CBA Webinars

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Jake Fowler

Navigating Recovery to Drive Customer Acquisition

Recorded On: 07/21/2020



Jamie Mersfelder, Senior Vice President, Mastercard  
Michael McNamara, Senior Principal, Mastercard


In unprecedented times like these, banks need to evolve alongside the evolving needs and preferences of consumers. This webinar will examine current economic trends shaping COVID-19 recovery based on unique insights from Mastercard SpendingPulseTM. The session will dive into strategies to support both credit and checking acquisition growth in this environment despite ongoing challenges including limited budgets. Speakers will share Mastercard’s expertise on how to maximize the impact of acquisition campaigns while adequately managing risk of acquired accounts, including case studies highlighting how to leverage analytics to tailor and optimize these campaigns. The session will also cover best-in-class strategies in digital measurement to help banks expand.


  1. Insights from Mastercard SpendingPulseTM on current economic trends including the shift to digital.
  2. Assessment of the current challenges for open market card and deposit acquisition and strategies to overcome them.
  3. Case studies on how to effectively drive low-risk acquisition in the current environment and confidently measure results.
  4. Considerations to address blind spots within digital marketing strategy and measurement, including Facebook and other paid channels, amidst the accelerated consumer shift to digital.


  1. Better grasp of the U.S. macro-economic landscape based on proprietary Mastercard SpendingPulseTM  to better understand consumer behavior changes. 
  2. Strategies to maximize limited budgets and continue to drive acquisition growth despite the challenging environment.  
  3. Best practices for campaign execution, measurement, and optimization including adapting channel mix to the ongoing shift to digital.

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Jamie Mersfelder

Senior Vice President, Mastercard

Jamie Mersfelder is a Senior Vice President at Mastercard, serving as the lead for U.S. Financial Institutions for Mastercard Data & Services. Jamie has been with Mastercard since 2004, serving in a variety of roles including leading Mastercard’s Western Region in the Bay Area and leading the North America Consulting team within Data & Services. Prior to Mastercard, Jamie was a Principal at American Management Systems (now CGI) and held a variety of roles with niche Management Consulting firms focused on the Financial Services vertical.

For over 25 years Jamie has worked in business and strategy development, operations improvement, start-up and financial planning, and customer value management within the banking, payments, public sector, and merchant industries.

Jamie’s consultative focus is on market development, strategy and solutioning to uncover the drivers of growth or rationalization by identifying the levers that can be employed to both strategize and drive impact. Jamie holds a B.S. in Marketing and Management from Davis & Elkins College.

Brodie Oldham

Senior Director of Analytic Consultancy, Experian Commercial Data Science

Brodie Oldham leads a team of statistical consultants for Experian Commercial Data Sciences business.  He has a wide breadth of experience, as a client as well as a consultant, from production to statistical analytics, which results in a holistic business perspective. He serves diverse organizations from small US based lenders to the largest International banks, insurance, and government agencies. Brodie is an industry expert, who is a regular speaker at industry conferences.


07/21/2020 at 2:00 PM (EDT)  |  Recorded On: 07/21/2020
07/21/2020 at 2:00 PM (EDT)  |  Recorded On: 07/21/2020