Canadian Underwriter


4th Annual Digital Marketing for Financial Services Summit West

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by Strategy Institute
February 26 - February 27, 2019
515 Mason St, San Francisco, CA 94102, USA

Differentiate your financial brand, drive sales, and build your client base on the West Coast


Implement best practices for financial services marketing sourced from today’s most innovative digital marketing leaders. Your one-stop event for digitally focused financial services marketers Stay ahead of the curve with crucial insights to:


  • Develop an authentic digital brand
  • Content marketing strategies to build loyalty
  • Optimizing mobile experiences and messaging
  • Gain trust and buy-in from millennial clients
  • Improve marketing ROI with analytics
  • Engage customers with an omni-channel experience
  • Embrace AI, voice search and chatbots


Taking place February 26-27, 2019 at the JW Marriott San Francisco, come together with industry thought leaders from City National Bank, Wells Fargo, Western Union, Rabobank, Unify Financial Credit Union + many more.


To download the brochure:

Visit event's website

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