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.
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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 a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.
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