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Webinar

Trends, tracking, and best practices to drive funded growth for banks and credit unions

Webinar speakers: Nicky Senyard of Fintel Connect, Kim Strout of Ivy Bank, Mark Baron of Consumer Credit Union
[Be the first in line to download a report over 26 pages of never released insights, trends, and tactics from the top affiliates in North America.]

See how top financial marketers connect channel spend to funded growth

Webinar

Trends, tracking, and best practices to drive funded growth for banks and credit unions

Get a clearer view of which channels are driving funded accounts, loan volume, and quality customers. Learn how to separate true growth drivers from channels simply getting the credit.

  • When: September 1 at 10 AM PST | 1 PM EST
  • Where: Microsoft Teams, 35 minutes + 10 minute Q&A
Save your spot!

Why this matters

Financial marketing leaders are being asked to prove which channels are driving growth, but many still lack a reliable view from first touch to funded outcome.

Research from Cornerstone Advisors, commissioned by Fintel Connect, found that 60% of financial institutions say core or CRM integration limits their ability to measure marketing ROI. Nearly one-third believe they credit the wrong source more than 25% of the time, and no institution surveyed could reliably attribute every measured outcome back to marketing source.

Together, the panel will unpack where attribution confidence breaks down, how to evaluate channels beyond clicks and applications, and what financial institutions can do to make more confident decisions about where growth dollars go.

Who this exclusive webinar is for

Senior leaders at banks, credit unions, and financial institutions, who are responsible for customer acquisition, funded growth, channel strategy, marketing measurement, or proving marketing ROI.  

Meet the experts

What you'll learn

  • Real examples of where attribution breaks down between marketing source, application, and funded account, and how to catch it
  • A practical framework for evaluating channels on funded business outcomes, not just clicks and applications
  • How to pressure-test channel-reported performance before it drives your next budget decision
  • What separates a "good enough" lead from one that converts, funds, and delivers long-term value
  • Lessons from marketing leaders who've successfully defended budget by proving which channels really deliver

Presenting

nicky-2

Nicky Senyard

Chief Executive Officer at Fintel Connect

Ron Shevlin

Chief Research Officer at Cornerstone Advisors

Presenting

Nicky Senyard, Chief Executive Officer at Fintel Connect

Nicky Senyard

Chief Executive Officer, Fintel Connect

Kim Strout, Senior Vice President, Head of Ivy Bank

Kim Strout

Senior Vice President, Head of Ivy Bank, Ivy Bank

Mark Baron, VP Payments and Product Strategy at Consumer Credit Union

Mark Baron

VP, Payments & Product Strategy, Consumers Credit Union

Meet the experts

Nicky Senyard

Nicky is a two-time founder and industry veteran with over 25 years in performance and SaaS marketing technology. She built and successfully exited her first affiliate technology company before co-founding Fintel Connect to help financial services companies scale digital growth. Nicky was most recently named the 2025 Industry Legend at the Global Performance Marketing Awards, and her insights have been featured in Forbes and American Banker.

Kim Strout

Kim Strout is a Senior Vice President and the Head of Ivy Bank, the digital banking division of Cambridge Savings Bank (CSB). With 17 years of experience in financial services, she has led strategic growth and marketing initiatives across national, regional, and community bank brands.

Building on more than 15 years in marketing leadership roles—including serving as Marketing Director at CSB, where she drove strategic vision, digital growth, and brand evolution—Kim transitioned to lead the Ivy Bank business line. In this role, she has helped grow Ivy Bank from launch into a $1.2B national digital platform designed to empower customers’ financial journeys with ease and confidence.

Kim holds a BS in Marketing and Psychology from Assumption University and a Certificate in Digital Marketing Analytics from MIT Sloan Executive Education. She is currently enrolled in the ABA Stonier Graduate School of Banking, earning a Wharton Executive Leadership Certificate.

Beyond her professional work, Kim is the mom of two boys and serves on the Board of Directors for March of Dimes, supporting efforts to advance research, influence policy, and improve care for moms and babies during some of life’s most vulnerable moments.

Mark Baron

 Mark Baron is a VP of Payments & Product Strategy at Consumers Credit Union. Mark is a customer and product experience leader with a background spanning academia, business intelligence, product management, finance, vendor management, and customer experience. He brings a customer-centric approach to designing products and experiences that reduce friction and help people achieve better financial outcomes.