ABOUT

UNMATCHED EXPERTISE AND COLLABORATIVE INNOVATIONS

We are delighted to announce the 15th edition of the DMFS Canada Summit. This is our longest-running event in our portfolio of DMFS summits, joined by our conferences in San Francisco, Chicago, and New York.

  • Explore the latest innovative trends across the financial services digital marketing landscape from martech stacks, voice search, and segmentation to SEO, AI, and mobile personalization.
  • Discover how to apply hard-won lessons from the most iconic financial services brands to maximize digital ROI and drive engagement.
  • Update your regulatory understanding and ensure you are compliant in all your digital activities.
  • Make a more compelling link between content and SEO to realize the value of investing in digital marketing experience initiatives.
DOWNLOAD 2024 BROCHURE

TOP 3 REASONS TO ATTEND

NETWORK WITH NORTH AMERICA’S TOP FINANCIAL MARKETING LEADERS

SEE WHO’S ATTENDING

25 YEARS OF CULTIVATING CONNECTIONS

Over the past 25 years, Strategy Institute has been a leader in event production and content creation. The 14th Annual DMFS Canada Summit is part of our exclusive series of Digital Marketing for Financial Services events. Each conference is dedicated to helping you maximize the potential of your digital marketing strategies.

  • Leverage the expertise of a community of 15,000+ financial marketing leaders from across North America.
  • Engage with innovators and early adopters of digital marketing tools.
  • The interactive nature of this event enables executives to level up and execute on a progressive digital analytics and mobile program.
  • Deepen your knowledge, take away an action plan for success and make lasting connections.

BE PART OF THE FUTURE OF DIGITAL MARKETING

Ever attend an event where you feel like you’re lost in the crowd? Not at the DMFS Canada Summit!

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

JOIN OUR COMMUNITY

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.

 


When will the presentations be available, and how do I get them?

Presentations will be available once the conference has concluded, typically within a week. You will receive an email from our customer care team with the link to download the presentations. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.

 


Is there parking?

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

 


I have special meal requirements, who do I contact?

Please contact our customer care team at [email protected] so they can liaise with the venue to ensure you are taken care of.

 


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.

 



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 (and 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 [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 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 1. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at [email protected] so they can connect you to the event manager.

 


When will I know my booth number?

You will receive this one 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 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.

 


When will the presentations be available, and how do I get them?

Presentations will be available once the conference has concluded, typically within a week. You will receive an email from our customer care team with the link to download the presentations. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.

 


Is there parking?

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

 


I have special meal requirements, who do I contact?

Please contact our customer care team at [email protected] so they can liaise with the venue to ensure you are taken care of.

 


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.

 


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 (and 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 [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 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 1. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at [email protected] so they can connect you to the event manager.

 


When will I know my booth number?

You will receive this one 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 setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.