Financial Marketing Insights (FMI) is delighted to welcome Claire Cordell as MarTech Lead.

Claire will lead FMI’s MarTech insight, advisory and community engagement, supporting financial services marketers as they navigate the rapidly evolving world of CRM optimisation, data strategy, automation and AI‑enabled marketing systems. Her appointment strengthens FMI’s commitment to providing practical, technology‑driven guidance across its global community.

Claire brings more than 17 years of experience in data strategy, marketing intelligence and B2B marketing technology. Most recently, she served as Director of Data Strategy & Marketing at EI Global B2B Marketing Intelligence, where she managed the firm’s HubSpot activities, oversaw the adoption of HubSpot Sales and Service Hubs, and led EI’s early‑stage AI Lab. Her work spanned CRM optimisation, process design, client growth strategy, and the early integration of AI into operational workflows.

Prior to this, Claire held senior leadership roles at EI, including Director of Market Intelligence, where she led the team delivering high-value B2B intelligence to major international corporations across financial services, technology, energy and consulting. She was also Director of the PEI Go-to-Market Service, a joint venture with Ptarmigan Media delivering B2B events intelligence to fund and wealth management marketers. This, alongside earlier roles in conference production, give her a deep understanding of the FS marketing ecosystem.

“MarTech has become one of the most important capabilities for financial services marketers - from CRM integration and data quality to automation and AI‑driven workflows. Claire brings a rare combination of technical expertise, analytical depth and industry insight. She will help our community make sense of a fast‑moving landscape and build more intelligent, efficient systems. We’re delighted to welcome Claire to FMI,” said Jacob Howard, Founder of FMI.

Commenting on her appointment, Claire Cordell said:

“FS marketers are under increasing pressure to modernise their systems, improve data quality and adopt AI‑enabled tools. FMI has always been a place where practitioners share what works and elevate marketing excellence across the industry. I’m excited to bring a MarTech lens to that conversation, help teams understand their current set‑up, and support them in building smarter, more integrated marketing systems.”

As MarTech Lead, Claire will contribute research‑driven content, lead MarTech discussions across FMI’s events and podcasts, and support members through advisory, audits, training and consultancy focused on CRM optimisation, data processes and intelligent marketing systems.

Please email Claire to welcome her at clairecordell@financialmarketinginsights.com