Who doesn’t love a good marketing conference? You get to network with cool people, pick up a few shiny tips and tricks, maybe even see the sites or enjoy a meal in a new city. (#boondoggle)
Problem is, most marketing conferences are not designed for financial services marketers. I can’t count the number of times I’ve picked up a new idea at a conference only to have it shot down by my friendly neighborhood compliance team less than a week after I get back. (#nofun)
Fortunately, there are a lot of events aimed at the financial marketer audience, from FinServ-specific summits to FinTech/wealth management/insurance tracks within bigger marketing conferences.
Check out our list of the best financial services marketing conferences of 2019 to map out your best conference year ever – and let us know if we missed any!
When: February 20, 2020
Where: San Francisco, CA
Who: Digital/social media marketers in the wealth management/advisor space
Financial marketing angle: “Once again the leading names in social media and experts in private wealth management come together, to explore best practices in harnessing the power of digital technology to engage and serve clients and examine developments in the regulatory apparatus that guides them.”
When: February 25-26, 2020
Where: San Francisco, CA
Who: Financial marketers and digital execs
Financial marketing angle: Hear from an impressive roster of peers who’ve successfully navigated compliance and digital marketing challenges in the financial services space.
When: March 09-10, 2020
Where: Miami, FL
Who: Bank & credit union digital marketers
Financial marketing angle: Get targeted tips from the Heads of Digital at some of the largest consumer, commercial, regional, and community banks, as well as credit unions and wealth management organizations.
Photo by Alexa Gonzalez Wagner
March 13-17, 2020 Cancelled
Where: Austin, TX
Who: FinTech and FinServ digital marketers + agencies
Financial marketing angle: Check out the Brands and Marketing track, then head over to FinTech-oriented sessions like “Tech vs. Finance: The Battle For Your Money” and the SXSW accelerator for payment/FinTech startups. Oh, and if you fancy live music . . .
When: March 15-18, 2020
Where: Orlando, FL
Who: Credit union marketing and sales execs
Financial marketing angle: “At CUNA Marketing & Business Development Council Conference, you and hundreds of your peers will gather to gain new ideas, high-impact strategies and powerful insights that will spark change in your credit union—and yourself.”
When: April 21 – 22, 2020
Where: Virtual Summit
Who: Digital marketers in the wealth management/insurance space
Financial marketing angle: Billed as a meeting of the minds between Wall Street and Silicon Valley, this advisor-focused conference features “Ted-style talks” on topics that encompass Marketing, Sales, IT and how get them all working together.
April 27-29, 2020 Postponed
Where: Las Vegas, NV
Who: Senior banking executives
Financial marketing angle: Hear from marketing powerhouses like Gary Vaynerchuk and Barbara Corcoran, then watch as world class experts perform real-time brand and website makeovers for financial institutions.
When: June 10 – 12, 2020
Who: FinTech, digital marketers, entrepreneurs
Financial marketing angle: “We honor the interconnectedness of entrepreneurship and leadership development. We respect (and encourage) the exploration of the ins & outs of marketing, management, sales, and product development alongside questions about mindset, personal development, and leadership.”
When: July 6-8, 2020
Where: Seattle, WA
Who: SEOs and content marketers
Financial marketing angle: This is not a “financial” marketing conference, per se – but if SEO is a primary initiative for your financial organization this year (and we would argue it should be), this conference provides the latest strategies for driving search engine rankings and organic traffic.
When: September 30 – October 3, 2020
Where: Long Beach, California
Who: Financial PR pros, content marketers and financial advisors (for the Advisor track)
Financial marketing angle: This is probably the largest gathering of financial influencers in one place, so it’s a great opportunity to build relationships for co-created content and affiliate partnerships.
When: October 7-9, 2020
Where: Minneapolis, MN
Who: Bank marketers (Certified Financial Marketing Professionals (CFMPs) can earn CE)
Financial marketing angle: Past sessions covered topics like customer journey mapping, “thumb-stopping” video content, and harnessing the power of social influencers.
When: November 3-6, 2020
Where: San Francisco, CA
Who: B2B marketers
Financial marketing angle: Asset managers and other intermediary-focused marketers take note – while not specifically about financial services, this conference gets a shout-out for providing actionable B2B marketing tips and techniques.
Got a hot tip on a conference that financial marketers shouldn’t miss? Comment below or email us here to have it included in this list!