From the minute the Digital Marketing for Financial Services Summit began everything seemed to happen so quickly: so many fascinating lectures on a wide range of topics, so many amazing people from all over the country, and a wide range of innovative companies, from start-ups to well-established heavy hitters.

But now, seemingly as quickly as it all started, the DMFS has come to a close, leaving me and the rest of my team brimming with a ton of useful tidbits and insights. Now it’s my duty to spill them all as coherently as possible onto the internet for safe keeping.

I’ll be going into a bit more detail when I have some time to put my thoughts together but, since its fresh, I figured I would go through the highlights of the conference, stitched together by the live updates of the StoneShotUS Twitter feed.

Day 1

The first day started with a fantastic keynote lecture on the future of digital marketing, given by the Chief Content Editor of MarketingProfs and author of “Everybody Writes” and “Content Rules”, Ann Handley. She spoke a lot on what will stay constant (email) and what will change (content marketing) among other predictions that she considers inevitabilities due to her wealth of knowledge and experience in the industry.

Shortly after, the topics split up into two separate tracks: Personalization and Content Marketing. I decided to go the content marketing route and gleaned a lot of insights from the two industry experts talking about customer retention and predictive marketing, as well as an interesting case study on Charles Schwab’s content strategy.

From there, the next two tracks were either channel strategy or real-time marketing, between which I chose the latter. Representatives from Infor Customer Experience Suite, Direxion, American Express, Quantcast and Merkle all spoke on various aspects of delivering timely engagement with customers and how to achieve your relevance goals.

Day one wrapped up with some fascinating discussions on the archaic nature of billing and the need to update the process, keeping consistent across brand channels to establish a coherent brand, and, rounding out the day, a interesting look at the customer journey and how to adjust it to the world of Fintech.

Day 2

Fresh and renewed, the StoneShot team arrived bright and early, eager to begin day 2 of the DMFS. Day one was a huge success and provided plenty of engaging presentations and lectures, as well as plenty of networking with fellow passionate financial marketers from all corners of the country, but day 2 was the big day. The main event. Day 2 was the day that our very own Chrissy Perez would give her presentation on cultivating big data, but more on that in a bit.

The morning began with a presentation from Citi Bank regarding the upcoming trends of the immediate future, highlighting the importance of targeting the millennial generation.

This led into a panel on the importance of shifting your focus onto mobile, followed by a lecture on creating effective video content.


This was all fine and good, but paled in comparison to the engaging presentation on leveraging data to deliver the right content at the right time (not biased at all).


After the massive success of Chrissy’s presentation, the rest of the day seemed to fly by. Some of the highlights from the rest of the afternoon were the Salesforce presentation on how technology, and specifically marketing automation, is leveling the playing field for financial services marketers, as well as the Webster Bank case study regarding the process of building a complete digital strategy from scratch.


So, after two full days of learning everything we could about our peers in the industry and the cutting edge of digital marketing for financial services, the StoneShot team, weary but victorious, packed our things and headed back to the office to put the insights we gained into action. There will certainly be more written about our experience at the DMFS in the coming weeks so stay tuned if you’re interested in learning everything we learned throughout the conference!