20 Mar 2025
In the rapidly evolving field of investment management, generative AI is more than just a technological trend; it represents a revolutionary change. Paul Gaspar from Corvus shared valuable insights at the 2024 DMFS West Summit. Here are the five most …...
20 Mar 2025
27min 44sec
In this session from last year’s DMFS West Summit, Jennifer Couch from Cap Rock shares strategies transforming marketing in financial services. Learn to stand out in a crowded market by creating compelling customer experiences through authentic, data-driven strategies that connect …...
20 Mar 2025
17min 10sec
In her presentation at DMFS West 2024, MasterCard loyalty expert Shabina Anwar explores the future of customer loyalty, emphasizing that it’s no longer just about points. In the evolving financial services landscape, leveraging genuine, data-driven marketing will help businesses stand …...
25 Feb 2025
40min 52sec
Maya Anglin and Nidhi Daga from J.P. Morgan & Chase Co. presented an inspiring session at the 2024 DMFS West Summit. Maya shared her journey from software development to product management, highlighting the importance of customer feedback and a customer-centric …...
25 Feb 2025
33min 59sec
How can generative AI revolutionize the insurance industry? In this insightful DMFS-West 2024 session, industry expert Paul Gasper breaks down the transformative impact of AI on product design, underwriting, customer support, and risk management. Gasper, a data and analytics leader, …...
25 Feb 2025
25min 27sec
In this DMFS West 2024 session, Emma Franks, VP of Marketing at Tab Bank, shared expert strategies for improving marketing forecasts despite data limitations. She covered how to address stakeholder concerns about marketing impact and reliability, incorporate uncertainty variables into …...
11 Feb 2025
40 secs
How can you build a trusted brand? Check out this clip of Bryan Kramer, who presented at the 9th Annual Digital Marketing for Financial Services West Summit...
11 Feb 2025
30 secs
At the 9th Annual Digital Marketing for Financial Services Summit West, @Bryan Kramer delivered an inspiring session that delved into the benefit of being human in a digital world. Here are some key takeaways from his presentation...
11 Feb 2025
49 secs
Digital acquisition can be challenging, even on a good day! At the 9th Annual Digital Marketing for Financial Services Summit West, Rina Johnson of Patelco Credit Union delivered an inspiring session sharing the 4 challenges with digital acquisition challenges and solutions...
11 Feb 2025
44 secs
Digital acquisition is an essential for success in the industry! At the 9th Annual Digital Marketing for Financial Services Summit West, Rina Johnson of Patelco Credit Union delivered an inspiring session and shared insights on why digital acquisition is an essential in financial services....
11 Feb 2025
2 min 26 secs
The ingredients for creative storytelling are history and chemistry! Lynne Marie Auzenne of Beneficial State Bank delivered this inspiring session at the 9th Annual Digital Marketing for Financial Services Summit West and shared insights on how storytelling combines these two elements!...
20 Mar 2025
In the world of financial services, marketing has long been synonymous with dry, technical content that puts readers to sleep faster than a complex investment prospectus. But what if I told you there’s a revolutionary approach that can turn your …...
02 Mar 2025
As the digital landscape continues to evolve, the ability to navigate the complexities of social media will be a crucial differentiator for financial institutions. By following the example set by Mechanics Bank, financial institutions can position themselves as trusted, community-focused …...
20 Mar 2025
In the rapidly evolving world of customer engagement, there’s a revolutionary approach that’s transforming how businesses think about loyalty. It’s not about collecting points or offering generic rewards – it’s about creating a comprehensive value experience that speaks directly to …...
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