Future of Finance Marketing

Social Fresh
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Expert discussions and marketing counsel for finance brands that want to stand out and command attention. Explore what’s working, what’s next, and how the smartest minds in finance marketing are thinking ahead. futureoffinancemarketing.com

  1. Inside The Carlyle Group’s Content Engine: Strategy, Channels & Impact

    2025/04/29

    Inside The Carlyle Group’s Content Engine: Strategy, Channels & Impact

    Host Jason Keath speaks with Allen Plummer, Global Head of Content at The Carlyle Group, about how the firm strategically uses owned media, LinkedIn newsletters, podcasts, and video content to build influence in private markets. Timestamps: 02:41 - Owned media 06:26 - LinkedIn newsletters 09:20 - Podcast content 15:39 - Video and multimedia 19:27 - High-production vs low-fi 26:01 - Is YouTube underutilized in finance marketing? 29:51 - AI impact on discovery 32:28 - Career lessons Resources & Links: * The Carlyle Group: https://www.carlyle.com * Allen Plummer on LinkedIn: https://www.linkedin.com/in/allenplummer * Future of Finance Marketing Podcast: https://futureoffinancemarketing.com/ Join The Conversation: Subscribe to Future of Finance Marketing on Apple Podcasts, Spotify, or other podcast platforms. Connect with Jason Keath on LinkedIn for more insights on finance marketing trends: https://www.linkedin.com/in/jasonkeath This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit futureoffinancemarketing.com/subscribe

    35 分钟

  2. 2025/02/16

    Creative Trends Report 2025 - Jason Keath

    2025 Creative Trends Report Learn which creative content tactics are breaking through and outperforming headed into 2025? We'll discuss how creative trends are impacting brand, social, content, and performance — in finance and beyond. Presented by Jason Keath, Co-founder of Social Fresh This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit futureoffinancemarketing.com/subscribe

    32 分钟

  3. 2025/02/16

    Unlocking Organic Social: Future-Ready Tactics for Finance Brands with Stripe, Vanguard

    Unlocking Organic Social: Future-Ready Tactics for Finance Brands A discussion on which strategies are currently increasing visibility, driving authentic engagement, and building stronger connections with consumers. Including short-from video, creator content, and risk-taking. Panelists include: * Jason Keath, Social Fresh * Nathan Allebach, Ramp * Temeka Easter Rice, Vanguard * Nick Dimichino, Stripe * Jack Richards, Onclusive This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit futureoffinancemarketing.com/subscribe

    36 分钟

  4. 2025/02/16

    Content Strategies for Tomorrow: How to Engage the Right Audiences with JPMorgan, Square

    Content Strategies for Tomorrow: How to Engage the Right Audiences Discover the innovative content strategies top brands are using to build stronger customer connections. Explore how modern finance audience journeys have evolved, which content formats are gaining traction, and how personalized storytelling is driving better results. Panelists include: * Jason Keath, Social Fresh * Mallory Russell, Square * Abel Flint, JPMorgan Payments * Zontee Hou, Convince & Convert This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit futureoffinancemarketing.com/subscribe

    33 分钟

  5. 2025/02/16

    FM - Risk, Reputation, and Results: FM's Approach to Content and Paid Media in Commercial Insurance

    Risk, Reputation, and Results: FM's Approach to Content and Paid Media in Commercial Insurance Learn how Kaydee Marcinek, CMO at FM, is driving awareness with thought leadership, strategic sponsorships, and hyper-targeted media campaigns to position the company as a leader in risk management. Interview with Kaydee Marcinek, CMO at FM This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit futureoffinancemarketing.com/subscribe

    34 分钟

  6. 2025/02/16

    Evolving Performance Growth: Breaking Down Channel, Messaging, and Creative Opportunities with Brighthouse, Chubb

    Evolving Performance Growth: Breaking Down Channel, Messaging, and Creative Opportunities Learn how our panel of experts is optimizing performance marketing with strategies for channel selection, messaging, and creative. Uncover emerging paid media content opportunities that are driving growth for finance brands. Panelists: * Jason Keath, Social Fresh * Liz Ferguson, Brighthouse Financial * Pooyan Alizadeh, Designity * Lou Calabrese, Robertson Stephens * Tamara Scott, Chubb This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit futureoffinancemarketing.com/subscribe

    42 分钟

  7. 2025/02/16

    Fidelity: Connecting Channels: Bridging Events, Social, and Digital for B2B Success

    Connecting Channels: Bridging Events, Social, and Digital for B2B Success Fidelity’s marketing approach for their Employer products integrates an adaptive mix of social media, events, and digital campaigns to best reach a hard-to-target audience. In our interview with Director of Marketing, Steve Jones, discover their strategies for leveraging LinkedIn, research-driven content, ABM targeting with Salesforce, and maximizing ROI from in-person and virtual events. Interview with Steve Jones, Director of Employer Marketing at Fideltiy This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit futureoffinancemarketing.com/subscribe

    22 分钟
  8. Lessons in Leadership & Social Innovation with Ally’s Freddie Barbour Jr.

    2025/02/06

    Lessons in Leadership & Social Innovation with Ally’s Freddie Barbour Jr.

    In our pre-show interview series for Future of Finance Marketing, we take you behind the scenes with speakers and partners to explore their creative process, toolkit, and career insights—the conversations we don’t get to have on stage. In this episode, Freddie Barbour Jr., Social Media Director at Ally, shares how he approaches creativity, leverages AI-driven social intelligence, and stays ahead in an ever-evolving marketing landscape. Below are a few highlights, but press play for the full interview. Turning Trends into Impactful Campaigns For Freddie, successful social media marketing starts with cultural awareness. He and his team track trending topics across platforms—not just to stay informed, but to understand why certain conversations gain traction. "It’s not just about what’s trending; it’s about what’s moving people to engage." Once Freddie’s team identifies emerging themes, they ask key questions: * Is this conversation relevant to our audience? * Does it align with Ally’s brand values? * How can we add value instead of just joining the noise? This research-driven approach allows them to spot pulse moments—timely opportunities to connect with customers in an authentic way. Rather than forcing a brand message into every viral trend, Freddie’s team focuses on creating meaningful interactions that resonate long-term. Career Advice That Stuck: Take the Leap One of the best pieces of advice Freddie received came from a mentor: "Don’t be afraid to fail." Early in his career, he hesitated to take on high-stakes projects, but his mentor encouraged him to embrace risks as opportunities for growth. Since then, Freddie has leaned into challenges, raising his hand for leadership roles and stretch assignments that have shaped his success. Must-Have Tools: Staying Organized & Informed Freddie stays sharp by tuning into the TED Talks podcast, which provides bite-sized inspiration across various disciplines. He also recommends The Four Agreements by Don Miguel Ruiz, a book that helps him maintain a mindful approach to leadership and creativity. What’s Next for Ally? Freddie is most excited about deepening Ally’s use of social intelligence to enhance customer engagement and brand strategy. By combining social listening, direct consumer research, and AI-driven insights, Ally is refining how they interact with audiences and optimize campaigns. Watch the full interview for all the insights and be sure to follow Ally on social. See You at The Summit Join Freddie on February 11th and 12th at the summit, Future of Finance Marketing, where he’ll discuss how Ally leverages social intelligence. Upgrade for On-Demand access here and rewatch all the sessions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit futureoffinancemarketing.com/subscribe

    20 分钟
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Expert discussions and marketing counsel for finance brands that want to stand out and command attention. Explore what’s working, what’s next, and how the smartest minds in finance marketing are thinking ahead. futureoffinancemarketing.com

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