DMFS Charlotte 2026 | Financial Marketing Summit

Starts in:

DIGITAL MARKETING for
FINANCIAL SERVICES
CHARLOTTE SUMMIT

The leading event series in the United States for financial marketers looking to optimize and enhance their digital marketing capabilities

Omni Charlotte Hotel
Charlotte, North Carolina

Thursday, May 7 &
Friday, May 8, 2026

WHY ATTEND TICKET OPTIONS

20+ HOURS OF INNOVATIVE CONTENT

10+ HOURS OF NETWORKING

40+ TOP FINANCIAL MARKETING SPEAKERS

93% OVERALL ATTENDEE SATISFACTION AT OUR DMFS EVENTS

BUILD A STANDOUT FINANCIAL BRAND THROUGH CREATIVE STORYTELLING, TARGETED CAMPAIGNS, & TECHNOLOGY

We are thrilled to announce the newest addition to our DMFS portfolio of events — the Digital Marketing for Financial Services Charlotte Summit! We are bringing together the top thought leaders across financial institutions in and around Charlotte to explore the rapidly changing marketing landscape. Join us in spring 2026 to:

Discover how C-suite marketers accelerate brand purpose and build organizational resilience in a time of economic uncertainty.

Future-proof your brand through targeted campaigns that resonate with the modern generation.

Create a compliance-focused approach to storytelling to deliver captivating campaigns.
Take away strategies to integrate data and MarTech for personalized engagement.

This summit features leading organizations across the financial services industry, including Truist, Wells Fargo, SECU, TIAA, and more!

CONNECT WITH YOUR PEERS IN INTERACTIVE SESSIONS

Don’t miss the unique opportunity to connect, engage, and learn with digital marketers from the top financial institutions! With a range of dynamic formats and plenty of chances to have fun and unwind, this summit delivers more than just content — it’s an experience that inspires. 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

MAXIMIZE MARTECH INVESTMENTS TO DELIVER CLEAR ROI & INCREASE YOUR STRATEGIC IMPACT

Source insights from Truist on how leading institutions are delivering personalization at scale to increase customer engagement.
Understand how your peers are transforming MarTech into a catalyst for revenue growth and retention with Wells Fargo.
Uncover how to leverage automation and data with Equitable to ensure compliance and optimize campaign execution.
Explore State Employees’ Credit Union’s frameworks for directly engaging the younger generation through omnichannel marketing.

VIEW AGENDA

OUR DELEGATES INCLUDE:

WHO SHOULD ATTEND?

The Digital Marketing for Financial Services Charlotte Summit is designed to empower brands and customers with personalized strategies, real-time intelligence, and next-gen support solutions.

Discover how to unlock growth, innovation, and trust in every interaction.

WHO WILL BENEFIT FROM THE EVENT?

SECTORS:

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

ROLES:
C-Suite/ SVP/ VP/ Director/ Manager of:

FUNCTIONS:

Marketing / Brand / Digital / Customer Experience

LEARN MORE ABOUT WHO ATTENDS

2026 FEATURED SPEAKERS

SEE ALL SPEAKERS

Brian Clark Kahl

VP, Marketing And Corporate Communications

Aspida

Denise Milano Sprung

Chief Marketing Officer

Mitlin Financial

Elizabeth Avery

Vice President- Marketing Services Team

Wells Fargo

Jacob Holtgrewe

Global Head of Digital Marketing and Media

TIAA

Jared Bellmund

Director of Marketing and Sales

ALLCHOICE Insurance

Juan Silvera

Executive Vice President, Chief Marketing Officer

AgFirst Farm Credit Bank

Katy Dugal Simpson

Chief Marketing Officer – The Callaway Black Group

Northwestern Mutual

Marco Caruccio

VP of Marketing

TradeStation

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

Starts in:

Sponsorship

Connect with an unparalleled network of leading financial services executives looking to invest in impactful 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 Digital Marketing for Financial Services Summit, promote your triumphs, and share your lessons learned.

TESTIMONIALS FROM OUR DMFS PORTFOLIO

A tight-knit focused summit that unpacks current challenges and breakthrough trends in the highly regulated financial services industry. It was effective and inspiring — an opportunity to bring new ideas to your day-to-day.

Discover Financial Services

This was a great event. As financial services institutions navigate the speed of innovation, it's great to hear how industry leaders are working to solve complex problems.

Northwestern Mutual

The peers and partners you need to do your job better are here!

The Haverford Trust Company

I love that everyone at the event is familiar with financial industry struggles, and it feels like there is something to relate to with every attendee.

Mutual of America Financial Group

The Digital Marketing for Financial Services Summit is an incredible opportunity to network with marketing industry experts. I've learned so much about how to leverage AI for content, and strategies to evolve content that breaks through.

ShelterPoint Life Insurance Company

The summit offers a great platform to share learnings and insights which you can apply to your job.

East West Bank

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DIGITAL MARKETING for FINANCIAL SERVICES CHARLOTTE SUMMIT