How marketing and compliance leaders oversee owned, partner, and AI-generated content as volume climbs and the federal rulebook shifts

Description

Marketing compliance in consumer finance was built around one checkpoint: the review before a piece of marketing goes live. That model is under strain. Marketing now ships faster and across more channels than any team can clear in advance, including owned pages, affiliate and partner placements, and copy that an AI tool drafted. Once content is live, it keeps moving. Rate and fee claims go stale, disclosures drop off, partners reuse and adapt messaging, and old pages resurface in search. Increasingly, customers hear about products from an AI assistant rather than from the brand itself, in words no one at the firm wrote or approved. The bank or issuer stays responsible for all of it, including marketing published by partners it does not directly control and copy written by a tool rather than a person. Meanwhile the regulatory picture is moving in two directions at once, easing in some places while liability and state-level attention pick up in others. This roundtable puts marketing and compliance leaders from banks, card issuers, and lenders in the same room to work through that shift: what to do about content that changes or resurfaces after it ships, how to keep visibility into marketing that partners and affiliates publish, who is accountable when an AI tool writes the copy or when an AI assistant describes your products and rates to a customer, how to read a regulatory picture that is easing and tightening at once, and where human judgment still has to sit.

Speakers

Katie Daley Infante

Director of Enterprise Sales and Partnerships, PerformLine

Panelist

Morgan Tighe

VP, Marketing Performance Manager, Truist Bank

Panelist

Sudhir Patni

Sr. Director, Corporate Strategy and Marketing & Membership Analytics, PenFed Credit Union

Panelist

Gabriel Acosta

Regulatory Specialist, Mortgage Bankers Association

Panelist

Tobias P. Moon

Partner, Chapman and Cutler LLP

Panelist

Carrie Hill

Vice President of Marketing Operations, Navy Federal Credit Union

Panelist