Join the Community

Become a part of our growing financial services marketing technology community and join hundreds of like-minded members.

What you gain by Joining

As the community grows, so will the membership features. Community members can use the FSMarTech discussion page to suggest how resources should be prioritised. Current benefits and features include:

Your Clients and Customers

• Identify and anticipate current and future customer trends in digital behaviours.

• Drive deeper relationships and connections through new marketing technology.

• Connect your digital strategies with physical connections for a holistic customer experience.

Your Marketing

• Support experimentation across marketing channels to unlock growth.

• Overturn conventional legacy thinking – pursue new avenues to challenge the status quo.

• Deliver a connected and agile marketing function. Foster a culture of learning and experimentation with the right skills and  knowledge.

Your Technology

• Put your current software and technology to the greatest use to improve marketing effectiveness.

• Identify, compare, and utilise modern and more-efficient marketing technology.

• Build smarter, more efficient, increasingly connected, and more powerful marketing tech stacks.

Articles, Reports and White Papers

A growing archive of material to expand your knowledge of financial services marketing, challenge conventional thinking, and understand sectors and market changes.

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Video Tutorials

A selection of videos to develop your understanding of digital marketing in the financial services sector and the products and services that help you deliver outstanding results.

Bespoke Training

Access to a variety of bespoke training and development days for your team or organisation – tailored to meet the needs of your specific requirements. Contact us for a list of options.

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Product Directory

A comprehensive directory of the martech products and services supporting financial services marketing. Plus the agencies and consultants that support our sector.

Charitable Donations

A percentage of all revenue generated via membership, sponsorship and affiliate links go to our annual early years financial charities.

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Join like-minded professionals, to share knowledge about your financial services sector, specific areas of martech and digital marketing, as well as particular products.

Frequently Asked Questions

Online Membership is free?

Yes, it is free. We do have a small number of affiliate and sponsoring partnerships to allow us to provide certain material for free. All affiliate and sponsorship agreements are clearly marked for transparency. We are also fortunate to have members who upgrade their package to premium plans.

How does the free trial work?

Individual and Corporate free trials will require your credit card details. However, no payment will be taken until the end of the trial period. You will receive emails from us reminding you of the trial end date. The charity donation will be made after the trial period has ended and your payment has been received.

How Do I Join The Community?

The easiest way is online. Click on the buttons in the membership table to gain immediate access. Or you can complete the contact us form if you have unique requirements not listed above.

Can I Renew My Membership Online?

Yes. Our software is automated to keep you informed of your membership status, providing links to renew (or cancel) the membership at the annual expiry date.

Can I cancel at any time?

You certainly can. Although we would be sad to see you leave and will certainly ask what we can do, at a later stage, to convince you to rejoin. An admin fee and allocation for the period used will not be refunded. Neither will the charitable donation – that remains with the charity.

Can I upgrade my membership?

Absolutely. While logged in, click on the new membership package you require and the system will take you through the process.

How Do I Pay For Membership?

Credit card payments are accepted online. We can also arrange for an invoice to be provided if you prefer to pay via BACs.

How do I reset my password?

We don’t have access to your password details, but the system will allow you to reset it. Please view your account page.

How do I change my email?

A member of the FSMarTech team can do that for you. Please use the contact us page or email