Steve Mugford of Persado and Raj Date of Fenway Summer Will Discuss Leveraging Agentic AI for Powerful Marketing, Compliance, Pricing, and Product Strategies
Persado, a leading provider of AI-powered content performance and compliance solutions for marketing, announced that Steve Mugford, a member of Persado’s Board of Directors and former 21-year EVP and Head of Strategy for Capital One, will speak at Money20/20 USA on Monday, October 27, 2025 in Las Vegas.
Read More: SalesTechStar Interview with Sahil Rekhi, Chief Revenue Officer at Graia
Mugford will be joined on stage by Raj Date, the first-ever Deputy Director of the U.S. Consumer Financial Protection Bureau (CFPB) and Managing Partner of financial services-focused venture investment firm, Fenway Summer. The session, titled “An AI CFO in Everyone’s Pocket,” will be moderated by Nabia Jenkins-Johnston, Principal, Strategic Partnerships at Cartography Partners.
Read More: Beyond CRM: How SalesTech is Shaping the Future of Deal Management?
WHAT: While on stage, the speakers will net out the challenges and considerations that financial institutions face in the era of Agentic AI. They will discuss key questions to explore, as well as strategies that retail banks and finserv organizations can use, to seize the opportunities posed by this transformation. For example:
- What happens when every consumer has a personal 24×7 agentic CFO working to manage their financial health?
- How can you adjust product and pricing strategies when you must accommodate shifts in profit pools — and even to balance sheets themselves?
- What happens to traditional marketing strategies when the speed of the market accelerates and you have to appeal not just to humans, but also their “robots”?
- Are your compliance and regulatory teams ready to support this disruption and acceleration?
Persado fuses Martech and Regtech into a single platform to provide enterprises with innovative AI-powered marketing solutions that integrate high-performance content generation and personalization with automated analysis and resolution of compliance risks. Iconic brands in financial services — including 8 of the 10 top U.S. banks — retail, travel sectors, and other sectors, such as Ally, Lending Club, NatWest, and Verizon, trust Persado to engage customers throughout their journey across channels. Persado’s AI is trained on a dataset of real interaction and transaction data from 1.2 billion consumers, which measures and refines language, emotional response, and customer engagement, so that enterprise marketers can drive business impact at the speed of AI.
