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Marketing in Financial Services

Looking at the unique challenges and opportunities of marketing in Financial Services and Fintech

Jim Craig

Jim Craig Co-Founder at Conotext

3 Steps to Keep and Grow Your Digital Customers

Beyond the pandemic and the economic tsunami it has caused, there are some parts of the financial industry that will never go back to the way things were. And the one that sticks out the most is how traditional banking will be redefined in coming years. A digital transition was certainly underway. But for most financial institutions (FIs), that sim...

/retail

Joshua Frith

Joshua Frith Managing Director at The Dubs

Is Staying silent on race issues an option for finance brands?

With global protests exploding into the news and translating into heated protests and debates across the globe, what position should a finance brand take on this crisis, if any? Hundreds of thousands of protestors around the world have marched since unarmed Minneapolis man George Floyd was killed by a police officer. Millions more have blacked out ...

Joshua Frith

Joshua Frith Managing Director at The Dubs

How to design a finance website that converts customers

Website design is a core building block of every finance brand’s digital marketing. Your website is a reflection of your brand, your product and your customer offering, giving you one shot to convert a visitor into a customer. We asked The Dubs senior digital designer, Tom Bradshaw how brands can ensure their finance website design is optimised fo...

/devops

Joshua Frith

Joshua Frith Managing Director at The Dubs

Timely vs evergreen content: dividing your content budget

Timely and evergreen content both deserve a place in your finance content marketing mix. How much of each you create in a given budget period depends a lot on your business objectives and supporting content strategy. At The Dubs finance content marketing agency we propose four key considerations for striking the right balance between timely vs eve...

Willem Lambrechts

Willem Lambrechts Managing Director at Drebbel

NLP and Sales Part II : success has many fathers, failure is an orphan

A couple of years ago, I was involved, as a, or rather, as the sales rep in a multimillion Euro deal between a major bank and a young, very promissing, technology company. Obviously, as the sales rep I was just a member of the sales team that consisted of specialist sales, product manager, engineers and senior managers, each playing his or her ro...

/startups

Joshua Frith

Joshua Frith Managing Director at The Dubs

Finance content marketing trends to watch in 2020

2019 brought us the rise of podcasts, micro-influencers and personalisation. In 2020, they’re here to stay — and several new finance content marketing trends will join them. Many are global, but some will impact your local market more than others, so keep an eye on your neighbours. Here’s what to expect from finance content marketing in Australia,...

Retired Member

Retired Member 

Steps to Take Before You Launch a Financial Product or Service

The financial market is very hot right now, and it offers many opportunities to those who want to get involved in it. Keep in mind that it’s not completely straightforward to get involved in this field though. There are various potential pitfalls for you to be wary of, and you’ll need to take some time to properly sort out your business model befo...

/startups

Retired Member

Retired Member 

Valuing, not punishing customer loyalty

How loyal customers are treated is once again in the headlines following recent investigations by the Competition & Markets Authority (CMA) and the Financial Conduct Authority (FCA). They have found that, instead of being rewarded for fidelity, consumers often encounter a so-called ‘loyalty penalty’ for sticking with their insurance, broadband...

Katharine McNamara

Katharine McNamara Director at Konductor

Money Marketing: How banks and fintechs are using tech and communications to boost brand

Marketing a new business is difficult whatever the service or product you're trying to supply. Making your voice heard in noisy marketplaces and prying customers away from established brands is a first hurdle many well-meaning enterprises never overcome. Imagine then how hard it is when your new business provides a service which involves the handl...

/startups

Konstantin Rabin

Konstantin Rabin Head of Marketing at Kontomatik

How important is a domain name for financial companies?

When you think about financial companies, a domain may be one of the least important features for you. You may want to know more about the “spreads” and the “leverage” if it is a broker. But, like it or not, the financial company is still a company and therefore requires really good branding in order to make marketing an enjoyable process for its ...

/startups