Strategy Institute

AI-Driven Change Management | Session Recording

pm_admin — Mon, 25 Aug 2025 19:57:48 +0000

Join industry leaders Anne Ghrini of Sierra Ventures and Brent Korte of Americas as they dive into the challenges and opportunities of adopting AI in highly regulated industries. Learn practical strategies for testing new AI tools, navigating regulatory constraints, measuring …...

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Human-Centric Content: Unmuting the Human Voice Behind Your Brand | Session Recording

pm_admin — Mon, 25 Aug 2025 19:54:38 +0000

Discover how to amplify your brand’s reach by empowering executives and employees to become authentic advocates for your organization with industry expert, Jake Engel (Financial Center & Ball Slate Financial). In this session, learn practical strategies for unmuting the human …...

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AI-Powered Customer Experience: Strategies for Personalization and Growth | Session Recording

pm_admin — Thu, 05 Jun 2025 16:39:58 +0000

Discover cutting-edge insights from marketing leaders on leveraging AI to transform customer experiences. Learn how top brands are using first-party data, personalization techniques, and AI tools to drive engagement and growth. Key topics include: – Navigating customer journeys with AI …...

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Financial Marketing Masterclass: Transforming Customer Engagement | Session Recording

pm_admin — Thu, 20 Mar 2025 16:47:36 +0000

In this session from last year’s DMFS West Summit, Jennifer Couch from Cap Rock shares strategies for transforming marketing in financial services. Learn to stand out in a crowded market by creating compelling customer experiences through authentic, data-driven strategies that …...

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Loyalty Reimagined: MasterCard’s Breakthrough Strategies for Customer Engagement | Session Recording

pm_admin — Thu, 20 Mar 2025 16:38:31 +0000

In her presentation at DMFS West 2024, MasterCard loyalty expert Shabina Anwar explores the future of customer loyalty, emphasizing that it’s no longer just about points. In the evolving financial services landscape, leveraging genuine, data-driven marketing will help businesses stand …...

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Maya Anglin & Nidhi Daga: Future-Proof Your Digital Marketing | Session Recording

pm_admin — Wed, 26 Feb 2025 02:09:05 +0000

Maya Anglin and Nidhi Daga from J.P. Morgan & Chase Co. presented an inspiring session at the 2024 DMFS West Summit. Maya shared her journey from software development to product management, highlighting the importance of customer feedback and a customer-centric …...

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Paul Gaspar: Unlocking Generative AI’s Potential in Insurance | Session Recording

pm_admin — Wed, 26 Feb 2025 02:00:04 +0000

How can generative AI revolutionize the insurance industry? In this insightful DMFS-West 2024 session, industry expert Paul Gasper breaks down the transformative impact of AI on product design, underwriting, customer support, and risk management. Gasper, a data and analytics leader, …...

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Emma Franks: Forecasting Uncertainty – Excel Modeling to Overcome Data Limitations | Session Recording

pm_admin — Wed, 26 Feb 2025 01:50:27 +0000

In this DMFS West 2024 session, Emma Franks, VP of Marketing at Tab Bank, shared expert strategies for improving marketing forecasts despite data limitations. She covered how to address stakeholder concerns about marketing impact and reliability, incorporate uncertainty variables into …...

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What Establishes A Trusted Brand? | Session Clip

Landon — Tue, 11 Feb 2025 18:33:09 +0000

How can you build a trusted brand? Check out this clip of Bryan Kramer, who presented at the 9th Annual Digital Marketing for Financial Services West Summit...

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Being Human and Leading With Impact | Session Clip

Landon — Tue, 11 Feb 2025 18:30:14 +0000

At the 9th Annual Digital Marketing for Financial Services Summit West, @Bryan Kramer delivered an inspiring session that delved into the benefit of being human in a digital world. Here are some key takeaways from his presentation...

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