A night on tomorrow’s financial marketing

Key takeaways from the dinner include:

Change is constant, but principles endure

Change is constant, but strong marketing principles endure. While tools and trends evolve, fundamentals like knowing your audience, delivering value, and building trust remain vital. The most successful firms are those that adapt while staying grounded in these core truths.

The role of AI

AI is rapidly becoming a core part of marketing and will eventually become an invisible, everyday tool. As it drives greater efficiency and scale, it also introduces new challenges – particularly around brand safety and the spread of misinformation. At the same time, the rise of automation may lead to the disappearance of some entry-level roles, reshaping how marketing teams are built and how talent enters the field.

The future financial marketing

The future of financial marketing will be more democratised, using technology to bring boutique products to broader audiences. Efficiency will rise through cost-saving tools, while improved tech will reduce reliance on traditional creative services. Success will depend on strong storytelling, adaptability, and fluency in emerging technologies.

Politics and purpose

In a shifting political landscape, firms must carefully reassess how they align with social causes. While purpose remains important, marketing's credibility – and impact – ultimately depends on delivering measurable business results.

Guidance for marketers

Marketers should embrace meaningful change while staying focused on what truly drives value. It's easy to get caught up in the buzz of new technologies, but lasting impact comes from strategic thinking. Above all, keep storytelling human – rooted in authenticity and aligned with your brand’s core identity.

Find out more

To discuss how these insights apply to your firm’s brand, reach out to Kate Shaw in New York, Greg Hobden in London or Aliena Lai in Hong Kong