
Financial institutions are waking up to the power of AI in accelerating their marketing engines.
In this episode, Heather Gerdes, co-founder of Promode.ai, joins Joel and Mandy to unpack what real adoption looks like inside banks, credit unions, and RIAs. We dig into customer-driven demand for better digital experiences, how to keep compliance tight while moving faster, and why AI is an amplifier that still needs human strategy.
We also get technical about context windows, RAG, workflow bottlenecks, and the culture shifts leaders must drive.
Key takeaways:
Guest:
Heather Gerdes, co-founder, Promode.ai
Hosts:
Joel Crampton — cmoalpha.com
Mandy MacPhee — illuminationcmo.com