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Leveraging Creative Automation

in Financial Marketing

This Gramercy Institute webinar recording features two leading industry figures. First, Jason Ricks is the Global Go-to-Market Lead for Digital Interact at Tag. Jason is joined by Bonnie DiJoseph, Creative Strategy Director at Vanguard. Moderated by Bill Wreaks, Chief Analyst of the Gramercy Institute, these two marketing experts represent both the “financial brand” and the “creative production” points of view.


Together, they discuss ways in which financial firms can best tap the power of creative automation today for maximum marketing success.

Today, advances in creative automation technology offer real efficiencies to position marketers of financial services for success.

This webinar recording provides insight for financial services marketers to effectively leverage creative automation. You will learn how–when done right–content automation can help marketers to manage costs, reduce waste, and boost efficiency and effectiveness across every marketing touchpoint.

Jason Ricks Headshot.jpeg

Jason Ricks, Global Go-to-Market Lead, Digital Interact, Tag

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Bonnie DiJoseph,

Creative Strategy Director, Vanguard

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