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Affiliate and partner programs have quietly become one of the most reliable growth channels in financial services. Lenders, prop trading firms, wealth managers and insurance groups are all discovering that referral-led acquisition can outperform paid media on both cost and quality of customer. The catch is that finance and insurance
Financial services and insurance firms have become much better at creating content over the last few years. Compliance and marketing teams are now more adept in producing useful, accessible thought leadership within appropriate regulatory controls, marketing budgets have shifted towards content-led marketing, and most regulated firms publish a steady stream
Every board pack in financial services now has an AI agenda item. Every marketing team is being asked to “do something with agentic AI.” And every CEO knows that the firms who get this right first will have a genuine advantage in cost, speed and customer experience. The problem isn’t
When someone asks a chatbot which life insurance policy suits their circumstances, or how much they should be putting into a pension, could the response amount to regulated financial advice? The answer hinges on what’s actually said, not on who — or what — says it. The legal test hasn’t
An affiliate programme lets comparison sites, finance bloggers, cashback platforms, and content publishers drive qualified traffic to your product — paid only when it converts. For finance and insurance brands, this makes acquisition cost predictable and scalable without the auction-driven volatility of paid media. Unlike referral marketing, which relies on
A referral programme turns existing customers into an acquisition channel — rewarding them for recommending your product to people they know. For finance and insurance brands, this is one of the highest-trust, lowest-cost ways to grow, because people buy financial products on recommendation more than almost any other category. Done
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