Expand Beyond Your Bank Data | Sponsored Content | Tech-Talk Webinar | On-Demand

Sponsored content by Epsilon


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As the world shifts to a new digital era, financial services institutions need to shape their marketing and communications to recognize customer priorities and respond to their changing financial needs. Unfortunately, banks are not typically the first to know when a customer starts to plan for a major life event or financial decision.

For banks to really understand their customers, they need to build more complete customer profiles that not only reflect who their customers are, but what they do, and what they care about. As the digital landscape evolves, with third-party cookie deprecation on the horizon, and the Identifier for Advertisers (IDFA) becoming opt-in, achieving strong customer connections will become even more challenging. In fact, 75% of financial services marketers are concerned these shifts will make their marketing efforts less effective, according to Epsilon research.

eMarketer is pleased to moderate a Tech-Talk Webinar featuring Epsilon’s Shelly Photiades, vice president, strategy services, Sandeep Gadre, senior director, product management, and Evan Goldstein, vice president, analytics. They will share what financial services marketers can do to make their marketing work harder – and what that looks like in real life.

Watch this webinar and learn how to:

  • To leverage multiple datasets to create dynamic customer profiles that will uncover indicators of “in-market” signals and emerging needs
  • Third-party cookie deprecation will affect your omnichannel marketing—from audience creation to attribution
  • Identity-based, future-proof solutions can create a foundation to identify individual needs, plus connect in a timely, relevant way


Shelly Photiades is vice president, strategy services at Epsilon. Shelly leads a team of consultants focused on the financial services industry. With over 20 years in the financial sector combined with cross-industry digital marketing best practices, she helps clients deliver more relevant and meaningful interactions throughout the customer lifecycle.

Sandeep Gadre is senior director, product management at Epsilon. Sandeep focuses on Epsilon’s best-in-class identity platform to deliver effective people-based advertising. He has more than a decade of product management experience in the digital marketing space and has held product leadership roles with increasing levels of responsibility at Verizon Media and Neustar.

Evan Goldstein is vice president, analytics at Epsilon. Evan has over 20 years of experience in financial services and analytics, working on both the consumer and commercial side of the business. A leader in analytics, marketing, and strategy, he has experience working with financial institutions of all sizes.


Nancy Taffera-Santos is senior vice president of media solutions and strategy at eMarketer. Nancy has been at eMarketer for over 13 years and oversees the media business, developing programs for leading advertisers. Nancy’s background includes 30 years of sales, marketing, and promotions experience in media, web analytics, and test and measurement hardware. In her downtime, Nancy stays active serving on alumni, nonprofit and trade association boards.

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