Thousands of banking leaders attended The Financial Brand Forum in April. We asked them what they thought — and the numbers speak for themselves! 🔥 95% said the Forum was a worthwhile use of their time and 9 out of 10 attendees said they'll be back. These results don't happen by accident. The Forum is built around one goal: equipping leaders in retail banking with the big ideas and best practices that grow your institution’s brand and your bottom line. 💡 The banking industry’s premier annual event will be back for its 13th year next spring — The Financial Brand Forum 2027 returns April 5-7. Get your ticket now to lock in the lowest possible price — save $1,005 with the Summer Super Special! 🎟️ https://hubs.la/Q04hH1V50 #creditunions #retailbanking #banking #financialmarketing #FBForum #financialindustry #BankMarketing #FinancialBrandForum #LeadersinBanking #Forum2027
The Financial Brand
Financial Services
Seattle, Washington 22,285 followers
The world’s leading retail digital banking and financial marketing publication, and host of The Financial Brand Forum.
About us
The Financial Brand is a digital banking publication, zeroed in on strategic marketing issues in the retail banking sector: banking innovation, banking technology, BNPL, data analytics, customer experience, artificial intelligence and much more. It is a comprehensive resource for C-level bankers looking for the latest ideas, insights and information about how financial institutions build and grow their brands. The Financial Brand also hosts the Financial Brand Forum, the world’s most elite conference on marketing, CX, data analytics and digital transformation in banking. The event is built exclusively for senior-level executives working in the financial industry, with a specific emphasis on those in marketing roles at retail banks and credit unions based in North America.
- Website
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https://thefinancialbrand.com/
External link for The Financial Brand
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Seattle, Washington
- Type
- Privately Held
- Founded
- 2007
Locations
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Primary
Get directions
Seattle, Washington 98101, US
Employees at The Financial Brand
Updates
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The Financial Brand reposted this
Another amazing week in Las Vegas with our clients at FBF! Vericast showed up in a big way as the title sponsor again this year. I am fortunate to work for such a great company and alongside so many talented minds. Special thanks to the Vericast marketing and events teams for their tireless efforts to bring the Vericast experience to life. Amy Swartz Kenneth Doory Karen Inman, CMP Alexa Bennett Thomas Harvell Courtney Hicks Kelley Garmon, MBA, PhD Darrell Baker
We’re still feeling the momentum from The Financial Brand Forum! Connecting with so many forward-thinking leaders in the financial institution space reminded us why these conversations matter. Thanks to everyone who stopped by the Vericast House and the booth to connect, whether it was a brief hello or a deep conversation. We truly valued each interaction. We'll see you in 2027! #FIPerformancePartner #FinancialBrandForum
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A huge thank you to our title sponsor Vericast for showing up in a big way at the Forum 2026 — year after year, they help make this event what it is. We are so grateful for the partnership!
We’re still feeling the momentum from The Financial Brand Forum! Connecting with so many forward-thinking leaders in the financial institution space reminded us why these conversations matter. Thanks to everyone who stopped by the Vericast House and the booth to connect, whether it was a brief hello or a deep conversation. We truly valued each interaction. We'll see you in 2027! #FIPerformancePartner #FinancialBrandForum
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Cookies are disappearing. This webinar from The Financial Brand and SmartNews reveals smarter ways for financial marketers to capture high-intent audiences, lower acquisition costs, and drive stronger performance beyond social media. You’ll learn how these premium news environments drive higher CTRs and more efficient CPCs than passive social feeds. We will provide a privacy-safe roadmap for a post-cookie growth strategy that captures consumers in “discovery mode” — when they are most likely to act. ⬇ Register Now!
