meta_pixel
Tapesearch Logo
Log in
The Agile Brand with Greg Kihlström®: Expert Mode Marketing Technology, AI, & CX

#566: The future of financial services CX with Chris O'Brien, M&T Bank

The Agile Brand with Greg Kihlström®: Expert Mode Marketing Technology, AI, & CX

The Agile Brand

Business, Marketing

4.9113 Ratings

🗓️ 23 August 2024

⏱️ 30 minutes

🧾️ Download transcript

Summary

Welcome to today's episode where we're diving into the future of financial services marketing with Chris O'Brien, SVP, Senior Product Owner at M&T Bank. We’ll explore the strategic use of first-party data, the integration of omnichannel customer experiences, and the modernization of marketing technology. About Chris O'Brien As SVP, Senior Product Owner at M&T Bank, Chris is responsible for driving growth by enabling go-to-market strategies through the application of MarTech, AdTech, and digital data strategy. Chris is focused on using a data-driven, audience-based, journey-led approach to build the underlying architecture to enable diverse enterprise use cases and elevate CX. RESOURCES M&T Bank website: https://www.mtb.com ActionIQ website: https://www.actioniq.com Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss the Mid-Atlantic MarCom Summit, the region's largest marketing communications conference. Register with the code "Agile" and get 15% off. Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Transcript

Click on a timestamp to play from that location

0:00.0

The Agile Brand.

0:02.0

Welcome to season 6 of the Agile Brand, where we discuss marketing technology and customer experience trends, insights, and ideas with enterprise and technology platform leaders.

0:18.0

We focus on the people, processes, data, and platforms that make brands successful, scalable, customer-focused and

0:25.0

sustainable. This is what makes an agile brand. I'm your host, Greg Kielstrom,

0:29.5

advising Fortune 1000 brands on Martek, marketing operations, and CX, best-selling author and speaker.

0:36.2

The Agile Brand Podcast is brought to you by Tech Systems, an industry leader in full-stack technology

0:41.4

services, talent services, and real world application.

0:45.0

For more information go to T.E.K systems.com.

0:49.0

Now let's get on to the show.

0:57.2

Welcome to today's episode where we're going to talk about first-party data and financial services marketing with Chris O'Brien, SVP senior product

1:01.6

owner at M&T Bank.

1:03.0

We're going to explore the strategic use of first-party data,

1:06.0

the integration of omni-channel customer experiences,

1:08.8

and modernization of marketing technology.

1:11.8

Chris, welcome to the show.

1:13.2

Greg, thanks for having me.

1:14.8

Pleasure to be here.

1:16.1

Yeah, looking forward to talking about all of us with you.

1:18.4

Why don't we get started with you giving a little background on yourself and your role

1:22.2

at M&T Bank.

1:23.2

Yeah, thanks Greg, happy to do so.

1:25.9

So I've now been at M&T just about eight years, which is pretty wild to say.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from The Agile Brand, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Agile Brand and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.