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Yet too often, marketing strategies are built on assumptions or outdated thinking.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 low-impact campaigns with generic messaging and forgettable content.
Your customers – whether businesses or consumers – want (and increasingly expect) relevance and clarity. But with evolving markets conditions, shifting customer behaviours and growing competition from fintechs, delivering on those expectations is more challenging than ever.
To achieve success as a marketer in banking or payments, you must ground your strategies in real, up-to-date insight. Without that you run the risk of wasting your time and your budget – and, most importantly, losing leads.
This toolkit gives you – a marketer in banking or payments – a practical framework to refine your strategy and improve results by putting insights at the heart of your approach.
Whether you’re launching a new product, entering a new market, or fixing what isn’t working at the moment, 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.

