The Index - the FS Marketing Leaders' Partner Resource
The Index - the FS Marketing Leaders' Partner Resource
This Index brings together the specialist partners, platforms, studios, and advisors that support Financial Services Marketing Leaders - a curated blackbook for leaders moving from intent to action.
The organisations included here reflect the capabilities modern FS marketing teams rely on as they navigate AI, content, distribution, personalisation, and growth. The Index is organised by capability, offering a practical starting point for teams exploring the landscape and identifying the partners best placed to help them move forward with clarity, confidence, and commercial credibility.
If you'd like more info on any of these featured firms, we are very happy to make an introduction.
By Category
AI Workshops, Enablement & Organisational Adoption
These partners help teams build AI literacy, confidence, and practical capability through workshops, playbooks, and hands‑on training. They are essential for moving from experimentation to adoption.
Featured:
Led by Dominique Rose Van Winther, Final Upgrade provides AI training, workshops, and executive education for marketing and business teams, grounded in real‑world FS experience and the psychology of AI adoption.
Also in this category
Adaptable Minds
Strategic Advisory, ABM & Revenue Alignment
These firms help FS organisations align marketing, sales, and events around shared commercial outcomes, supporting ABM strategy, go to market alignment, and revenue focused transformation.
Featured:
A strategic advisory firm running an ABM club and advising on events, sales alignment, and commercial strategy - particularly relevant for FS organisations navigating complex buying cycles.
Also in this category
Momentum ITSMA
B2B Institute partners
Creative, Production & Content Studios
High quality creative remains essential in the age of AI. These studios help FS marketers produce video, design, and storytelling that elevate brand distinctiveness and cut through the noise.
Featured:
A premium content and video production studio known for strong creative direction and the ability to translate complex FS narratives into compelling visual assets.
Also in this category
Canva
Vimeo Studio
Shootsta
Beyond Media
Content Intelligence & Performance Distribution
These platforms help FS marketers structure, optimise, and distribute content — and understand how it is interpreted, ranked, and surfaced by generative engines and premium publishers.
Featured:
Dianomi
A leading performance‑marketing and content‑distribution platform for financial services, helping brands reach premium audiences across trusted publishers.
Conductor
An enterprise SEO and content intelligence platform helping FS marketers optimise content for discoverability across search and generative engines.
RightMetric
A research and insights partner providing competitive content intelligence and performance benchmarking for FS marketers.
Also in this category
MyPeriscope
BrightEdge
MarketMuse
AI Writing, Brand Governance & Knowledge Automation
These platforms provide enterprise grade controls for brand voice, terminology, compliance, and workflow integration - essential for large, regulated FS organisations.
Featured:
An enterprise AI platform for content generation, knowledge management, terminology control, and workflow automation. Strong governance and enterprise‑scale deployment capabilities.
Also in this category
Jasper
Typeface
Social, Campaign & Marketing Automation
Tools that automate content creation, scheduling, campaign execution, and multistep workflows — ideal for challenger brands and lean teams scaling output.
Featured:
A Marketing Operating System (MOS) unifying research, strategy, content creation, campaign execution, and analytics. Designed for challenger brands scaling without enterprise‑level resources.
Also in this category
Lately AI
Predis.ai
Ocoya
Insights, Research & Intelligence Platforms
These platforms accelerate research, summarisation, and insight extraction — helping FS marketers cut through noise and make faster, evidence based decisions.
Featured:
A leader in enterprise AI and insight platforms, supporting FS organisations with research, summarisation, and intelligence capabilities.
Also in this category
MyPeriscope
Microsoft (Copilot for M365)
Perplexity Enterprise
AlphaSense
Workflow, Automation & Agentic Systems
These platforms orchestrate multistep workflows, automate repetitive tasks, and enable supervised AI agents across marketing, sales, and service operations.
Featured:
Firefly and Experience Cloud AI provide creative automation, content generation, and enterprise‑grade governance across marketing workflows.
Also in this category
Microsoft
Salesforce (Einstein 1)
UiPath
Zapier AI
Governance, Compliance & Responsible AI
These platforms help FS organisations deploy AI safely by providing guardrails, audit trails, risk scoring, and model governance aligned with regulatory expectations.
Featured:
A suite of governance tools designed to manage risk, monitor model behaviour, and ensure responsible AI deployment in regulated environments.
Also in this category
Microsoft (Responsible AI Framework)
Holistic AI
Credo AI
CalypsoAI
Data, Personalisation & Customer Experience
Tools powering segmentation, personalisation, predictive analytics, and journey optimisation across the customer lifecycle.
Featured:
Experience Cloud and Firefly AI support real‑time personalisation, predictive insights, and customer journey optimisation across the FS lifecycle.
Also in this category
Microsoft Dynamics 365 Customer Insights
Braze AI
Movable Ink
Event, Community & Engagement Platforms
Platforms supporting event management, community engagement, and customer experience delivery — areas where AI increasingly enhances personalisation, logistics, and insight capture.
Featured:
A digital engagement platform enabling webinars, virtual events, and personalised content experiences.
Also in this category
Hopin
Cvent
Bizzabo
Originate Global
Communications, PR & Reputation Management
Partners helping FS organisations shape their narrative, manage reputation, and communicate with clarity across earned, owned, and paid channels.
Featured:
A specialist FS communications consultancy supporting firms with messaging, PR, and reputation management.
Also in this category
Infinite Global
Cognito
Finn Partners
Vested
Global Marketing & Communications Support
Partners providing integrated marketing, communications, and go to market support across regions — helping FS organisations scale campaigns and maintain consistency.
Featured:
A global marketing and communications partner supporting FS firms with integrated campaigns, content, and strategic communications.
Also in this category
InMarketing
Finn Partners
Premium Media Networks & Publisher Alliances
Premium media environments and publisher alliances trusted by FS audiences for reach, credibility, and thought leadership.
Featured:
A global news organisation with deep financial markets coverage and a premium media environment trusted by FS audiences worldwide.
An alliance of leading international media brands offering premium, trusted environments for global marketing campaigns, including financial services.
Also in this category
The Economist
Financial Times
The Wall Street Journal / Dow Jones
The Washington Post
TIME
The Atlantic
Business Insider
Politico Europe
National Geographic
Forbes
Fortune
The New York Times
Partner with FMI
The Index sits alongside 'Bank 2030 - The Rise of Intelligent Marketing Systems', our living white paper developed with Final Upgrade and shaped by insights from FS marketing leaders across our global Summits, roundtables, and podcasts. The paper is updated throughout the year - Toronto, London, Riyadh, New York, Dubai, Singapore, Abu Dhabi - and accessed by attendees at every event.
Vendors and partners who want deeper visibility across this community can join FMI+ Company Membership or take part in the white paper sponsorship programme. These options provide year‑round exposure, access to our content library, priority Summit updates, and featured inclusion in the Index.
This Index brings together the specialist partners, platforms, studios, and advisors that support Financial Services Marketing Leaders - a curated blackbook for leaders moving from intent to action.
The organisations included here reflect the capabilities modern FS marketing teams rely on as they navigate AI, content, distribution, personalisation, and growth. The Index is organised by capability, offering a practical starting point for teams exploring the landscape and identifying the partners best placed to help them move forward with clarity, confidence, and commercial credibility.
If you'd like more info on any of these featured firms, we are very happy to make an introduction.
Address
InMarketingMedia Ltd
Beaumon House
London
SW20 0LW
Contact
+447918 137855
Address
Financial Marketing Insights
InMarketingMedia Ltd
Beaumont House
London
SW20 0LW
Contact
+447918 137855