JP Morgan Asset & Wealth Management's CMO, Rosa Rita
From Wharton Marketing Matters by The Wharton School
March 27, 2026 · 29 min
About this episode
Rosa Rita discusses the transformation of marketing in asset and wealth management through data and AI.
Rosa Rita, Global Chief Marketing Officer at JP Morgan Asset & Wealth Management, explains how data-driven insights and AI-powered personalization are transforming marketing from a reactive function into a proactive, client-centric driver of engagement in asset and wealth management. Hosted on Acast. See acast.com/privacy for more information.
People in this episode
Guest: Rosa Rita
Topics covered
- data-driven marketing
- AI personalization
- client engagement
- asset management
- wealth management
Keywords
- data-driven insights
- AI
- personalization
- marketing
- client-centric
- engagement
Mentioned in this episode
Organizations: JP Morgan Asset & Wealth Management, Acast
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