Digital Marketing for Financial Services Summit

November 14 - 15

Event Details

Merkle is excited to be sponsoring the Digital Marketing for Financial Services Summit (DMFSS) at the Brooklyn Bridget Marriott in NYC, November 14-15.

DMFSS is the world's leading gathering of financial marketers. Attendees will gain insights from 14+ c-level financial services leaders on how to create competitive advantage and eliminate organizational roadblocks for broad digital transformation.

Stop by and say hello to the Merkle team in booth #20!

Questions? Email us at

Our Sessions

Date/Time: 2:00pm, November 15

A real-life story about a financial services company beginning its digital transformation with some practical steps. Join Christina Williamson, VP Marketing Strategy, Edelman Financial Services and Jay Wells, Director Digital Strategy, Merkle Inc, to hear about initial learnings on pivoting from direct marketing spend to digital. You'll learn: 

• More levers in digital that can be used to improve performance 

• How the view of the prospect model changed along the way 

• How we’re solving measurement and attribution: from a matchbook report to more integrated measurement 

• What we're learning about the operational needs to stand everything up


Jay Wells

Director, Digital Strategy

Christina Williamson

VP, Marketing Strategy

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