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CMOs Without Borders
Joel Crampton
6 episodes
11 hours ago
Welcome to CMOs Without Borders — the podcast where two seasoned marketing leaders with decades of experience from opposite sides of the border cut through the noise and get real about what actually drives growth in financial services. Hosted by fractional CMOs Joel Crampton, founder of CMO/Alpha (U.S.), and Mandy MacPhee, founder of illumination (Canada), this show explores the strategic marketing moves that help RIAs, fintechs, credit unions, and financial brands thrive — regardless of size, structure, or postal code. We bring different lenses to the mic: U.S. vs. Canada, Fintech vs. Institutional, Independent firms vs. Enterprise marketing But we’re united by one mission: helping you build a smarter, more strategic marketing function that actually drives results — not just more activity. Each episode delivers candid conversations, real-world examples, and field-tested insights to help you: - Align your marketing with business goals - Outperform the competition without wasting time or budget - Gain the clarity and confidence to lead — or delegate — marketing that works If you’re a financial advisor, fintech founder, credit union exec, or marketing leader in the financial space, this is your “no-fluff, behind-the-scenes look” at what works — and what doesn’t.
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Marketing
Business
RSS
All content for CMOs Without Borders is the property of Joel Crampton and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to CMOs Without Borders — the podcast where two seasoned marketing leaders with decades of experience from opposite sides of the border cut through the noise and get real about what actually drives growth in financial services. Hosted by fractional CMOs Joel Crampton, founder of CMO/Alpha (U.S.), and Mandy MacPhee, founder of illumination (Canada), this show explores the strategic marketing moves that help RIAs, fintechs, credit unions, and financial brands thrive — regardless of size, structure, or postal code. We bring different lenses to the mic: U.S. vs. Canada, Fintech vs. Institutional, Independent firms vs. Enterprise marketing But we’re united by one mission: helping you build a smarter, more strategic marketing function that actually drives results — not just more activity. Each episode delivers candid conversations, real-world examples, and field-tested insights to help you: - Align your marketing with business goals - Outperform the competition without wasting time or budget - Gain the clarity and confidence to lead — or delegate — marketing that works If you’re a financial advisor, fintech founder, credit union exec, or marketing leader in the financial space, this is your “no-fluff, behind-the-scenes look” at what works — and what doesn’t.
Show more...
Marketing
Business
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AI: The Great Equalizer in Financial Services Marketing
CMOs Without Borders
44 minutes 29 seconds
1 month ago
AI: The Great Equalizer in Financial Services Marketing

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:

  • Why end customers are pushing financial firms to adopt AI now
  • How to speed approvals and stay compliant with clear guardrails and roles
  • Context over clever prompts for higher-accuracy outputs
  • Scaling organic content and testing without enterprise headcount
  • Culture change from fear to curiosity, and how to communicate the “why”
  • Near-term AI use cases that will soon feel normal in financial marketing

Guest:
Heather Gerdes, co-founder, Promode.ai

Hosts:
Joel Crampton — cmoalpha.com
Mandy MacPhee — illuminationcmo.com

CMOs Without Borders
Welcome to CMOs Without Borders — the podcast where two seasoned marketing leaders with decades of experience from opposite sides of the border cut through the noise and get real about what actually drives growth in financial services. Hosted by fractional CMOs Joel Crampton, founder of CMO/Alpha (U.S.), and Mandy MacPhee, founder of illumination (Canada), this show explores the strategic marketing moves that help RIAs, fintechs, credit unions, and financial brands thrive — regardless of size, structure, or postal code. We bring different lenses to the mic: U.S. vs. Canada, Fintech vs. Institutional, Independent firms vs. Enterprise marketing But we’re united by one mission: helping you build a smarter, more strategic marketing function that actually drives results — not just more activity. Each episode delivers candid conversations, real-world examples, and field-tested insights to help you: - Align your marketing with business goals - Outperform the competition without wasting time or budget - Gain the clarity and confidence to lead — or delegate — marketing that works If you’re a financial advisor, fintech founder, credit union exec, or marketing leader in the financial space, this is your “no-fluff, behind-the-scenes look” at what works — and what doesn’t.