AI in Financial Services Marketing

FCS Philadelphia will close out 2025 with a breakfast panel discussion on the topic of year: Artificial Intelligence (AI). Join us at WSFS Bank on December 11, when we welcome our panel of senior marketing executives, including:

Stephanie Giaramita, Head of Asset Management Marketing, SEI
Kristina Harshany, Chief Marketing Officer, CenterSquare Investment Management
Ali McCarthy, Chief Marketing Officer, Asset-Map

Lynn Hobson, SVP, Chief Marketing Officer, WSFS Bank, will moderate the conversation, which will explore how financial marketers are harnessing AI to drive personalization, enhance client engagement, and improve campaign performance—while navigating the ethical, creative, and regulatory challenges that come with it.

Registration/breakfast opens at 8:30am, with the program beginning at 9:00am and departures by 10:00am, leaving ample time for networking before and after the content.

For more information about the FCS Philadelphia chapter, please contact chapter president Phil Edelstein of Substance Strategy & Creative.

Start December 11, 2025 08:30 AM EST
End December 11, 2025 10:00 AM EST
Location WSFS Bank Place 1818 Market Street Philadelphia

Tickets

Members$75
Young Members Circle$50
Non-Member$95

*You must be logged into your user account in order to register for the event/purchase tickets

Speakers

Moderator Lynn Hobson

SVP, Chief Marketing Officer

Lynn Hobson joined WSFS Bank in December 2024 as Senior Vice President and Chief Marketing Officer. In this role, she leads growth and performance marketing initiatives, brand strategy, internal and external communications, digital marketing and data analytics, and the client experience across all lines of business. Lynn brings a successful track record in financial services […]

Panelist Stephanie Giaramita

Head of Asset Management Marketing

Stephanie Giaramita leads marketing for SEI’s Asset Management business, responsible for the strategic development and implementation of marketing programs that help drive growth across advisor, institutional, and private client markets in North America. Stephanie previously led marketing for the Advisor business. She joined SEI in 2020 as head of global content strategy for SEI’s Global […]