Financial Marketing Insights (FMI) runs the Financial Marketing Leaders’ Summits across major financial centres worldwide. These Summits bring together senior marketers to share case studies, compare approaches and exchange best practices shaping the future of financial services marketing. Many Summit sessions are recorded and transformed into exclusive podcast‑style audio episodes and full‑length video recordings, creating a growing collection of practical, senior‑level insight.

With an FMI+ Team Membership, your team gains year‑round access to this intelligence - delivered in the formats that senior marketers actually use.

What your team receives:

In‑person team briefing

A tailored “State of FS Marketing” session delivered at your offices or virtually, giving your team a shared understanding of the trends, shifts and best practices shaping the industry. This format has already been delivered to teams at Capital Group, J.P. Morgan, UniCredit and Investec, and is designed to spark alignment, capability and strategic clarity.

Access to regular FMI Live webinars

Your team can join all FMI Live webinar sessions throughout the year - including the monthly FMI Live: Global Marketing Leaders’ Briefing and additional thematic webinars. These sessions provide fast, real‑time insight into global trends, regional shifts and emerging signals across FS marketing.

Full access to the FMI+ Intelligence Library (audio + video + documents)

Your team unlocks a growing, curated selection of Summit content, including:

• Financial Marketing Leaders’ Summits - Audio Feed
  Podcast‑style episodes from recent Summits, with new sessions added regularly as we work backwards through the archive.

• A selection of full‑length Summit videos
  A selection of session videos for teams who prefer to watch the original sessions. Additional videos will be added over time.

• Reports, frameworks, templates and deep‑dive articles
  Curated resources to support capability building and strategic planning.

The FMI+ Intelligence Library is continuously expanding, giving your team an ever‑growing source of practical, senior‑level FS marketing insight.

Team onboarding guide

A clear, easy‑to‑use guide that introduces your team to FMI+, highlights key services and recommended pathways, and shows how to embed the FMI+ Intelligence Library into everyday work. Designed to support onboarding and ensure consistent engagement across the team.

Internal sharing rights

Your team can share FMI reports, frameworks and insights internally for training, onboarding and capability development.

Advance notice of upcoming Summits

Your team receives early visibility of upcoming Financial Marketing Leaders’ Summits - including themes, dates and speaker insights - giving you priority awareness before details are released to the wider community. This helps you plan attendance, secure places early and stay ahead of major industry conversations.

Regular community Round‑up newsletter

Your team will receive the regular FMI community Round‑up - a concise update highlighting upcoming Summits, new podcast episodes, new articles and fresh additions to the FMI+ Intelligence Library. It ensures your team stays informed and connected with everything happening across the FMI community.

Insights from the Financial Marketing Insights Podcast

Your team gains access to exclusive insights from the public FMI podcast - including digest articles that distil each interview into clear, actionable takeaways for FS marketers. All content is available ad‑free within the Intelligence Library.

Supporting industry education, inclusion & future talent

Your team gains access to FMI’s initiatives designed to demystify the financial services industry and widen access to it for people from under‑represented backgrounds. This includes the From Education to Finance (E2F) video series, which breaks down real career journeys in clear, accessible language through interviews with young people entering FS, senior leaders, authors, academics and experts from institutions such as the Bank of England. These resources help marketing teams deepen their industry literacy while supporting FMI’s mission to improve education, inclusion and access to careers in financial services.

PLUS: Opportunities to attend exclusive partner briefings and events

From time to time, FMI+ members may be offered access to exclusive opportunities from FMI’s trusted partners - such as invitations to World Media Group roundtables, EI Advisory briefings or Chartered Institute of Marketing (CIM) events and training. These occasional opportunities give your team access to wider industry thinking and high‑quality professional networks.

Annual membership cost breakdown

Up to 10 people - £3,000/year incl VAT

Up to 20 people - £5,000/year incl VAT

Payment is made via a simple online payment link - no vendor onboarding or invoicing required. Once payment is made, exclusive access to the FMI+ Intelligence Library (delivered via Patreon) will be provided to each named team member.