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The Financial Services Marketing Agenda: What FS Marketers Expect from Vendors in 2026

Differentiate in a crowded vendor landscape by moving beyond product-led messaging to insight-led engagement

Improve access to senior decision-makers by aligning positioning with how FS teams shortlist and evaluate vendors

WEBINAR

Tight budgets. Higher scrutiny. Bigger expectations. Hear directly from senior financial services marketing leaders on what gets shortlisted, what gets ignored, and how vendors can show up with credibility in 2026.

Walk away with practical guidance to improve your positioning, messaging, and engagement strategy with financial services marketing buyers:

Speaker

Katy Dugal Simpson
Chief Marketing Officer

Moderator

Corby Fine
VP, Digital Marketing & Performance

Speaker

Kate Brown
Chief Marketing Officer

Build long-term relationships by learning how successful vendors use thought leadership, community, and events to support revenue growth

What We’ll Cover

Tuesday, March 24, 2026

02:00 PM EST

Ready to sharpen your financial services go-to-market for 2026?

Speaker

Angela Giombetti
Chief Marketing Officer

Understand where budgets are going by identifying priority areas seeing increased spend—and categories facing consolidation or cuts

Learn how top financial brands expect vendors to show up and add value in a regulated environment (without creating compliance risk)

The initiatives gaining executive backing

Financial services marketers are facing increased pressure from regulators, greater demand to prove ROI, and higher expectations to protect consumer trust. As a result, they’re far more selective about who they engage with, how they engage, and what earns their attention.

This session draws on real-world insight from senior leaders across banking and insurance to reveal:

The technologies and categories being deprioritized

The commercial realities shaping vendor shortlists and buying decisions

What’s changed in 2026: buyer expectations, risk tolerance, and “attention filters”

How FS teams evaluate vendors: proof, process, stakeholders, and red flags

Messaging that earns trust: what resonates vs. what gets ignored

Who Should Attend

MarTech / marketing ops platforms

Data, analytics, measurement, attribution, clean rooms

Media, performance marketing, customer acquisition solutions

This webinar is designed for companies that sell into financial services marketing teams, including:

CX, personalization, journey orchestration

Compliance, governance, privacy, identity, regtech

Creative, content production, brand + comms enablement

Thought leadership that works: what buyers actually use to shortlist partners

Where vendors win (and lose) in regulated environments: practical do’s/don’ts

Live Q&A with speakers