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Get Fintech Marketing Certified
Developed by seasoned marketing and compliance professionals from top fintech unicorns, this program equips you with the tools and tactics to level up your career—whether you're launching your first campaign or leading at scale.
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Level Up
Say goodbye to "Can I say this?" moments.
Say goodbye to "Can I say this?" moments.
Say goodbye to "Can I say this?" moments.
As a Fintech Marketer, learn the key skills to navigate tricky regulations and the ever-changing Fintech landscape — including building effective messaging, using best practices in customer research, and orchestrating product launches.
This live course is great for those new to their role and those committed to advancing their careers:
As a Fintech Marketer, learn the key skills to navigate tricky regulations and the ever-changing Fintech landscape — including building effective messaging, using best practices in customer research, and orchestrating product launches.
This live course is great for those new to their role and those committed to advancing their careers:
As a Fintech Marketer, learn the key skills to navigate tricky regulations and the ever-changing Fintech landscape — including building effective messaging, using best practices in customer research, and orchestrating product launches.
This live course is great for those new to their role and those committed to advancing their careers:
Product Marketers and Growth Managers
Content Teams, including Social, Copy & Design
Product Managers
Fintech Startup Founders
Starts ON
January 24, 2025
January 24, 2025
$840
$1199
Fridays
3:00 - 5:30 pm EST
Enroll Now
Enroll Now
Enroll Now
25 Students Max
Jan. 24, Jan. 31, Feb. 7, Feb. 14
Instructor: Austin Carroll
Includes access to materials & recordings
About The Course
Ditch the guesswork and level up your fintech marketing career.
Ditch the guesswork and level up your fintech marketing career.
Ditch the guesswork and level up your fintech marketing career.
Skill Level
0 - 8 Years in Fintech
Time to Complete
10 Hours, Live on Zoom
Certification
Digital Certificate
Number of Learners
Four 2.5 Hour Sessions
Want to level up your entire team?
Meet Your Instructor
Austin Carroll
Austin Carroll
Austin Carroll
CEO & Founder, Warrant
Former Sr. Product Marketing Manager, Financial Products at Brex
Austin has navigated everything from consumer credit to neobanks and bank failures as a former Product Manager at Capital One and a Sr. Product Marketer at Brex and Mercury.
Now, she's the CEO & founder of a regulatory technology startup called Warrant transforming compliance for financial services. She also is an adjunct professor at Duke University.
CEO & Founder, Warrant
Former Sr. Product Marketing Manager, Financial Products at Brex
Austin has navigated everything from consumer credit to neobanks and bank failures as a former Product Manager at Capital One and a Sr. Product Marketer at Brex and Mercury.
Now, she's the CEO & founder of a regulatory technology startup called Warrant transforming compliance for financial services. She also is an adjunct professor at Duke University.
CEO & Founder, Warrant
Former Sr. Product Marketing Manager, Financial Products at Brex
Austin has navigated everything from consumer credit to neobanks and bank failures as a former Product Manager at Capital One and a Sr. Product Marketer at Brex and Mercury.
Now, she's the CEO & founder of a regulatory technology startup called Warrant transforming compliance for financial services. She also is an adjunct professor at Duke University.
Curriculum
Curriculum
Curriculum
By the end of this course, you’ll:
Gain a solid understanding of the Fintech ecosystem
Master crafting OKRs and KPIs that scream “industry standard”
Build messaging and channel strategies that play nice with regulations
Create killer onboarding and retention plans to keep customers on board
Learn how to leverage customer interviews and testimonals
Be equipped to secure your dream role in Fintech Marketing or feel like a total pro in your current job
1
The Wild West of Fintech
Take a stroll through the wild world of fintech, where regulations are always shifting, new categories pop up like whack-a-mole, and regulatory scrutiny is watching your every move. Plus, we'll give you the lowdown on financial products and the big-name rule makers keeping everyone in line.
1
The Wild West of Fintech
Take a stroll through the wild world of fintech, where regulations are always shifting, new categories pop up like whack-a-mole, and regulatory scrutiny is watching your every move. Plus, we'll give you the lowdown on financial products and the big-name rule makers keeping everyone in line.
1
The Wild West of Fintech
Take a stroll through the wild world of fintech, where regulations are always shifting, new categories pop up like whack-a-mole, and regulatory scrutiny is watching your every move. Plus, we'll give you the lowdown on financial products and the big-name rule makers keeping everyone in line.
"This is Fine": The State of the Fintech Industry
"This is Fine": The State of the Fintech Industry
"This is Fine": The State of the Fintech Industry
Discover the latest in fintech marketing and industry trends, including evolving regulations, new categories, and increasing financial challenges.
Discover the latest in fintech marketing and industry trends, including evolving regulations, new categories, and increasing financial challenges.
Discover the latest in fintech marketing and industry trends, including evolving regulations, new categories, and increasing financial challenges.
