As the Vice President of Sales, Josh brings over a decade of expertise in guiding C-Suite executives on comprehensive digital marketing strategies, messaging nuances, media diversification, and market insights.Before entering the business development world, Josh spent over 14 years running complex, omnichannel marketing strategies for dozens of companies, including Motley Fool, AllianceBernstein, Better.com, ClearOne, and more.Continuously innovating, Josh remains committed to widening the competitive advantage that sets Level Agency apart in the industry landscape.
Day 1: Nov 6, 2025
Day 2: Nov 7, 2025
12:00 pm
INDUSTRY EXPERT PRESENTATION: PRECISION IN A BROAD MARKET
How First-Party Data Fueled Kiavi’s Paid Media Breakthrough
Financial services marketers face a unique dilemma: broad customer pools and strict compliance requirements make precision targeting difficult, and scaling spend without sacrificing efficiency even harder. Kiavi, one of the nation’s largest private lenders, partnered with Level Agency to overcome this challenge by transforming their first-party data into a targeting engine that trained platforms like Google and Meta to recognize high-quality prospects earlier in the funnel. The result was improved lead quality, stable acquisition costs, and the confidence to diversify their media mix beyond search.
In this session, you’ll learn how to:
- Navigate compliance and scale challenges unique to financial services marketing.
- Translate first-party data into actionable customer models that improve platform targeting.
- Increase lead quality and throughput while maintaining efficiency.
- Confidently diversify your paid media mix beyond search.
