Hi Peggy ,

DMFS Charlotte (May 7–8) brings together senior marketing leaders from across banking, credit unions, insurance, wealth management, and fintech for two days of practical sessions, peer roundtables, and focused networking. All built around what's actually driving results in financial marketing right now.

Confirmed speakers include leaders from Wells Fargo, TIAA, Northwestern Mutual, AgFirst Farm Credit Bank, SECU, Equitable, and Ally, covering the topics most teams are navigating:

• AI integration without the compliance headaches

• Building brands that connect with local communities

• Data quality, personalization, and MarTech alignment

• Protecting revenue when market conditions shift quickly

Sessions are designed to be applied immediately. The format includes three afternoon workshops to choose from, facilitated roundtables on Day 2, and open networking time throughout both days.

Through March 27, the Early Bird 2 rate is $1,495 per person. Register two people together and the second registration is on us.

Download the full agenda and speaker lineup to share with your team, then reach out to me at [email protected] directly to register.

Direct Brochure Download

Bringing a teammate? Reply “TEAM” with your focus (brand, performance, martech) and I’ll recommend the best sessions to split. 

Sincerely,

Sam Caskey

Delegate Registration Manager
The DMFS Charlotte Summit Team