October 28-29 | New York Hilton Midtown, New York, NY
We bring innovation, scale, and buying power to insurance providers, mortgage lenders, debt relief brands, and wealth managers, built on transparent systems, aligned incentives, and measurable ROI.
This is who we are in 60 seconds
Level is a digital marketing agency with 250+ people. We combine AI, creative strategy, and media into one connected system built to sustain and scale momentum for insurers, lenders, and wealth managers competing for trust in a heavily regulated market.
Book a conversationFind us at DMFS
New York Hilton Midtown. Stop by for Level Intelligence Suite overviews, AI search visibility audits built for financial brands, candid strategy conversations, and a shot at winning Apple AirPods Pro 3.
Expo hall hours
Wednesday, Oct 28: 7:30 AM - 6:00 PM ET
Thursday, Oct 29: 8:00 AM - 3:30 PM ET
Location
New York Hilton Midtown, 1335 Avenue of the Americas, New York, NY
What to expect at our booth
Level Intelligence Suite overviews
Learn about the AI tools Level uses to plan, create, target, build, and measure marketing.
Search visibility audits
How your insurance, lending, or advisory brand shows up across traditional organic rankings, AI-powered search (ChatGPT, Gemini, Perplexity, AI Overviews), and paid search, plus what to fix first.
Live media and creative audits
A candid look at your paid media or creative for financial services, with actionable takeaways.
Apple AirPods Pro 3 giveaway
Scan your badge at the booth.
On stage at DMFS
Wednesday, October 28 | 3:40 PM ET
AI has changed how investors search, and the impact is showing up everywhere: fewer clicks, rising acquisition costs, and a buyer journey with more touchpoints than ever. AI tools now act as a shortlist filter, and if your brand isn't on that list, ranking first anywhere else doesn't matter. Meanwhile, leadership sees how fast AI moves and asks marketing why results can't move just as fast.
In this session, MDRN Capital's Angele Fox, CMO, and Level Agency's Josh Muskin, VP of Marketing Strategy, share how a newer, virtual RIA is competing for visibility against brands with decades of brand recognition. They'll walk through two real examples from MDRN's work: strategically mapping an answer engine optimization (AEO) approach to identify where a challenger brand has the right to win, and cleaning up fragmented media data so platforms optimize toward held calls instead of form fills. Attendees will leave with a practical framework for sequencing foundation work and making the case for it to leadership.
Josh Muskin
VP, Marketing Strategy, Level Agency
Angele Fox
Chief Marketing Officer, MDRN Capital
October 28-29, 2026
DMFS New York is Strategy Institute's flagship financial services marketing summit, bringing together senior marketing leaders from across financial services in North America. Level will be there in force.
Level Intelligence Suite
The Level Intelligence Suite is the set of AI-powered tools Level uses to plan, create, target, build, and measure digital marketing work for clients. Five purpose-built tools that replace guesswork with decisions backed by data.
Level.Pathfinder
The starting point for every strategy. Audience, market, and competitive intelligence before a dollar gets spent.
Level.Signal
Predictive lead scoring that knows who's going to convert before they do, powering media targeting and CRM nurture together.
Level.Prism
Creative testing as a system, not a guessing game. Side-by-side asset analysis shows what's converting and what to build next.
Level.Pulse
One source of truth for what's actually working. Media and CRM data in one view, tied to revenue, not just leads.
Level.Foundry
The fastest path from blank page to launch, compressing website research, design, and build from months into days.
Most marketing systems are great at reporting what happened, but terrible at predicting what to do next. Level.Signal changes that. It's a predictive modeling platform that integrates website behavioral data, lead form submissions, and media interactions to build propensity scores that identify your highest-intent prospects before you spend media dollars chasing them.
Rather than relying on static rules or limited CRM fields, Level.Signal recognizes that buying intent often shows up in behavioral patterns first: visit frequency, content engagement, and return behavior, long before someone fills out a form. The model learns which signal combinations correlate with actual downstream revenue, then feeds those quality signals back into your ad platforms to find more people like your best converters.
Think with Google featured Level.Signal as an example of how modern marketers are turning fragmented measurement into predictive growth, moving teams from backward-looking dashboards to forward-looking decisions.
Read the Think with Google feature →How it works
Verify
Align your tracking and CRM data into a unified source of truth
Define
Establish what a quality conversion looks like for your specific funnel
Train
Build the model on your historical behavioral and conversion data
Activate
Push intent signals into your media platforms to find more of your best prospects
Proven results
48%
increase in applications for a higher education client
30%
reduction in cost per application through better targeting
Results from a higher education client using Level.Signal for media optimization and lead prioritization.
Meet the team
Brian Ryback
VP of Sales
↘Brian Ryback
Brian drives new business growth at Level Agency, partnering with performance-minded brands to build marketing programs that compound over time.
"Financial brands are under more pressure than ever to prove marketing pays off. I'm excited to meet the leaders at DMFS who are ready to tie every dollar to real growth."
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Josh Muskin
VP, Marketing Strategy
↘Josh Muskin
Josh partners with growth-focused organizations to identify where AI-powered marketing can unlock their next level of demand and revenue performance.
"The way people choose an insurer, a lender, or an advisor has changed completely. I can't wait to show this room what AI search means for their brands, live on stage."
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Anthony Turco
Account Executive
↘Anthony Turco
Anthony partners with growth-minded brands to connect their goals to the right Level Agency strategies and solutions.
"Financial marketers work inside some of the toughest rules in the game. I'm looking forward to candid conversations about what actually moves the needle within those constraints."
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Brad Stephenson
SVP, Marketing and Sales Enablement
↘Brad Stephenson
Brad leads the marketing and enablement engines at Level Agency, ensuring the sales team and the market understand what makes Level's approach uniquely effective.
"We're fired up to bring our AI-powered digital marketing to DMFS this year. Come find us at Booth 1, let us buy you a coffee, and see why 'Good Enough' isn't the way we do things at Level."
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Kaylei Sadler
Content & Community Coordinator
↘Kaylei Sadler
Kaylei keeps Level Agency's community connected and informed, crafting content that resonates and building relationships that extend well beyond the event floor.
"Events like DMFS are where our community comes to life. I'm excited to meet the people behind the brands and share what Level is all about."
↖At our booth
We're fun people to talk to. We also have some pretty cool stuff to show you. Set up a specific time to meet with our team or just visit us on the expo floor.
How does your brand show up ... everywhere search happens?
Search isn't one channel for financial brands either. Level's team will assess how your insurance, lending, or advisory brand shows up across traditional organic rankings, AI-powered search (ChatGPT, Gemini, Perplexity, AI Overviews), and paid search, and deliver a clear read on where you're winning, where you're invisible, and what to fix first.
Book a quick auditGet a second opinion on your media spend.
Level's strategists will review your current paid media or creative and identify quick wins. No pitch, just a candid look at what's working and what's not.
Schedule a conversationWe're giving away a pair of Apple AirPods Pro 3 in a Level-branded case, naturally. Visit Booth 1, scan your badge, and you're entered. Winner drawn after the event, and the AirPods ship straight to you.
No purchase necessary.
Find Booth 1
Book 15 minutes with our team at DMFS or anytime after. We'll talk about your goals, not ours.
Book a conversationPick a time that works for you.