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Using Tech to Make Marketing Personal at Scale | April Rudin
In this episode, Mark Wickersham sits down with April Rudin, the founder and CEO of The Rudin Group, to discuss the importance of modernizing financial services brands to appeal to younger generations. April shares her journey of starting the Rudin Group in 2008 during the financial crisis and how she saw a market opportunity to help firms modernize their brands.
Throughout the conversation, April highlights key trends for 2025, including the need for personalization over mass appeal and leveraging technology as a revenue generator. She emphasizes the importance of viewing technology and marketing as strategic assets that require substantial investment to fuel organic growth and deliver a personalized client experience.
🎥 Watch on YouTube: https://www.youtube.com/watch?v=6_Qun2HsCV0
Tune in to learn how wealth management firms can stay ahead of the curve by embracing technology, personalizing client experiences, and investing in marketing to drive growth.
About April Rudin
April is the Founder and CEO of The Rudin Group and is widely acknowledged as a top marketing strategist for the U/HNW, wealth-management and wealthtech sectors. Distinguished by her ability to forecast and leverage critical trends and her expertise in brand differentiation, she leads a firm, now in its fifteenth year, that designs bespoke marketing campaigns for some of the world's leading wealth-management firms, fintechs/wealthtechs, and family offices; campaigns that strengthen brand value and drive client acquisition.
April is recognized by IBM as an "Influencer" in wealth management and fintech, and is a regularly-featured source of expert commentary to international news and business outlets, trade publications, and broadcast media.Â
April is the mother of two sons who are quick to point out that they considered her an influencer well before IBM did.
About The WealthTech Podcast:
The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you by the generous support of Asseta AI.Â
About Asseta AI
Asseta AI is The Intelligent Family Office Suiteâ„¢, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.
To learn more please visit www.asseta.ai
Disclaimer
The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.
 The WealthTech Podcast makes no representations as...
View all episodes
By Mark WickershamIn this episode, Mark Wickersham sits down with April Rudin, the founder and CEO of The Rudin Group, to discuss the importance of modernizing financial services brands to appeal to younger generations. April shares her journey of starting the Rudin Group in 2008 during the financial crisis and how she saw a market opportunity to help firms modernize their brands.
Throughout the conversation, April highlights key trends for 2025, including the need for personalization over mass appeal and leveraging technology as a revenue generator. She emphasizes the importance of viewing technology and marketing as strategic assets that require substantial investment to fuel organic growth and deliver a personalized client experience.
🎥 Watch on YouTube: https://www.youtube.com/watch?v=6_Qun2HsCV0
Tune in to learn how wealth management firms can stay ahead of the curve by embracing technology, personalizing client experiences, and investing in marketing to drive growth.
About April Rudin
April is the Founder and CEO of The Rudin Group and is widely acknowledged as a top marketing strategist for the U/HNW, wealth-management and wealthtech sectors. Distinguished by her ability to forecast and leverage critical trends and her expertise in brand differentiation, she leads a firm, now in its fifteenth year, that designs bespoke marketing campaigns for some of the world's leading wealth-management firms, fintechs/wealthtechs, and family offices; campaigns that strengthen brand value and drive client acquisition.
April is recognized by IBM as an "Influencer" in wealth management and fintech, and is a regularly-featured source of expert commentary to international news and business outlets, trade publications, and broadcast media.Â
April is the mother of two sons who are quick to point out that they considered her an influencer well before IBM did.
About The WealthTech Podcast:
The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you by the generous support of Asseta AI.Â
About Asseta AI
Asseta AI is The Intelligent Family Office Suiteâ„¢, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.
To learn more please visit www.asseta.ai
Disclaimer
The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.
 The WealthTech Podcast makes no representations as...