Best Financial Services Marketing Conferences | 2022 Guide

August 15, 2022

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 2022 to map out your best conference year ever – and let us know if we missed any!

Jump to:

February, March, April, May, June, July, August, September, October, November, December


SIFMA Social Media & Digital Marketing Seminar

When: February 24, 2022

Where: Virtual

Who: Digital/social media marketers in the wealth management/advisor space

Financial marketing angle: SIFMA’s Social Media & Digital Marketing Seminar brings together leading names in private wealth management for in-depth discussions with financial advisors, marketing experts, and legal and compliance professionals on innovative opportunities to leverage social media and digital marketing.

Tweet: #SIFMASocial

Digital Marketing for Financial Services Summit West

When: February 22-23, 2022

Where: Virtual

Who: Financial marketers and digital execs

Financial marketing angle: Drill down into changing customer expectations with mission-driven marketing. Capitalize on the wealth of available data to increase ROI and seize growth opportunities, and improve efficiency and effectiveness with a digital marketing OSR (Operational System of Record).

Tweet: @DMFinancialServ


The Digital Finance Conference

When: March 06-07, 2023

Where: Austin, TX

Who: Senior financial services professionals responsible for innovation, experience, and digital strategy.

Financial marketing angle: Discover how financial service organizations of all sizes are prioritizing digital strategies that enhance customer experience, while also creating opportunities for future innovation.

CUNA Marketing & Business Development Conference

When: March 9-12, 2022

Where: Los Angeles, CA

Who: Credit union marketing and sales execs

Financial marketing angle: “Attendees will connect and grow with credit union peers and industry professionals while exploring relevant trends and developing their expertise,” said Royce Ngiam, vice president of marketing and business development at Partners Federal Credit Union and co-chair of the 2022 conference.

Tweet: @cunambdcouncil


Hearsay Summit

When: April 2022

Where: Virtual Summit

Who: Digital marketers in the wealth management/insurance space.

Financial marketing angle: This year’s Summit focused on how the most successful organizations in financial services have been able to navigate pivots, turns, and regulations post-pandemic by embracing technology to accelerate productivity and leverage new channels of client engagement, all while proactively mitigating risk.

Tweet: @HearsaySystems


Marketing Association of Credit Unions

When: May 23-26, 2022

Where: Chicago, IL 

Who: Credit Union Marketers

Financial marketing angle:  Hone your marketing chops with industry experts, meet fellow credit union marketers, and find out who won the 2022 MAC Awards competition. 

Tweet: @macassociation

Get Money Get Paid 2022

When: May 24, 2022

Where: Online 

Who: Professional Women

Financial marketing angle:  At Ladies Get Paid, our Northstar has always been to give women everywhere, the tools, and resources they need to improve their lives and be their biggest cheerleaders along the way. The all-day event is full of inspirational keynotes, firesides, and panels, along with four workshop tracks that will get down to the brass tacks of the most important subjects today: work, money, entrepreneurship, and crypto.

LendIt Fintech

When: May 25-26, 2022

Where: New York City, NY 

Who: Marketing executives in the fintech space.

Financial marketing angle:  LendIt Fiintech is the largest media and events company dedicated to innovation in lending and digital banking. Learn from industry experts and changemakers as they share their experiences, expertise, and strategies on the topics that matter most today.


American Banker Digital Banking

When: June 13-15, 2022

Where: Austin, TX 

Who: Banking professionals.

Financial marketing angle: Featuring engaging demos, interactive panels and insightful keynotes, DIGITAL BANKING is thoughtfully curated for powerful networking and meaningful discussions. This is where the banking community connects and collaborates to address the industry’s most pressing issues with a level of interactivity you won’t find elsewhere.

Tweet: @AmerBanker



When: July 11-13, 2022

Where: Seattle, WA

Who: SEOs and content marketers

Financial marketing angle: Discover next-level tactics on everything from ranking higher in today’s search landscape to making data-driven marketing decisions. Become one with SEO as we come together to delve into the latest and greatest in search, learn from industry experts, & network with peers for a truly unforgettable three-day experience.

Tweet: #mozcon



ICBA Lead FWD Summit

When: September 12-13, 2022

Where: Fort Worth, TX

Who: Community bank CFOs, SVPs, VPs, AVPs, Chief Risk Officers, Senior Accountants, Loan Officers, Insurance Managers, and HR Professionals.

Financial marketing angle: Rethink the status quo and expand what you know about leadership, technology, and the vital role of community banks as the lifeblood of local communities across the nation.

Tweet: @ICBA


When: September 7-10, 2022

Where: Orlando, FL

Who: A digital marketing event for anyone creating personal finance content.

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. 

Tweet: #FinCon2022

ABA Bank Marketing Conference

When: September 11-13, 2022

Where: Denver, CO

Who: Bank marketers (Certified Financial Marketing Professionals (CFMPs) can earn CE).

Financial marketing angle: Elevate your understanding on these key topics: Data & Analytics, Leadership & Strategy, Ideation & Revenue generation, CX and Communications & Branding.

Tweet: #ABABankMktg

Digital Marketing for Financial Services Virtual Summit – Midwest

When: September 21-22, 2022

Where: Virtual

Who: Financial Marketing Professionals

Financial marketing angle: Highlights best practices in marketing innovation and ROI optimization.

Tweet: @DMFinancialServ


Marketing Profs B2B Forum

When: October 12-14, 2022

Where: Boston, MA

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.

Tweet: @MProfsEvents

Money 20/20

When: October 23-26, 2022

Where: Las Vegas, NV

Who: Marketing executives in the fintech space

Financial marketing angle: From global leaders to new challengers and from tech giants to scrappy startups, this is the only place where the whole community comes together for fintech’s biggest conversation.

Tweet: @Money20/20


The Financial Brand Forum

When: November 13-16, 2022

Where: Las Vegas, NV

Who: Senior banking executives with a specific emphasis on those in marketing roles at retail banks and credit unions based in North America.

Financial marketing angle: Three days packed wall-to-wall with killer keynotes, how-to sessions, live demos, case studies, and in-depth workshops focused on fueling your growth.

Tweet: @FinancialBrand


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!

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  1. You’re missing one of the biggest conferences for credit unions in the country, CUNA’s Marketing and Business Development Conference. Happening in March 2019 in Las Vegas. Would love to get it featured. We see 500+ attendees plus FI specific vendors and offer tons of great sessions, breakouts, and networking opportunities. I sit on the Executive Committee for the Council and have attended this conference numerous times both as an organizer and as just a regular marketer. It’s a great way to connect with other marketers and hear what’s going on at credit union’s big and small in the way of tech, automation, design, and innovation.