Financial Marketing Insights

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.

Bianca Bass - On Brand, Boardrooms, and the Psychology of Trust

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

09-29
41:53

Amina Taher - On Leadership, Legacy, and the Future of Banking

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

09-11
36:40

Paul Taylor - On Curiosity, Collaboration, and the Real-World Impact of AI

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

08-22
32:36

Shakeela Williamson - On Versatility, Voice, and the Value of Experience

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

08-07
27:02

Gary Mercer - On Collaboration and Innovation

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

07-24
27:52

Satwant Wishart - On Content Strategy, AI, and the Rise of the Corporate Newsroom

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

07-03
35:41

April Rudin - On Wealth Management Marketing with a Difference

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

05-06
31:53

Amanda Werth Stewart - On Trust and Innovation in Financial Services Marketing

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

04-22
29:55

George Yaryura - On Creating Customer Value from Tech to Finance

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

03-13
34:00

Neville Vyas - On Marketing Best Practice in FS

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.

02-06
32:11

Jasper Martens - on Going Global at PensionBee

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.

01-23
36:22

Financial Marketing Insights Season 1 - The Wrap

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

12-19
20:32

Gunnar Steven - On Marketing Dynamics and Stakeholder Management

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

12-12
28:47

Roberto Napolitano - On Diversity, Marketing and the FinTech Landscape

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

11-21
28:58

Marg Jobling - On NatWest and the Art and Science of Marketing

In this episode of the Financial Marketing Insights podcast, we interview Marg Jobling, Group CMO at NatWest, on her extraordinary career journey. From her early days as a scientist, where she honed her analytical skills and curiosity, to her rise as a leading Marketer at renowned UK brands, Marg shares her unique perspective on blending art and science to create marketing magic. To find out more, visit https://www.financialmarketinginsights.com    

10-31
41:58

Christoph Woermann - On Brand and Content at Deutsche Bank

In this episode of the Financial Marketing Insights podcast, Christoph Woermann, Chief Marketing Officer of the Corporate Bank and former Global Head of Brand at Deutsche Bank, outlines his approach to B2B content and brand management, highlighting the strategic importance of aligning brand, strategy, and culture. To find out more, visit https://www.financialmarketinginsights.com

10-17
38:21

Nickie McDade and Tony Jarvis - On Account-Based Marketing

In this episode of the Financial Marketing Insights podcast, Nickie McDade, a Global Account-Based Marketing (ABM) expert who recently worked at the London Stock Exchange Group, and Tony Jarvis, Global MD – Client Relations at EI Advisory, shared their career journeys and insights into ABM. For more, please visit https://www.financialmarketinginsights.com  

10-03
43:49

Nicky Owen - On Sustainability at Standard Chartered

In this episode, we spoke with Nicky Owen, Head of Strategic Sustainability Marketing at Standard Chartered about her career and the importance of Sustainability. Find out more at https://www.financialmarketinginsights.com

09-19
39:57

Efi Naskou - On Zenus Bank, Lloyds and Paypal

In this episode of the Financial Marketing Insights podcast, we interviewed Efi Naskou on her role as CMO at Zenus Bank, her background in financial services, and her passions for Leadership, Diversity and Inclusion, and AI. Find out more at financialmarketinginsights.com

09-04
40:19

Amie Stankiste - On Marketing at the London Stock Exchange Group

In this episode of the Financial Marketing Insights podcast, we interviewed Amie Stankiste, CMO of the London Stock Exchange Group on her career in financial services marketing, working at firms including BNY Mellon, S&P and Thomson Reuters - and a fascinating deep dive into the re-branding campaign at LSEG.  Find out more at financialmarketinginsights.com

09-04
32:35

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