A selection of case studies, tutorials and methodology ideas for marketers responsible for implementing marketing strategy and campaigns.

Nottingham Building Society accused of “woke” rebrand after axing Robin Hood from logo

Robeco hires Janus Henderson exec as global marketing head

Lloyds Banking Group debuts new brand position

AXA focuses on self-employed in new brand campaign

abrdn poaches Lombard Odier exec to head investment marketing

Cynergy Bank hires new marketing director

BlackRock’s support for ESG proposals falls further

BlackRock and Vanguard top table for UK asset management inflows in Q2

OPINION: How SunLife enlisted pets to sell insurance

BlackRock to rebrand all ETFs as iShares

Vanguard reveals £77.4 billion savings from passive investing

eToro taps AI for Olympics ad campaign

Nationwide talks profits in latest Dominic West ad

Rathbones taps LGIM for new asset management distribution chief

M&G Wealth hires new Marketing Director with Barclays, Lloyds background

ANALYSIS: Asset manager websites decline from 2023

EVENT: Is This the Age of the Building Society?

OPINION: How to do a Monzo

GUEST COLUMN: What SJP’s big brand campaign says about ads in financial advice

Janus Henderson Investors appoints new EMEA marketing head

SJP spotlights “invaluable advice” in new ad

Q&A: How to develop a content strategy

Evelyn Partners appoints new Group CMO

SJP to highlight power of advice in above the line campaign

Amazon closes insurance store after less than 18 months

Hargreaves Lansdown targets 12 million savers with new “Get Active” campaign

NatWest hires new retail marketing director

OPINION: What women want – how financial services can break down the barriers to investment

4 MINUTE MASTERCLASS: How to Write an Investment Story

Retail investors plan to up investments as stock market optimism grows

ROUNDTABLE: The challenges of delivering asset management content at scale

Northern Trust wealth head: “ESG is very young and immature as a sector”

T. Rowe Price is the most digitally mature asset manager, finds report

Former Santander retail marketing head joins Tandem

FCA warns wealth managers over consumer duty failings

Nationwide appoints new Marketing Director with Lloyds, agency background

PGIM hires new brand strategy director with design background

Aviva focuses new ITV campaign on financial puzzles

Q&A: Inside Metro Bank’s SEO strategy

AXA launches campaign based around people’s future selves

BlackRock support for ESG proposals plummets as backlash grows

INTERVIEW: Elita Falkvard, SEO & Web Lead, Starling Bank

HSBC hires tech specialist to head commercial marketing

FCA: “Personal recommendations” are the key advice boundary

Building society The West Brom hires new marketing chief

State Street hires new EMEA marketing VP, seeks new institutional chief

Shawbrook taps Nationwide digital chief for marketing role

J.P. Morgan private bank hires two new top marketers

Invesco appoints new EMEA marketing chief

BlackRock appoints new EMEA CMO

Aviva taps Direct Line exec to head up UK insurance marketing

CASE STUDY: How we launched a digital banking product for the one-click economy

Nationwide’s interim CMO moves to head up branch network

Leeds Building Society hires Asda vet as new marketing director

Aviva appoints Marketing Director with NatWest, Vodafone background

FSF Insight 2023: Which asset managers have the best performing websites?

Overcoming the challenges of personalisation in banking

Skipton Building Society appoints Head of Marketing with YBS, Barclays experience

NatWest hires Barclays, HSBC vet to head wealth marketing

UBS Asset Management hires abrdn exec as product marketing head

HSBC Global Private Bank hires UBS, Fidelity marketer for global role

Vanguard taps HR chief to head European marketing

Brooks Macdonald hires ex-Ninety One UK marketing head for global role

Franklin Templeton hires Invesco content specialist for UK marketer role

M&G and BlackRock use apps to reach new investors

OPINION: 5 ESG marketing strategies to attract the right investors

Aviva positions itself as financial “puzzle solver” as 69% suffer jargon confusion

VIDEO: Insurtech Tapoly’s CEO on the power of personal brand

23% of pension savers plan to cut contributions as cost of living crisis bites

VIDEO: Insurtech Tapoly’s CEO on what she looks for in marketing teams

4 highlights from the Changing World conference

Starling deepens ties with women’s football through Southampton partnership

Amazon seeks to bring “customer obsession” to insurance sector

Lemonade looks to disrupt UK market with Aviva tie-up

FCA plans review of advice-guidance boundary

FCA sets six-month countdown for high-risk promotions

FSF Insight: What are asset managers doing on Twitter?

