CXFS Connect 2025

December 2 - 3, 2025

JW Marriott Orlando Bonnet Creek Resort & Spa, FL

Brad Kaufman

Brad Kaufman

Assistant Vice President of Marketing Operations and Technology Principal Finl Group Inc
Brad Kaufman

Brad Kaufman serves as the Assistant Vice President of Enterprise Marketing Operations at Principal® Financial Group where he orchestrates the seamless integration of content, data, and marketing technology to craft tailored customer experiences and execute dynamic marketing strategies.     Brad joined Principal® in 2001, initially contributing to various marketing endeavors within the Retirement and Income Solutions division. In 2015, he led the establishment of the Marketing Operations team. His role expanded in 2020, overseeing enterprise-level "MarOps," where he is responsible for driving advancements in marketing automation, customer data platform, web analytics enablement, marketing processes and workflow, consent and preference management, social sales enablement, account-based marketing initiatives, and campaign execution.    Prior to joining Principal, Brad spent eight seasons playing professional baseball. Brad earned a bachelor’s degree from Iowa State Universi

DAY ONE – December 2, 2025

5:20 PM Principal Financial Case Study: Building a Digital Marketing Ecosystem to Power Omni-Channel Personalization

Creating truly personalized, one-to-one experiences at scale requires more than just a powerful MarTech stack — it takes a unified approach across business units, channels, and data. 

Most agree this is a good idea, but achieving this kind of alignment calls for ongoing collaboration, clear communication, and a shared vision of the customer journey. 

Join Brad Kaufman from Principal Financial Group to learn how their team is building a seamlessly connected digital ecosystem — one that brings together email, web, paid media, and even call centers to deliver exceptional customer experiences and marketing journeys. Topics include: 

  • Strategies for synchronizing data and messaging across business units and channels 
  • Understanding foundational steps to move from isolated campaigns to enhanced customer journeys 
  • Delivering consistent, personalized experiences across every touchpoint

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

Download The Latest Agenda