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DMFinancialServ @DMFinancialServ

North America's leading #Marketing events series for #FinancialServices. Tips for #CMOs & #Financial marketers looking to convert #digital channels to profit.

Joined October 2011
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⏲️ 2:45 PM - Case Study: Content Strategy to Fuel 10X Growth David Pulcini (SixPoint Financial Partners) shares a dynamic content strategy that delivered exponential growth across channels—using AI, automation, and creative storytelling.
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⏲️ 3:45 PM - Closing Remarks LeAnita Ragland-Brooks (Former Managing Director, Prudential Financial) wraps up the summit with closing thoughts, leaving us with key takeaways to drive future success!
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⏲️ 3:15 PM - Case Study: The Journey Towards Customer-Centric Marketing Lisa Zakrzewski (Leverage Retirement) shows how prioritizing a customer-centric approach, powered by AI and data analytics, can drive loyalty and business growth.
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🚀 Day 2 of the 6th Annual Digital Marketing for Financial Services Midwest Summit is wrapping up with a stellar final lineup! Let’s close out this amazing event with some powerful insights! 🚀
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⏲️ 2:15 PM - Case Study: Automation as a Growth Driver Anish Sharan (Pritzker Private Capital) dives into how automation can transform marketing and sales processes to drive efficiency, enhance lead quality, and boost customer engagement.
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Leonard Green (Northwestern Mutual) explains how workflow automation and GenAI can help sales teams focus on high-impact tasks. #DMFSMidwest2024
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Lisa Zakrzewski (Leverage Retirement) discusses building trust and deeper relationships with a customer-first approach. #DMFSMidwest2024
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Mark Reese (Tri-Merit) talks about how to build and lead empowered teams for long-term success. #DMFSMidwest2024
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John Manley (Formidium) on how to get the most out of platforms like LinkedIn, X (Twitter), and YouTube for your marketing strategy. #DMFSMidwest2024
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Kate Purdy (Signal Financial FCU) shares tips on improving customer journeys and managing smooth redesigns. #DMFSMidwest2024
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David Pulcini (SixPoint Financial Partners) breaks down how short videos can boost engagement and link vanity metrics to real business growth. #DMFSMidwest2024
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🚀 Day 2 of the 6th Annual Digital Marketing for Financial Services Midwest Summit kicks off with roundtable discussions! Let’s dive into this afternoon’s sessions: #DMFSMidwest2024
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Frank Tirado (Calamos Investments) & LeAnita Ragland-Brooks explore how to scale marketing teams & processes for long-term growth. 🚀 Building agile teams = growth at scale. #DMFSMidwest2024
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Matt Lattman (Discover) & LeAnita Ragland-Brooks dive into the future of SEM 🔍, including how AI and SEO/SEM convergence are reshaping the digital landscape. Don’t miss it! #DMFSMidwest2024
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Up next at 9:45 AM: Marco Carrucciu & Tony Fazzini (TradeStation) on how data-driven strategies are lowering CPA and boosting ROI. 📊 Maximize your campaigns with real-time optimization! #DMFSMidwest2024
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🚀 Day 2 of the #DMFSMidwest2024 is in full swing! We’re kicking off with powerful insights on data-driven marketing, SEM strategies, and transformation at scale. Stay tuned for the latest updates! 💡
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⏲️ 3:00 PM - Case Study: Driving Conversions with Paid Ads on Meta Jason Lindsay (Brookstone Capital Management) will dive into maximizing ROI with practical tips on focusing on key ad metrics. #DMFSMidwest2024 #DigitalMarketing #AdStrategy
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🚀 The 6th Annual Digital Marketing for Financial Services Midwest Summit is in full swing with exciting afternoon sessions! 🚀 Here’s what’s coming up after lunch: #DMFSMidwest2024
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⏲️ 2:30 PM - Case Study: Enhancing Personalization Sheryl Markov (Northern Trust) will share how personalization strategies can elevate user experience and drive business success. #DMFSMidwest2024 #Personalization #CustomerExperience
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⏲️ 12:40 PM - Fireside Chat: Digital Transformation Post-Pandemic Sumeet Grover (Alliant Credit Union) with LeAnita Ragland-Brooks shares how a digital-first approach drives member growth and innovation. #DMFSMidwest2024 #DigitalTransformation
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