FinTech Marketing Business & Marketing Leadership Roundtable

Where: Lexington Room, 3rd Floor, InterContinental Boston

Join FinTech Marketing, as we bring together in-person senior business and marketing leaders and influencers working in the financial services and technology sector to discuss their key learnings and insights around Mapping Success for 2026. Let’s reimagine our understanding of client needs, strengthen relationships, foster innovation, and cultivate a more fully realized, digitally-enabled customer engagement journey in 2026.

We are eager to hear from our Marketing peers in both Financial Services and FinTechs about your challenges and how you are realigning your marketing plan, strategy, and team in 2026. We would love to gain insights from your perspective on this matter.

Agenda

1. Registration & Networking Breakfast - (9:00 am – 9:30 am)
2. Opening + Community Update - (9:30 am – 9:40 am) 
   Payal Raina, Founder of FinTech Marketing
3. Welcome Remarks - (9:40 am – 9:50 am)
   Marcel Chambers, Director, Head of Americas Sales & Client Development at Infopro Digital   
4. Keynote: Successful Fintechs Possess Four Kinds of Expertise: Entrepreneurial, Computational, Financial and Regulatory. Here’s How It All Comes Together - _{(9:50 am – 10:15 am)}
   – _{Matthew Rhodes-Kropf}, _{Senior Lecturer, MIT Sloan School of Management} 
5. _{Panel: AI applications to B2B marketing – practical use cases -  (10:15 am – 10:40 am)
   – Alyssa Gilmore, Global Head of Communications, Financial Products, Bloomberg
   – Mark Feeley, Brand Director, Chartis Research
   – Lorelei M. Lenzen, Chief Marketing Officer, Chatham Financial
   – Stuart Jones, CEO and Founder, 360Sigma} 
6. _{Roundtable Discussion: - (10:40 am – 11:25 am)
   The Future of AI in FinTech Marketing
   • Practical AI use cases in content marketing, personalization, and customer insights
   • Risks of AI in financial services marketing: What CMOs need to watch out for
   • Will AI replace marketers or make them more strategic?
   • Customer-led growth: Leveraging communities, advocacy, and referrals
   • Performance marketing in a cookieless world: How are CMOs adapting?}
7. _{Closing and Wrap-Up - (10:25 am – 11:30 am)}
8. _{Networking Lunch - (11:30 am onwards)}