NEWS ARCHIVE

Citi has launched Get It Together, NY, a New York-focused campaign created by PublicisOne. The campaign began on November 2, 2026, and runs across out-of-home advertising and a 15-second film. It promotes Citi Premium Boost, a relationship offer introduced in September. The 15-second film shows scattered elements of a person’s financial life coming together, tying the creative to the campaign’s me

Manulife has appointed Jessica Weisner VP, Head of Marketing for Individual Insurance and Manulife Bank, Canada Segment. Recently, she served as Assistant VP, Head of Insurance and GWS Marketing.Weisner’s career spans roles at Canada Life, Sun Life, Cyan Design and Manulife Financial.Weisner has a B.A. in Global Studies from Wilfrid Laurier University and a M.A. in Communications and Culture from

Jennifer Grantham has joined Allsprings Global Investments as U.S. Intermediary Channel Marketing Manager. Recently, she was a Channel Marketing Manager at Dimensional Fund Advisors.Previously, Grantham worked at Raymond James and Hedge Fund.Grantham has a BSc. in Economics from McGill University and a MSc. in Accounting from the University of Tampa.MORE PEOPLE MOVES

Rocket has promoted Katia Monteiro to Senior Lifecycle Marketing Manager from her recent post of Lifecycle Marketing Manager.Monteiro’s career spans Marketing roles at Flagstar Bank, dunnhumby, Banco Santander, Itaú Unibanco, MRM, Abril and Seton Identification Products.Monteiro has a bachelor’s degree in Communications – Advertising and Publicity from FAAP - Fundação Armando Alvares Penteado and

The Financial Center has appointed Adrian Phillips VP of Marketing and Analytics from his recent post of VP of Business Intelligence.Phillips held VP posts at WordCom and Marquis, and before that, he worked at the Financial Center, the Indianapolis Pediatric Dentistry and State Farm.Phillips has a bachelor’s degree in Communication and Journalism from Butler University and an MBA in Business Admin

Reshma Bharne has assumed the role of VP, Digital Acquisitions Marketing from her recent post of VP, Credit Cards Acquisitions Marketing at Citi.Previously, Bharne worked at Alliance Data, Coach and Redcats.Bharne has a B.A. in Economics from Tufts University and a MBA in Marketing from Georgetown University McDonough School of Business.MORE PEOPLE MOVES

Sophia Shen has assumed the role of Associate VP, Business Solutions Marketing from her recent post of Associate VP, Chief of staff to the CHRO at Nationwide.She wrote on LinkedIn: “Looking forward to new partnerships across the organization and contributing to the continued growth and success of the business.”Shen has been with Nationwide for more than a decade working in various senior roles.She

Equifax has named Rebecca Schultz Chief Marketing Officer, USIS. Recently, she held the same post at Boost Payment Solutions.She wrote on LinkedIn: “At a time when data, technology and AI are reshaping how businesses understand and serve their customers, Equifax is uniquely positioned to help organizations solve increasingly complex challenges. After a great first few days, I’m energized by the pe

The Utah Community Credit Union has promoted Kevin Banks to Chief Marketing Officer from his recent post of VP, Marketing.He wrote on LinkedIn: “I've been fortunate to grow my career alongside some of the most talented, dedicated, and purpose-driven people I've ever known. The team I work with every day is truly the best of the best, and any success I've had reflects the incredible people around m

Malinda Monterrosa has assumed the role of SVP, Enterprise Marketing from her recent post of FVP, Head of Enterprise Marketing Strategy at Axos Bank.Before this, Monterrosa held VP Marketing roles at Pacific Premier Bank and City National Bank.Monterrosa has an MBA from York St. John University.MORE PEOPLE MOVES

Mariner has appointed Jennifer Miles-Losapio VP, Organic Growth and Go-to-Market. Recently, she was Head of Advisor Retirement Marketing, US Intermediaries at T. Rowe Price.Miles-Losapio worked at Harte Hanks, Apex Tool Group and Senior Helpers.Miles-Losapio has a B.S. in Mass Communication from Towson University and an MBA from the University of Baltimore.MORE PEOPLE MOVES

Guardian Life has appointed Rachael Hoffmann Head of Wealth and Annuity Marketing, Strategy, and Business Transformation. Recently, she served as Head of Wealth Management and Channel Marketing Strategy.Hoffmann has been with Guardian Life for more than a decade working in various senior Marketing roles. Before this, she was at JPMorgan Chase & Co.Hoffmann has a B.S. in Business, Management, and M

MetLife Investment Management has appointed Gabrielle Huh Global Head of Product Marketing. Recently, she was at PineBridge Investments where she was Senior VP, Head of Americas Marketing.Before this, Huh worked at ISI Group, the Bank of America and Raven New York LLC.Huh has a B.S. in Marketing and International Business from NYU Stern School of Business.MORE PEOPLE MOVES

Money20/20 USA ran October 18 to 21 in Las Vegas, and Financial Narrative was on the ground all week. Head of Financial Narrative, Ashley Jones, filed a video recap each day and recorded interviews with marketing and communications leaders from Plaid, CSI, Green Dot and the Financial Technology Association. Link to all the reporting and video content below!Trust, AI and agentsTrust ran through the

The Financial Technology Association and Revolut have released a report projecting that fraud originating on social media and telecom platforms will cost American consumers more than $5.1 billion by 2031, a 65% increase from 2026. The report, Stopping Scams at the Source: The Case for a Whole-of-Ecosystem Approach, says losses will keep rising unless those platforms take stronger action.Federal Tr

Managers at large U.S. companies are using AI more often and feeling less excited about it, according to new survey data from Wharton Human-AI Research and GBK Collective. The researchers said this was the first time in their four-year study that usage and excitement moved in opposite directions.“The amazement is kind of wearing off a little bit,” Prasanna Tambe, Wharton professorKey findings amon

Teciem has named Juhie Kapoor Head of Product Marketing. She joins from FIS where she was Director of Product Marketing – Treasury and oCFO Solutions.She wrote on LinkedIn: “This opportunity brings together so many things I love about my work: customer-centric storytelling that's delivered with feeling, being a part of a company that is growing and building high-performing teams. I'm excited to le

The U.S. Bank has appointed Felicia Trevino VP, Head of Marketing Strategy, Elavon from her recent post of VP, Digital Growth, Merchant.Trevino held senior posts at PAAY, Ansira, the American Global Logistics and First Data Corporation. Before this, she worked at Digital Insurance, KPMG, A-AAccess Online Payment Systems, GMAC Insurance and USAA.Trevino has a B.A. in Political Science from the Univ

Candice Weaver has assumed the role of VP, Marketing Enablement Manager – Marketing Governance at PNC. Recently, she served as VP, Marketing Tools and Services Senior Marketing Manager.Weaver has worked at PNC for more than a decade in various senior roles.Weaver graduated from Grove City College.MORE PEOPLE MOVES

UBS has named Dang Nguyen Managing Director, Head Marketing Strategy, Digital and Strategic Initiatives, UBS Switzerland AG. Recently, he served as Managing Director, Head Marketing Strategy and Intelligence, UBS Switzerland AG.Previously, Nguyen worked at Grundeigentümer Verband Schweiz, Credit Suisse, go4disruptionAG, Migros-Genossenschafts-Bund, Sunrise Communications AG and Procter & Gamble.Ng