Finalto’s Kate Ryan discusses her views on optimizing B2B acquisition.
Why her analysts need new keyboards and a golden tip for industry beginners.
Interviews
Kate Ryan, Group Head of Marketing at Finalto
In this new series, we sit down with industry participants to glimpse into their backgrounds, views, lessons learned, and some titbits from their professional lives. For the very first article, we bring you Kate Ryan, Group Head of Marketing at Finalto.
KR: I am truly blessed to have secured a much-coveted window seat in our 11th floor office in Broadgate Tower. And if I crane my head as far as it will go I can get a peak of Spitalfields market.
FM: What was your first job and how did you break into finance?
KR: I worked in ad agencies, initially for big retail brands. I then worked in a media agency servicing clients like Artemis fund managers, Investec, and NS&I, before taking my first client-side role as Head of Marketing for ETX Capital (now ovalfx).
FM: What keeps you most busy these days?
KR: Planning and implementing our presence at fmls22 has been keeping me out of trouble for the past month 😊 However on the whole I would say, ideas. Coming up with ideas for engaging ways we can interact with our clients and the industry.
A lot of what we do is being driven through content and finding useful information we can distribute in creative ways to ensure we are front of mind whilst adding value to our customers is becoming more key.
FM: You have served long stints in financial firms facing B2B and B2C audiences. What are the most significant differences for marketers?
KR: Well, audiences drive the messaging. Understanding what is important to each type of customer helps augment the marketing initiative. Also understanding what we are trying to achieve with each piece of marketing.
B2C marketing is much easier to draw a line from activity to result and ROI, however not all B2C marketing is for that purpose, there is a longer tail part of the plan which is to build a brand and become familiar to your target audience.
FM: You’ve been for a while in the industry; How has marketing in online trading changed in recent years?
KR: There have been some massive changes over the 20 years I have been working in this sector. The most obvious being the emergence of digital channels becoming dominant over traditional media.
Back in the day we may have popped a token 5% of the budget on a website like Yahoo, but the bread and butter of our media plan would have been print, posters (paper and paste of course), and TV. Cookie policies, GDPR opt-ins, and private browsing are also new concepts to navigate. Catering for mobile first adopters has also been key ASO, and App store channel management has become as important as Google SEO.
Social and content are now arguably the biggest head count for us. We have had to learn how to provide engaging content in different formats for new generations who like their news and updates snappy to the point, usually in under 60 seconds (thanks, TikTok).
FM: What do you make of sports sponsorships for B2B business? Do you find value in that?
KR: I think there is certainly a place for sports sponsorships in this space, if it aligns with the business’s long-term goals.
FM: speaking of sports, which team do you support and why?
If I didn’t say Leicester City, I would be in trouble with Mr. Ryan!
FM: we wouldn’t want to cause that! What about recommended books that you read lately?
KR: Where the crawdads sing was a great read, and Tess of the d’Urbervilles is a classic I try to reread every few years.
FM: fantastic. Back to your day-to-day, how does it feel to be in financial services in London and the UK nowadays? is the turmoil evident in the day-to-day?
KR: It feels busy. Our chief market analyst has never been more in demand, he’s worn out his keyboard 😊 we have national news channels reporting from our offices most weeks. The great thing about working in the financial markets from a marketing perspective is that there is always news, some market somewhere is always moving.
FM: What advice would you give someone starting out in the industry?
If you're joining my team, I generally ask for a ‘can-do’ attitude, a sense of humour and the ability to not be overwhelmed by the entirety of the task.
I think in this industry as a whole, it is sage advice to behave yourself. It’s a small village with a revolving door of employment. You will cross paths with old colleagues again in your career so be memorable for all the right reasons!
In this new series, we sit down with industry participants to glimpse into their backgrounds, views, lessons learned, and some titbits from their professional lives. For the very first article, we bring you Kate Ryan, Group Head of Marketing at Finalto.
KR: I am truly blessed to have secured a much-coveted window seat in our 11th floor office in Broadgate Tower. And if I crane my head as far as it will go I can get a peak of Spitalfields market.
FM: What was your first job and how did you break into finance?
KR: I worked in ad agencies, initially for big retail brands. I then worked in a media agency servicing clients like Artemis fund managers, Investec, and NS&I, before taking my first client-side role as Head of Marketing for ETX Capital (now ovalfx).
FM: What keeps you most busy these days?
KR: Planning and implementing our presence at fmls22 has been keeping me out of trouble for the past month 😊 However on the whole I would say, ideas. Coming up with ideas for engaging ways we can interact with our clients and the industry.
