The Financial Marketing Institute provides industry-specific research, analytics, consulting and executive education to financial marketing executives. It is the primary source of industry trends and benchmarks for financial marketers. In addition, the Financial Marketing Institute provides consulting services in Data Modeling & Analytics, Customer Experience Capabilities Assessment & Strategy and in MarTech Capabilities Assessment & Strategy, based on proprietary frameworks and methods.
The Financial Marketing Institute offers a variety of executive education workshops and courses throughout the year to train the next generation of financial marketers. Certifications are currently offered in Customer Experience Innovation, MarTech Strategy and in Digital Marketing of Financial Services.