Abby Hehemann, the Global Marketing Director at GetResponse, discussed her journey from customer success to product marketing, emphasizing the importance of customer insights and proactive thinking. She highlighted the evolution of GetResponse from an email autoresponder to a multi-channel marketing automation platform, focusing on anticipating customer needs and leveraging AI for data analysis. Abby stressed the significance of maintaining a human touch in marketing, using AI to handle repetitive tasks, and allowing marketers to focus on creativity. "The person who knows the customer the best wins," she advised, encouraging staying curious, continuously learning, and investing in oneself while understanding customers deeply to succeed in any business.

AudioMerge

Episode 10 –  Abby Hehemann on the Power of Customer Insights and AI in Modern Marketing

The future of wealth management isn’t just about managing portfolios—it’s about leveraging technology to deliver personalized, client-centric solutions at scale. As the industry evolves, advisors and firms must adapt to new digital tools, automation and AI-driven insights to remain competitive.

In this episode of the WealthStack Podcast, host Shannon Rosic, director of WealthStack content and solutions, sits down with David Crow, head of Axos Clearing at Axos, to explore how firms can harness technology, data and AI to better serve clients and drive efficiency.

Shannon and David discuss:

- The evolution of hybrid wealth models and what it means for the future of advice
- AI, automation and digital tools—where they add value and where the industry is still playing catch-up
- The Axos approach to integrating banking and investing to create a seamless client experience
- Emerging trends in clearing and custody

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with Guest Name:

LinkedIn: David Crow: https://www.linkedin.com/in/crow-david/ 
Axos® Clearing: https://www.axosclearing.com/ 

About Our Guest:

David Crow is an accomplished executive with a wealth of experience dedicated to helping organizations optimize, scale, and transform. As Executive Vice President and Head of Axos Clearing, he leads the company’s strategic growth efforts, driving innovation and client-focused solutions that address the unique challenges each organization faces. His passion for cultivating strong client relationships is at the core of his work, with a focus on listening attentively, collaborating deeply, and connecting strategy to execution to deliver measurable results.

With over 25 years of experience in various financial services roles, from sales to relationship management, David has built a reputation for offering forward-thinking guidance that empowers clients to navigate the evolving financial landscape. His expertise in building tailored solutions has made him a trusted partner to clients across the country. Beyond his role at Axos Clearing, David is an active member of industry groups, serving on the SIFMA Private Client Services Committee and the FINRA Clearing Firm Advisory Committee.


The WealthStack Podcast: The Next Era of Personalized Wealth Solutions with David Crow

We recognized the need to address the technology challenges specific to a CMO and the marketing department. This need became the crux of MTC’s mission statement; to be the single source destination for marketers in the digital age; dedicated solely to Marketing Technology arena and the people who buy, influence and consume MarTech around the world.
https://www.martechcube.com

New tracks tagged #HyperPersonalization