A lot of what we do is being driven through content and finding useful information we can distribute in creative ways to ensure we are front of mind whilst adding value to our customers is becoming more key.
FM: You have served long stints in financial firms facing B2B and B2C audiences. What are the most significant differences for marketers?
KR: Well, audiences drive the messaging. Understanding what is important to each type of customer helps augment the marketing initiative. Also understanding what we are trying to achieve with each piece of marketing.
B2C marketing is much easier to draw a line from activity to result and ROI, however not all B2C marketing is for that purpose, there is a longer tail part of the plan which is to build a brand and become familiar to your target audience.
FM: You’ve been for a while in the industry; How has marketing in online trading changed in recent years?
KR: There have been some massive changes over the 20 years I have been working in this sector. The most obvious being the emergence of digital channels becoming dominant over traditional media.
Back in the day we may have popped a token 5% of the budget on a website like Yahoo, but the bread and butter of our media plan would have been print, posters (paper and paste of course), and TV. Cookie policies, GDPR opt-ins, and private browsing are also new concepts to navigate. Catering for mobile first adopters has also been key ASO, and App store channel management has become as important as Google SEO.
Social and content are now arguably the biggest head count for us. We have had to learn how to provide engaging content in different formats for new generations who like their news and updates snappy to the point, usually in under 60 seconds (thanks, TikTok).
FM: What do you make of sports sponsorships for B2B business? Do you find value in that?
KR: I think there is certainly a place for sports sponsorships in this space, if it aligns with the business’s long-term goals.
FM: speaking of sports, which team do you support and why?
If I didn’t say Leicester City, I would be in trouble with Mr. Ryan!
FM: we wouldn’t want to cause that! What about recommended books that you read lately?
KR: Where the crawdads sing was a great read, and Tess of the d’Urbervilles is a classic I try to reread every few years.
FM: fantastic. Back to your day-to-day, how does it feel to be in financial services in London and the UK nowadays? is the turmoil evident in the day-to-day?
KR: It feels busy. Our chief market analyst has never been more in demand, he’s worn out his keyboard 😊 we have national news channels reporting from our offices most weeks. The great thing about working in the financial markets from a marketing perspective is that there is always news, some market somewhere is always moving.
FM: What advice would you give someone starting out in the industry?
If you're joining my team, I generally ask for a ‘can-do’ attitude, a sense of humour and the ability to not be overwhelmed by the entirety of the task.
I think in this industry as a whole, it is sage advice to behave yourself. It’s a small village with a revolving door of employment. You will cross paths with old colleagues again in your career so be memorable for all the right reasons!
HFM Hires Ex-Zarvista CEO Mohammed Essosse as Head of Business Development for North Africa
Featured Videos
FM Daily Brief – 11 June 2026
FM Daily Brief – 11 June 2026
FM Daily Brief – 11 June 2026
FM Daily Brief – 11 June 2026
Today’s Thursday, the 11th of June 2026, and these are our main stories: Spain moves to classify certain futures products as CFDs for retail investors, IUX reports more than $1.5 trillion in monthly trading volume, and a closer look at why crypto still struggles to reach the mainstream.
Today’s Thursday, the 11th of June 2026, and these are our main stories: Spain moves to classify certain futures products as CFDs for retail investors, IUX reports more than $1.5 trillion in monthly trading volume, and a closer look at why crypto still struggles to reach the mainstream.
Today’s Thursday, the 11th of June 2026, and these are our main stories: Spain moves to classify certain futures products as CFDs for retail investors, IUX reports more than $1.5 trillion in monthly trading volume, and a closer look at why crypto still struggles to reach the mainstream.
Today’s Thursday, the 11th of June 2026, and these are our main stories: Spain moves to classify certain futures products as CFDs for retail investors, IUX reports more than $1.5 trillion in monthly trading volume, and a closer look at why crypto still struggles to reach the mainstream.
In this video, we review @AxiOfficialChannel , a multi-asset broker offering access to forex and CFD markets through MetaTrader 4, MetaTrader 5, the Axi Trading App, and copy trading solutions.
We examine the broker’s regulatory framework, platform offering, market coverage, and customer support structure. We also explore key features such as available trading instruments, swap-free account options, funding considerations, and multilingual support.
Watch the full video for a clear, fact-based overview of Axi’s products, trading tools, and overall broker offering.
