Persado VP of Solutions Consulting on May 21 Panel About Strategic Approaches to Redefining Personalized Engagement in Financial Services, Meet with Persado in Ballroom
SAN FRANCISCO, May 12, 2025 /PRNewswire/ — Persado, a leading provider of AI-powered content compliance and performance solutions for marketing, announced that Persado will speak and exhibit at the Digital Marketing for Financial Services Summit West in San Francisco on May 21-22, 2025. Persado invites marketing leaders, media, and analysts to meet and learn about Persado in the West Ballroom.
Persado will be available throughout the conference to discuss and demo AI innovations, including Persado Dynamic Email solution—a new AI solution for marketing and CRM teams, which manages the heavy lifting for campaign setup, content library creation, and launch. Financial services companies already using Persado for “always-on” personalized batch and triggered campaigns have elevated the CX, cut email operations time up to 75%, and seen 20% increase in conversions, on average.
Attendees are also urged to attend the Persado panel session below on Wednesday, May 21. Details:
WHO: Taylor Mahoney, VP of Solutions Consulting at Persado, will speak on a panel, along with Nidhi Daga, VP, Growth, JPMorgan Chase, as well as Will McGinnis Director of Sales, Fullthrottle.AI. The session will be moderated by Erin McReynolds, VP, Marketing & Client Experience, at Fremont Bank.
WHAT: The industry experts will discuss personalization and customer experience transformation during the session titled “Strategic Approaches to Redefining Personalized Engagement in Financial Services.” They will share how to bolster your approach to personalization and CX to build loyalty, trust, and long-term customer value, as well as how to build deeper connections with your customers by reimagining personalization and transforming the customer experience through Generative AI-driven strategic innovation. They will also discuss the frameworks and strategic imperatives necessary to elevate customer engagement in an increasingly digital and competitive landscape, through actions such as:
- Designing a personalization strategy that aligns with customer expectations and business goals.
- Leveraging data and technology to create seamless, personalized customer journeys.
- Building cross-functional collaboration to ensure a consistent, impactful customer experience.
WHERE: Grand Hyatt, San Francisco — DMFS Track A: Digital Innovation & Growth
WHEN: May 21, 2025 from 12:30 – 1:15 PM PT
ABOUT THE DMFS SERIES
The 10th Annual Digital Marketing for Financial Services (DMFS) Summit is a series of market-leading conferences hosted in San Francisco, New York, Chicago, and Toronto. The conferences cater to the unique challenges facing the financial services industry and are attended by leaders in marketing operations, digital marketing, brand, customer engagement, growth, and other functions, who work at banks and credit unions, lenders, insurance companies, fintechs, and more.
ABOUT PERSADO
Persado is an innovative AI-powered marketing platform that integrates high performance content generation and personalization with automated analysis and resolution of compliance risks. Iconic brands in financial services, telecommunications, retail, and travel sectors, such as Ally, Chase, Lending Club, NatWest, and Verizon, trust Persado to engage customers throughout their journey and across channels. Persado AI is trained on a specialized dataset of real interaction and transaction data from 1.2 billion consumers, which measures and refines language, emotional response, and customer engagement—so enterprise marketers can drive business impact at the speed of AI.
For more info about Persado for Financial Services, follow Persado on LinkedIn.
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SOURCE Persado Inc.
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