Toolkit

Developing an insight-driven marketing strategy. 

The financial services market is fiercely competitive. To win, you can’t rely on noise – you need relevance.

Yet too often, marketing strategies are built on assumptions or outdated thinking. The result, more often than not, is generic messaging, inefficient spend, and missed growth opportunities.

Your customers – whether businesses or consumers – expect relevance, responsiveness, and clarity. But with growing competition from fintechs, new regulations, and shifting behaviours, delivering on those expectations is more challenging than ever.

As a marketer in financial services, it’s essential to ground your strategies in actionable insight. Without it, you risk wasting time and budget – and missing valuable opportunities.

This toolkit gives you – a marketer in banking or payments – a practical, insight-driven framework to refine your strategy and improve results.

Whether you’re launching a new product, entering a new market, or fixing what isn’t working today, this guide helps you build a strategy aligned to what your customers want and where the market’s heading – so you can outperform your competitors.