Persado, a leader in AI-powered content compliance and performance solutions for marketing, will participate in the Digital Marketing for Financial Services Summit West in San Francisco. The event will take place on May 21-22, 2025, where Persado invites marketing leaders, media, and analysts to meet in the West Ballroom to learn about the company’s latest innovations in AI-driven marketing.

Persado Dynamic Email Solution for Marketing and CRM Teams

At the summit, Persado will showcase their Dynamic Email solution, designed to streamline email campaign setup, content library creation, and launches. The AI solution helps financial services companies enhance their customer experience (CX) by automating personalized email campaigns. Companies using Persado for always-on personalized batch and triggered campaigns have reduced email operations time by up to 75% and achieved an average 20% increase in conversions.

Panel Session on Personalization and Customer Experience

Persado will also be featured in a panel session on Wednesday, May 21, titled:
"Strategic Approaches to Redefining Personalized Engagement in Financial Services."

Panel Speakers:

• Taylor Mahoney, VP of Solutions Consulting at Persado

• Nidhi Daga, VP of Growth, JPMorgan Chase

• Will McGinnis, Director of Sales, Fullthrottle.AI

Session Moderator:

• Erin McReynolds, VP, Marketing & Client Experience, Fremont Bank

During this session, industry experts will discuss how to leverage Generative AI to transform personalization and CX in financial services. The discussion will focus on how brands can design a personalization strategy that aligns with both customer expectations and business goals, while utilizing data and technology to create seamless customer journeys. Additionally, they will explore the frameworks and strategies necessary to build stronger customer relationships and elevate engagement in a digital-first landscape.