Behind the Badge: Financial Narrative at Money20/20 USA
Money 20/20 USA in Las Vegas is where the industry’s sharpest minds meet to trade ideas, compare playbooks, and debate what’s next for financial innovation. Financial Narrative was on the ground, cameras rolling, to bring members closer to the conversations shaping the future of financial marketing.
CMO + Marketer Interviews
We talked to some of the most forward-thinking CMOs and marketing leaders in fintech and financial services to get insights about AI’s creative edge, responsible data use, and the evolving ROI of brand storytelling. Interviews included:
>> Michael Marinello, Global Head of Communications, Payments, JPMorgan Chase & Co., shares how clear storytelling, real-world demos, and disciplined media relations keep the firm credible in an age of hype.
>> Rory O'Neill, CMO, Checkout.com, shares how the payments leader earns C-suite trust.
>> Beth McCoy, CEO, CORA Loyalty, said, "Loyalty isn’t just a perk anymore, it’s a requirement," during her interview with Ashley Jones.
>> Amy Loh, CMO at Pipe, discussed how co-branding, trust, and AI-driven insights are reshaping how embedded finance companies connect with small business audiences.
>> Alan Ranger, VP Marketing at NiCE Cognigy, says enterprise-ready AI agents are moving beyond cost-cutting, giving banks new ways to warm up loan leads, manage surges in demand, and deliver hyperpersonalized customer journeys.
>> Cory McCruden, Technology, Marketing & Data Operations Leader, Wealth & Asset Management at EY, on reimagining brand visibility in wealth management and blending AI with human insight in client experiences.
Panel Discussions
Beyond the Backend: Crafting Customer-First Narratives in Finance: Technologies matter, but for customers, the stories that explain those technologies matter just as much. Marketing & comms leaders will discuss how they’re weaving technical advancements into narratives that create differentiation and preference among B2B and B2C customers.
“Our biggest competitor is your time and attention,” said Michael Marinello, JPMorgan Chase & Co., during the panel. "Start from the assumption that no one cares and create content you’d actually want to watch."
Debunking the Privacy Myth in Next-Gen Financial Personalization: Leading companies now treat privacy as a strategic advantage, not a regulatory burden. They collect data with clear permission, communicate practices transparently, and carefully evaluate each use case.
This session reveals how top firms deploy analytics and AI without crossing into uncomfortable territory. Learn practical approaches to balance personalization with privacy across digital touchpoints. Discover when data use enhances customer relationships and when it risks trust.
Financial leaders share battle-tested strategies that respect boundaries while delivering exceptional experiences in 2025.
JOIN US IN NYC
Step into the Fall Forum: an exclusive gathering of senior marcomms leaders in New York City on November 18, 2025. Explore the changing face of influence from shifting trust dynamics to emerging technologies and bold new strategies. Walk away with practical insights to drive growth and elevate your financial storytelling. GET DETAILS
