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, but it probably 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.
Trust, visibility, and risk in the age of AI search
Vested’s fireside chat with Scrunch was an honest conversation about what’s actually changing in AI search, where most of the industry is still getting it wrong, and how marketers are in the drivers seat on this issue. A few of the things we covered:
Why your website isn’t dying, but it’s being misunderstood
How AI can surface your content without ever crediting your brand
Why earned media is having a quiet renaissance in the LLM era
What’s different about AI search risk for financial services
We’ve put together a written recap of the key takeaways, along with the full replay if you’d like to revisit the discussion or share it with your team.
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EVENTS CALENDAR
APR 20 – ROI For Financial Marketers: Metrics You Should (and Should Not) Chase
Proving ROI in financial marketing is harder than ever. The metrics are noisier, attribution models are outdated, and the pressure to show real revenue impact keeps growing.
APR 28 – External Comms Virtual Coffee Hour
Your External Communications peer group is officially open for business — starting with a coffee. This informal, members-only networking hour is to connect, share, and get to know your peers.
APR 30 – AI Office Hour
Got AI questions? Bring them. This members-only office hour session tackles real AI challenges, so you leave with better prompts, a more organised workspace, and clarity on where AI fits into your workflow.
MAY 6 – 2026 Salary Survey: Insights and Trends
Produced in partnership with Opinium and The Works Search, the 2026 Salary Survey reports on the changing remuneration landscape of marketing and communications roles within the financial services industry.
MAY 12 – 2026 Spring Forum NYC
This afternoon blends intimate small-group discussions with practical strategies and dedicated networking time with senior peers who are actively strengthening trust, testing new tools, and proving that communications drives enterprise value.
MAY 20 – LinkedIn Live: Life Moments That Shape Insurance Decisions
A live conversation on how insurance brands can build credibility and lasting relationships in moments that matter most.
JUN 10 – Speed Networking
Back by popular demand! We skip the small talk and dive in using guided prompts and questions to spark deeper conversations in quick, small-group sessions.