From Platforms to People: Driving Personalization and Trust in FinTech through AI and Digital Marketing
Abstract:
In the evolving FinTech landscape, digital marketing has become more than a customer acquisition tool, it’s now a strategic vehicle for personalization, trust, and long-term engagement. In this keynote, Tanmaykumar Shah - Vice President and Marketing Technology Lead at JPMorgan Chase explores how organizations can bridge the gap between advanced marketing platforms and meaningful customer experiences. Drawing on enterprise-scale initiatives, Shah will share how AI, customer data platforms (CDPs), and omnichannel strategies can be leveraged to deliver secure, relevant, and scalable customer journeys. He will provide insight into the frameworks and data architectures behind large-scale personalization efforts, referencing real-world applications including financial wellness platforms, refinance automation programs, and intelligent payment product adoption. Attendees will gain actionable strategies on leading ethical, AI-driven marketing transformations with a focus on transparency, customer-centric design, and the integration of digital ecosystems across financial services.
Profile:
Tanmaykumar Shah is a Vice President and Marketing Analytics Manager at JPMorgan Chase, where he leads digital marketing and personalization strategy across the bank’s financial services portfolio. With over 15 years of experience, he specializes in the intersection of marketing technology, AI, and customer experience innovation. Shah has driven high-impact initiatives including the launch of large-scale personalization systems, refinance automation platforms, and targeted marketing strategies for credit monitoring and payment flexibility products. His leadership in enterprise technology migration including Salesforce Marketing Cloud, Segment CDP, and Snowflake has helped modernize secure, data-driven marketing at scale. Recognized with multiple reputed industrial awards for digital marketing innovation and customer excellence, Shah is also an invited keynote speaker, award judge, and conference reviewer in the AI and data science space. He holds senior or fellow memberships with professional organizations such as IEEE, IETE, and IAEME, and has authored peer-reviewed publications on data-driven marketing in FinTech. With a focus on trust, personalization, and scalable innovation, Shah is at the forefront of redefining digital marketing in the financial services industry.
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