Episode 4: Banking Evolution Through AI

Executive Summary

Marketing and banking veteran Dawn Zappetti shares her insights on how AI and data are transforming the landscape of financial marketing. She unpacks the evolving intersection of technology and strategy, discusses the most impactful use cases like hyper-personalization, and explains how banks can effectively leverage analytics for long-term advantage. Dawn also reflects on key skills marketers need today—from early-career to leadership levels—and offers practical advice for navigating AI adoption in a highly regulated, data-rich environment.

About Dawn Zappetti

Dawn Zappetti is Chief Marketing Officer at Amalgamated Bank, bringing over 25 years of financial services marketing expertise. She previously held senior leadership roles at Citibank for 25 years and founded strategic marketing advisory firm Zap Advisory. Dawn holds an MBA from Columbia Business School and serves as Board Chair of Union Settlement. She also mentors startups through the Founder Institute.

What You'll Learn

How data and AI are reshaping marketing strategies in the banking industry
The essential skills for marketing professionals at various career stages
Real-world challenges and solutions in AI-driven marketing initiatives
Future trends in banking and marketing over the next 5–10 years

Who Should Watch

Industry leaders looking for strategic insights in data, AI, and marketing to guide high-level initiatives and innovation.
Working professionals seeking practical, actionable knowledge to build expertise and stay ahead in their fields.
General audience interested in AI trends and thought leadership, including early-career professionals and curious learners.

Databytes Enabling AI: Series Overview

Episode 1: Digital Marketing Excellence – Amit Jivani reveals how AI is transforming retail and e-commerce through personalization, smarter supply chains, and improved customer experiences.
Episode 2: Banking Analytics – Nagendra Sastry explores the evolution of banking analytics, the skills needed to succeed, and how AI is shaping the future of financial decision-making.
Episode 3: AI Evolution – Nikhil Shah shares his journey into AI, exploring its role in public good, ethical use, and the skills professionals need in an AI-driven future.
Episode 4: Banking Evolution Through AI – Dawn Zappetti discusses how AI is reshaping marketing in banking, from hyper-personalization to the future skills marketers need to thrive.

Stay tuned for more episodes!

Rahul Nawab

Rahul Nawab, a senior leader with over 25 years of experience in data analytics. His impressive background includes leading Data & AI roles at US Bank, IQR and EXL. Rahul's expertise will ensure engaging discussions and resonate with our audience.