Fintech Marketing Leadership · CRM · Growth · Operations

I build the marketing engine behind growth.

Marketing leader with 14+ years of experience across fintech, B2B payments, consumer finance, regulated industries, CRM infrastructure, lifecycle marketing, acquisition, automation, analytics, public relations and go-to-market execution.

View Fintech Case StudiesBrowse WorkPress & Communications

At a Glance

My strongest work sits at the intersection of growth and infrastructure: building the systems that let marketing acquire, convert, communicate and measure at scale.

50+Automated lifecycle and CRM journeys across acquisition, servicing, retention and re-engagement.
20–37% lower CACImproved acquisition efficiency across performance marketing programs.
$20K+Potential legal exposure avoided through compliance issue identification and defense strategy.
$14M+Marketing budget scope managed across leadership roles and consulting engagements.

Fintech Case Studies

The less visible part of modern marketing leadership: customer-state logic, data, governance, regulated communications and infrastructure behind scalable growth.

01
Consumer Fintech · CRM Infrastructure
CRM · Lifecycle · Automation · MarTech

Built a lifecycle marketing engine instead of a collection of campaigns.

The challenge was creating a marketing operating system that knew who the customer was, where they were in the journey, what they were eligible for, which permissions applied and what should happen next.

Stage 01Lead / Prospect
Stage 02Application
Stage 03Funding
Stage 04Servicing / Retention
Stage 05Reactivation / Collections

The Problem

Fragmented event- and channel-level execution made it difficult to scale, measure consistently, prevent message collisions and maintain clear compliance controls.

What I Built

  • Customer and account-state lifecycle architecture.
  • Behavioral triggers, suppression rules and segmentation.
  • Email and SMS journeys across the full lifecycle.
  • Consent and channel-permission logic.
  • Reporting connecting communications to downstream outcomes.

Operating Model

Event occurs, eligibility is checked, the audience is evaluated, the correct journey fires, exclusions are honored and performance is measured against business outcomes.

50+ automated journeys

A reusable CRM infrastructure supporting acquisition, servicing, retention and re-engagement with less manual campaign dependence and stronger testing, governance and measurement.

02
Financial Services · Marketing Operations
Data · Attribution · BI · Operations

Connected marketing activity to customer-level business outcomes.

Channel dashboards cannot be the end of the analysis in fintech. I built and used reporting workflows that connected acquisition activity to applications, funded customers and customer-level economics.

Measurement

  • Lead-to-funded reporting.
  • Customer-level revenue mapping.
  • Market and channel spend comparisons.
  • Paid vs. organic conversion analysis.
  • SMS delivery and downstream behavior.

Testing

  • Control vs. exposed audiences.
  • Holdout groups.
  • Channel shutoff tests.
  • Geo and market-level spend tests.
  • Limited database rollouts before scale.

Technical Depth

Worked across CRM and lending systems, BI dashboards, SQL-based reporting, vendor platforms, APIs and operational data sources to answer questions ad platforms alone could not.

Measure the funded customer, not just the click.

Optimization decisions could be made around incrementality, funded volume and economics rather than channel vanity metrics.

03
Fintech · Compliance & Legal Risk
TCPA · Compliance · Legal Strategy · Risk Management

Identified risk early and translated compliance into operating controls.

I became a key internal resource for identifying compliance risk before it became a customer, operational or legal problem. The work went beyond reviewing copy: I examined how consent, disclosures, customer communications and workflow logic actually operated.

Risk Identification

  • Flagged issues in customer journeys, disclosures and communication flows.
  • Stopped or revised execution when consent or messaging logic created unnecessary risk.
  • Reviewed operational behavior, not just marketing language.
  • Worked cross-functionally to remediate issues before scale.

TCPA Subject-Matter Resource

Served as a go-to internal resource for TCPA-sensitive marketing and operational decisions, including consent capture, SMS permissions, disclosure structure, suppression logic, do-not-contact handling and CRM implementation.

Legal Defense

Developed the factual defense approach for a legal matter, reconstructing the relevant operational history and building the strongest supportable position. The outcome avoided more than $20,000 in potential exposure.

$20K+ potential exposure avoided

Compliance and legal fluency made it possible to spot issues earlier, stop risky execution and give legal teams a stronger factual and operational foundation when a matter escalated.

