Financial Marketing Insights

About Financial Marketing Insights

Hosted by experienced marketers, Jacob Howard and Kaila Yates, the Financial Marketing Insights podcast features engaging conversations with financial services marketing experts, diving into their personal journey, the hurdles they've overcome, their most cherished projects, and their insights on the evolving landscape of financial services marketing.

Publisher

Jacob Howard

Category

business · business

Language

en

Explicit

No

First episode

14 Aug 2024

Latest episode

25 Sept 2026

Latest episodes

36 episodes in the feed.

1. 

   25 Sept 2026

   Tara Giuliano - on Culture, Creativity, and the Next Generation of Investors

   In this episode of the Financial Marketing Insights podcast, we sat down with Tara Giuliano, Chief Marketing Officer at Nuveen, to explore how one of the world's largest asset managers is reshaping its identity for a new era of investing. Tara's perspective is shaped by a 25‑year career spent entirely in financial‑services marketing - a path she didn't plan, but one she embraced with conviction. Today she leads the brand and marketing strategy for a $1.4 trillion firm operating across 32 countries, stewarding a legacy that stretches back more than a century. What emerges in conversation with Tara is a story not just about brand transformation, but about responsibility, humility, and the evolving expectations of investors who will define the next chapter of financial services. Find out more at https://www.financialmarketinginsights.com

2. 

   15 Sept 2026

   Kelly Vives - On Building a Modern Asset Management Brand With Purpose, Creativity, and Conviction

   In this episode of the Financial Marketing Insights podcast, we spoke with Kelly Vives, Chief Marketing and Communications Officer at Allspring Global Investments, about building a global brand from scratch, shaping culture through marketing, and navigating the opportunities and tensions created by AI. Find out more at https://www.financialmarketinginsights.com

3. 

   3 Sept 2026

   Matt Farnham - On Keeping Human Insight at the Centre of Modern Marketing

   In this episode of the Financial Marketing Insights podcast, we spoke with Matt Farnham, Head of Marketing & Engagement at Heartland Bank Australia, about building a marketing function from the ground up, reshaping perceptions in a specialist category, and navigating the tension between human insight and AI‑driven scale. Find out more at https://www.financialmarketinginsights.com

Who has been a guest on Financial Marketing Insights

Names identified in recent episode analyses. Showing up to five guests.

• Tom Hughes
• Alessio Vinci
• Joan Khoury
• Dr Keith O'Brien
• Miten Patel

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

447

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

1 ratings

Podcast Authority Score: 41 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

57

Social presence

0

YouTube

64

Engagement

0

Contact Financial Marketing Insights

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Financial Marketing Insights