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At the Forum 2026, 💯 Jim Marous sat down with Jorge Camargo from Bank of America to talk about how Erica evolved from a virtual assistant into enterprise AI infrastructure. This session was about what real personalization looks like at scale and what it means for every bank still trying to catch up. Watch the full conversation:
3.2 billion conversations. One big lesson: the best AI doesn’t wait to be asked. I had the privilege of joining 💯 Jim Marous 🎙️ on the Banking Transformed podcast at The Financial Brand Forum to talk about Erica’s evolution from virtual assistant into enterpise AI infrastructure at Bank of America. https://lnkd.in/g_iXGRrP
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🚨 Your website should be driving revenue — not just traffic. Most financial institutions are still relying on fragmented data, slow execution, and guesswork while digital-first competitors move faster. Join this upcoming webinar with iQuanti's Vishal Maru and The Financial Brand to learn how AI can uncover hidden conversion gaps, prioritize growth opportunities, and turn your website into a measurable revenue engine. 📅 May 27, 2026 at 2 PM ET You’ll learn how to: ✔ Identify friction points hurting conversions ✔ Benchmark against top-performing banks and fintechs ✔ Prioritize opportunities with predicted business impact ✔ Turn insights into implementation-ready optimization plans If digital growth and measurable ROI are priorities in 2026, this session is worth your time. Don'y miss out. Register now!
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Community banks can't outspend the big guys — but they can out-connect and out-serve them. Jill Castilla, CEO of Citizens Bank of Edmond, shared exactly how at The Financial Brand Forum 2026 in the CMO Masterminds. Attendees heard how she rebuilt a struggling community bank through executive visibility, community-driven experiences, and a culture built for change — and what it means for institutions competing in crowded markets today. Read a recap of what Jill Castilla and Eric Fulwiler discussed in their session. https://lnkd.in/euUqNBFh Don't miss out next year! Lock in the lowest rate possible for The Financial Brand Forum 2027: https://hubs.la/Q04g0yCN0
1. Build trust through visibility 2. Create experiences customers remember 3. Nurture a culture comfortable with change Those three ideas shaped a great conversation with Eric Fulwiler at The Financial Brand Forum in Las Vegas as part of their CMO Mastermind series. Community banks like Citizens Bank of Edmond cannot outspend the largest institutions, but we can out-serve, out-connect, and outlast by staying connected to the communities we serve. Thank you to Jessica Kendall and The Financial Brand for highlighting the discussion and the work community banks are doing to stay resilient.
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The Financial Brand reposted this
Great insights from the Financial Brand Forum 2026 Executive Leadership Series, where Ryan Bailey, CSB's President and CEO, joined Jim Marous from The Financial Brand for a conversation on how community banks can compete and win in today’s evolving landscape. The discussion explored leadership, innovation, customer relationships, and the opportunities community banks have to stand out in a rapidly changing industry. Watch the full conversation to hear more insights from Ryan and Jim: https://lnkd.in/eyeUhX93 #CommunityBank #LocalBank #Leadership #Podcast #ExecutiveLeadership
Scale no longer guarantees dominance in banking. In this episode, Ryan Bailey, of Cambridge Savings Bank, explains how community banks can win with focus, strategy, and execution. 👉 Watch the full video via the link in the comments.
