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AI, Efficiency, and the Future of Creative Collaboration in Financial Marketing

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FundGuard’s Erika Schwartz Alter and Strat + Story’s David Blackburn explore how AI transforms marketing workflows—not by replacing agencies or creative talent, but by enhancing strategic clarity and freeing teams to focus on higher-value work. From ditching webinars for AI-generated takeaways to using bots as “infinite junior hires,” the two unpack how marketers adapt in real time. They also touch on compliance considerations, the evolving marketer–agency relationship, and why smart AI use begins with smart inputs. For teams willing to experiment and train these tools like a new team member, the payoff is agility, speed, and stronger creative execution.

Recorded live at the Financial Narrative Summit 2025.