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FinTech Agile Marketing Fundamentals

Course code – FAM001

Course version – In-Person

Teaching hours – 6

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Course overview and introduction

Agile marketing offers significant benefits to 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 the use of 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 industry leading expert trainers will guide you through the process, offering practical FinTech-based use cases so you can develop greater agility in your teams.

FinTech Agile Marketing Fundamentals – 1-day in-person bootcamp. Understand where and how to apply agile ways of working with interactive, practical training based on a FinTech use case, delivered by our accredited marketing trainers who have real-world experience working with FinTechs.

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 you to lead and apply learnings within your teams.
  • Embrace: Support a sustainable approach to agile marketing.

Who is the course for?

  • Mid to senior-level marketers in FinTech 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

The programme fosters robust foundations of knowledge and begins to nurture
abilities and behaviours which underpin the continuing professional development of delegates, producing key benefits which include:

  • 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.

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 and can be added to your LinkedIn profile and CV. This advanced course is accredited from FinTech B2B Marketing.

Indicative content & Intended learning
objectives (ILOs)

Syllabus and learning outcomes throughout the training, our expert trainer will be using 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.

FinTech agile marketing fundamentals – 1-day in person boot camp in London: 

Session What will we cover Key learning outcomes Interactive session
Intro to agile marketing Overview of agile marketing and its benefitsKey components of agile marketing, principles, and values Understand the principles and values of agile marketing and what makes an agile team Discuss experience with agile ways of working and challenges experienced
Agile marketing in action  Overview of the sprint cycle and key ceremoniesBuilding and managing the backlog Learn the practical applications of Agile Learn what the backlog is and how to build oneUnderstand how to run key ceremonies such as sprint planning, stand-ups, reviews, and retrospectives Define sprint planning, apply the FinTech use case
Customer focused approach Importance of customer centricity in agileTools and techniques to ensure customer centricity Understand being customer centric vs organisation centricApply different techniques to support your teams being more customer and audience centric Explore how to use customer centric tools and techniques
Marketing experimentation Running experimentsPrioritisation and using data to drive actions (To pivot or persevere) Importance of strategic alignmentRunning experiments in the sprint cycleUnderstand techniques for prioritisation and using data to inform future sprints Complete an experimentation framework for the use case
Embedding agile marketing Doing agile vs being agileOvercoming barriers to success Understand how to embed an agile cultureIdentify potential blockers and barriers

Discuss how you can support your teams embed agile

 

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 In-person training course benefits

Designed to provide marketing leaders with insights to improve operations and enhance their team’s skills for better business outcomes. Benefits include:

  • Work smarter: Maximise efficiency with agile marketing methodologies.
  • Drive improvement: Implement continual improvement through experimentation.
  • Data-driven decisions: Inform decisions with data and insights.
  • Quick ROI: Achieve and demonstrate results at pace.
  • Adaptability: Proactively adapt to market changes.
  • FinTech-specific use cases: Apply agile principles with industry-relevant examples.
  • Networking: Face-to-face interaction enhances understanding and builds connections.
  • Live sessions: Engage in real-time use cases and working sessions to reinforce agile marketing principles in your environment.

 

Programme Details

£699+ VAT – Paid Member
 
£799 +VAT – Non-Member
 
Dates: 16 April 2025 from 8:30 am – 3:00 pm (UK time)
 
Address: TBC, United Kingdom
 
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.