Financial Marketing Insights

Episodi

• Alessio Vinci - On Adaptability, Newsroom Thinking, and Leading Communications in an Unpredictable World 01.06.2026 37min

  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 11.05.2026 35min

  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
• Miten Patel & Dr Keith O'Brien - On Behavioural Science and the FCA's Push for Better Consumer Outcomes 09.04.2026 31min

  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
• Melissa Kanter – On Comms, Community and Integrated Brand Leadership 26.03.2026 26min

  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
• Ray Pellecchia - On a Life in Service of Better Business from the NYSE Floor to DEI Advocacy 20.03.2026 31min

  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
• Polina Evstifeeva - On Turning Innovation Regulation into Insights 11.03.2026 36min

  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
• Angelica Montagano - Disturbing Convention Through Content, Brand, and Client Insight 25.02.2026 34min

  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
• Dominique Rose Van-Winther - On AI's Impact on Financial Services Marketing 16.02.2026 55min

  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
• FMI Season 2 Wrap - Featuring Rupert Hodson, CEO, Dianomi 17.12.2025 34min

  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 09.12.2025 34min

  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
• Ruya Niazi - On Payments, Purpose and Marketing Impact 21.11.2025 37min

  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 29.09.2025 41min

  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 11.09.2025 36min

  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
• Paul Taylor - On Curiosity, Collaboration, and the Real-World Impact of AI 22.08.2025 32min

  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 07.08.2025 27min

  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 24.07.2025 27min

  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 03.07.2025 35min

  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
• April Rudin - On Wealth Management Marketing with a Difference 06.05.2025 31min

  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 22.04.2025 29min

  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 13.03.2025 34min

  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