What even is a Financial Product?
What even is a Financial Product?
What even is a Financial Product?
Get a comprehensive overview of financial products, from banking and loans to crypto, insurance, and emerging platforms like crowdfunding.
Get a comprehensive overview of financial products, from banking and loans to crypto, insurance, and emerging platforms like crowdfunding.
Get a comprehensive overview of financial products, from banking and loans to crypto, insurance, and emerging platforms like crowdfunding.
Always Watching: Regulators & What They Care About
Always Watching: Regulators & What They Care About
Always Watching: Regulators & What They Care About
Understand how financial services and fintechs are regulated, covering key bodies like the SEC, FINRA, FTC, and state regulations, along with overlaps in related industries like real estate and automotive.
Understand how financial services and fintechs are regulated, covering key bodies like the SEC, FINRA, FTC, and state regulations, along with overlaps in related industries like real estate and automotive.
Understand how financial services and fintechs are regulated, covering key bodies like the SEC, FINRA, FTC, and state regulations, along with overlaps in related industries like real estate and automotive.
The Man Behind The Curtain: Your Partner Bank
The Man Behind The Curtain: Your Partner Bank
The Man Behind The Curtain: Your Partner Bank
Learn about financial infrastructure partners, key concerns, and best practices for building strong, compliant partnerships with partner banks.
Learn about financial infrastructure partners, key concerns, and best practices for building strong, compliant partnerships with partner banks.
Learn about financial infrastructure partners, key concerns, and best practices for building strong, compliant partnerships with partner banks.
2
Messaging That Keeps You Out Of Hot Water
In this session, we’ll unpack the oh-so-important difference between retail and non-retail communications, tackle the art of crafting personas and nailing messaging for financial products, and maybe even spill the tea on how fintechs really make their money.
The Retail Audience Persona
The Retail Audience Persona
The Retail Audience Persona
What is "accredited"? Learn that and more as we discuss the key differences between retail and non-retail communications. We'll also dive into creating effective personas that connect with both buyers and users.
What is "accredited"? Learn that and more as we discuss the key differences between retail and non-retail communications. We'll also dive into creating effective personas that connect with both buyers and users.
What is "accredited"? Learn that and more as we discuss the key differences between retail and non-retail communications. We'll also dive into creating effective personas that connect with both buyers and users.
Messaging (Fun)damentals
Messaging (Fun)damentals
Messaging (Fun)damentals
Master the art of messaging by exploring positioning fundamentals, crafting compelling narratives, and using messaging frameworks to connect with your audience (all while staying compliant).
Master the art of messaging by exploring positioning fundamentals, crafting compelling narratives, and using messaging frameworks to connect with your audience (all while staying compliant).
Master the art of messaging by exploring positioning fundamentals, crafting compelling narratives, and using messaging frameworks to connect with your audience (all while staying compliant).
The Banned Copy Club (or, Common Compliance Pitfalls)
The Banned Copy Club (or, Common Compliance Pitfalls)
The Banned Copy Club (or, Common Compliance Pitfalls)
Understand the critical role of substantiation and documentation, while learning to avoid common pitfalls like restricted imagery, bold claims, and tricky wording around "free" and fees.
Understand the critical role of substantiation and documentation, while learning to avoid common pitfalls like restricted imagery, bold claims, and tricky wording around "free" and fees.
Understand the critical role of substantiation and documentation, while learning to avoid common pitfalls like restricted imagery, bold claims, and tricky wording around "free" and fees.
How Fintechs Make Money (+ Pricing)
How Fintechs Make Money (+ Pricing)
How Fintechs Make Money (+ Pricing)
Ever wonder how banks and fintechs keep the lights on when giving their product away for free? Spoiler: it’s not magic. They rake it in through interest, interchange fees, subscriptions, and the occasional “creative” fee. We'll discuss this and best practices for pricing.
Ever wonder how banks and fintechs keep the lights on when giving their product away for free? Spoiler: it’s not magic. They rake it in through interest, interchange fees, subscriptions, and the occasional “creative” fee. We'll discuss this and best practices for pricing.
Ever wonder how banks and fintechs keep the lights on when giving their product away for free? Spoiler: it’s not magic. They rake it in through interest, interchange fees, subscriptions, and the occasional “creative” fee. We'll discuss this and best practices for pricing.
3
Channeling Success
Stop stressing over which OKRs or KPIs to focus on— we've got you covered with industry standards. Plus, we'll guide you step-by-step, tailoring recommendations for each channel.
Actually Okay OKRs and KPIs
Actually Okay OKRs and KPIs
Actually Okay OKRs and KPIs
Crack the code of OKRs and KPIs—whether it’s share of wallet, boosting AUM, or just figuring out how to define "churn", we’ve got the playbook.
Crack the code of OKRs and KPIs—whether it’s share of wallet, boosting AUM, or just figuring out how to define "churn", we’ve got the playbook.
