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FINTECH AGILE MARKETING 101

Course code – FAM101

Course version – Virtual

Teaching hours – 3.5 hours

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Course overview and introduction

Agile marketing significantly benefits FinTech companies, particularly in a
regulated environment. It enables teams to adapt swiftly to changes, ensuring
compliance while maintaining a competitive edge. By streamlining and prioritising
strategic alignment, processes, and culture across the marketing organisation, agile
marketing helps FinTechs deliver real business impact.

As FinTechs grow and scale, embedding agile ways of working drives sustainable
change, builds resilience, and optimises using resources, tools, and data. To get
you started with agile marketing, we focus on practical, tailored training across key
areas to help FinTech marketers master the fundamentals of agile marketing and put
them into action. Our expert trainers from Bright Innovation will guide you through
the process, offering practical FinTech-based use cases so you can develop greater
agility in your teams.

Aims of the course

  • Educate: Ensure you have a solid understanding of agile marketing and audience development.
  • Enable: Facilitate the adoption of agile ways of working.
  • Empower: Equip yourself to lead and apply what you have learned within your teams.
  • Embrace: Support a sustainable approach to agile marketing.

FinTech Agile Marketing 101 – Virtual training, 3.5 hours. A quick start approach to understanding the foundations of agile marketing and its application within a FinTech environment. Maximum 12 attendees.

Who is the course for?

  • Mid-to-senior-level marketers in FinTech are looking to grasp the basics of agile marketing. 
  • Marketing managers and team leaders aim to introduce agile methodologies in their teams.  
  • Professionals responsible for marketing strategy and execution in a regulated environment.

Benefits of attending the course

This training programme helps FinTech marketers understand the principles of agile marketing and how to apply them. The training approach includes:

  • Interactive: Focus on interactivity and real-world applications, tailored for FinTech marketers seeking to advance their agile marketing skills
  • Foundation building: Providing a robust understanding of agile marketing fundamentals, ensuring all participants grasp the core concepts and their application
  • Practical application: Through interactive activities, participants learn to implement agile marketing effectively within their teams to drive value
  • Immediate application: Our training equips you with practical tools for experimentation, fostering a culture of continuous improvement through cycles of testing, learning, and optimisation
  • FinTech use cases: We use FinTech-specific examples to demonstrate agile marketing in action, addressing industry challenges and opportunities
  • Resource kit: Each participant receives an agile marketing handbook with templates and guidelines to support ongoing learning and application post-training.

Other Virtual Training benefits include: 

This course gives marketing leaders the knowledge and insights to improve marketing operations rapidly, equipping their teams to enhance efficiency, effectiveness, and audience engagement for better business results. Benefits include:

  • Work smarter: Understand agile marketing methodologies to maximise your people, budget, tools, and time
  • Drive improvement: Implement experimentation from day one to foster continual growth
  • Data-driven decisions: Use data and insights to inform strategic decisions.
  • Quick ROI: Demonstrate results and ROI swiftly
  • Adaptability: Develop the ability to pivot or persevere, adapting proactively to market forces
  • FinTech-Specific Use Cases: Apply agile principles immediately with relevant examples.

Certifications

  • Get certified for the time you dedicate to up-skilling yourself and boosting your knowledge.
  • All of our courses come with a certification of attendance, which can be added to your LinkedIn profile and CV. This advanced course is jointly accredited by FinTech B2B Marketing and Agile Marketing experts Bright.

Indicative content & Intended learning
objectives (ILOs)

Syllabus and learning outcomes Throughout the training, our expert trainer will use an example FinTech-specific activation to apply the key principles and concepts, learning by doing in a mock environment.

Details of the activation will be shared with you on the day.

Session 
What we’ll cover 
Learning outcomes 
Interactive elements 
Agile marketing in action
 
-  OverView of agile marketing and its benifits
 
– Understand what Agile marketing is, why it’s important  and how it can benefit FinTech teams
 FinTech use case used  throughout 
Understanding  SCRUM and  Sprints
– Overview of the sprint cycle and  key ceremonies
– Learn the practical applications of Agile marketing for B2B  FinTech and key ceremonies – Learn what the backlog is and how to build one
– Build a backlog 
Customer focus 
– Importance of customer centricity  in marketing 
– Understand being customer centric vs organisation centric
  
Experimentation 

–  Understand Running experiments
– Importance of strategic alignment – Running experiments in the sprint cycle
 – Complete a FinTech experimentation  framework 
Final thoughts  and wrap-up
– Overcoming barriers to activation 
– Understand how to get started 
  

 

Programme Details

£199 + VAT – Paid Member

£299 + VAT – Non-Member

Dates: 13 May 2025, 19 August 2025, 23 September 2025

Click on the button below to sign up for the training programme and one of our staff members will reach out to you to further discuss your requirements.

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Lydia Kirby

Meet the Trainer

Lydia Kirby is an accomplished communications expert with a remarkable track record in agile marketing transformation within the fintech and B2B technology sectors. Currently serving as the Marketing Transformation Director at Bright, the UK’s leading agile marketing consultancy, Lydia has over nine years of experience driving innovative marketing strategies and delivering impactful business outcomes.

In her global role, Lydia collaborates with top-tier clients like ADP and Informa to create visionary and operational strategies that enhance marketing efficiency. She is adept at breaking down silos, empowering teams, and fostering creative solutions to complex marketing challenges. Lydia’s approach combines strategic thinking with agile methodologies, ensuring that marketing efforts are both effective and adaptable.

Lydia’s expertise encompasses digital marketing, campaign strategy, client acquisition, and sales enablement. She has led numerous high-impact projects and campaigns, consistently demonstrating her ability to deliver tangible value and measurable results. Her leadership in agile marketing practices has positioned her as a thought leader and sought-after trainer, certified as an ICAgile Accredited Trainer.

Her academic background includes a First Class Honours degree in Management with Marketing from Royal Holloway, University of London, and a Level 4 CAM Diploma in Digital Marketing. Lydia’s passion for data-driven decision-making and her commitment to continuous improvement make her an inspiring speaker and a valuable asset to any fintech marketing event.

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