6th Annual Digital Marketing for Financial Services Summit // June 2 - 3 2016 // Sheraton Centre Toronto

Media Kit and Sponsorship Packages 2016 June 2 - 3 2016 // Sheraton Centre Toronto

Media Kit and Sponsorship Packages 2016

www.FinancialDigitalMarketing.com

[email protected] // 1.866.298.9343 x 200

6th Annual Digital Marketing for Financial Services Summit // June 2 - 3 2016 // Sheraton Centre Toronto

INTRODUCTION

Who Attends Attendees’ Job Titles

The annual series of Digital Marketing for Financial Services Summit has emerged as Canada’s preferred specialized event for financial firms eager to modernize how they engage their existing and potential customers.

32% CMO, VP/Director of Marketing 19% Director/Manager Digital Marketing & Strategy 16% Account, Project Director/Manager 9% e-Solutions Director/Manager/Developer

Position yourself as the leading provider of solutions and services! Connect with high-level marketing executives and key decision-makers that attend with an eye on technology and come ready to make purchasing decisions!

7% CEO, General Manager 6% Director/Manager Operations & Customer Relations 3% Consultant 8% Other Industry Stakeholders

Networking face-to-face with the top digital marketing professionals in financial sector cannot be as effective elsewhere as it is at the 6th Annual Digital Marketing for Financial Services Summit.

Segments Represented by the Attendees 28% Invesment/Wealth Management 32% Banks, Insurance Credit Unions & Credit Cards

Past Participating Sponsors:

16% Marketing Agencies

Logo: Crown Peak Font: Frutiger

Logo: Crown Peak Font: Frutiger

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Background: White [#000000] Crown Color: Pantone 2925C [#009cdc] Peak Color: Pantone White [#FFFFFF]

19% Digital Marketing Technology & Software 5% Other Industry Stakeholders

Past attendees include:

C-69 M-13 Y-0

K-0

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Logo: Crown Peak Font: Frutiger

Logo: Crown Peak Font: Frutiger

Background: White [#000000] Crown Color: Pantone Black [#000000] Peak Color: Pantone White [#FFFFFF]

Background: White [#000000] Crown Color: Pantone Black [#000000] Peak Color: Pantone White [#FFFFFF]

C-73 M-60 Y-49 K-31

Translation and Localization

G ood networking opportunities. Better quality content than other conferences I’ve been to

Judy Morfitt, Director, Marketing, Investors Group

Adobe American Express BelairDirect BMO Financial Group Capital One Canada CIBC Credential Financial Inc. Curian Capital (Denver) Deloitte Empire Life Facebook Farm Credit Canada GE Capital Hootsuite Media Inc. HSBC LinkedIn Mackenzie Investments Manulife Financial MasterCard (New York) Nasdaq OMX National Bank of Canada President’s Choice Financial RBC Scotiabank Sun Life Financial TD Bank Group Western Union Canada

[email protected] // 1.866.298.9343 x 200

6th Annual Digital Marketing for Financial Services Summit // June 2 - 3 2016 // Sheraton Centre Toronto

3 STRATEGIC WAYS TO BUILD YOUR BUSINESS Meet, network and present to a CAPTIVE audience that includes all the influencers and decision makers that you’ve been wanting to meet in one place! Your participation as a sponsor quickly translates to a cost-effective business development opportunity when you engage in FACE-TO-FACE interaction with key prospects and clients. Here are some examples of how our conference, which attracts exactly the audience you want, can help you meet your marketing, sales and business development goals.

BUILD CREDIBLITY & SHOWCASE YOUR EXPERTISE Consider a speaking platform customized to demonstrate your company’s competencies and thought leadership. Your company executive will be in excellent company alongside our lineup of carefully selected and vetted speakers. The opportunity to participate directly in delivering educational content will increase receptivity to your brand and sales efforts.

GENERATE NEW LEADS Consider hosting an exclusive cocktail reception at the end of Day One for all conference speakers and attendees. Take advantage of the conference content to initiate thoughtful conversations plus connect with leads with genuine interest in the subject area. You will also receive complimentary passes for your staff to attend and network. Access to the speaker and attend list allows you to continue your business development and marketing efforts post-event.

