Overview

In an era of rising customer acquisition costs and evolving consumer expectations, financial marketers are under pressure to deliver not just impressions — but impact. Digital and performance marketing must now do more than drive traffic; it must drive qualified engagement, conversions, and customer growth. 

In this Financial Brand & iQuanti webinar, two seasoned marketing leaders (Alex Chang, Ex-CMO of San Francisco 49ers & Michael Hartman, Board Member and an Ex-CMO at leading beverage and CPG industries) share how financial institutions can elevate their performance marketing programs by integrating smart content, emotional resonance, and data-driven optimization. 

From personalization and segmentation to creative testing and funnel acceleration, this webinar offers a roadmap for marketers looking to maximize ROI across the digital journey — all while staying true to brand and compliant in a regulated industry. 

  • Financial Services Funnel: Understand how the performance journey has evolved — and what’s required to succeed today.
  • Creative That Converts: Learn how to blend brand storytelling with high-performing digital content across channels.
  • Personalization & Data Activation: Explore how to use data to inform targeting, messaging, and experience design.
  • Campaign Optimization Playbooks: Get practical tips on testing, iterating, and scaling what's working in BFS marketing.
  • Cross-Channel Strategy: Align paid media, owned content, and landing experiences for stronger conversion outcomes.
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