 Sales collateral is having a reckoning. What used to be a brochure handed out in-branch or a PDF attached to an email is now a key conversion tool—and its effectiveness depends entirely on how well it adapts to the changing customer journey. That journey looks different depending on your audience. In B2B finance, buyers are cautious, committee-based. In B2C, the purchase path is social, mobile, and fast-moving. To be effective, collateral must evolve from generic handouts into targeted, engaging content that’s designed to be shared, skimmed, and trusted—whether it’s surfacing in a Slack thread or a TikTok feed. We break down what that evolution looks like in three key areas: writing, design, and delivery. |
Breaking Narratives. July 9, 2025, 12 PM EDT / 5 PM BST. Every month, Financial Narrative members gather for BREAKING NARRATIVES, a virtual roundtable conversation focusing on the latest headlines and trends in financial marcomms.
Speed Networking: Investing in Your Network – August 13, 10 AM EDT. Back by popular demand! Connect with other leaders in financial marketing and communications, focusing on investing in your network. At this speed networking style event, you will be placed in small groups with other attendees for short sessions for 30 minutes, allowing you to meet and chat with up to 24 other members.
Breaking Narratives – Sept. 10, 12 PM EDT. Every month, Financial Narrative members gather for Breaking Narratives, a virtual roundtable conversation focusing on the latest headlines and trends in financial marcomms.
The teams that need to be in lockstep
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Vested Managing Director Jacqueline Gogel shares why it’s more important than ever for PR and IR teams to work hand-in-hand. In today’s high-stakes environment, disconnected messaging can lead to real brand risk, especially during a crisis.
Jac outlines four practical ways to build a stronger PR-IR partnership, because when these two functions align, your firm can communicate with greater speed, clarity, and impact. Is your organization bridging the gap between these two functions?
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