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article imageDigital Marketing for Financial Services Summit in Toronto Special

By Rob Campbell     Jun 12, 2014 in Business
Toronto - The fourth annual Digital Marketing for Financial Services conference in Toronto, happened June 10 - 12th 2014, and experts flew in from around the world to share stories and ideas about SEO, SEM and mobile marketing for banks and insurance companies.
The fourth annual Strategy Institute Digital Marketing for Financial Services conference happened in Toronto, June 10, 11 and 12th 2014, and I, Robert Campbell was there as an audience member, panel moderator, and conversation provocateur on all three days.
The #DMFSToronto conference is aimed squarely at C-Suite business marketing executives and designed to give them an opportunity to network and become more digitally savvy by listening and sharing their SEO, SEM and mobile campaign experiences, and more. The rooms are filled with thought leaders and subject matter experts sharing their anecdotes and ideas about existing and emerging vehicles, and what to do with them, and perhaps even more interesting, what NOT to do with them.
Rob Campbell moderates a panel on digital marketing for mobile phone apps at #DMFSToronto 2014
Rob Campbell moderates a panel on digital marketing for mobile phone apps at #DMFSToronto 2014
I Rob Campbell from SMOJoe SEO Toronto moderated three panels and introduced six speakers on Tuesday and Wednesday and then hung out with Brian Rotsztein the President of CIMA, the Canadian Internet Marketing Association on Thursday, June 12th 2014. Brian is quoted commenting on how 'the Strategy Institute does a good job selecting speakers and panelists who know what financial companies want and need to hear to be more effective in this medium.' Brian has his finger on internet marketing across Canada, and recognizes this three day conference in Toronto as an important annual gathering for business marketing professionals.
Brian Rotsztein @BrianRotsztein President of CIMA @JoinCIMA moderating morning panel at #DMFSToronto 11June2014.
Brian Rotsztein president of CIMA at #DMFSToronto 2014
Brian Rotsztein president of CIMA at #DMFSToronto 2014
Brian Rotsztein came in from Montreal to run Day Three which focused on many things including content marketing strategies for financial companies, and because I'd already run Day One and Day Two before him I was able to show him the lay of the land. Both my two days were very educational, I learned a lot of stuff about marketing money management and mobile apps for finance.
Wednesday June 11th began with me introducing a user experience guru named Evan Gerber who is now working with Fidelity Investments. He has great style and a good informative deck.
Evan Gerber discusses device user experience in digital marketing for financial services.
Evan Gerber discusses device user experience in digital marketing for financial services.
Evan Gerber V.P. Mobile Design discussed #futuremobile and was heard to say 'the device is a behaviour and not a piece of technology'. His session was enlightening to say the least, and absolutely chock full of memorable quotes. I'll include more of Evan's talk on my blog later this week, and try to show off some of his great slides too. When he finished speaking he was mobbed by enthusiasts, and I had to ask to party to stand aside to make room for the first panel of the day.
Below is a snapshot of the mobile experience panel which featured Sep Sayedi the CEO of Plastic Mobile @sepseyedi and a mobile wallet visionary and VC genius Jimmy Dinh at @DoAndroidsDream who made his name at PCFinancial and is now working on mobile payment apps for CIBC and @fastdrvr Andrew Lo, who is the CMO of Kanetix, an online car insurance quote website, and an all around good guy.
Sep Sayedi  Jimmy Dinh and Andrew Lo share a table on panel to discuss mobile marketplace and market...
Sep Sayedi, Jimmy Dinh and Andrew Lo share a table on panel to discuss mobile marketplace and marketing financial companies on smart phones.
These guys talked about engineering high quality financial apps and the particular challenges presented by compliance vs consumer preferences, and the compromises made between usability and security, design and efficiency. One observation I could make here is that budget and funding wasn't really a consideration - it wasn't discussed at all, but it was generally acknowledged that failing to make a successful app was particularly humiliating when all the resources are provided.
Jimmy Dinh @DoAndroidsDream in particular is a fascinating guy, investor and savant who attracted a half dozen followers up to the table after the panel discussion was over. Two folks from Tangerine followed that group out in the hall (to say thanks for mentioning them in the session). Jimmy was tied up , mobbed by marketing managers and app designers eager to talk mobile wallets and cryptocurrencies, a subject in which Jimmy demonstrated some knowledge.
Glenn Cooke  Finance Ads   FinanceAds network  financial bloggers
Glenn Cooke, Finance Ads, FinanceAds network, financial bloggers,
Outside in the foyer there were plenty of interesting market vendors and some new faces. Glenn Cook really impressed me with his gumption as his personal story is ripe with entrepreneurial zeal. His Finance Ads . ca website and offering is perfectly niche; it makes good buzz for financial industry offerings and delivers SEO results too which I really like. The FinanceAds.ca website is the storefront of a homemade relationship driven advertising community that puts finance ads on finance bloggers' websites. Its a new channel and custom niche blog outreach service and certainly not something that's easy to do. High profile finance bloggers are very discerning about which ads they run.
Frannie Danzinger sits at the Bizo B2B Marketing desk at Digital Marketing for Financial Services su...
Frannie Danzinger sits at the Bizo B2B Marketing desk at Digital Marketing for Financial Services summit in Toronto June 10th 2014
Alex Jacobson stands beside Frannie Danzinger the Director of Marketplace Development at the Bizo B2B Marketing desk in the main mezzanine for exhibitors. There were other software vendors, social media services providers, advertising agencies and mobile app makers and database marketing service providers here too.
In total, the Digital Marketing for Financial Services three day conference had four streams, accommodating thirty interactive sessions and just under fifty different speakers. It seemed to me there were about three hundred registered attendees. This was a big week for me to grow as professional speaker, to learn better skills as panel moderator and MC, and I hope to return next year to speak on SEO for Financial Companies. Robert Campbell
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