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1^st ANNUALCONTACT CENTRE
SUMMIT

The only event series designed for contact centre leaders overseeing strategy, operations, and technology.

20+ HOURS OF INNOVATIVE CONTENT

10+ HOURS OF NETWORKING

30+ TOP FINANCIAL MARKETING SPEAKERS

93% OVERALL ATTENDEE SATISFACTION AT OUR DMFS EVENTS

DRIVING CUSTOMER GROWTH THROUGH IMPACTFUL DIGITAL MARKETING & EXPERIENCE STRATEGIES

Join us at the 1^st Annual Contact Centre Summit this fall 2025!
Connect with senior marketing leaders from top financial brands across North America.

Why attend?

Benchmark and shape a winning strategy to drive sustainable customer growth.

Maximize your ROI by leveraging the latest marketing tech and best practices.

Build a high-performing team powered by data, innovation, and talent to elevate the customer experience.

This summit features thought leaders from industry giants like Northwestern Mutual, Northern Trust, GreatAmerica Financial Services, The Federal Savings Bank, and many more.Join us at the 1^th Annual Digital Marketing for Financial Services (DMFS) Midwest Summit in fall 2025! We bring together senior marketing leaders from top North American financial brands. Register now to:

Benchmark and develop a winning business strategy to drive long-term customer growth.
Maximize ROI with insights on leveraging the latest marketing technologies and best practices.
Build a high-performing organization powered by data, innovative tools, and top talent to enhance the customer experience.

This summit features leading organizations, including Northwestern Mutual, Northern Trust, GreatAmerica Financial Services, The Federal Savings Bank, and more!

OUR DELEGATES INCLUDE:

CONNECT WITH YOUR PEERS IN INTERACTIVE SESSIONS

Don’t miss the unique opportunity to connect, engage, and learn with top financial marketing experts! With a range of dynamic formats and plenty of chances to have fun and unwind, this is an experience you won’t want to miss. You can look forward to:

Interactive sessions and roundtable discussions
Curated breakout learning opportunities
Face-to-face networking (including speed networking)
Virtual streaming for greater accessibility
A breakfast, lunch, and evening drinks reception

UNLOCK ACTIONABLE INSIGHTS TO DRIVE MARKETING INNOVATION & BUSINESS GROWTH

Delve into modern, effective strategies, actionable insights, and practical tools to accelerate growth and enhance customer engagement.

Master the art of aligning data, analytics, and storytelling to drive business impact with Northwestern Mutual.
Explore data-driven demand generation approaches with Northern Trust to enhance your customer acquisition and retention.
Learn how The Federal Savings Bank is harnessing AI and GenAI to optimize marketing operations and creative strategies.
Gain proven tactics for scaling marketing efforts with limited resources through agile frameworks with GreatAmerica Financial Services.
Understand how to empower financial advisors to build stronger client connections in the digital era with The Callaway Black Group.

VIEW AGENDA

WHO SHOULD ATTEND?

The DMFS Midwest Summit is designed for senior marketing and brand professionals in the financial services industry, including CMOs, VPs, Directors, and Heads of Marketing, Brand, Digital, and Customer Experience.

The agenda caters to both smaller financial organizations with lean teams and large financial institutions.

WHO WILL BENEFIT FROM THE EVENT?

Banking and Credit Unions
Insurance
Asset, Investment, and Wealth Management
Lending
Cards and Payments
Fintech

LEARN MORE ABOUT WHO ATTENDS

2025 FEATURED SPEAKERS

Katy Dugal Simpson

Chief Marketing Officer – The Callaway Black Group

Northwestern Mutual

Aggie Tuxhorn

Chief Marketing Officer & Senior Vice President

Skyward Credit Union

Alejandra Denda

Chief Marketing Officer

The Federal Savings Bank

Vickie Sherman

Chief Marketing Officer & Senior Vice President

Pacific Premier Bank

HARNESS THE POWER OF AN IN-PERSON & VIRTUAL EVENT

This hybrid experience is specially designed to help attendees capture the most value possible!

Expand your network with a larger audience and broader attendee reach.
Build connections through one week of pre-event virtual networking.
Consult industry experts by scheduling in-person or virtual meetings.
Connect with peers using AI matchmaking tools based on shared interests.
Access on-demand sessions and content anytime, anywhere.

SECURE MY PLACE

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Sponsorship

Connect with an unparalleled network of senior financial marketing executives looking to invest in impactful digital marketing solutions.

ACCESS MEDIA KIT

Get the media kit for sponsor benefits, audience info, and branding opportunities.

SPEAK AT THE SUMMIT

Be part of this leading financial marketing event, promote your triumphs, and share your lessons learned.

Testimonials

Encouraging to see innovative and creative ways to solve the issues, constraints and challenges in a highly regulated industry. It’s nice to get out of your comfortable home environment to meet peers face to face, who have new and inspiring ideas.

SVP, Digital Marketing & Content StrategyBank of America

The wealth of experience at the conference is amazing. If you are in the Digital Marketing field for Financial Services, this is one of the must-see, must-attend conferences.

VP, DigitalMacquarie Banking and Financial Services

One of the best parts about events like this is actually getting to hear case studies, instead of the op-ed pieces you can read about in a blog. Really seeing the strategy go through with the analytics and results has been very helpful for us.

Digital Marketing StrategistLincoln Financial Group

The content and speakers exceed my expectations!

Chief Compliance OfficerOxford Financial Group

It was a great experience. It was really interesting to hear different perspectives on what is a bit of a niche industry and niche practice. I’ve been to other marketing conferences that are a bit more broad, so I felt like at this particular conference I was able to write down a lot of key takeaways that I can implement in what I do every day.

Vice President, Strategy & ResearchState Street Global Advisors

Excellent quality of presenters. Good variety of topics around digital issues, even beyond marketing.

AVP, StrategyStandard Life

The speakers have been great… Brainstorming and gathering different ideas and approaches to figure out where to go next to be a leader and provide the experience we want all our customers to have.

AVP, Product MarketingHorizons ETFs

Good networking opportunities. Better quality content than other conferences I’ve been to.

Director, MarketingInvestors Group

This is the first time that I’ve attended this event and I’ve really enjoyed the experience. I found it interesting to hear from other marketers, to get a sense of solidarity that we’re all dealing with similar challenges. But it’s also very helpful to understand how people are dealing with these challenges, how they are solving some of the same problems we all have. Hearing best practices is always very helpful.

Group Vice President, Advertising, Promotions & SponsorshipsM&T Bank

1st ANNUALCONTACT CENTRE SUMMIT