The Business of Trust

Driving Growth in a Highly Regulated, Rapidly Evolving Landscape.

As consumer expectations accelerate and legacy systems strain to keep up, financial brands are being pushed to modernize customer journeys, adopt AI responsibly and personalize experiences without compromising privacy or compliance. Let’s move past theory and into real-world execution, spotlighting the strategies, technologies, and case studies reshaping how financial brands acquire, engage, and retain customers.

At our inaugural Financial Services Summit, we’ll discuss how trust translates into performance, what responsible AI looks like in practice, and how to connect fragmented customer touchpoints to drive meaningful results. This is where financial services leaders come to exchange playbooks, challenge assumptions, and shape the future of the industry together.

Featured Speakers Include

Misty Grimm

SVP, Campaign Director

Wells Fargo

Annie Stickney

Executive Director of OmniChannel Analytics

JPMorgan Chase

Patrick Ward

Director, Institutional Marketing

Vanguard

Ashley Sasnett

Senior Director, Content Strategy

Equifax

What To Expect

This is no ordinary conference.

3 Days, 100 People

Get real, quality time with other industry experts at an intimate, invite-only experience 

Agenda

Morning Content

We feature only in-house marketers at brands or agencies on our agendas

Afternoon Activities

Afternoon Activities

Relax and unplug with a smaller group to experience everything Nashville has to offer

Networking Dinners

Evening Dinners

Regroup with everyone from the summit to kick back and network at dinner

Some Attendees Include

Don't Take Our Word For It

 “THE MEDIA POST EVENT WAS FIRE. AMAZING. LIT. It was absolutely what I needed. I didn't have a ton of expectations at first, but I am in awe. Every element of the Summit is well thought out and meticulously planned. They know just the right amount of content to provide followed by the perfect amount of down time and activities. It's providing valuable information, tips, and best practices to revolutionize your email marketing.”

Elliot Curry

Sr Marketing Manager at Fidelity Investments

Meet Some of our Sponsors

Ad.com

Premier Sponsor

Zeta

Title Sponsor

Get in Touch

Speaking

Speaking slots are exclusively for in-house marketers at brands or agencies. Have a good story to share?

Sponsoring

No other event gets you closer to decision makers from the most respected brands. Ready to learn more?

VIP Program

Summits are complimentary to senior brand and agency leaders in media, marketing or digital. Is this you?