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Financial ServicesBrand Lab SeriesTM

Conversations Include


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5 Takeaways from the Fast Company Innovation Festival

2019 marked the third year that AE Marketing Group participated in the FC Innovation Festival. If you were not in attendance, don’t worry. We are breaking down our top five takeaways for you.

S5 E80

PIMCO EVP of Digital on Bringing Brand Purpose to Life

Today's consumers are digitally empowered, which changes how brands interact with consumers. And, although financial services is a highly regulated industry, consumers have come to expect a seamless technological experience.

S5 E76

Fifth Third VP of Digital Line and Fintech Marketing on Staying Social in a Regulated Industry

How can you remain personal and timely on social, even in a regulated industry? What makes a good social media follow? How do you create content that will resonate with your audience? Learn from Shannon Paul at Fifth Third Bank.


Procter and Gamble, Tide, Mediafly, ThinkCerca, Zorch in the Brand Lab™

Brian Walker, along with C-Level Executives from 5 high-growth companies, come together for an intimate conversation on issues facing executives and entrepreneurs today.

S2 E57

ParkerGale Capital’s Co-Founder & Partner on Women and Brand in Private Equity

When you meet Kristina Heinze, you're in rare air. A self-described, "bull in a china shop," with an infectious smile fueled by Nespresso, she's co-founder and partner of the private equity firm ParkerGale Capital.

S2 E40

FFP’s Chief Retirement Officer on Marketing Financial Services

Many C-Level executives have joined the Brand Lab Series™ Podcast, but never a Chief Retirement Officer.  Hence, we asked Nick Economos to talk about the complexity of marketing financial services to B2B and B2C audiences.

S1 E34

Deloitte’s Jonathan Copulsky on the Evolving Role of the CMO & CCO

As empowered consumers and technology shift brand power, pressure on a Chief Marketing Officer (CMO) or Chief Content Officer (CCO) has never been greater. Who better to talk about the challenges facing a CMO or CCO than Jonathan Copulsky. He has held both positions at Deloitte, so he knows a thing or two about resilience.

S1 E32

ParkerGale’s Founders on Podcasting Your Brand Today

Podcasting has been a big hit with many brands. Our own podcast filled an industry void in C-Suite marketing content. Yet, by no means are we audio pioneers. Therefore, we tapped our friends at ParkerGale to share how you can use podcasting to fuel your brand.

S1 E31

Deloitte’s Principal and Global Insights Leader on How to Protect Brands from Insurgents

Deloitte Principal and Global Insights Leader, Jonathan Copulsky joins the Brand Lab Series™ to talk about protecting your brand today.  As the author of "Brand Resilience," Jonathan knows a thing or two about managing risk and recovery in a high-speed world.

S1 E30

ParkerGale’s Founders on Brand Personality in Private Equity

Private equity and brand aren't often used in the same sentence. But, maybe that's why ParkerGale Capital is not like most private equity firms.

S1 E23

LearnVest’s COO on StartUps, Scale and Brand Culture

Few entrepreneurs have experienced the growth journey from start-up, through scale to the acquisition.  So what is this journey really like? We invited LearnVest COO, Ainslie Simmonds, back to the Brand Lab Series™ to share her story.

S1 E22

LearnVest’s COO on FinTech

Deciding when to buy versus when to build technology is a question facing many C-Suite executives today.  However, for LearnVest, the dilemma was even bigger. The FinTech company was growing rapidly while simultaneously disrupting financial planning.

S1 E12

Hilco Valuation Services’ CMO on Sales and Marketing Alignment

Today we compare horizontal marketing with vertical marketing. Thanks for joining us! Brian Walker continues his interview with Jim Glickman who is the CMO of Hilco Evaluation Services.

S1 E11

Hilco Valuation Services’ CMO on Brands and FinTech Today

Hilco Valuation Services CMO Jim Glickman understands the role of the Chief Marketing Officer. Under Jim's leadership, Hilco built a CRM technology that combined customer information for teams to share.