CMOs In Finance
On CMOs In Finance, Max Rothery, VP of Community & Marketing at Finimize, talks to the smartest minds in fintech. Get lessons from experts in marketing, growth, and product - who are changing how financial services engage with modern investors. Brought to you by Finimize for Business.
Episodes
13 episodes
Theresa McLaughlin (T Rowe Price) | An Emmy-Winning CMOs Secret To Getting C-Suite Buy-in
It’s rare to meet an Emmy-winner in finance. And Theresa McLaughlin has one for good reason. From leading viral campaigns that redefined banking to transforming TD Bank into Canada’s most valuable brand, Theresa’s track record speak...
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43:28
Margaret Jobling (Natwest) | Marketing That Actually Drives Revenue
Time and time again, marketers get stuck in the same dilemma. How do I really show ROI for my marketing spend? Today, Max is joined by Natwest CMO Margaret Jobling, who shares her powerful blueprint for maximizing ROI through a bala...
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38:23
Nils Leonard (Uncommon) | Building Brands People Actually Wish Existed
Imagine being handed a million pounds to develop a groundbreaking idea—but you can’t get your client to see its value. Is it their fault? Or does the responsibility fall on how you tell the story? Today, Max sits down with Nils Leonard, co-foun...
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46:43
The Secrets Behind Great Product Leadership, With Adam Nash (Wealthfront, Daffy, Linkedin, Dropbox)
Adam Nash is one of the most influential leaders in fintech. As the former President and CEO of Wealthfront, he scaled assets under management from $100 million to over $4 billion. He's also held pivotal roles at top Silicon Valley companies li...
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48:08
Ex-UBS CMO Johan Jervøe: Why Your Brand Needs Emotion To Truly Build Trust
Unlock the secrets of exceptional marketing with Johan Jervøe, former CMO of UBS and ex-VP of Sales and Marketing at Intel. Max and Johan discuss the power of customer insight, how to leverage celebrity endorsements, the art of crafting campaig...
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41:31
Inside iShares' $2 Trillion Growth: Ex-BlackRock's Alex Craddock's CMO Masterclass
Discover what it takes to be a top-tier CMO with Citi's Alex Craddock. From transforming the iShares brand to leading game-changing campaigns, Craddock shares his secrets on mastering data, technology, and business growth. Get insider tips on l...
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41:57
Harness The Power Of NPS, With Ex-State Street CMO Hannah Grove
You’ve probably heard of the Net Promoter Score, or NPS. But on this episode of the Generation Podcast, Hannah Grove - ex-State-Street CMO and now board member at global investment manager abrdn - is going to show you how to harness it.
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44:00
How Revolut Grew To Its First 10 Million Customers, With Chad West, Their First Marketing Hire
Chad West knows how to grow a fintech firm: he led marketing at Revolut for nearly five years, as its user base hit 10 million. Now, he advises other early-stage CMOs and serves as the marketing VP at crypto platform Argent. Today, he’s sitting...
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50:09
How AI Will Transform Fintech Innovation, With Lex Sokolin Of Generative Ventures
So much of what gets labeled as “corporate innovation” is just old ideas in vaguely new wrappers. On today’s Generation Podcast, Max talks to Lex Sokolin, an entrepreneur and economist who understands the difference. He’s at the forefront of th...
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32:56
How To Build A Product Customers Crave, With Wealthfront's Dave Myszewski, Engineer On The Original iPhone
Dave Myszewski knows what it feels like to build a product that delivers exponential growth – and that’s shaped how he leads a team. On today’s Generation Podcast, Max sits down with the legendary fintech product builder.Partner with us:...
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37:03
Daniel Garrett, CEO of Farewill, On How He Built A Successful Brand In The 'Death Industry'
It's an achievement to build a disruptive, innovative startup in any industry. It's another entirely to build it in one that revolves around a subject no-one wants to talk about: death.But that's exactly what today's guest Dan Garrett -...
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30:55
Dan Hegarty, Habito Founder, On Making Your Brand “Unignorable”
Dan Hegarty can multitask, sure, but the two-time startup founder says he finds greater creative success in focusing on one thing at a time. With digital mortgage broker Habito and his latest startup the savings-focused Communion, that’s meant ...
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34:45
Barclays Managing Director Chris Worle, On How To Build A Profitable Growth Engine
Welcome to the Generation podcast.The great wealth transition is coming. And if you’re a leader in financial services, you need to be ready to navigate the seismic change that’s already happening in our industry. That's why...
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Episode 1
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39:13
