Financial Marketing Insights

Few communications leaders bring a worldview shaped by war zones, geopolitics, and 24 hour newsrooms into the boardrooms of a 150 year old insurer. But Alessio Vinci, Chief Communications Officer at Zurich Insurance, is not a typical corporate communicator. Find out more about the Financial Marketing Insights podcast by visiting our website at https://www.financialmarketinginsights.com

Few marketers have shaped as many major financial‑services brands - at as many pivotal moments - as Joan Khoury, Chief Marketing Officer of Oppenheimer & Co. Inc. Across senior roles at Bank of America Merrill Lynch, LPL Financial, Bank of New York Mellon, and now a decade at Oppenheimer, Joan has built a career defined by clarity, cultural intelligence, and the ability to lead organisations through transformation. Find out more at https://www.financialmarketinginsights.com

In this episode of the Financial Marketing Insights podcast, two leaders at the forefront of behaviour‑led change in financial services share their perspectives on trust, decision‑making, and the power of psychology. Dr Keith O'Brien, Co-founder of Adaptable Minds, and Miten Patel, Head of Campaigns and Events at the Financial Conduct Authority (FCA), explore how behavioural science is reshaping marketing, regulation, and consumer protection - and why the industry is entering a new era of evidence‑based intervention. Find out more at www.financialmarketinginsights.com

In this episode of the Financial Marketing Insights podcast, we sat down with Melissa Kanter, Head of Communications and Brand Experience, Americas at ING, to explore a career shaped by communications, community‑building, and a belief that bold, integrated marketing can transform how financial institutions show up in the world. From her early days in New York PR to her leadership role at ING, Melissa's story is a reminder that brand is not a veneer - it's a strategic engine that shapes culture, client experience, and long‑term value. Find out more at https://www.financialmarketinginsights.com

In this episode of the Financial Marketing Insights podcast, we sat down with Ray Pellecchia - a communications leader whose career has unfolded at the very centre of modern market history. From the aftermath of the 1987 crash to the rise of global competition for listings, from the reinvention of the NYSE as a media platform to the quiet, determined work of rebuilding trust after 9/11, Ray has spent decades shaping how the world understands the markets. Today, he is turning that same clarity and conviction toward championing diversity, equity, and inclusion (DEI) - a cause he believes is not only morally essential, but fundamental to how good businesses operate. Find out more at https://www.financialmarketinginsights.com

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

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    

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

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  

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

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

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

Welcome to the first 'preview' episode of the Financial Marketing Insights podcast! In this introduction episode, we learn more about the series and about our two co-hosts, Jacob Howard and Kaila Yates.  Jacob Howard, Founder, Financial Marketing Insights (FMI) – Jacob has worked for a number of leading financial institutions including AEMS, NYSE Euronext, SWIFT, Liquidnet and Deutsche Bank. For the last five years, he has been the Chair of the Chartered Institute of Marketing (CIM)'s financial services sector interest group, running annual 'Financial Services Marketing Leaders Summits'. Through his business, Jacob is building on these Summits with the same founding organisations - CIM, EI Advisory and the World Media Group - to take these events international and continue to help the FS marketing community to forge new connections, exchange marketing best practices, and engage in groundbreaking conversations that will drive the future of financial marketing forward. Kaila Yates, Fractional CMO, TwoJacksComms – Kaila has had a very international career working for global technology companies such as IBM, SAP and BT, and for financial services institutions such as ABN AMRO, AEMS, NYSE Euronext and Calastone. Kaila has been a coach/judge and mentor for several FinTech accelerators such as SWIFT Innotribe, Plexalglass and Accenture's incubator. In each episode of the series, Kaila and Jacob will delve into the minds of top financial services marketers, uncovering the interesting details of their career journey, the obstacles they navigate in today's ever-evolving market, the standout marketing initiatives that have left a lasting impact, and the driving forces behind their passions. Through in-depth conversations and insightful discussions, listeners will gain valuable insights into the world of financial marketing and the innovative strategies employed by these industry leaders. We hope you enjoy it! Please leave a review and get in touch with us at [email protected] or visit http://www.financialmarketinginsights.com