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Hosted by experienced marketers, Jacob Howard and Kaila Yates, the Financial Marketing Insights podcast features engaging conversations with financial services marketing experts, diving into their personal journey, the hurdles they've overcome, their most cherished projects, and their insights on the evolving landscape of financial services marketing.
27 Episodes
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In an effort to provide useful deep dives for our FS marketing community, this episode of the Financial Marketing Insights podcast features a conversation with Polina Evstifeeva, Founder of CryptoReg Insights. We explore her background, her passion for understanding how regulation shapes emerging innovation, and how marketers can follow this space to develop meaningful, differentiated thought leadership for their firms. Find out more at https://www.financialmarketinginsights.com
In this episode of the Financial Marketing Insights podcast, we sat down with Angelica Montagano, Head of Brand Experience at PWL Capital, to explore how a values-driven wealth management firm has built one of the most influential content ecosystems in global finance. From her unconventional path into marketing to PWL's popular podcast and her philosophy of challenging industry norms, Angelica's story is a masterclass in how brand, insight, and disciplined execution can reshape how firms connect with investors. Find out more at https://www.financialmarketinginsights.com
In the first episode of Season 3 of the Financial Marketing Insights podcast, we speak to Dominique Rose Van‑Winther, CEO of Final Upgrade AI. Dominique doesn't talk about AI in abstractions. She talks about workflows, capability uplift, organisational rewiring - and the fact that many teams are still treating AI as a set of tools rather than a new way of working. Her story, and her worldview, offer a preview of what intelligent marketing systems will demand from FS leaders over the next decade. Find out more at https://www.financialmarketinginsights.com
Another year passes. Another Season Wrap episode - but this time Kaila and I are joined by special guest Rupert Hodson, CEO of Dianomi who joins our conversation on the main themes of the year for financial services marketers across our Summits and podcasts and a look ahead to 2026! Enjoy and happy holidays from the FMI team. Find out more at https://www.financialmarketinginsights.com
In this episode of the Financial Marketing Insights podcast, we spoke with Noreen Biddle Shah, Chief Marketing and Communications Officer at Carne Group, about how marketing can drive real change when it champions the issues customers care about most. From campaigns that cut through the noise to her passion project Reboot, Noreen's career shows how action and impact go hand in hand. Find out more at https://www.financialmarketinginsights.com
In this episode of the Financial Marketing Insights podcast, we spoke with Ruya Niazi, Head of EMEA Marketing, Payments, J.P. Morgan, to explore her dynamic career and the evolving role of marketing in one of the most fast-paced sectors of financial services. Find out more at https://www.financialmarketinginsights.com
In this episode of the Financial Marketing Insights podcast, we spoke with Bianca Bass, CMO, Privalgo and youngest-ever board member of an FCA-regulated firm, about her journey from copywriting to the boardroom, and how psychology, empathy, and commercial rigor shape her approach to brand building. Find out more at financialmarketinginsights.com
In this episode of the Financial Marketing Insights podcast, we spoke with Amina Taher, Chief Marketing Officer at Wio Bank, about her multifaceted career, her approach to leadership, and the evolving role of marketing in financial services. From launching satellites to reimagining digital banking, Amina's journey is a testament to the power of reflection, resilience, and reinvention. Find out more at https://www.financialmarketinginsights.com
In this episode of the Financial Marketing Insights podcast, we spoke with Paul Taylor - long-time financial services professional, former Swift expert, and now CMO in the automation and AI space - about his career journey, the evolving role of marketing in tech-driven environments, and why leaning into discomfort is the key to staying relevant. Find out more at www.financialmarketinginsights.com
In this episode of the Financial Marketing Insights podcast, we spoke with Shakeela Williamson - seasoned financial services marketer and regular speaker on the global circuit - about her career journey, her take on B2B vs B2C marketing, and why storytelling is central to building emotional connection. Find out more at financialmarketinginsights.com
In this episode of the Financial Marketing Insights podcast, we interviewed Gary Mercer, Head of Marketing Communications at Swift, on his journey through financial services marketing - and how collaborative thinking has shaped every step. Find out more at financialmarketinginsights.com
In this episode of the Financial Marketing Insights podcast, we spoke with Satwant Wishart, CEO and co-founder of Casey Wishart, a content studio that works with specialist sectors like finance and professional services. With a background in journalism and a deep understanding of storytelling, Sat and her team help firms translate complex ideas into compelling, multi-format content. In this conversation, Sat shares insights from Casey Wishart's newly released Global Marketing Leaders Content Study, which explores the evolving challenges facing financial marketers - from resource constraints to the rise of AI - and how firms can adapt by thinking more like newsrooms. Find out more at https://www.financialmarketinginsights.com
In the latest episode of the Financial Marketing Insights podcast, we interviewed April Rudin, CEO, The Rudin Group on her journey in reshaping the landscape of wealth management marketing. Find out more at https://www.financialmarketinginsights.com
In this episode of the Financial Marketing Insights podcast, we interviewed Amanda Werth Stewart, CMO, The Clearing House on her career and the importance of trust and innovation in financial services marketing. To find out more, visit https://www.financialmarketinginsights.com
In the latest episode of the Financial Marketing Insights podcast, we interviewed George Yaryura, SVP - CIB Marketing, Mashreq Bank on his career from the tech industry to financial services and focus on creating customer value. Find out more at www.financialmarketinginsights.com
In this episode of the Financial Marketing Insights podcast, we spoke with Neville Vyas, Head of Marketing EMEA & APAC for Impax Asset Management on marketing best practices and his career in financial services marketing. Visit https://www.financialmarketinginsights.com to find out more.
In the latest episode of the Financial Marketing Insights podcast, Jasper Martens, Group CMO at PensionBee described his career journey and the further expansion of PensionBee into the US. Visit https://www.financialmarketinginsights.com to find out more.
It's a wrap for Season 1 of the Financial Marketing Insights podcast, and in this episode, Jacob and Kaila look back over the previous 9 episodes and also recent Financial Services Marketing events to summarise some of the key topics and trends being discussed by the community that will take us into 2025. We hope you've enjoyed listening and stay tuned for Season 2! Find out more at https://www.financialmarketinginsights.com
In this episode of the Financial Marketing Insights podcast, we interview Gunnar Steven, Head of Marketing and Communications at Pemberton Asset Management on his career and passions and the skills needed in stakeholder management. To find out more, visit: https://www.financialmarketinginsights.com
In this episode of the Financial Marketing Insights podcast, we interview Roberto Napolitano, CMO of Innovate Finance on his career and passions and the current state of FinTech. To find out more, visit: https://www.financialmarketinginsights.com
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