#Axi #ForexBroker #CFDTrading #FinanceMagnates #Trading #BrokerReview #OnlineTrading
In this video, we review @AxiOfficialChannel , a multi-asset broker offering access to forex and CFD markets through MetaTrader 4, MetaTrader 5, the Axi Trading App, and copy trading solutions.
We examine the broker’s regulatory framework, platform offering, market coverage, and customer support structure. We also explore key features such as available trading instruments, swap-free account options, funding considerations, and multilingual support.
Watch the full video for a clear, fact-based overview of Axi’s products, trading tools, and overall broker offering.
#Axi #ForexBroker #CFDTrading #FinanceMagnates #Trading #BrokerReview #OnlineTrading
In this video, we review @AxiOfficialChannel , a multi-asset broker offering access to forex and CFD markets through MetaTrader 4, MetaTrader 5, the Axi Trading App, and copy trading solutions.
We examine the broker’s regulatory framework, platform offering, market coverage, and customer support structure. We also explore key features such as available trading instruments, swap-free account options, funding considerations, and multilingual support.
Watch the full video for a clear, fact-based overview of Axi’s products, trading tools, and overall broker offering.
#Axi #ForexBroker #CFDTrading #FinanceMagnates #Trading #BrokerReview #OnlineTrading
In this video, we review @AxiOfficialChannel , a multi-asset broker offering access to forex and CFD markets through MetaTrader 4, MetaTrader 5, the Axi Trading App, and copy trading solutions.
We examine the broker’s regulatory framework, platform offering, market coverage, and customer support structure. We also explore key features such as available trading instruments, swap-free account options, funding considerations, and multilingual support.
Watch the full video for a clear, fact-based overview of Axi’s products, trading tools, and overall broker offering.
#Axi #ForexBroker #CFDTrading #FinanceMagnates #Trading #BrokerReview #OnlineTrading
In this video, we review @AxiOfficialChannel , a multi-asset broker offering access to forex and CFD markets through MetaTrader 4, MetaTrader 5, the Axi Trading App, and copy trading solutions.
We examine the broker’s regulatory framework, platform offering, market coverage, and customer support structure. We also explore key features such as available trading instruments, swap-free account options, funding considerations, and multilingual support.
Watch the full video for a clear, fact-based overview of Axi’s products, trading tools, and overall broker offering.
#Axi #ForexBroker #CFDTrading #FinanceMagnates #Trading #BrokerReview #OnlineTrading
In this video, we review @AxiOfficialChannel , a multi-asset broker offering access to forex and CFD markets through MetaTrader 4, MetaTrader 5, the Axi Trading App, and copy trading solutions.
We examine the broker’s regulatory framework, platform offering, market coverage, and customer support structure. We also explore key features such as available trading instruments, swap-free account options, funding considerations, and multilingual support.
Watch the full video for a clear, fact-based overview of Axi’s products, trading tools, and overall broker offering.
#Axi #ForexBroker #CFDTrading #FinanceMagnates #Trading #BrokerReview #OnlineTrading
Multi-Asset or Die: The New Brokerage Playbook
Multi-Asset or Die: The New Brokerage Playbook
Multi-Asset or Die: The New Brokerage Playbook
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This panel will explore how firms are moving beyond CFDs into crypto, perpetuals, equities, and multi‑asset offerings, and the challenges they face across regulation, technology, liquidity, and risk management. It examines what is driving the shift, what it takes to execute it successfully, and how brokers can position themselves for the next phase of growth.
This panel will explore how firms are moving beyond CFDs into crypto, perpetuals, equities, and multi‑asset offerings, and the challenges they face across regulation, technology, liquidity, and risk management. It examines what is driving the shift, what it takes to execute it successfully, and how brokers can position themselves for the next phase of growth.
This panel will explore how firms are moving beyond CFDs into crypto, perpetuals, equities, and multi‑asset offerings, and the challenges they face across regulation, technology, liquidity, and risk management. It examines what is driving the shift, what it takes to execute it successfully, and how brokers can position themselves for the next phase of growth.
This panel will explore how firms are moving beyond CFDs into crypto, perpetuals, equities, and multi‑asset offerings, and the challenges they face across regulation, technology, liquidity, and risk management. It examines what is driving the shift, what it takes to execute it successfully, and how brokers can position themselves for the next phase of growth.
This panel will explore how firms are moving beyond CFDs into crypto, perpetuals, equities, and multi‑asset offerings, and the challenges they face across regulation, technology, liquidity, and risk management. It examines what is driving the shift, what it takes to execute it successfully, and how brokers can position themselves for the next phase of growth.