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The Financial Brand reposted this
𝗧𝗵𝗲 𝗿𝗮𝗰𝗲 𝗳𝗼𝗿 𝗽𝗿𝗶𝗺𝗮𝗰𝘆 𝗵𝗮𝘀 𝗻𝗲𝘃𝗲𝗿 𝗯𝗲𝗲𝗻 𝗺𝗼𝗿𝗲 𝘂𝗿𝗴𝗲𝗻𝘁 — 𝗼𝗿 𝗺𝗼𝗿𝗲 𝘄𝗶𝗻𝗻𝗮𝗯𝗹𝗲. Join us on May 20 for a webinar in partnership with The Financial Brand exploring how banks and credit unions can leverage relationship data, financial wellness tools, and personalized offers to deepen engagement and grow wallet share in an increasingly competitive market. We’ll discuss: ✔️ 𝗪𝗵𝘆 𝘁𝗿𝗮𝗱𝗶𝘁𝗶𝗼𝗻𝗮𝗹 𝘀𝗶𝗴𝗻𝗮𝗹𝘀 𝗹𝗶𝗸𝗲 𝗱𝗶𝗿𝗲𝗰𝘁 𝗱𝗲𝗽𝗼𝘀𝗶𝘁 𝗮𝗿𝗲 𝗻𝗼 𝗹𝗼𝗻𝗴𝗲𝗿 𝗿𝗲𝗹𝗶𝗮𝗯𝗹𝗲 𝗶𝗻𝗱𝗶𝗰𝗮𝘁𝗼𝗿𝘀 𝗼𝗳 𝗽𝗿𝗶𝗺𝗮𝗰𝘆 ✔️ 𝗛𝗼𝘄 𝗰𝗼𝗻𝘀𝘂𝗺𝗲𝗿𝘀 𝗮𝗿𝗲 𝗾𝘂𝗶𝗲𝘁𝗹𝘆 𝘀𝗵𝗶𝗳𝘁𝗶𝗻𝗴 𝗮𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗲𝗹𝘀𝗲𝘄𝗵𝗲𝗿𝗲 𝘄𝗵𝗶𝗹𝗲 𝗿𝗲𝗺𝗮𝗶𝗻𝗶𝗻𝗴 “𝘁𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹𝗹𝘆 𝗮𝗰𝘁𝗶𝘃𝗲” ✔️ 𝗛𝗼𝘄 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗶𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝘀 𝗮𝗿𝗲 𝘀𝗵𝗼𝘄𝗶𝗻𝗴 𝘂𝗽 𝘄𝗶𝘁𝗵 𝗿𝗲𝗹𝗲𝘃𝗮𝗻𝘁 𝗼𝗳𝗳𝗲𝗿𝘀 𝗮𝘁 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗺𝗼𝗺𝗲𝗻𝘁 If your institution is focused on retention, engagement, and long-term growth, this session is for you. Join SavvyMoney's Chief Revenue Officer, Chris Fraenza, SavvyMoney's Chief Product Officer, David Dowhan, and BCU's SVP, Strategic Growth & Engagement, Jill Sammons, for this can't-miss webinar! 📅 Wednesday, May 20 at 11 AM PT/2 PM ET Register here: https://hubs.ly/Q04gkfyV0 #Banking #CreditUnions #FinancialWellness #DigitalBanking #Fintech #TheFinancialBrand #WeAreSavvyMoney
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Missed the Forum 2026? Here are some standout takeaways from the team at First Western Trust!
This week, I went to my first work conference, The Financial Brand. One speaker who stood out to me was Josh Streufert, Principal/Creative Director at Strum. His session, The Science of Branding: Tapping the Hidden Forces Behind Consumer Decisions reminded me why I love marketing and what attracted me to it in high school: how deeply rooted it is in understanding people. Josh talked about the limbic system in the brain, which regulates your emotions, behavior, motivation, and memory. “When you compete on logic, you compete on the sameness.” So, is having a competitive rate, great service, and a smooth digital experience enough when every other bank is saying the same thing? While people can create a nice logical list when making a decision, many times emotion swoops in and drives the decision. “When presented with two similar options, people are going to pick the one they like.” In the financial world, everyone knows, a bank is a bank is a bank. So how can a bank stand out? How can a company stand out and become likeable and tied to the emotional part of the decision process? The answer is empathy and speaking to the fundamental reasons why people make decisions. Long story short, logic justifies but emotions decide. Your marketing and messaging should “feed the empathy engine” and connect with people’s emotions and beliefs because until someone’s belief shifts, they won't act. Just think of a friend, family member, or even yourself. Let’s be real; we’re all stubborn about something. Someone can present all the logic in the world, but it often will not matter until something connects on an emotional level and shifts what you believe. To review whether your marketing is effective, Josh shared three questions to think about: What do I want them to feel? What do I want them to do? Call, click a button, fill out a form? What do I want them to take away? What experience, impression, or thought are they left with after interacting with your brand? “That company is cool.” “They’re easy to work with.” “They’re fun.” “They really care.” So next time you see an ad or if you’re in marketing, creating content, ask yourself these questions and see what happens. Looking forward to bringing these findings to First Western Trust!
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