Crack the code of OKRs and KPIs—whether it’s share of wallet, boosting AUM, or just figuring out how to define "churn", we’ve got the playbook.
The Only Channels That Matter
The Only Channels That Matter
The Only Channels That Matter
Navigate key channels for acquisition and engagement—from A/B testing your website to running email campaigns, paid ads, events, and local billboards—all while keeping compliance in check.
Navigate key channels for acquisition and engagement—from A/B testing your website to running email campaigns, paid ads, events, and local billboards—all while keeping compliance in check.
Navigate key channels for acquisition and engagement—from A/B testing your website to running email campaigns, paid ads, events, and local billboards—all while keeping compliance in check.
She Said, He Said (The Testimonials Trap)
She Said, He Said (The Testimonials Trap)
She Said, He Said (The Testimonials Trap)
Testimonials and referral programs sound like marketing gold—until you hit the maze of rules and regulations. We'll help you navigate the fine print so your glowing case studies don’t accidentally land you with some big fines.
Testimonials and referral programs sound like marketing gold—until you hit the maze of rules and regulations. We'll help you navigate the fine print so your glowing case studies don’t accidentally land you with some big fines.
Testimonials and referral programs sound like marketing gold—until you hit the maze of rules and regulations. We'll help you navigate the fine print so your glowing case studies don’t accidentally land you with some big fines.
Getting Social With It (And Influencers)
Getting Social With It (And Influencers)
Getting Social With It (And Influencers)
Finfluencers can boost your brand, but in financial services, one rogue post can mean big trouble. We'll help you harness social media smartly—engaging audiences without breaking the rules.
Finfluencers can boost your brand, but in financial services, one rogue post can mean big trouble. We'll help you harness social media smartly—engaging audiences without breaking the rules.
Finfluencers can boost your brand, but in financial services, one rogue post can mean big trouble. We'll help you harness social media smartly—engaging audiences without breaking the rules.
4
Keep Your Customers
Nail customer research, product launches, in-product messaging, and sales enablement— because who doesn’t love onboarding so smooth it’s practically a magic trick?
Become a Mind Reader with Customer Research
Become a Mind Reader with Customer Research
Become a Mind Reader with Customer Research
Dig deep into customer research with win/loss interviews, juicy competitor insights, and feedback gold. Validate those hypotheses like a pro—and keep compliant while doing it.
Dig deep into customer research with win/loss interviews, juicy competitor insights, and feedback gold. Validate those hypotheses like a pro—and keep compliant while doing it.
Dig deep into customer research with win/loss interviews, juicy competitor insights, and feedback gold. Validate those hypotheses like a pro—and keep compliant while doing it.
New Product, Who Dis?
New Product, Who Dis?
New Product, Who Dis?
Sally Sells Securities (With Her Series 7)
Sally Sells Securities (With Her Series 7)
Sally Sells Securities (With Her Series 7)
Arm your sales team with the tools, training, and answers to tackle financial product questions—plus, get the scoop on the licenses they need to sell.
Arm your sales team with the tools, training, and answers to tackle financial product questions—plus, get the scoop on the licenses they need to sell.
Arm your sales team with the tools, training, and answers to tackle financial product questions—plus, get the scoop on the licenses they need to sell.
Once You're Logged In
Once You're Logged In
Once You're Logged In
Nail onboarding and retention with in-product messaging that shines, frameworks that work, and tactics that keep your customers coming back.
Nail onboarding and retention with in-product messaging that shines, frameworks that work, and tactics that keep your customers coming back.
Nail onboarding and retention with in-product messaging that shines, frameworks that work, and tactics that keep your customers coming back.
FAQ’s
Frequently Asked Questions
FAQ’s
Frequently Asked Questions
FAQ’s
Frequently Asked Questions
What do I need to know before taking this course?
How much time should I expect to dedicate to it?
Can this course help me get a marketing job in Fintech?
I'm not a marketer. Can I still take the course?
Is there a refund policy?
What do I need to know before taking this course?
How much time should I expect to dedicate to it?
Can this course help me get a marketing job in Fintech?
I'm not a marketer. Can I still take the course?
Is there a refund policy?
What do I need to know before taking this course?
How much time should I expect to dedicate to it?
Can this course help me get a marketing job in Fintech?
I'm not a marketer. Can I still take the course?
Is there a refund policy?
Not ready to level up?
Not ready to level up?
Not ready to level up?
Sign up to get more information and keep in touch.
Sign up to get more information and keep in touch.
Sign up to get more information and keep in touch.
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Accelerate your marketing compliance and reviews.
💚 Raleigh-Durham, NC
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Accelerate your marketing compliance and reviews.
💚 Raleigh-Durham, NC
Sign Up For Early Access
Accelerate your marketing compliance and reviews.
💚 Raleigh-Durham, NC
Sign Up For Early Access