Financial Services Marketing That Moves the Needle
After 15 years in financial services, I find the leak, fix it, and get everyone aligned to make it stick.
Grow Your Business with Katie Fernands
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Lead Generation Solutions
I'll help you create tailored digital strategies that effectively target your specific audience segments. Our team ensures your approach is compelling and optimized for maximum engagement, helping you generate quality leads and increase conversions across multiple platforms.
Social Media Sales Strategy & Content
We develop and manage social media campaigns that align with your brand's voice and goals. Our approach maximizes your reach and engagement, helping you connect personally and professionally with your audience. Trust us to keep your social platforms active and impactful.
Analytics & Reporting
Our team will track and analyze your marketing metrics to provide actionable insights and optimize your campaigns for success.
Recommendations
Dave Guzman, Chief Operating Officer, Prudential Financial, Consultant
Dave Guzman, Chief Operating Officer, Prudential Financial, Consultant
Dave Guzman, Chief Operating Officer, Prudential Financial, Consultant
I had the opportunity to work closely with Katie and was consistently impressed by her strategic marketing acumen and ability to execute at a high level. She brings a strong digital marketing perspective and a thoughtful, solutions-oriented approach to every initiative. Beyond her core responsibilities, Katie was a trusted partner, providing valuable input on a pitch deck for my advisory company that significantly strengthened the overall narrative and positioning. She is the kind of professional who elevates both the work and the people around her.
Erin Record, Senior Leader UX/CX, Prudential Financial
Dave Guzman, Chief Operating Officer, Prudential Financial, Consultant
Dave Guzman, Chief Operating Officer, Prudential Financial, Consultant
Katie and I partnered closely at Prudential, where she led marketing and I led customer experience strategy. We worked together across a number of initiatives, building a strong and collaborative working relationship.
What stood out was how she used customer insight to inform her decisions. When my team identified friction points across the digital experience, she translated those insights into messaging and content that directly addressed what customers were struggling with. She consistently connected experience improvements to business outcomes, which helped us align stakeholders and move work forward.
Katie is clear about what she needs, thoughtful in her approach, and always asks the right questions with the customer in mind. She understands that marketing and customer experience are closely connected and shows up that way in her work.
If you're looking for a marketing leader who uses customer insight to drive meaningful impact, Katie would be a strong addition.
Alexia Palau, Global Vice President, Commerce Media at SharkNinja
Dave Guzman, Chief Operating Officer, Prudential Financial, Consultant
Alexia Palau, Global Vice President, Commerce Media at SharkNinja
Katie is the rare executive leader who can drive complex Go-to-Market strategies while simultaneously mastering technology. I had the pleasure of working with her as she led our AI cohort, where she guided a diverse group of professionals through the practical application of AI agents and automation workflows. Katie didn't just facilitate; she brought structure, translating technical AI concepts into clear, actionable business use cases.
She created an environment of rigorous learning and practical execution and her background in driving revenue transformation within regulated financial services was evident in how she led us: she is methodic, data-informed, and focused on measurable outcomes. If you are looking for an AI native GTM strategy and Revenue Enablement leader that can drive automation adoption and upskilling teams in a complex environment, Katie is an absolute pleasure to work with.
Tracy Connelly, U.S. Bank, Ascent Private Capital Management
Monica Wiant, Writer, Content Strategist, Marketing & Communications
Alexia Palau, Global Vice President, Commerce Media at SharkNinja
Katie has consistently demonstrated the ability to amplify and extend the reach of wealth management insights and news content through email marketing, social media and mobile web platforms. She is a highly collaborative business partner who continues to bring new technology solutions to achieve business goals. I would highly recommend Katie for any project that requires the creative application of social media to achieve measurable results.
Monica Wiant, Writer, Content Strategist, Marketing & Communications
Monica Wiant, Writer, Content Strategist, Marketing & Communications
Monica Wiant, Writer, Content Strategist, Marketing & Communications
Katie is smart, resourceful, and a pleasure to work with. I have worked with her as she introduced a social media marketing program to several hundred financial advisers, successfully navigating the complexities of regulatory compliance and change management. Katie is skilled at balancing the needs of multiple stakeholders and understanding the unique perspectives of the business partners and customers she supports. She is an excellent communicator who takes the time to listen and understand the nuances of people and projects.
Joseph Wyman, Principal Design Leader, Amazon Trust
Monica Wiant, Writer, Content Strategist, Marketing & Communications
Monica Wiant, Writer, Content Strategist, Marketing & Communications
Katie is a masterful, skilled manager of customer relationships. Her attention to detail and her organizational skills allow her teammates to rest easy. She has a unique ability to handle any situation thrown at her and to drive customer interactions so that all parties involved feel satisfied. In my more than 12 years of experience in the product and web industries, I have yet to meet a more effective project manager or account manager. My briefer recommendation is this: she rocks. Hire her.