Kerry Cai

AI-first Product and Content Marketing leader with 8+ years of experience developing investment communications, product marketing content, thought leadership, and sales enablement materials across financial services, fintech, and B2B technology organizations. Proven ability to translate complex financial and technical concepts into clear, audience-centric messaging that supports product adoption, client engagement, and business growth. Experienced in managing end-to-end content lifecycles, cross-functional stakeholder alignment, and scalable content operations while maintaining rigorous standards for accuracy, governance, and brand consistency.

Passionate about investment markets and continuously expanding expertise across asset management products, investment strategies, mutual funds, and ETFs to deliver meaningful, educational content that supports advisors and investors.

Content Marketing Manager (Growth & Customer Engagement) at Alithya (2023-04 – 2025-05)

Led end-to-end content strategy and execution supporting enterprise software solutions, translating complex technology concepts into clear, customer-focused messaging and thought leadership.

• Developed solution positioning, sales enablement materials, web content, and educational assets supporting digital transformation, AI, and cybersecurity offerings.
• Partnered closely with product, sales, and subject matter experts to align messaging with customer needs, competitive positioning, and business priorities.
• Increased blog traffic by approximately 30% through audience-driven content strategies, content refresh initiatives, and optimized distribution.
• Contributed to approximately 20% growth in inbound leads through content programs aligned to customer pain points and buyer journey stages.
• Managed content workflows from ideation through publication while coordinating reviews and approvals across cross-functional teams.
• Leveraged AI-enabled workflows to accelerate research, drafting, and content repurposing, improving speed and scalability of content production.

Content & Multimedia Lead at AGF Investments Inc. (2019-08 – 2023-03)

Led development of investment-focused content and thought leadership supporting portfolio managers, investment professionals, advisors, and retail investors. Translated complex investment strategies, market insights, and economic commentary into engaging, audience-centric content across digital, social, podcast, video, and email channels.

• Partnered closely with investment teams and business stakeholders to develop educational materials and product-related content that strengthened investor engagement and brand credibility.
• Produced sales and marketing assets supporting investment communications, advisor education initiatives, and client engagement programs.
• Launched and scaled the Inside Perspectives podcast from 0 to 400+ subscribers within two quarters while improving listener retention from 55% to 72%.
• Developed multi-format thought leadership content designed to simplify complex financial topics and reinforce AGF's market expertise.
• Utilized audience insights and performance data to optimize content effectiveness and continuously improve engagement strategies.

Marketing & Product Communications Specialist at International Financial Data Services (2017-02 – 2018-11)

• Developed educational content and product communications supporting financial technology platforms and investment operations solutions.
• Translated complex financial workflows and system capabilities into customer-friendly messaging and educational materials.
• Supported product launches, website updates, client communications, and lifecycle content initiatives aligned with business priorities.
• Collaborated with cross-functional stakeholders to develop product messaging, customer communications, and sales support materials.
• Maintained content accuracy and governance standards across digital and client-facing communications.

Marketing and Creative Lead (Consultant) at Forvera Health (2019-07 – 2020-03)

Built foundational marketing and communications programs for an early-stage health technology startup.

• Developed website content, product messaging, and educational materials supporting early customer acquisition and brand awareness.
• Partnered directly with founders to establish positioning, messaging frameworks, and go-to-market communications.

Bachelor of Design Honors in Display & Video 360 – York U. / Sheridan College (2009 – 2013)