CX Innovation in Financial Services Marketing

Wendeline Dill is the Head of Advisor & Field Marketing at J.P. Morgan Wealth Management.

Known for her deep understanding of Advisors, Wendy directs a multi-functional team of 12+ professionals who create and execute sales and marketing initiatives for 1,450+ Advisors and 100+ Specialists nationwide, in the ultra-high and high-net-worth channels. Her mantra, “We serve Advisors the way they serve clients,” is reflected in the way she partners to help them grow their practices through the creation of innovative marketing materials and programs that drive acquisition, deepening and retention. Wendy and her team received the 2023 Financial Communications Society Gold Award for the J.P. Morgan Advisors marketing suite of collateral. Based on feedback from Advisors and her peers across the industry, she is humbled her group is considered the top field marketing team on Wall Street today.

Wendy partners daily with JPMA’s C-suite and six Regional Directors who oversee 48 offices around the country. She works with Advisors to adopt behavior change, evolve client journeys, market their practices and adapt to new business techniques. Her time as an Advisor early in her career formulated her understanding of the business from the ground up and helps her to relate to the challenges Advisors face.

Wendy’s career includes many top firms in the country. After 10 years at Merrill Lynch and 10 years at Ernst & Young, as well as roles at Glenmede and Deloitte, she joined J.P. Morgan in 2022 to build the field marketing function.

The first in her family to earn a college degree, Wendy holds a certificate from Dartmouth College’s Executive Education Program at The Tuck School of Business. She earned a B.S. and an M.B.A. in Finance from Penn State University, where she is a lifetime member of the Alumni Association. She holds FINRA Series 7 and 66 securities licenses, a life and health insurance license, and the CRPC^® designation from the College for Financial Planning.

Wendy lives with her family on a horse farm in Bucks County, PA. A leader in her local community, she has been a founding Board member at the Bucks County Children’s Museum, an Advisory Board Member for the Area Agency on Aging, and a Member of the Fundraising Committee at Doylestown Hospital. Farther afield, she is an active parent at Phillips Academy in Andover, Massachusetts.

Jeff Wilson is senior vice president, marketing at Citizens (NYSE: CFG), a leading financial services company with $220 billion in assets, 18,000 employees and 1,000 offices. Jeff is a member of the commercial management team and leads marketing strategy to effectively meet the needs of small, mid-size and large companies and private equity firms. This includes corporate finance, commercial real estate lending, debt and equity capital markets, investment banking and advisory, treasury and risk management

Previously, Jeff served as vice president, corporate marketing at M&T/People’s United Bank (MTB: NYSE), a leading financial services company with over $44 billion in assets, 5,000 employees and 400 offices. Prior to this, he was an officer and vice president, external marketing and communications at Fannie Mae (OTCMKTS: FNMA) in Washington, D.C.  Jeff was senior vice president, marketing and communications at GE Capital, the financial services arm of GE (NYSE: GE), with $400 billion in assets and over 35,000 employees globally. Before GE, he served as senior vice president, marketing and sales support, Business Capital, at Bank of America (NYSE: BAC). He started his career in boutique advertising agencies developing award-winning campaigns for CIGNA, The Stanley Works and Honeywell.

Jeff currently serves on the Gramercy Institute Board of Advisors and the ANA Global CMO B2B Growth Council. Previously, he served on the boards of The Watkinson School, Community Accounting Services, the Business Marketing Association and Ad Club of Connecticut.  He received executive education at GE’s Jack Welch Leadership Center, NY and has a B.S. in Business Administration from Providence College, RI. 

Frank Dudley is a professor at Northwestern University (ranked #1 for Marketing in the U.S.) where he teaches courses in Modern Marketing Management, Marketing Strategy, Digital Marketing, Media and Innovation and Influencer Marketing.

Frank is also President of the Financial Marketing Institute (FMI), which currently conducts the most comprehensive research on digital marketing and media for the financial services industry in the U.S. In addition, FMI provides digital analytics and consulting services as well as training and certification programs for financial marketers.

FMI’s clients and sponsor participants of its research to date include: Bank of America Merrill Lynch, UBS, Morgan Stanley, Deutsche Asset Management, Guardian Life Insurance Company, Prudential Financial, MetLife, Allstate Insurance, USAA, Hartford Funds, Royal Bank of Scotland, LPL Financial, Invesco, Aflac, FTSE Russell, Principal Financial, CNL, Invesco, MassMutual, PenFed Credit Union, Vanguard, TIAA, American Century Investments, MissionSquare Retirement, Salesforce.com, Adobe, Google, Bloomberg, etc