Jim Stapleton is a member of the Financial Services & Insurance Vertical at Epsilon, an agency within the Publicis Groupe, where he delivers marketing data and technology solutions that enable banks, credit unions and insurance providers to better understand and serve the needs of their customers and grow their businesses in the process.
Before joining Epsilon, Jim was Group Executive at FIS where he led the community and regional bank division providing these clients with the technology and tools from core processing to loyalty solutions.
Jim led sales for Softcard, a mobile payments joint venture between AT&T Mobility, T-Mobile USA and Verizon Wireless chartered with building a nationwide mobile commerce network transforming the way consumers shop, pay and save. As head of sales, Jim was responsible for developing relationships with merchants, acquirers, banks, POS technology partners and other enterprise customers of Softcard.
Day 1: May 21, 2025
Day 2: May 22, 2025
12:00 pm
INDUSTRY EXPERT PANEL DISCUSSION: HEADWINDS 2025
How Financial Services Marketers Are Doing More with Less
In a time of economic uncertainty, financial services marketers are under more pressure than ever to deliver measurable results — often with fewer resources and higher expectations. So how do you do more with less, without compromising impact? Join Epsilon’s top industry experts for a high-impact panel discussion on the strategies helping leading brands cut through complexity, increase marketing efficiency, and drive meaningful customer outcomes in 2025 and beyond.
You’ll walk away with practical tips on how to:
- Maximize media ROI through smarter, addressable digital strategies.
- Leverage AI & Identity to personalize owned channels and drive 2x–10x conversion gains.
- Retain more customers through loyalty programs that span multiple lines of business.
- Unlock deeper insights with advanced data enrichment and next-gen CDP analytics.
Boost efficiency, elevate engagement, and harmonize messages across channels to ensure every marketing dollar works harder.