We can help you achieve your business development, marketing and sales objectives

INCREASE BRAND RECOGNITION Consider the marketing exposure you will receive through our print and digital efforts to our internal database of 10,000 professionals, financial marketing decision makers, as well as via our partnership with prominent industry media entities. You will get weeks of pre-event exposure to your target audience. Think of it as a consolidated media buy!

LIMITED AVAILABILITY! Contact us today on the benefits, opportunities and customization available to your firm.

[email protected] // 1.866.298.9343 x 200

6th Annual Digital Marketing for Financial Services Summit // June 2 - 3 2016 // Sheraton Centre Toronto

OBJECTIVE-DRIVEN PACKAGES TO ATTAIN YOUR BUSINESS DEVELOPMENT GOALS MAXIMUM OUTCOME

THOUGHT LEADERSHIP

NETWORKING & LEAD GENERATION

Give your target audience a comprehensive experience of your brand. Demonstrate your thought leadership, showcase your products/services, plus generate qualified leads. Be rated number one at this elite event.

Designed to highlight your company’s authority in a specific area of your choice, and rapidly improve audience perception of your brand as a leader in its field.

Created to quickly develop connections with current and new clients. Placing you at the heart of your community, fast-tracking your influence on your key clients, and generating high quality and instantly actionable leads.

Speaking Opportunity





Hospitality suite



VIP dinner with key prospects and clients (exclusive)



(Title Sponsor)

Achieve your business development objectives

BRANDING Crafted to put your company and products/services in the spotlight in front of your core audience. Raising awareness of your company amongst the most important decision makers in the industry, strengthening the perception and reach of your business.



Food and beverage host

(First choice in loaction)









Conference registration

4

3

2

1

Speaker and attendee list for post-event follow-up







Media quotation opportunity plus acknowledgement in pre-conference news release





One page insert in conference packet





Table top exhibit/booth

Company logo on all conference marketing and onsite collaterals Company branding and link on conference website, with permanent recognition Branding/inclusion in pre-conference social media communications, print and digital collaterals

Recognition during opening remarks 20% discount on conference registration for additional staff and guests





















(First mention)

















(Largest size and most prominent placement)



(Largest size and most prominent placement)



(Largest size and most prominent placement)

[email protected] // 1.866.298.9343 x 200

6th Annual Digital Marketing for Financial Services Summit // June 2 - 3 2016 // Sheraton Centre Toronto

PACKAGE UPGRADE OR STANDALONE OPPORTUNITIES Conference Chair

Conference Wi-Fi Sponsor

Hospitality Suite

Undisputedly the position with the most visibility and leadership! Help create unity for the conference from beginning to end. This position includes a 15-minutes opening speech to kick off the conference. You would be onsite for the two days, providing insights throughout the days, helping to introduce speakers, facilitate questions and answers and more. Please ask to see our Chairperson Handbook for full description of duties.

Keep everyone connected! Each attendee will receive a branded Wi-Fi card featuring your logo and acknowledging your sponsorship.

Own a space where conference speakers and attendees can enjoy refreshments, sit down comfortably to work and network.

Charging Station

Luncheon Host

Keep everyone's electronics charged! Charging stations and/or power outlet strips will be set up around the main conference room with your brand highly visible.

Exclusive sponsorship of luncheon for day 1 or 2. Special recognition leading up to the event and onsite to acknowledge your support. High brand visibility for your investment.

Speaking Platform

Conference Lanyard

Breakfast Host

Exclusive branding opportunity. The conference lanyard will hold the registration badge given to all conference speakers, attendees and participants. Your company name or logo will be printed on both sides of the lanyard.

Exclusive sponsorship of breakfasts for day 1 or 2 in the dedicated networking space. This is where all attendees will congregate, an excellent way to enhance your brand visibility.

Conference Tote

Exclusive sponsorship of refreshments for day 1 or 2 in the dedicated networking space. This is where all attendees will congregate, an excellent way to enhance your brand visibility.

Dedicated 45-minutes platform for your senior executive to provide an educational presentation and Q&A. High visibility on the conference program plus an excellent way to showcase your industry leadership and expertise to a captive audience.