04
B2B Payments · Regulated Gaming
Payments · GTM · Product Marketing · Enterprise Sales

Led B2B marketing where payments, gaming regulation and enterprise sales intersected.

The challenge was translating complex payment, automation, cash-access, loyalty and compliance technology into clear commercial value for casino operators, partners and industry stakeholders while supporting a long, relationship-driven sales cycle.

Product & GTM

  • Positioned technical products around operator outcomes and business value.
  • Built launch messaging and product narratives.
  • Connected product, pricing, promotion and placement strategy.
  • Developed competitive intelligence and market-facing differentiation.

B2B Demand & Sales Enablement

  • Enterprise sales collateral and presentations.
  • Thought leadership and technical content.
  • Industry events and trade-show support.
  • Partner and customer communications.
  • Long-cycle, relationship-driven demand generation.

Regulated-Market Fluency

Worked in an environment spanning payment processing, cash access, digital payments, KYC/AML-related capabilities, loyalty technology and gaming-specific compliance. Accuracy and credibility mattered as much as creative execution.

Technical products made commercially understandable

Built marketing around the operator problem first, then translated technical features into sales-ready value propositions for a sophisticated B2B audience.

See B2B Payments Strategy ExampleSee Technical Communications & PR
05
Fintech · AI & Automation
AI · Automation · Vendor Strategy · Operations

Used automation to expand marketing capacity, not just generate content faster.

I evaluate AI based on where it removes operating friction: customer outreach, workflow orchestration, segmentation, analysis, campaign production and repetitive decision-making.

Applications

  • AI-enabled customer communication.
  • Journey and workflow automation.
  • Faster analysis and reporting.
  • Campaign production support.
  • Operational process automation.

Vendor Evaluation

Balanced capability, integration requirements, customer experience, operational fit and compliance implications when evaluating emerging automation and fintech tools.

Leadership Principle

The question is not “Can AI do this?” It is where automation materially improves speed, cost, consistency or decision quality.

Automation as operating leverage

Less manual orchestration and more repeatable infrastructure that allows marketing to scale without increasing process complexity at the same rate.

Selected Work

Explore deeper examples organized by discipline, including strategy, creative, digital, content, communications and continuous learning.

Strategy

Marketing Strategy

Competitive intelligence, market research, GTM, CRM, product strategy, KPIs, positioning, budgets and resource allocation.

Open strategy page →
Creative

Design & Graphics

Sales collateral, proposals, presentations, campaign creative, landing-page assets and supporting visual communications.

Open design page →
Digital

Website Development

UX, CMS, SEO, analytics, payment gateways, front-end work, APIs, testing and conversion-focused digital experiences.

Open web page →
Content

Writing & Content

Thought leadership, articles, white papers, case studies, product content, tutorials, corporate communications and SME work.

Open writing page →
Communications

PR & Technical Communications

Press releases, executive communications, media relations, interviews and turning technical products into clear stories.

Open press page →
Development

Continuous Learning

Formal education, leadership training, marketing credentials and ongoing fintech / regulated-market knowledge development.

Open learning page →

Additional Results

Performance examples across paid acquisition, SEO and conversion economics.

Paid Acquisition

4,032% ROI

$308,042 in conversion value from $7,455 in ad spend.

See result + screenshot →
Acquisition Efficiency

98.53% lower CPA

Reworked search strategy in an aggressively competitive professional-services market.

See result + screenshot →
Organic Growth

10× reported ROI

Built high-intent organic acquisition for a national insurance business.

See result + screenshot →

Leadership Scope

The value is connecting acquisition, customer communications, data, technology, creative, compliance and B2B storytelling into one marketing function.

CRM & Lifecycle

Journey architecture, segmentation, triggers, SMS, email, consent, suppression logic, retention and reactivation.

Growth & Demand

Paid media, SEO, B2B demand generation, funnel optimization, CAC, conversion, channel testing and incrementality.

Marketing Operations

MarTech, data workflows, attribution, analytics, SQL/BI reporting, vendors, process design and automation.

Compliance & Legal Risk

TCPA, consent architecture, disclosures, customer communications, risk identification, legal-response support and remediation.

Build the system. Then scale the growth.

I’m interested in senior fintech, payments and financial-services marketing roles where I can own the function, build the infrastructure behind it and turn marketing into a measurable operating engine.

taylapolia@gmail.comBrowse Portfolio