Financial Marketers'​ Index, Speed Networking and Content Strategy

Published on March 20, 2023

As we begin a new month, Financial Narrative is off to a running start with research data, community moves, and networking opportunities across the financial marcomms landscape.

Last week, the findings and trends forecast from our latest Financial Marketers’ Index were presented by lead researchers Giulia P. and Alexa Nightingale of Opinium. Binna Kim, Group CEO and Co-Founder of Vested - Communications Agency, hosted our virtual roundtable of panelists: Alyssa Gilmore, Global Head of Comms, Financial Products at Bloomberg LP, David Blackburn, Head of Digital Marketing at ProShares, Elliott Bundy, CCO & CMO of Acrisure, and Michael Marinello, Head of Communication and Content at Aon. Watch the complete recording of their insightful discussion below. 

Data highlights: 

  • Changing the image/positioning of their company is a key strategic priority for C-suite financial marcoms leaders, with over 80% highlighting the increased need to communicate their company’s key value proposition and trustworthiness 
  • With resources in short supply, 43% of survey respondents are struggling with too many responsibilities for their existing teams
  • 2022 saw the continuation of a concerning trend: the drop in strategic partnerships between marcomms leaders and executives. Only 44% said they are often asked to participate in C-suite meetings, down from 51% in 2020

This year, Financial Narrative and Opinium are creating six mini-reports containing data from the #FinancialMarketersIndex. The first of these bite-sized reports, detailing #BarriersToSuccess for financial marcomms leaders. is now available for download here.

Fueling the spark of connections within our network, our latest Meet The Member: Speed Networking round is back by popular demand. Sign up, grab a cup of coffee and get ready to dive deep into conversations with your industry peers. 

On December 7th, Devin Banerjee, CFA of LinkedIn will host an interactive session focusing on financial industry content trends and how to empower content thought leaders around finance that builds engagement. Whether you and your team are seeking to get more attention on your thought leadership pieces, build visibility for company executives, or simply manage compliance issues, this session will cover a multitude of content-focused topics.

Our Career Collection is a curated list of senior marketing and comms roles at Aon, Bloomberg LP, SEI, First Southwest Bank, Deutsche Bank, @Westernalliance and many more. If you have a role that interests you or an open position you would like to include in the Career Collection, please send via email.  

The leaders in our community are always advancing their careers. Congratulations to our members who have recently moved into new roles: 

As always, any time we can help with questions about upcoming events or the community in general feel free to reach out via email - we would love to hear from you. 

Note: This article was originally published on November 4, 2022. 

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