Jeff Fenigstein

CEO Market Growth

With an entrepreneurial spirit, Jeff founded Market Growth, a consultancy where he partners with B2B insurance and financial services firms to evolve their marketing and sales efforts, grow their brands, and generate leads without burdening brokers and advisors. His Fractional CMO engagements typically come at a growth inflection point when a company needs to move fast and has to know if their marketing leader can scale with them. He steps in as the senior marketing leader, develops that person toward the CMO role, and builds the team beneath them.

Jeff currently serves as Fractional CMO with Experior Financial Group, building the marketing and brand foundation to fuel the company's ambitious 20X growth goals, and as Fractional CXO at Sutro Li, a leading accounting firm serving nonprofit organizations.

As Head of Marketing at Woodruff Sawyer, a top 25 insurance brokerage firm, Jeff built the marketing and inside sales teams from the ground up. His background spanning marketing, finance, operations, customer success, and product management, including roles at Merrill Lynch and American Express, makes him uniquely effective at driving change in financial services.

Jeff is a frequent speaker at financial services conferences and served on the Advisory Board for the Customer Experience (CX) Program at Cal State University. He holds an MBA from Cornell and a bachelor's in finance from the University of Delaware. Off the clock, he enjoys teaching Krav Maga and snowboarding with his daughter.

Transforming Modern Insurance Models with Data and AI

2:50 PM Track A: Panel: Scaling for Growth– Building the Insurance Marketing Team and Tech Stack of the Future

Technology and data are rewriting the rules for insurance—and marketing teams are on the front lines. Scaling for growth requires smarter, faster, and more agile strategies. This panel will explore how organizations can build marketing teams that are agile and ready to fuel growth in a rapidly shifting landscape. Panelists will share practical strategies for talent development, cross-functional collaboration, and leveraging technology to streamline processes while maintaining a customer-centric focus. The discussion will also examine how to balance in-house expertise with partnerships. Attendees will leave this session equipped to:

Implement strategies for integrating technology into marketing workflows
Foster a culture of collaboration and continuous learning within marketing departments
Decide on key partnerships to expand capabilities without overextending internal resources
Align marketing efforts with broader business objectives to drive impact

Innovation for Efficiency: Streamlining Insurance Experiences and Operations

11:50 AM Working Group: Generative AI Starter Kit – Don’t Wait for Wins

Generative AI is no longer a future promise—it’s already transforming insurance operations, customer engagement, and back-office efficiency. But with so much hype, where do you actually start? This working group will cut through the noise and give you a practical “starter kit” for piloting practical uses of AI that will not compromise data or compliance at your organization. Participants will look at real examples of low-risk use cases like content generation and no-code application builders and then brainstorm ideas of how to these can be tailored to your business.

This session is designed for those who are ready to move thoughtfully, experiment, and learn fast. Together, we’ll explore what “minimum viable AI” looks like in insurance and how to capitalize on it now.

Check out the incredible speaker line-up to see who will be joining Jeff.

Download The Latest Agenda