Access the full summit On-Demand
Future of Finance Marketing took place as a virtual summit on February 11-12, 2025. You can replay all 9 sessions from the summit by signing up using the link below for monthly or annual access to this and all future content.
Sessions include:
Creative Trends Report 2025 - Jason Keath, Social Fresh
[PANEL] Organic Social Strategies and Future-Ready Tactics for Finance Brands - with Stripe, Ramp, Vanguard, Onclusive
Turning Data Into Connection: Personalized Marketing in Finance - Zontee Hou, Convince & Convert
[PANEL] Content Strategies for Tomorrow: How to Engage the Right Audiences - with Square, JPMorgan Payments, Convince & Convert
The State of Finance Marketing - Jason Keath, Social Fresh
[INTERVIEW] Risk, Reputation, and Results: FM’s Approach to Content and Paid Media - with Kaydee Marcinek, FM
From Clicks to Clients: Unlocking True Attribution in Finance Marketing - Mike Allton, Agorapulse
[PANEL] Evolving Performance Growth: Breaking Down Channel, Messaging, and Creative Opportunities - with Brighthouse Financial, Robertson Stephens, Chubb, Designity
[INTERVIEW] - with Steve Jones, Fidelity
Speakers include:
Temeka Easter Rice, Vanguard
Nick Dimichino, Stripe
Kaydee Marcinek, FM
Steve Jones, Fidelity
Allen Plummer, The Carlyle Group
Mallory Russell, Square
Liz, Brighthouse Financial
Lou Calbrese, Robertson Stephens
Pooyan Alizadeh, Designity
Tamara Scott, Chubb
Abel Flint, JPMorgan Payments
Jack Richards, Onclusive
Zontee Hou, Convince & Convert
Nathan Allebach, Ramp
Jason Keath, Social Fresh
On-Demand Pass Options:
Monthly access starts at $99 a month, cancel any time. Or secure one year of access for $199 annually.
About Future of Finance Marketing
Future of Finance Marketing is a two-day virtual summit featuring exclusive brand case studies, 2025 trend insights, and creative strategies from leading finance brands, including Stripe, Vanguard, Ally, Fidelity, Brighthouse Financial, Carlyle Group, and more. Attendees include marketers from banking, insurance, payments, investing, and fintech. Training produced by Social Fresh, est. 2008.
View the full summit landing page for more details.
About Social Fresh
Social Fresh is a digital marketing agency that supports finance brands with research-driven strategy, trend reports, and performance marketing management. We launched the first social media conference in 2008 and have hosted 30+ conferences since then, attracting over 350 of the Fortune 500. We help brands craft messages and creative that commands attention from their ideal audiences.