Right now, banks and financial institutions are working overtime to accomplish two things: justifying marketing ROI at the highest level, and forging stronger sales and marketing relationships. This week’s guest has experience doing both. Financial Services Product Marketing Director for Demandbase and avid traveler Tara Barkett Quehl calls in after reporting for jury duty to talk about the past and future of marketing automation and personalization both in fintech and the sales world at large.
Hosts and Guests
JP Owens
Managing Director, Banking and Lending, Silverline
JP Owens partners with banks and credit unions to help them identify new ways to leverage technology solutions that drive transformation, growth, and measurable ROI. JP formerly served as the Director of Digital Product Experience at First Financial Bank, where he led multiple functional teams within the Digital organization and was responsible for vision, delivery, and execution across Digital channels.
Elliott Spence
Solution Architect, Silverline
Elliott Spence is a Solution Architect at Silverline with eight years of experience designing and implementing Salesforce Solutions. Prior to Silverline, Elliott was a Senior Digital Product manager with First Financial Bank, where he grew the Salesforce practice to over 1,600 users and led the Salesforce implementations to Marketing, Customer Service, Retail Bank, and Mortgage.
Tara Barkett Quehl
Financial Services Product Marketing Director, Demandbase
Tara Barkett Quehl is responsible for standing up Demandbase’s Financial Services vertical’s marketing strategy, messaging, and content, including blogs, podcasts, and sales collateral. She participates in the sales cycle by lending Financial Services expertise and strategy in Financial Services-specific sales opportunities and helps advance customer success through workshopping. She is also the co-host of Demandbase’s Sunny Side Up podcast.