What we do
Research
Harness FMI's data and insights to drive more effective and efficient digital engagement with advisors, customers and investors alike.
Consulting
Leverage FMI's PhD-led services to better acquire, retain, and expand customer relationships.
Education and Certification
Register for leading-edge courses and obtain an official Certification in Digital Marketing for Financial Services by the Financial Marketing Institute.
It is critical to ensure that data and Technology can enable Financial Marketing and Business Outcomes your organization needs.
The end goal is to deliver best of breed marketing technology against the
Strategic • Business • Marketing
goals of the organization.
Increase revenue
Improve efficiency (reduce costs)
Deliver on strategic transformation agenda
How we work
Digital Engagement Benchmarks:
The Financial Marketing Institute creates industry-specific, digital engagement benchmarks for Social, Mobile, Web, Display and Email channels.
Industry insights are also given across six financial services verticals, including –
1
Asset Management2
Wealth Management3
Life Insurance4
P&C Insurance5
Retail Banking6
Commercial Banking
Why we are different
The Financial Marketing Institute has developed proprietary models by which the top 100 financial services firms are evaluated, scored and ranked in:
- 1.Website Experience
- 2.Social Media Experience
- 3.Mobile Experience
- 4.Customer Experience and
- 5.Advisor Portal Experience [NEW in 2026].
Ready to get started
Our success is built on long-term relationships by discovering the challenges and opportunities for the future state of the business.
Receive Monthly Industry Reports & Invitations to Free Webinars & Events
Become a Member at No CostOur client base includes global leaders in
Financial Services, Insurance, Media and Technology.
Current and founding sponsors of our research include:
latest news blogs
The FMI Signal
What I am noticing this week is not a new platform, a new regulation, or even a new AI capability. It is a growing gap between how financial marketers believe they are adding value and where value is actually being created. Across banking, insurance, and wealth management, marketing teams are moving faster than ever. There… Continue reading Home
From Attribution to Incrementality
For years, attribution models have served as the dominant lens through which financial services marketers attempted to understand marketing performance. They promised order in an increasingly complex media environment, offering structured answers to difficult questions about which channels, campaigns, and touchpoints deserved credit for business results. But as the industry has matured, many marketing leaders… Continue reading Home
