Agile marketing bootcamp: Targeting financial services

Targeting financial services

On-Demand Event

Common pitfalls to avoid

When you’re selling a product or a service to Financial Servicesyou want to be at the top of your target audience’s mind. But no matter how awesome your offering might be – if your marketing isn’t opening doors then your pipeline will suffer. 

Through working with FS-focused firms, we’ve come across the common pitfalls when targeting financial services. So get ready to reboot your marketing efforts with our on-demand bootcamp. This high intensity session covers:

  • The current state of the Financial Services market landscape and segments
  • Importance of data (the who) 
  • True value of value-propositions (the what) 
  • Reason content is king (the how) 

And if you haven’t got time to watch the full bootcamp, check out our one-page game plan instead. We’ve broken the session down into the four key steps you want to follow when targeting Financial Services.

Has this piqued your interest in learning more about agile marketing? Check out our resources or sign up for future bootcamp events


Agile marketing speakers

Lydia Kirby, Client Delivery Director

Lydia is well versed at navigating round common marketing mistakes and has led multiple projects on data quality and value-propositions ready for go-to-market campaigns. She will bring her knowledge on the importance that should be placed on the who, what and how when marketing to FS. 

Natalie Burrows, Senior Marketing Manager 

Nat has almost 10 years’ experience in the world of FinTech, marketing to global Financial Services throughout her career and avoiding the common pitfalls. In this session, Nat will share her experience on how to put core practises in place for long term FS success. 

Watch the bootcamp

Alexandra JefferiesAgile marketing bootcamp: Targeting financial services