At Tackmedia, we are redefining how financial institutions manage customer accounts, provide financial advice, and automate transactions with our AI-powered Phone System. Our system is designed to enhance operational efficiency, improve customer service, and provide timely financial support, ensuring that your clients receive the best possible experience.
Empowering Financial Institutions with Cutting-Edge AI Solutions
Our AI Phone System is crafted to meet the specific needs of the finance industry, including banks, investment firms, insurance companies, credit unions, and payment processing services. Each solution is customized to streamline processes, enhance client engagement, and provide seamless support across all financial services.
We often hear the question, ‘What exactly are you experts in?’ The answer is simple: Tack Media is a full-service integrated digital marketing firm that excels in creating robust strategies tailored for Franchises, Multi-Location Businesses, and Large Enterprises, including those in high-stakes industries: a Middle Market Digital Agency.
Tack Media, a leading AI-focused marketing agency, excels as a middle-market digital agency and top enterprise digital marketing agency. Specializing in franchise marketing strategies, Tack Media drives growth for multi-location brands across California.
Our AI Phone System is designed to meet the unique needs of the healthcare industry, including hospitals, specialty clinics, dental offices, mental health services, telemedicine providers, and home health care. Each solution is customized to streamline operations, enhance patient engagement, and ensure that every interaction is handled with precision and care.
Ready to Upgrade?
If you’re interested in exploring how AI voice assistants can transform your healthcare facility’s phone system, contact Tack Media today. Let’s revolutionize patient communication together.
Discover how our AI Phone System can transform your financial institution by automating customer account management, providing expert financial advice, and ensuring secure transactions. Explore each category to find tailored solutions that meet your specific needs. At Tackmedia, we don’t just offer services; we build partnerships that drive financial success.
Commitment to Excellence in Financial Management
With Tackmedia, you gain a partner dedicated to elevating your financial services. Our team of experts works closely with you to understand your unique challenges, ensuring our AI solutions integrate seamlessly and deliver measurable improvements. From initial consultation to ongoing support, we are with you every step of the way.
Tell us a bit about your retirement goals, and our team will reach out to schedule a private conversation.
Senior Business Intelligence Consultant
Dr. Carlos Canfield is a consultant at Tack Media with deep expertise in finance, B2B strategy, and business intelligence. He earned a Ph.D. in Administration from Tecnológico de Monterrey and a Master’s in Computer Science from Carnegie Mellon University in Pittsburgh, bringing together academic excellence, analytical depth, and a powerful research-driven perspective.His experience spans complex consulting and research initiatives in finance, economics, telecommunications, logistics, and strategic market analysis. His work has included studies on default trends in Mexican startups and the financial system, interconnection cost models for telecom operators, logistics optimization in the foreign trade sector, steel distribution research, and small business acceleration projects. This multidisciplinary background gives him a rare ability to connect data, markets, and strategy with precision. His core specialties include antitrust studies, telecommunications costs, finance, strategy, and economics.For Tack Media, Carlos develops advanced articles, benchmark studies, and intelligence-backed research that elevate the strategies we build for our B2B clients. By translating complex business, financial, and market data into meaningful insight, he helps companies make smarter decisions, sharpen their positioning, and identify opportunities with greater confidence. His contribution adds a powerful layer of sophistication and strategic clarity to our work, helping businesses grow through sharper intelligence and better-informed direction.
Turning Dreams into Reality | Social Media Video Editor
Meet José Albarrán, a skilled video editor and producer from Venezuela with over 10 years of experience creating compelling audiovisual content for brands across Europe, America, and Oceania. José’s journey into the world of video editing began with his childhood love for Dragon Ball, which fostered his optimistic outlook, relentless drive to improve, and determination to overcome any challenge.
A graduate in Social Communication from UCAB Guayana, specializing in Audiovisual and Corporate Communications, José brings both technical expertise and creative flair to every project. He’s also passionate about AI and regularly incorporates it into his work to optimize processes and elevate the quality of every project.
