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Financial Marketing Insights

Jacob Howard
Artificial Intelligence
Swift
Financial Services Marketing
Artificial Intelligence In Marketing
Financial Services
Payments Industry
Oppenheimer & Co.
Marketing
Crypto Assets
Regulation
Citi
Behavioral Science
Financial Conduct Authority
Cyboss
Cyboss London
Amina Taher
Europe, Middle East and Africa (EMEA) Marketing
AI Agents
Toronto
Zurich Insurance

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.

PublishesTwice monthlyEpisodes33Founded2 years ago
Number of ListenersCategories
MarketingCareersBusiness

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Artwork for Financial Marketing Insights

Latest Episodes

In this episode of the Financial Marketing Insights podcast, we interviewed Tom Hughes, Chief Marketing and Communications at Gemcorp Capital on why the role of leadership, brand and storytelling matter more than ever in today's asset management land... more

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 commun... more

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 M... more

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 A... more

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Recent Guests

Tom Hughes
Chief Marketing and Communications Officer at Gemcorp Capital
Gemcorp Capital
Episode: Tom Hughes - On Humanising Asset Management, Educating a Nascent Market, and Building Brand in Emerging Market Private Credit
Alessio Vinci
Chief Communications Officer at Zurich Insurance
Zurich Insurance
Episode: Alessio Vinci - On Adaptability, Newsroom Thinking, and Leading Communications in an Unpredictable World
Joan Khoury
Chief Marketing Officer, Oppenheimer & Co.
Oppenheimer & Co.
Episode: Joan Khoury - On Brand Stewardship, Cultural Truths, and Leading Through Change
Keith O'Brien
Psychologist by background, behavioral scientist; co-founder of Adaptable Minds
Adaptable Minds
Episode: Miten Patel & Dr Keith O'Brien - On Behavioural Science and the FCA's Push for Better Consumer Outcomes
Miten Patel
Head of Campaigns and Events at the Financial Conduct Authority
FCA
Episode: Miten Patel & Dr Keith O'Brien - On Behavioural Science and the FCA's Push for Better Consumer Outcomes
Melissa Kanter
Head of Brand Experience and Marketing at ING Americas
ING Americas
Episode: Melissa Kanter – On Comms, Community and Integrated Brand Leadership
Ray Pellechia
Former NYSE communications and later FINRA executive, DEI advocate
NYSE, FINRA (former)
Episode: Ray Pellecchia - On a Life in Service of Better Business from the NYSE Floor to DEI Advocacy
Polina Evstifeeva
Founder of CryptoReg Insights, former Deutsche Bank regulatory strategist
CryptoReg Insights
Episode: Polina Evstifeeva - On Turning Innovation Regulation into Insights
Angelica Montagano
Head of Brand Experience at PWL Capital
PWL Capital
Episode: Angelica Montagano - Disturbing Convention Through Content, Brand, and Client Insight

Hosts

Jacob Howard
Host of Financial Marketing Insights
Kaila Yates
Host of the podcast

Reviews

4.9 out of 5 stars from 11 ratings
  • With Efi

    Useful and practical! Will definitely share with my team!

    Apple Podcasts
    5
    MarketerFin
    United Kingdom2 years ago
  • Really insightful!

    Really insightful!

    Apple Podcasts
    5
    Sasahoward
    United Kingdom2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Episodes often blend storytelling with data-driven insights.
The host asks thoughtful, industry-relevant questions.
Guests deliver practical, battle-tested marketing advice.
Co-hosts bring a balanced, approachable interview style.”

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Ray Pellecchia - On a Life in Service of Better Business from the NYSE Floor to DEI Advocacy
Q: What did the 9/11 crisis teach you about crisis communications and collaboration?
Ray describes improvising beyond the crisis plan, coordinating with government and private sector partners, and rallying a large, cross-functional team to maintain and restore market communications.
Alessio Vinci - On Adaptability, Newsroom Thinking, and Leading Communications in an Unpredictable World
Q: What advice does Alessio offer about leading teams through change and AI adoption?
Foster adaptability, maintain strategic thinking, and keep the human element—passion and storytelling—at the core while using AI to augment, not replace, expertise.
Alessio Vinci - On Adaptability, Newsroom Thinking, and Leading Communications in an Unpredictable World
Q: Can you share a project Alessio is proud of and its impact?
The partnership with Instituto Terra and Sebastião Salgado in Brazil, which connected values to Zurich's mission without overt selling, coupled with COVID-era Zurich Challenge TV shows to keep people connected.
Alessio Vinci - On Adaptability, Newsroom Thinking, and Leading Communications in an Unpredictable World
Q: How does Alessio view the role of AI in corporate communications?
AI is a powerful tool that must be used with guardrails and critical thinking. It should support but not replace human judgment, and teams should build processes from bottom up and top down to ensure responsible use.
Alessio Vinci - On Adaptability, Newsroom Thinking, and Leading Communications in an Unpredictable World
Q: What is Alessio's background and how did he transition into the corporate world?
He started as a journalist, including time with CNN and war reporting, then moved into corporate events as an MC, which led to opportunities at Alitalia and Etihad. He took the chance to stay in corporate life and never looked back.

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Frequently Asked Questions About Financial Marketing Insights

What is Financial Marketing Insights about and what kind of topics does it cover?

Financial Marketing Insights hosts in-depth conversations with senior marketing and communications professionals in the financial sector. Episodes often center on brand stewardship, community-driven marketing, regulatory considerations, and the role of AI and data in driving measurable marketing outcomes. Guests range from CISOs and CMOs to AI strategists, regulators, and leaders at wealth management, fintech, and banking firms, offering practical playbooks for branding, demand generation, and trusted storytelling within highly regulated environments. The show is notable for blending personal career journeys with strategic insights, real-world case studies, and forward-looking discussions on how technology, regulation, and culture shape fin... more

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Which podcasts are similar to Financial Marketing Insights?

These podcasts share a similar audience with Financial Marketing Insights:

1. Prof G Markets
2. The Diary Of A CEO with Steven Bartlett

How many episodes of Financial Marketing Insights are there?

Financial Marketing Insights launched 2 years ago and published 33 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Financial Marketing Insights?

Recent guests on Financial Marketing Insights include:

1. Tom Hughes
2. Alessio Vinci
3. Joan Khoury
4. Keith O'Brien
5. Miten Patel
6. Melissa Kanter
7. Ray Pellechia
8. Polina Evstifeeva

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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