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Marketing in Financial Services

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

Omri Argaman

Omri Argaman Chief Growth Officer at Zoomd

Marketing Cryptocurrencies Today

With support from the American government, these are exciting times to be working with cryptocurrencies again. That, coupled with the strength of Bitcoin is making 2025 a great year for the entire cryptocurrency industry. Though, as we all know, with cryptocurrencies, dramatic changes can happen quickly, erasing months of gains. That said, the indu...

/crypto /markets

Sharon Tan

Sharon Tan Head of Marketing - APJ at Oracle Financial Services

Context Meets Code: The New Rules of B2B Marketing in an AI-First World (Part 1)

AI of today is seen as an engine for growth and transformation – seemingly a silver bullet to redefine business in a gamut of areas including financial performance, cost reduction, customer satisfaction, operational efficiency, employee engagement and development. Yet the question remains, where can AI really move the needle where businesses can se...

/ai

Frank Moreno

Frank Moreno CMO at Entersekt

6 Ways banks and credit unions can use fraud prevention for better CX

Banks and credit unions are under constant pressure to retain customers, especially younger generations who are happy to switch primary bank accounts. Rather than adding yet another product aimed at younger cohorts, smart financial institutions (FIs) are capitalizing on their scam and fraud prevention systems, using them to build strong competitiv...

/security /retail

Scott Andery

Scott Andery Digital Marketing Expert and Writer

Crowdsourced Insights: Ranking Systems as Predictive Tools

Ranking systems fueled by crowdsourced data have emerged as powerful predictive tools across diverse industries. By harnessing collective sentiment and behavior, these systems not only reflect real-time consensus but also anticipate future trends in domains like sports, finance, and consumer retail. Their effectiveness lies in modeling psychologic...

/markets

Andy Park

Andy Park Design Director at Creode

Your Money or Your Life (YMYL) Queries and Google Search Results

A recent study by The College Investor revealed that Google’s AI-generated summaries are inaccurate or misleading in 43% of finance-related queries, posing risks for users making important financial decisions. While Google’s AI can handle simple questions well, it often misrepresents complex topics—such as tax rules, student loan plans, and invest...

/retail /inclusion

Andy Park

Andy Park Design Director at Creode

The role of emotion in financial UX

The role of emotion in financial UX: How to create interfaces that engage users on a deeper Level In financial services, user experience (UX) design is often focused on clarity, security, and functionality. But an element that is frequently overlooked—and yet crucial—is emotion. People make financial decisions not only with their heads but also wi

/wealth /retail

Andy Park

Andy Park Design Director at Creode

Optimising your financial services website for local search

Two people will rarely see the same search results because Google will often personalise the results to the user, including their location, pushing businesses or services in their area higher in search results. This is even more likely for locally sensitive searches like ‘bank near me’ or ‘wealth management leeds’. If you optimise your website for...

/retail /markets

Alex Kreger

Alex Kreger Founder and CEO at UXDA Financial UX Design

Digital Transformation in Banking: Don't Let Technology Steal Your Brand

As banks race to adopt cutting-edge digital technologies, many are making a critical mistake: they’re letting technology overshadow their brand. In a world of rapid digital transformation, where AI, blockchain, and data analytics are becoming standard, what truly sets a financial institution apart isn’t its tech stack but its brand identity. Succe...

/retail /identity

Andy Park

Andy Park Design Director at Creode

The critical role of your website in financial UX

In the competitive world of financial services, the spotlight often falls on a well-designed app or product. However, conversion and user retention start long before someone hits "download" or signs up. The real journey begins with your marketing website—arguably the most crucial touchpoint in onboarding users to your app or service. For...

/retail /startups

Retired Member

Retired Member 

Nvidia's Success Triggered a Tech Stock Shake-Up

The latest earnings report from Nvidia, one of the leading GPU manufacturers, led to an unexpected drop in shares of other major technology companies. At first glance, Nvidia's results seemed stellar: the company reported record revenues, boosted by growing demand for chips in artificial intelligence and gaming. However, as is often the case, good...

/markets

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