As a key member of the Tack Media team, José’s proficiency with tools like Adobe Creative Suite, motion graphics, and AI technology makes him an invaluable asset in turning client ideas into engaging, high-quality content.
José’s Expertise Includes:
With his experience, passion, and dedication, José is here to help bring your ideas to life through dynamic and captivating content.
Account Manager & Email Marketing Specialist
At Tack Media, Mariangel serves as the strategic architect of the agency’s sales and business development engine. As the head of the sales team, she oversees the entire acquisition funnel, from high-touch LinkedIn outreach and the development of high-conversion cold calling scripts to the final stages of the closing process.
Mariangel combines high-level project management with a mastery of the customer lifecycle, ensuring that every touchpoint in the sales journey is optimized for conversion. Her expertise goes beyond technical execution; she specializes in building multi-channel lead generation strategies that integrate automated email marketing with personalized human outreach. By aligning resource management with measurable ROI, Mariangel drives scalable growth for the brands she manages, ensuring Tack Media remains a dominant force in competitive markets.
Marketing Manager at Tack Media
Verónica Mejia is a Content Strategist and Project Manager with over five years of experience leading digital marketing initiatives, creative production, and brand positioning across international markets.
At Tack Media, she manages campaign execution, coordinates cross-functional creative teams, and develops structured workflows that ensure clarity, efficiency, and high-quality delivery. Her role bridges strategy and execution, translating brand vision into scalable digital systems.
With a background in graphic design and expertise in social media strategy, event production, and AI applied to business, Verónica brings a performance-driven mindset focused on measurable growth, strong storytelling, and operational excellence.
Senior Marketing & Project Manager
With over six years of experience in digital marketing and operations, Daniela leads cross-functional teams to deliver high-impact campaigns aligned with business objectives. She ensures projects move forward with clarity, structure, and accountability, keeping teams focused, aligned, and on track.
Daniela is known for her strong ownership mindset, problem-solving approach, and ability to bring structure to complex initiatives. She plays a key role in driving collaboration across departments, supporting leadership decisions, and maintaining momentum across multiple projects simultaneously.
Committed to continuous growth and innovation, she focuses on optimizing processes, strengthening team performance, and contributing to scalable, long-term strategic development.
Head of Marketing at Tack Media
With over 13 years of leadership experience in digital marketing, Stephanie has developed an expertise in driving high-impact communication and comprehensive marketing strategies.
Holding a Bachelor’s degree in Communication Science from Tecnológico de Monterrey and a Master of Science in Business Communication and Digital Media from Tilburg University in the Netherlands, her advanced research on eye tracking and AI positions her at the forefront of innovative marketing methodologies.
Since joining Tack Media in 2022, Stephanie has taken charge of the agency’s marketing division, leading a high-performing team of 33 professionals. She is responsible for the strategic oversight of marketing operations, executing large-scale B2B campaigns, analyzing market trends, and spearheading branding initiatives that resonate with diverse target audiences.
As a forward-thinking leader, Stephanie is currently pursuing a Data Science certification to integrate data-driven insights and AI into Tack Media’s marketing strategies, enhancing the agency’s ability to deliver exceptional results for clients across industries.
CMO & Board Member
Ranked globally as a top-tier marketing executive, Kevin Tash does more than design strategies—he redefines markets. As a core leader and Board Member at Tack Media, Kevin brings a high-performance growth mindset that has transformed organizations across diverse sectors, from SaaS to high-growth e-commerce.
Based in the Los Angeles metropolitan area, his proven track record includes spearheading global strategies for companies in the $20M to $100M range. He specializes in scaling complex operations and managing multi-million dollar portfolios, leveraging a global perspective to drive sustainable competitive advantages. Kevin’s leadership is defined by his ability to bridge the gap between visionary branding and rigorous operational execution.