The Financial Marketeer

In this interview with Mark Hartley, Founder and CEO at Bankifi, Paul Wood explores how the company came into being, what it means to work in financial technology (as opposed to FinTech) and how distribution is a key part of a successful marketing strategy.

Money, as a concept, is something we take for granted. Some people have lots of it, some people have very little, but fundamentally, as a society, we accept money and the role it plays in our lives.

My latest guest on the podcast, Tad Crawford is the author of the book The Secret Life of Money, a book first published in 1995 but recently re-issued to cover what it calls the 'Enduring Tales of Debt, Wealth, Happiness, Greed, and Charity'.

'Brand alignment from the inside out'; that's the message that is emblazoned on the homepage of InnerView's website. The firm's co-founder and President, Chris Wallace is my latest guest on the podcast and he speaks to me about a new topic for the show; internal marketing.

Ron Benegbi is a serial entrepreneur. Having previously launched three successful (and one not-so-successful) startups, he is now well underway with launching his latest company, Uplinq. In this interview, Ron tells me about the process he works through when launching a company and what he considers to be the most important factors to consider.

"This isn't taught in school. I'm not sure why schools don't teach kids  about starting their own businesses." That's the view of Gail, the main protagonist in Grandpa's Fortune Fables, a book written by my latest guest, Will Rainey.

After spending the best part of two decades working as an investment consultant, Will has now shifted focus onto financial education and teaching the next generation (as well as the adults alongside them) about finance and how to handle money.

SEON is on a mission to democratise fraud prevention. Starting life when two founders of a crypto exchange found they had a massive fraud problem, SEON has grown from a two-person operation to now employing 140 full-time employees. Bence tells the story of starting and growing SEON.

On 12th July this year, my latest guest, along with a team of partners and industry experts launched Fintech Week London. A full week of online and webcast events that attracted an audience from around the world.

With plans already underway for Fintech Week London 2022, I sat down with CEO, Raf De Kimpe to talk about what it was like launching the new event and what the industry looks like in 2021.

MoneyHelper is the culmination of two years of research and the merging of three legacy brands; Money Advice Service, Pensions Advisory Service and Pension Wise.

Sitting underneath the umbrella of its parent, corporate-brand the Money and Pensions Service (also known as MAPS), MoneyHelper is the organisation's latest move in an effort to provide consumers with a single destination for financial support.

My guest this week, Danielle Ferguson, Partnerships Marketing Manager at MAPS told me all about the journey the organisation has been on.

In this interview with communications agency head, Kimberley Waldron, we discuss the changing and evolving landscape of fintech. An industry expert, Kimberley unpicks the important trends of the industry and how firms are adapting the the current market enviornment.

When it comes to understanding your audience and crafting a brand that serves them, there's no substitute for experience. My latest guest is the Managing Director at Monneo, a firm that provides multiple IBANs to e-commerce firms. Listen to what Lili has to say about creating a brand and marketing her firm.

From launching the UK's first internet bank to overhauling the way Morgan Stanley markets its credit cards, Patrick Muir is an exceptionally experienced financial marketer. In this interview he gives his take on the state of marketing in banking and insurance whilst offering up his wisdom on how to chart a successful course through your marketing career.

In this episode, Paul Wood speaks to Jacqueline Dewey, CEO at Smart Money People. Dubbed the 'TripAdvisor' of financial services, Jacqueline explains what Smart Money People is as well as talking through a career that has seen her helping to establish the first-ever digital bank and making credit scores accessible for free.

Nizam Uddin OBE is Chief Strategy Officer at Algbra, a new global financial institution that exists to tackle exclusion within financial services. In this interview, Nizam discussed the topics of exclusion and inclusion and how we, as marketers, can herald an age of true inclusion within financial services.

In this week's episode, I'm joined by Olivia Allen, Marketing Lead at Weavr. Weavr is an embedded banking platform - an exciting new space within the financial services industry. Olivia talks me through what Weavr does as well as gives me her take on marketing within the financial services sector.

In this weeks episode, I speak with Paul Mills. Formerly a chemist, Paul is now a CMO with years of experience across a range of sectors. Now in charge of marketing at Shaw & Co, Paul shares his insights into how to establish a disruptive brand and how he is making the most of limited resources.

In the first interview of 2021, I speak with the team from FinTech Insights & Banco del Sol about an ingenious new product that lets digital banking teams around the world understand the products they are competing against and alongside.

This week, Paul Wood speaks with Larry Black, a pioneer in financial services marketing, credited with creating one of the first examples of content marketing in the 90s, with Credit Suisse.

I speak to Simon Mott, CMO at TrackInsight, discussing financial marketing. Simon has had a 20 year career in marketing and discusses how he plans to build his team at TrackInsight and why he thinks bravery has been missing from financial services marketing.

In this episode, Paul Wood speaks to the founder of The ID Register, Tim Andrews. Tim talks about how he came up with the business idea, what it was like launching a company within a company and the challenges of establishing a new fintech brand.

This week, Paul Wood speaks to Jasper Martens, Chief Marketing Officer at PensionBee. PensionBee is a growing fintech firm in the pensions market, providing UK consumers with a way to consolidate their pensions and save for retirement.

This week I speak brand, rebrand, marketing and communications with Mark Oliphant, Head of Communications at The International Stock Exchange (TISE).

In this interview, I speak with Peter Ramsey, the person behind the incredible study into UX in banking which saw Peter sign up as a customer with 12 different UK banks. His findings are fascinating!

The Financial Marketeer had the pleasure of speaking to Annabel Brodie-Smith recently. Annabel is the Communications Director at the Association of Investment Companies and has seen the industry change and adapt to challenges in her 23 years with the organisation.

In the first episode of our interview series, we speak to Will Cookson, an experienced designer working in the Fintech space. Will is the brain behind Fintech Battles, a website that pitches fintech firms against each other in the name of uncovering UX & CX gems. He is also the Creative Director at fintech startup, ANNA where, among other things, helped to create a debit card that meows like a cat!