Finance podcast
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THE CMOs IN FINANCE podcast
The great wealth transition is coming. Businesses need to be ready to navigate the seismic change that’s already happening in our industry. Get actionable advice from world-class marketers, product builders and leaders that help you engage retail investors like never before.
In an ocean of mediocrity, Max and the Finimize crew stand out a mile for delivering regular doses of thoughtful, inquisitive content.
Habito & Communion Founder
The CMOs In Finance Podcast is a must listen for anyone in financial services and beyond looking for inspiration and actionable insights into driving change across marketing, overall business and operations. I’ve been a fan since the outset, and it was a highlight to record a conversation with Max.
ex-CMO, State Street
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An Emmy-Winning CMOs Secret To Getting C-Suite Buy-in
It’s rare to meet an Emmy-winner in finance. And Theresa McLaughlin has one for good reason. From leading viral campaigns that redefined banking to transforming TD Bank into Canada’s most valuable brand, Theresa’s track record speaks for itself. She joins Max in the studio and shares how she champions a "B to H" (Business to Human) approach, which metrics are front and center on her dashboard, how she secures C-suite buy-in, and manages an 800-person team with a $500M marketing budget.
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Marketing That Actually Drives Revenue With Margaret Jobling
Time and time again, marketers get stuck in the same dilemma. How do I really show ROI for my marketing spend? Today, Max is joined by Natwest CMO Margaret Jobling, who shares her powerful blueprint for maximizing ROI through a balance of brand building, performance, and experimentation. With a career spanning iconic brands like Cadbury’s, British Gas, and Bird’s Eye, Margaret reveals how to break free from “rearview” marketing, and drive real business impact.
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Building Brands People Actually Wish Existed with Nils Leonard
Imagine being handed a million pounds to develop a groundbreaking idea—but you can’t get your client to see its value. Is it their fault? Or does the responsibility fall on how you tell the story? Today, Max sits down with Nils Leonard, co-founder of one of the hottest creative agencies on the planet, Uncommon. Nils has led viral campaigns for brands like British Airways, Nike, Monzo, and EA Sports, earning multiple Grand Prix Awards at Cannes Lions along the way. Max and Nils break down what separates the meaningful from the mediocre and why finance needs creativity now more than ever.
The Secrets Behind Great Product Leadership, With Adam Nash
Adam Nash is one of the most influential leaders in fintech. As the former President and CEO of Wealthfront, he scaled assets under management from $100 million to over $4 billion. He's also held pivotal roles at top Silicon Valley companies like Apple, eBay, LinkedIn, and Dropbox. Right now, Adam's leading his latest venture, Daffy, a start-up democratizing charitable giving. Today, Adam and Max talk about the true meaning of trust in the world of finance, Adam’s biggest lesson from working with Steve Jobs, and why product leadership is so critical to delighting your customers.
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Why Your Brand Needs Emotion To Truly Build Trust w/ Ex-UBS CMO Johan Jervøe
Unlock the secrets of exceptional marketing with Johan Jervøe, former CMO of UBS and ex-VP of Sales and Marketing at Intel. Max and Johan discuss the power of customer insight, how to leverage celebrity endorsements, the art of crafting campaigns that really resonate, and much more.
Inside iShares $2 Trillion Growth with Alex Craddock
Discover what it takes to be a top-tier CMO with Citi's Alex Craddock. From transforming the iShares brand to leading game-changing campaigns, Craddock shares his secrets on mastering data, technology, and business growth.
Harness The Power Of NPS, With Ex-State Street CMO Hannah Grove
You’ve probably heard of the Net Promoter Score, or NPS. But on this episode of the Generation Podcast, Hannah Grove - ex-State-Street CMO and now board member at abrdn - is going to show you how to harness it. She sat down with Max to discuss how Hannah transformed State Street as a marketeer, why NPS should be a CMO’s number 1 metric, and why it’s so hard to create great content in-house.
How Revolut Grew To Its First 10 Million Customers
Chad West knows how to grow a fintech firm: he led marketing at Revolut for nearly five years, as its user base hit 10 million. Now, he advises other early-stage CMOs and serves as the marketing VP at crypto platform Argent. Today, he’s sitting down with Max to talk about fintech growth.
How AI Will Transform Fintech Innovation, With Lex Sokolin Of Generative Ventures
So much of what gets labeled as “corporate innovation” is just old ideas in vaguely new wrappers. On today’s Generation Podcast, Max talks to Lex Sokolin, an entrepreneur and economist who understands the difference. He’s at the forefront of the next generation of financial services, so you won’t want to miss this.
How Wealthfront Builds Products Customers Crave With Dave Myszewski
It's not everyday you get tips on product building from an engineer that worked on the original iPhone. Or the VP Product at a robo-advisor that now holds over $60 billion in assets serving more than 800,000 customers. But that’s what our interview with Dave Myszewski on the latest episode of the Generation Podcast gives you.
How Farewill’s Dan Garrett Built a Successful Brand In The ‘Death Industry’
Few people want to think about death. Even fewer think about launching a business in the ‘death industry’. That immediately sets Dan Garrett, founder and CEO of Farewill, apart as an entrepreneur with a difference.
Making Fintech Marketing Bolder With Habito Founder Dan Hegarty
Learn how Dan Hegarty, CEO of Communion and former Habito leader, grew Habito into the UK’s top mortgage brand with bold moves and branding.
How Hargreaves Lansdown Scaled Content Marketing With Chris Worle
Discover how Chris Worle transformed Hargreaves Lansdown into the UK’s top investment platform and his insights on profitable fintech growth.
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