You may be aware of the SM&CR – the Senior Managers and Certification Regime. The regime will apply to all solo-regulated firms (i.e. those regulated by only the FCA or PRA) from 9 December this year.

But what are the regulations?

How will they impact conduct and accountability at your firm?

And mos..

New research published this week shows that London has overtaken New York as the capital of fintech deals.

The report, published by industry body Innovate Finance along with London & Partners, reveals record investment in the UK fintech sector. It also finds that London attracts the largest number o..

A new survey of the UK’s most valuable brands identifies the fastest-growing brands in 2019.

What do these winning companies have in common – and how can you emulate their success? We investigate.

Automating some of your marketing processes can have huge benefits.

Automation can mean a number of things in marketing. But whether you introduce a degree of automation to your production processes or automate the delivery of your marketing activity. Automated approaches can improve efficiency, sav..

Inbound marketers are constantly looking for ways to generate more leads from their websites and increase conversion. But in order to convert, you need to direct people to your website in the first place.

To increase the conversion rate, as a marketer you need a clever and creative lead generation s..

The Financial Conduct Authority has told claims management companies (CMCs) that they must do more to ensure their promotions do not mislead potential customers.

On 23 August, the Authority announced a number of new rules in relation to financial promotions issued by CMCs. These new rules aim to ens..

Digital transformation (DT) in the finance industry is a concept which has now become part of a successful business strategy rather than just technology.

Digital transformation has made a positive impact on business operations in the finance industry. It has led to opportunities of faster, cost-eff..

In a highly competitive financial services sector, fintech companies are revolutionising banking, pressurising traditional firms to develop better products and provide customers with a better experience.

Personalisation is a hot topic in marketing today. It is an opportunity, not just in the form of..

Has anyone in your business ever ‘gone rogue’ and created an unapproved new piece of collateral?

Possibly, worse, has anyone recreated an unapproved version of something that already exists because they can’t find the document they’re looking for?

The Marketing Manager’s role is more varied than most.

Your job might encompass both strategic planning and admin…writing sell sheets and reporting on digital marketing analytics…making decisions on SEO and organising events.

Not surprising, then, that marketing has a tradition of using external ag..

The financial regulator publishes reams of guidance on how to produce compliant financial promotions.

Yet in spite of this, firms continue to break the rules – either accidentally or by pushing the limits of what they can get away with.

How many firms break the rules? How does the FCA respond? And ..

You’ve probably heard of marketing personas, sometimes known as ‘buying’ or ‘buyer’ personas. It’s a term used increasingly in marketing strategy.

But what are personas? What is the definition of a marketing persona and what is it used for? How detailed do these personas need to be? And how can you ..

A new survey has uncovered how marketers plan to spend their budgets in 2020.

The survey, by business intelligence company the Incite Group, questioned 950 marketers. It aimed to understand their goals, priorities and the ways they plan to allocate budgets in the coming year.

Your brand is one of your most valuable assets.

It helps your firm to differentiate itself, makes you visible and recognisable to you your customers and prospects and can be invaluable shorthand for your values – the things your business stands for.

Martech – where marketing meets technology – is an intrinsic part of today’s marketing landscape. But what exactly do people mean when they talk about martech? And what are the key trends and developments you need to be aware of?