25 Aug 2025
24min 30sec
Unlock the secrets to modern marketing success in financial services! Join Anooja Basole, a seasoned industry leader of First West Credit Union, as she shares powerful lessons from global brands, real-world case studies, and actionable strategies. Discover how to: Leverage AI, hyper-personalization, precision marketing, and earned media to overcome budget constraints, shifting markets, and fierce […]
25 Aug 2025
27min 47sec
Join Katy Dugal Simpson, of Northwestern Mutual of Louisiana and Mississippi, as she shares her journey launching Ride Marketing—a social media subscription service tailored for financial advisors. In this insightful session, Katy discusses the challenges of advisor marketing, the importance of digital presence, and how intentional, personalized content can drive engagement and business growth. Key […]
10 Apr 2025
31min 59sec
Join leading marketing executives Erin Wilson of Home Equity Bank, Mona Afzal of Scotiabank, and Avinash D’Souza of Global X, as they explore social media strategies for the financial services sector. Key session highlights will include innovative marketing strategies for both B2B and B2C, content approaches tailored to specific platforms, methods for building customer trust […]
10 Apr 2025
28min 09sec
Join Martin Cyrenne, VP of Digital Marketing at Mitsubishi, for an insightful fireside chat on transforming marketing strategies with a small team and a limited budget. Key takeaways will include personalization strategies, methods for gaining leadership buy-in, and efficient marketing automation and technology use. Learn how to: – Clean and leverage imperfect data – Build […]
11 Mar 2025
27min 43sec
At the 2024 DMFS Canada summit, Leanne Nullmeyer from IG Wealth Experience delivered a session on Agile Marketing in financial services. She explained agile methodologies and offered practical strategies for marketing teams to enhance responsiveness and efficiency without overhauling their organization. Nullmeyer highlighted key principles like collaboration, visual work tracking, and strategic prioritization, introducing tools […]
05 Mar 2025
30 min 26sec
Christy Varicat from Tangerine Bank participated in a discussion at the 2024 DMFS Canada Summit, where she talked about integrating AI into content marketing at Tangerine. She outlined their phased approach, which includes migrating to Adobe Experience Manager (AEM) and addressing slow SEO insights. Christy emphasized the significance of human interaction and the use of […]
05 Mar 2025
33min 35sec
The 2024 DMFS Canada panel brought together leading marketing executives from the financial technology sector to discuss how to navigate uncertainty and enhance marketing effectiveness. Panelists Davinder Singh, Louis Tullo, Martin Aubut, and Andrew Lo shared their insights on adapting strategies during economic challenges, maintaining a customer-centric approach, and leveraging data and AI. Key topics […]
05 Mar 2025
22min 44sec
At the 2024 DMFS Canada Summit, Adam Abernathy from Yext discussed the evolving landscape of SEO and generative AI. He predicted that search engines might see a 25% decline by 2026 and noted that decentralized models like ChatGPT are becoming increasingly prominent. Abernathy emphasized the importance of technical SEO strategies, pointing out that mobile traffic […]
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