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.
Episodes
Alessio Vinci - On Adaptability, Newsroom Thinking, and Leading Communications in an Unpredictable World
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
Joan Khoury - On Brand Stewardship, Cultural Truths, and Leading Through Change
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 throu
Miten Patel & Dr Keith O'Brien - On Behavioural Science and the FCA's Push for Better Consumer Outcomes
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 m
Melissa Kanter – On Comms, Community and Integrated Brand Leadership
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, Meli
Ray Pellecchia - On a Life in Service of Better Business from the NYSE Floor to DEI Advocacy
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 sp
Polina Evstifeeva - On Turning Innovation Regulation into Insights
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 lead
Angelica Montagano - Disturbing Convention Through Content, Brand, and Client Insight
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 s
Dominique Rose Van-Winther - On AI's Impact on Financial Services Marketing
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, off
FMI Season 2 Wrap - Featuring Rupert Hodson, CEO, Dianomi
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
Noreen Biddle Shah - On Driving Change in Financial Services Marketing
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
Ruya Niazi - On Payments, Purpose and Marketing Impact
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
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
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 mor
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
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
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
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 conver
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
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
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
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.
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.
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.fi
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
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
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,
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
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
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
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
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
Kaila Yates and Jacob Howard - Introducing the Financial Marketing Insights podcast!
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
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