• by Barbie Romero , June 16, 2026

At our Financial Services Summit in Nashville, leaders from Wells Fargo, JPMorgan Chase, Equifax, Vanguard, Debt.com, shared insights on AI, personalization, data-driven omnichannel strategies, and discoverability.

Catch the best moments from the on-stage discussions below. 

Watch the full session recordings here.

Misty Grimm, SVP, Campaign Director Growth Marketing, Wells Fargo, emphasized that an omnichannel strategy does not mean being present on every channel, but instead using data to determine the most effective placements and allocate time and resources efficiently. 

Annie Stickney, Executive Director, Omni Channel Analytics, JPMorgan Chase, discussed that AI is transforming search into a higher-funnel channel that shapes consumer discovery and will influence ROI down the line.

Ashley Sasnett, Senior Director, Content Strategy, Equifax, noted that financial marketers are already accustomed to operating within guardrails, making AI adoption manageable with effective change management.

Patrick Ward, Director, Institutional Marketing, The Vanguard Group, highlighted that consumers often find one-to-one personalization intrusive and instead prefer messaging that provides solutions to the problems they face. 

Dexter Weatherly, EVP, Business Development, Debt.com, discussed how effective personalization is driven by consumers’ life experiences and where they are in their customer journey. 

If you’re interested in submitting content for future editions, please reach out to our Managing Editor, Barbie Romero at Barbie@MediaPost.com.