Digital Marketing for Financial Services 2025

Digital Marketing for Financial Services West Summit 2025 stands as the definitive gathering for senior marketing leaders within the financial services industry on the West Coast and beyond. Taking place on May 21 to 22, 2025 at the Grand Hyatt San Francisco in California, this premier event delivers over 20 hours of innovative content, 10+ hours of networking, and features more than 30 top financial marketing speakers.

What is Digital Marketing for Financial Services West Summit?

Now in its 10th annual edition, this landmark conference has established itself as the only event series specifically designed for financial services leaders overseeing digital marketing strategy, operations, and technology. With an impressive 93% overall attendee satisfaction rate at previous DMFS events, the summit creates an environment where participants can bridge the gap between marketing strategy and operations to drive growth and differentiation.

The 2025 edition offers attendees a comprehensive exploration of how to lead marketing efforts that deliver differentiation, prioritize customer journey investments, develop skills in synthesizing insights from diverse data sources, and effectively manage the balance between strategic planning and operational execution. The summit features speakers from leading national and regional brands including JPMorgan Chase & Co, Ameritas, US Capital Global, Fremont Bank, and Mutual of Enumclaw.

Connect with Your Peers in Interactive Sessions

The summit provides a unique opportunity to connect, engage, and learn with top financial marketing experts through a variety of dynamic formats. Participants can engage in interactive sessions and facilitated roundtable discussions, take part in curated peer led workshops, join an exclusive private Leaders’ Circle with fellow C level executives, and participate in face to face networking including speed networking events.

For greater accessibility, virtual streaming options are available, and attendees can enjoy provided meals including breakfast, lunch, and an evening drinks reception. This combination of structured learning and casual networking creates an ideal environment for meaningful professional connections.

Unpack Market, Technology, & Consumer Trends

The comprehensive agenda addresses the most pressing challenges and opportunities facing financial services marketers today. Sessions explore navigating Generative AI use cases and change management with Ameritas, maximizing marketing impact with strategic resource allocation alongside Plumas Bank, The Police Credit Union, and Assembled Brands, and redefining personalized customer engagement with JPMorgan Chase & Co.

Additional topics include driving rapid business growth through marketing and sales collaboration with US Capital Global and enabling capacity scaling through agile marketing setups with First Command Financial Services. These practical, case study driven sessions provide actionable insights that participants can immediately apply to their organizations.

Speakers Include:

• Eddie Herda, Chief Marketing Officer, Bonus Homes
• Donna Doleman Dickerson, Chief Marketing Officer, University of Michigan Credit Union
• Ryan Steingard, Former Chief Marketing Officer, Upwardli
• Riham El Lakany, Former Chief Marketing Officer, BJC Healthcare, Freddie Mac and Marsh (Event Chair)
• Brent Korte, SVP & CMO, Ameritas
• Vanessa Guajardo, Chief Marketing Officer & Chief of Staff, US Capital Global
• Soren Godbersen, Chief Growth Officer, EquityMultiple
• Anne Gherini, Chief Marketing Officer, Sierra Ventures

Who Should Attend

The Digital Marketing for Financial Services West Summit 2025 welcomes attendees from various financial sectors including Banking and Credit Unions, Investment, Asset, and Wealth Management, Insurance, Lending, Cards, and Payments, and Fintech.

The event is ideal for C Suite, SVP, VP, Director, and Manager level professionals responsible for Marketing Operations, Marketing Strategy, Digital Marketing, Customer Engagement, Social Media, Content, Brand, Media, Communications, Creative, Advertisement, Product Marketing, SEO, SEM, Growth and related functions.

The Grand Hyatt San Francisco venue provides a sophisticated and accessible setting for this gathering of industry innovators. With its focus on practical strategies, cutting edge technologies, and actionable insights, the Digital Marketing for Financial Services West Summit 2025 represents an essential investment for professionals committed to excelling in financial services marketing in an era of unprecedented digital transformation.