Company Spotlight All eyes on you! Exclusive 10-minute organization presentation to the entire conference audience before Day 1 or Day 2 luncheon.

Panel Speaking Participate as a panelist with other industry end-users and/or experts. Session format varies from guided discussion to mini-presentations or a combination thereof. This is a dynamic platform that showcases your personality and expertise alongside other leaders.

Panel Moderation

High visibility branding opportunity. Include your company logo on the reusable conference tote given to all conference speakers, attendees and participants. Conference materials will be placed in the tote, including one insert from your firm.

VIP Lunch An intimate, invite-only lunch for two company representatives plus eight end-users. This is held in a separate room giving you the dedicated face time to strengthen your connections with current and prospective clients. Features a special luncheon menu featuring wine.

Take on a leadership position in moderating a panel discussion. Opportunity to make a short intro to the topic area then guide the panelists in a lively conversation and/ or introduce their mini-presentations. Facilitate the Q&A plus contribute your own insights to add value.

VIP Dinner

Workshop Host

A night of celebration to recognize the accomplishments and successes of key industry participants. A formal event attended by sponsors, partners and conference attendees. Exclusive opportunity to provide a welcome speech to all attendees plus prominent branding and recognition leading up to the event and onsite.

Present a three-hour workshop on a specialized topic area that complements and/or support the conference theme. This would be to a select audience who choose to sign-up for the additional learning. Option to be pre- or postconference depending on relevancy.

Rountable Moderator Enjoy an intimate discussion with a group of eight to twelve conference attendees on a particular topic. Help set up the context and facilitate knowledge sharing and exchange. A great opportunity to collect first-hand insights from industry practitioners and contribute to peer learning.

An intimate, invite-only dinner for two company representatives plus clients and prospects. Held the night before Day 1, use this relaxed setting to get a jumpstart on building your relationships.

Gala Dinner

Cocktail Reception Host the exclusive cocktail reception after Day 1. Take advantage of the opportunity to engage attendees on topics covered during the day and network in a relaxed environment with hors d’oeuvres and beverages.

Refreshment Host

Event Awards Create and recognize industry innovation, best practices and advancement. As the presenting sponsor for an award category, align your brand with industry leaders committed to excellence. An executive from your firm will announce and present to the winner.

Pen and Note Pad Extend the lifetime of your branding with high utility items. Pens and notepads branded with your corporate logo will be placed at all tables in the conference room. Enjoy exclusive, high visibility branding.

Water Bottles A practical and environmentally friendly gift for all conference speakers, attendees and participants. Your logo will be featured exclusively on the water bottle. Various options for water bottle style and colours.

Parking Host Support both local and out-of-town conference attendees who need parking. Receive special acknowledgement in digital and print materials as the official sponsor of conference parking. Earn positive impressions toward your brand.

[email protected] // 1.866.298.9343 x 200

6th Annual Digital Marketing for Financial Services Summit // June 2 - 3 2016 // Sheraton Centre Toronto

Connect with senior marketing executives and digital strategists who are wellversed in the industry and possess signing and purchasing authority

// Highlight your unique solutions to an aware and receptive audience // Utilize exhibit areas as well as the speaker podium // Build face-toface professional relationship with top decision-makers // Gauge market response and learn what industry is planning

The wealth of experience at the conference is amazing. If you are in the Digital Marketing field for Financial services, this is one of the must-see, must-attend conferences.

Silu Modi, VP, Digital, Macquarie Banking and Financial Services

Excellent few days to learn at all levels and spur some thoughts on future digital ideas. Marc Burroni, AVP – Product Marketing, Horizons ETF’s

A great experience with a good balance of presentations and networking time. Lasting impact has been the contacts made so far with clients I wouldn’t have otherwise met.

Kelly Stepien, Account Manager, Rich Media

Great to see the evolution in the industry over the years and the conference/venue reflects that. Chris George, Senior Web Manager, ATB Financial

Very well done. Case Studies were very insightful. Could easily relate to them and gained lots of useful information. Christiane Lalonde, Desjardins Financial Security

[email protected] // 1.866.298.9343 x 200