The mortgage and financial services industries are at a crossroads—caught between the pull of tradition and the push of AI-driven innovation. In this FinTech Hunting episode, host Michael Hammond sits down with marketing powerhouse Kelly Yale, Fractional CMO and innovation leader at Octo Strategies, to unpack the seismic shifts redefining mortgage marketing.From the myth of social media as a silver bullet to the art of building real community at scale, Kelly shares her proven frameworks for blending personal branding with enterprise consistency—and why the smartest lenders are leaning hard into relationship automation.You’ll discover:How to balance authenticity and technology without losing the human touch.Why AI isn’t replacing loan officers, but it will reshape their work, compensation, and competitive edge.Practical steps to build long-term relationships that convert, even in a crowded market.The critical skill sets marketing teams need in 2025—and why adaptability matters more than any single tool.Whether you’re a mortgage executive, lender, marketing leader, or loan officer, this conversation will challenge your thinking and equip you to thrive in the new era of lending.

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