ASKED QUESTIONS


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


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


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 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


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


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


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.


SPONSORS


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.