Marketing in the financial sector isn’t like marketing anywhere else. With strict oversight, shifting consumer behaviors, and constant industry change, financial marketers face a unique set of challenges.​

“Pathfinder” is a newsletter designed specifically for marketers in the financial services industry. Each edition highlights timely topics and delivers practical, actionable insights right to your inbox.

Created by financial marketers, for financial marketers “Pathfinder” speaks your language.

Every edition includes:

  • A thoughtful deep dive on a timely topic
  • Curated reading and tools with real impact
  • Poll results and perspectives from peers 
  • Quick takeaways you can put into practice

Sign up now to get smart insights for financial marketers.


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5 Financial Marketing Trends to Track for 2027
The shifts financial services marketers need to know and plan for now Planning season has a way of making every new platform, capability, and ... more
Enter the Age of Credibility in Financial Marketing
How search behavior and digital influence are reshaping financial services marketing... more
Enter the Age of Credibility in Financial Marketing
How search behavior and digital influence are reshaping financial services marketing... more
An illustrative orange credit card
Comprehensive guide to credit card marketing
Are you wondering where to start with developing your credit card marketing strategy? Great news: you're in the right place. With the number ... more
Vicky Holland is retiring! 
Some people build careers. Vicky Holland built momentum and never let off the gas.   She has led with a ... more
AI in financial marketing: Beyond the buzz
Artificial intelligence has quickly moved from cautious pilot projects to a core component of financial marketing. The real challenge isn't adoption; it's ... more
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