ABOUT

WELCOME

Welcome to one of the longest-running and most established events in North America. The Digital Marketing for Financial Services Canada Summit has nurtured an environment that prioritizes the sharing of insights and industry knowledge for 11 years and counting! Our specially selected agenda and innovative content attracts leaders from all areas of the financial services industry. Join the Digital Marketing for Financial Services community and take away key learnings to boost revenue, build trust and help differentiate your brand.

Digital intelligence, technological innovation and rapidly evolving customer expectations are reshaping financial services business models, working practices and core aims. From crypto-currencies to big data to peer-to-peer lending, FinTech innovations have captured the attention and imagination of customers, investors and incumbents. This is why brands in the financial services sector can no longer rely on rudimentary metrics of success such as profitability alone. Organizations need to be more alert and agile.

Is your company quickly adapting to emerging industry trends in order to meet societal challenges? Capitalize on this unique opportunity to not only meet financial services customers where they are — but where they’re going to be. Join us now and take part in this important conversation.

Community is at the beating heart of all of our Digital Marketing for Financial Services editions but especially at our historical Canada-based event. We love helping global industry professionals from across the financial services ecosystem meet, connect and share ideas. Immerse yourself in the 2021 Digital Marketing for Financial Services experience.

We look forward to seeing you at this year’s can’t-miss event.

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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 a comprehensive and inspiring 2-Day VIRTUAL event. As this is our second year offering the summit in a digital space, we’ve had the chance to smooth out the kinks and perfect the overall experience. We are so excited to showcase our digital program on a state-of-the-art platform that fosters real-time networking and engagement.

2020’s Digital Marketing for Financial Services Summit reached 500+ people across North America. We couldn’t be more thrilled to bring this level of expertise, engaging content and one-of-a-kind community to an ever-growing audience.

Our digital platform enables countless networking opportunities including, 1-2-1 video chats, intimate roundtable discussions, virtual exhibitor booths, an internal social wall to share thoughts and takeaways and an embedded Q&A function during sessions — so you can ask our industry-leading speakers your most pressing questions.

Take action now and join the Digital Marketing for Financial Services community forever!

Strategy Institute has been in business for 25+ years, produced more than 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

Have you ever attended an event where you feel like you’re lost in the crowd? Not at the 11th Annual Digital Marketing for Financial Services Toronto Summit. We deliberately design our program to encourage networking among like-minded people from the very start of the event to the very end. 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.