AI & The Future of Financial Marketing

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Hello dear reader and welcome back to Spark!

We at Vivace hope you had a wonderful holiday season and spent some quality time with family and friends.

They say you should start as you mean to go on, so we thought we’d kick off the year with big-picture thinking on AI from a really great event that I attended a few weeks ago—The Gramercy Institute Financial Marketer’s Forum in Chicago, on the theme of 2025: Trends & Directions in Financial Marketing.

I was lucky to be invited to participate in a very topical panel discussion on AI & The Future of Financial Marketing alongside Anthony Nygren, EVP at EMI Strategic Marketing, and Shane Stiles, President of Gate 39 Media, that yielded loads of great insights that I couldn’t wait to share.

One more thing: just this week, a project that we’ve spent the last year working on finally launched to the world. CDP, the operator of the world’s only independent environmental disclosure system, launched its newly evolved brand to the world. We’ll have much more to share on this in the coming weeks—for now, you can check out the work at cdp.net/brand-hub.

-joel

Panel insights: AI & The Future of Financial Marketing

How prolific is artificial intelligence today in financial services marketing and advertising?

AI is already ubiquitous within marketing and advertising—it’s been in the background, running a lot of the services that we've been using for some time, but increasingly we will see it rolled out as front-facing tools within products that you already use everyday, which will dramatically speed up adoption.

The AI within these user experiences will become more integrated and human-process driven e.g. rather than just an open text box stream of responses that need to be manually edited afterwards, you will be guided to refine and edit content as you go.

How is AI going to help us produce better marketing this year?