Finimize

Snag one of the last early bird tickets for the Modern Investor Summit before they’re gone! 😱 Get 50% off today and join us on Wednesday, December 4th, in London for the year's biggest event for retail investors. Don’t miss your chance to dive into fireside chats, hands-on workshops, and a legendary afterparty with fellow investors! Grab your early bird ticket here 👉 https://lnkd.in/etU5nwkB

It’s a big week in the USA! 🌎   This Thursday at 5pm GMT I will join Schwab’s Chief Global Investment Strategist Jeffrey Kleintop and Stéphane Renevier, CFA from Finimize in a special online discussion about what global investors should be thinking about post-election. You can sign up for this 30 minute session at the link below.   Really looking forward to hearing Jeff and Stephane’s thoughts and thrilled to see Charles Schwab partner with Finimize for the first time.  US Election Special: The Landscape, Regardless Of Who Wins Tickets, Thu 7 Nov 2024 at 17:00 | Eventbrite

The Modern Investor Summit is just over a month away 😱 Join us to learn from the biggest names in finance at this two-day virtual event packed with over 30+ speakers to make you a smarter investor. Register by Sunday, November 3rd, for a free ticket and a chance to win a $250 Apple gift card 👉 https://lnkd.in/ehH7pfqm

Margaret Jobling is the CMO at NatWest Group. NatWest turned a £6 billion profit last year (for context, that's more than BlackRock in 2023). A giant business with over 200,000 employees. But you’d never know it talking to Marg. She’s incredibly humble, funny, and kind. And, of course, a master of marketing. Marg's ability to bring customer empathy and business sense together seamlessly is second to none. In her career, she’s shaped some of the country's most-loved brands like Cadbury, Birdseye, and Lynx. Creating emotional connections with creative that sticks with us even today. [you must remember those Lynx ads...] But perhaps it’s her PhD in chemistry or her time in private equity that gives her a laser focus on the numbers. Marg shares this trait with the very best CMOs I’ve spoken to: an ability to bring emotion and creativity to a brand while pairing it with credible business metrics that shape company strategy. Recording this episode was such a joy, and it’s a goldmine for anyone looking to raise the bar in financial services marketing. In our chat, we cover: - How to allocate budget between brand + performance - What turns savers into investors - What channels are driving customer acquisition - How to speak the language of the C-suite - Lessons from the rise of digital and social - How to uncover the right customer insights - Following data while trusting your gut - How to bring purpose to a business the size of Natwest - Remaining human in a data-driven world - Obsessively thinking customer-first Full episode in the comments👇 This is from the Finimize for business podcast where I interview the top CMOs to work in financial services. P.S. my next guest is the only FS CMO I know of to win an Emmy for their creative work in finance. It's going to be a corker, subscribe to be the first to hear it!

📣The waitlist for our Modern Investor Summit in-person London event is officially open and we're giving away 100 free tickets! Apply here before 6 pm GMT today (October 31st) and you could snag a free ticket to join us live for our biggest event of the year 👉  https://lnkd.in/d62xPjEu But if you can’t make it to London on December 4th, you can still join us virtually on December 3rd & 4th. Claim your free virtual ticket and tune in to the main event from anywhere in the world via the link in the comments.

The Modern Investor Summit 2024 lineup is not to be missed! 👀 We could not be more excited to add Mellody Hobson as one of our keynote speakers. She’s co-CEO of Ariel Investments that's also held a seat on some major boards. JPMorganChase, Estée Lauder, Starbucks, DreamWorks Animation— to name just a few. Grab your free ticket and join us live 👉  https://lnkd.in/dVACdTvt

🗳️ Election stuff you need to know. Join us at our upcoming event on October 29th in partnership with IG to learn key takeaways and strategies on how to prepare your portfolio ahead of the US Election with Chris Beauchamp, Chief Market Analyst at IG & Carl Hazeley, VP of Content and Chief Analyst at Finimize. 📅 Tuesday, October 29th ⏰ 5 pm UK time RSVP and save your seat here! 👉 https://lnkd.in/dhKDpbEM

📈 Elevate your portfolio with options Join us at our upcoming event today in partnership with IG to discover powerful strategies, essential tools, and actionable steps to elevate your portfolio and enhance your approach to options trading with Hannes Bruwer, Options Sales Trader at IG. 📅 Tuesday, October 15th ⏰ 5 pm UK time RSVP and save your seat here! 👉 https://lnkd.in/d77RA97T

Former chairwoman of Starbucks ☕ Former chairwoman of Dreamworks 🎥 Board member of JPMorgan 💰 Former board member of Estee Lauder ✨ Wow, we could not be more excited to hear from Mellody Hobson as one of the keynote speakers at this year's Finimize Modern Investor Summit. Get your free ticket today – link in comments 👇

🚀 Our next Future of Finance event is at capacity, and it’s shaping up to be an unmissable conversation! On Wednesday, October 9th in central London, industry leaders Todd Myers, Global COO of Private Wealth Solutions at Blackstone and Michael Sidgmore, Co-Founder of Broadhaven Ventures and Founder of the Alt Goes Mainstream podcast, will dive into the rising popularity and opportunities in the alternative asset space. If you work in finance and missed out, join the waitlist for a chance to gain these valuable insights: https://lnkd.in/gyPJN57B