About Us

We’re an online community, helping the financial services industry optimise their investment in marketing technology to improve effectiveness and customer experience.

Our aim is to provide a mix of people, processes, and tools to:

Stimulate advances in financial services marketing via access to leading martech case studies, interviews, product reviews, tutorials, insight, and data.

Connect financial service marketing technology users to improve our collective understanding and use of the products and services available today.

Enhance the technology of tomorrow through positive, productive, and meaningful peer critiques.

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Communities

A variety of online community groups focusing on traditional marketing technology categories and financial services industry sectors. Join relevant discussions, build your support network, and understand how martech is being utilised by your industry colleagues.
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Insight

Articles, courses, training videos, white papers, and case studies relevant to financial services marketing, consumer behaviour, and digital trends. Insight that will support our understanding of the technology we use and the strategic concept that underpins it.
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Products

A directory of products and services that support marketing and digital transformation in financial services. Including material on how it’s being used in a financial services environment, the marketing concept it helps to deliver, and meaningful user reviews and comments.

VIEW BY FS SECTOR

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Asset Management

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Insurance

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Life & Pensions

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Mortgages

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PBWM

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Retail Banking

VIEW BY MARTECH

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Advertising & Promotion

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Content & ExperiEnce

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Social & Relationships

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Commerce & Sales

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Data

Supporting financial education

Through a number of initiatives, we are delighted to support a charity that is creating and delivering innovative, high-impact and high-energy financial education programmes for young people. We hope you will be delighted too, that your participation with our community will support early years financial education.
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Free Membership

Online membership is open to all, free of charge, with immediate access to the community, insight material, and product directory. Members also receive a regular newsletter. Each registration and verified product review contributes to our annual charitable donation.
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Premium Membership

Individual or corporate packages provide greater access to content, discussions, and forums, including training videos and workshops. It also provides the opportunity to post content and promote your products. Each membership contributes to our charitable donation.
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Partnership

We can offer a variety of opportunities to align your brand with a particular financial services sector or martech discipline. From individual website promotions to long-term corporate partnerships. Each partnership contributes to our annual charitable donation.