This panel will explore how firms are moving beyond CFDs into crypto, perpetuals, equities, and multi‑asset offerings, and the challenges they face across regulation, technology, liquidity, and risk management. It examines what is driving the shift, what it takes to execute it successfully, and how brokers can position themselves for the next phase of growth.
Beyond Reach? Retail Investor Acquisition Across APAC
Beyond Reach? Retail Investor Acquisition Across APAC
Beyond Reach? Retail Investor Acquisition Across APAC
Beyond Reach? Retail Investor Acquisition Across APAC
Beyond Reach? Retail Investor Acquisition Across APAC
Beyond Reach? Retail Investor Acquisition Across APAC
APAC accounts for two-thirds of global retail trading traffic, but with differences of language, regulation, and trader profile, the region's growth is ag great as complexity.
This session gathers CMOs, heads of acquisition, and IB relationship managers to examine what actually works, channel by channel, market by market.
Attendees will walk away with:
A clear view of which channels deliver funded, retained traders across Singapore, Japan, and Southeast Asia
Understanding of how to structure IB partnerships for LTV, not first deposit
Insight into what localization actually costs beyond the translation budget
Perspective on how ad restrictions, crypto promotion limits, and bundling rules differ across APAC jurisdictions
A read on whether the super-app model changes acquisition economics for retail investing platforms
APAC accounts for two-thirds of global retail trading traffic, but with differences of language, regulation, and trader profile, the region's growth is ag great as complexity.
This session gathers CMOs, heads of acquisition, and IB relationship managers to examine what actually works, channel by channel, market by market.
Attendees will walk away with:
A clear view of which channels deliver funded, retained traders across Singapore, Japan, and Southeast Asia
Understanding of how to structure IB partnerships for LTV, not first deposit
Insight into what localization actually costs beyond the translation budget
Perspective on how ad restrictions, crypto promotion limits, and bundling rules differ across APAC jurisdictions
A read on whether the super-app model changes acquisition economics for retail investing platforms
APAC accounts for two-thirds of global retail trading traffic, but with differences of language, regulation, and trader profile, the region's growth is ag great as complexity.
This session gathers CMOs, heads of acquisition, and IB relationship managers to examine what actually works, channel by channel, market by market.
Attendees will walk away with:
A clear view of which channels deliver funded, retained traders across Singapore, Japan, and Southeast Asia
Understanding of how to structure IB partnerships for LTV, not first deposit
Insight into what localization actually costs beyond the translation budget
Perspective on how ad restrictions, crypto promotion limits, and bundling rules differ across APAC jurisdictions
A read on whether the super-app model changes acquisition economics for retail investing platforms
APAC accounts for two-thirds of global retail trading traffic, but with differences of language, regulation, and trader profile, the region's growth is ag great as complexity.
This session gathers CMOs, heads of acquisition, and IB relationship managers to examine what actually works, channel by channel, market by market.
Attendees will walk away with:
A clear view of which channels deliver funded, retained traders across Singapore, Japan, and Southeast Asia
Understanding of how to structure IB partnerships for LTV, not first deposit
Insight into what localization actually costs beyond the translation budget
Perspective on how ad restrictions, crypto promotion limits, and bundling rules differ across APAC jurisdictions
A read on whether the super-app model changes acquisition economics for retail investing platforms
APAC accounts for two-thirds of global retail trading traffic, but with differences of language, regulation, and trader profile, the region's growth is ag great as complexity.
This session gathers CMOs, heads of acquisition, and IB relationship managers to examine what actually works, channel by channel, market by market.
Attendees will walk away with:
A clear view of which channels deliver funded, retained traders across Singapore, Japan, and Southeast Asia
Understanding of how to structure IB partnerships for LTV, not first deposit
Insight into what localization actually costs beyond the translation budget
Perspective on how ad restrictions, crypto promotion limits, and bundling rules differ across APAC jurisdictions
A read on whether the super-app model changes acquisition economics for retail investing platforms
APAC accounts for two-thirds of global retail trading traffic, but with differences of language, regulation, and trader profile, the region's growth is ag great as complexity.
This session gathers CMOs, heads of acquisition, and IB relationship managers to examine what actually works, channel by channel, market by market.
Attendees will walk away with:
A clear view of which channels deliver funded, retained traders across Singapore, Japan, and Southeast Asia
Understanding of how to structure IB partnerships for LTV, not first deposit
Insight into what localization actually costs beyond the translation budget
Perspective on how ad restrictions, crypto promotion limits, and bundling rules differ across APAC jurisdictions
A read on whether the super-app model changes acquisition economics for retail investing platforms