OPINION: How asset managers can get reputation management right

The UK financial advisors with the best performing websites

OPINION: Why market to the over-50s? Because that’s where the money is!

EVENT SUMMARY Time to ditch KPIs? The metrics that matter in asset management marketing

OPINION As the 2022 ISA deadline looms, how can financial services brands cut through the noise?

DISRUPTORS How Insurtech Marshmallow uses cross-functional ‘tribes’ to tackle challenges

OPINION: 3 steps to bridge the sales and marketing alignment gap

LV= consumer survey reveals patchy pension knowledge and the power of word-of-mouth in financial advice

INTERVIEW How funds can win with first-time investors as 83% choose other options

OPINION Is insurance CX the route to improved margins?

What approach are asset managers taking to promote their ESG offering?

Retail Banking Coronavirus Weekly Insights – Week End 26 June 2020

Insight into Banking Transformation

Building your Brand’s Position on ESG

Retail Banking Coronavirus Weekly Insights – Week End 5 June 2020

May 2020 Consumer Confidence Briefing

Seven easy ways to improve investment communications

Banks must make use of their data to help protect customers’ financial well-being in uncertain times

Voice in Financial Services

Perils of Perception Study

Communicating with DC members

Unlocking Customer Value in Insurance

Retaining Customers at Investment Maturity

Social Media Trends for Financial Services and Insurance 2019

Generating New Business via Brand Differentiation

How is Artificial Intelligence Being Used?

Innovation in Innovation

Digital Trailblazers

Consumer Blues

Asset Managers: Playing Digital Catch-up

Losing Out to Aggregators in Online Search

The Rise of the Robo-Insurer

The Tales of Futures Past!

If you can’t be clear, you’re not trying hard enough

Advertising Effectiveness and Multi-Channel Attribution

Taking the Social Plunge

Towards True Competition: Making the Customers’ Case for Frictionless Competition in GI

A Safe Bet?

OPINION: How SunLife enlisted pets to sell insurance

CASE STUDY: How we launched a digital banking product for the one-click economy

What approach are asset managers taking to promote their ESG offering?

Insight into Banking Transformation

Voice in Financial Services

Perils of Perception Study

Communicating with DC members

Unlocking Customer Value in Insurance

Retaining Customers at Investment Maturity

Social Media Trends for Financial Services and Insurance 2019

Generating New Business via Brand Differentiation

How is Artificial Intelligence Being Used?

Innovation in Innovation

Digital Trailblazers

Losing Out to Aggregators in Online Search

The Rise of the Robo-Insurer

Advertising Effectiveness and Multi-Channel Attribution

Taking the Social Plunge

Q&A: How to develop a content strategy

VIDEO: Insurtech Tapoly’s CEO on the power of personal brand

VIDEO: Insurtech Tapoly’s CEO on what she looks for in marketing teams

Nottingham Building Society accused of “woke” rebrand after axing Robin Hood from logo

Robeco hires Janus Henderson exec as global marketing head

Lloyds Banking Group debuts new brand position

abrdn poaches Lombard Odier exec to head investment marketing

Cynergy Bank hires new marketing director

BlackRock and Vanguard top table for UK asset management inflows in Q2

Rathbones taps LGIM for new asset management distribution chief

M&G Wealth hires new Marketing Director with Barclays, Lloyds background

FCA: “Personal recommendations” are the key advice boundary

UBS Asset Management hires abrdn exec as product marketing head

Vanguard taps HR chief to head European marketing

Brooks Macdonald hires ex-Ninety One UK marketing head for global role

Franklin Templeton hires Invesco content specialist for UK marketer role

4 highlights from the Changing World conference

FCA sets six-month countdown for high-risk promotions

May 2020 Consumer Confidence Briefing

OPINION: How to do a Monzo

GUEST COLUMN: What SJP’s big brand campaign says about ads in financial advice

OPINION: What women want – how financial services can break down the barriers to investment

OPINION: How asset managers can get reputation management right

OPINION Is insurance CX the route to improved margins?

Building your Brand’s Position on ESG

Banks must make use of their data to help protect customers’ financial well-being in uncertain times

Consumer Blues

Asset Managers: Playing Digital Catch-up

The Tales of Futures Past!

If you can’t be clear, you’re not trying hard enough

A Safe Bet?

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