How Innovative Marketers Build Continuous Growth Engines With Smarter Optimization​

How are banks and credit unions actually using AI, data, and personalization to improve marketing performance?

In this Financial Brand Forum 2026 panel, Claritas brings together marketing leaders from Regions Bank, Suncoast Credit Union, and VyStar Credit Union to share real-world strategies for smarter optimization in financial services.

This session covers:

– How AI is transforming marketing strategy, creative testing, and audience targeting
– The shift from A/B testing to scalable personalization (“A to Z” testing)
– How financial institutions are using data and analytics to improve campaign performance
– Challenges like compliance, attribution, and internal adoption
– Practical examples of campaigns driving measurable results

Whether you’re in banking, credit union marketing, or financial services, this discussion offers actionable insights on using AI, data-driven marketing, and digital strategy to drive growth.