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Shane Closser on the truth about digital technology in financial services - MAF194
Episode 19429th November 2018 • Marketing and Finance (MAF) Podcast • Roger Edwards interviews great people from Marketing and the world of Finance
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Shane Closser on the truth about digital technology in financial services - MAF194

This week I chat to Shane Closser, and expert in strategy and digital technology in financial services.

Shane shares some home truths about how we use digital technology to engage with our customers and why we might need to go back to basics.

Welcome to episode 194 of the Marketing and Finance Podcast.

We chat about:

  • Why not having a strategy can be a problem
  • Why marketers should go back to basics
  • The impact technology will have on financial services
  • Why marketers should understand the online customer journey
  • The changing face of local financial services branches
  • Why organisations need to change their marketing focus

Who is Shane Closser?

Shane has worked as either a CTO (Chief Technology Officer) or CMO (Chief Marketing Officer) throughout his career in IT and software. He worked at Ascenture and many other large companies. He now works as General Manager for Yext, focusing on product and strategy for financial services.

Yext is a digital knowledge management platform, which looks at the questions people have around a business brand. This includes where the company is located, information about the products and services advisers provide, and monitoring search results for individual businesses

They manage the overall online presence of a company, including via apps, and recently added voice search support.

Links and Show Notes.

For links to the books and apps mentioned, please visit for the show notes.

What is the Marketing and Finance (MAF) Podcast?

The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.

I’m Roger Edwards, a marketing guy and keynote speaker from Edinburgh. Talk to me if you want to cut the BS and complexity from your marketing strategy.

The MAF Podcast is a 30-minute radio show you download from, iTunes or Spotify.

Each week you'll hear interviews with business experts, marketers, entrepreneurs and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!

We talk about:

  • How you can grow your business using content marketing and social media
  • How you can keep your Marketing strategy and communications simple
  • Topics, issues, products and business models from the world of finance

You’ll take away one or two big ideas that you can apply to your business. So, you can keep marketing your business to keep growing your business.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review.

Fancy Appearing on the Show?

Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved.