Event Replay: The New Growth Stack for Financial Services
Financial firms can't grow with outdated marketing playbooks and tech platforms, especially not in an industry where trust, data sensitivity, and compliance raise the stakes on every campaign. This workshop digs into how banks, wealth managers, and insurers are rebuilding their marketing tech stacks—from data and automation to personalization—to win and retain customers.
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From SEO to GEO: Reframing Brand Strategy for AI-Generated Answers
Anirudh Singla of Pepper, Diane Levich of HPR, Kim Rosenblum of Betterment and Max Sung of AllianceBernstein discussed how AI answer engines such as ChatGPT, Gemini, Perplexity and Google’s AI Overviews are changing the way customers find financial brands. The panel covered who should own generative engine optimization (GEO) inside a firm, how marketing, content and brand teams should realign, and how to move quickly on AI search while keeping accuracy and compliance intact.
Who Does AI Trust? UGC, Communities, PR and the New Authority Layer
Erin Bruehl of Current, Mariana Cornejo of Pepper, Robert Yanik of LinkedIn and Vlad Moldavskiy of Halo Investing examined how AI models weigh Reddit threads, review sites, publisher coverage and expert commentary when building answers. They also discussed what that means for PR teams whose earned coverage now feeds AI visibility, and how brands can take part in communities and measure authority beyond their own domains.
From Insight to Action: Building Your AI Visibility Playbook
Kishan Panpalia of Pepper walked through a practical playbook for measuring a brand’s presence in AI-generated answers and turning those findings into specific steps to improve visibility and credibility.
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The future economy isn't just coming—it's already changing the rules for how financial services firms attract, engage, and earn customer trust. Step into the Fall Summit in partnership with Nuveen and TIAA, an exclusive gathering of senior marketing and communications leaders in New York on November 5th.
