 Ask five stakeholders at a financial firm what their brand stands for, and you may get five different answers. That doesn’t mean the firm lacks identity—it likely means the identity hasn’t been consciously articulated. In financial services, brand is sometimes treated as something that emerges organically through products, performance, and reputation. But in practice, the firms that stand apart have taken the time to name, test, and refine what they stand for. That’s the purpose of a brand discovery workshop. A session not about picking colors or logos, but getting to the root of why your firm exists, how it creates value, and what makes it meaningful in a sea of financial sameness. Whether you’re managing a rebrand, launching a new offering, or building from scratch, a brand workshop can be a powerful mechanism for strategic clarity. |
LONDON LIVE: Rebuilding Trust – Navigating a New Communications World Order. June 3, 2025, 8:15 AM BST, London. This panel discussion will examine how institutions can lead with integrity in an era of uncertainty.
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Money20/20 Europe. June 5, 2025, Amsterdam. Join Financial Narrative in Amsterdam for a series of panel discussions and a marcomms networking meetup at the world’s biggest, most influential gathering of the global money ecosystem.
2025 Salary Survey: Insights & Trends. June 10, 2025, 11 am EDT. Produced in partnership with Opinium, our expert panel will discuss salary trends and compensation structures and what this means for hiring, employee retention, and job mobility.
Breaking Narratives. June 11, 2025, 12 PM EDT – 5 PM BST. Meet Financial Narrative leaders for BREAKING NARRATIVES, a new, monthly, virtual roundtable conversation focusing on the latest headlines and trends in financial marcomms.
Masterclass: AXIOS HQ > Smart Brevity Fundamentals. June 24, 2025, 12:00 PM EDT. Learn the proven Smart Brevity framework — including its research foundations, practical techniques, and the data behind this distinctive communication style.
Vested insights
Bank marketing leaders are shifting their spend, but what’s driving the change? Vested Vice President Chad Schmidt shares his thoughts with The Financial Brand on how evolving consumer behavior, data-driven strategies, and a push for measurable ROI are reshaping priorities across the industry.
What we're reading
ChatGPT Leads AI Search Race While Google & Others Slip, Data Shows: ChatGPT leads the AI search market with an 80% share, while traditional search engine use reportedly declines.
