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In Context Newsletter

Letter from the President



It’s trade show/conference season—are you ready? Starting next week at  FinovateFall in NYC, we’ll have 70 financial technology companies showcasing their latest innovations. If you can’t make it, I’d highly recommend you check out our “live” blogging both days and video recaps at

Also new to this show season is the launch of FinTech Forward from BAI and SourceMedia. Similar to previous efforts, FinTech Forward will include company rankings; however, there will be more opportunities concerning trends and new content about “disruptive” technology companies. 

If you are looking to launch new products this season, take a look at our new white paper “Seeking Validation: Leveraging Industry Analysts to Help Launch FinTech Products.”

There are new financial media updates we would like you to be aware of in this issue as well as our new eBook: 25 Website “Must Haves.” This eBook has essential advice on how to improve your website, including the latest tips on SEO and creating a better user experience.



Scott Mills

Seeking Validation: Leveraging Industry Analysts to Help Launch FinTech Products

Working with an analyst can help increase awareness about your new product and sharpen your image as a credible industry leader. This white paper provides valuable insights to consider for engaging an analyst.

  • Decide on paid or unpaid relationships
  • How to identify relevant analysts
  • Suggestions on how to tailor your content
  • Options for keeping in touch

We include tips on identifying which analysts are the best fit for your product or market and how to build a strong working relationship with your analyst of choice. Additionally, we compiled a list of profiles and contact information for the top analyst firms specializing in financial industry research.

Industry analysts can help establish your company and build name recognition. They can provide your potential customers the data and justification they need when comparing your product to competitors.

Seeking Validation: Leveraging Industry Analysts to Help Launch FinTech Products

FinTech Media Updates

  • Heather Landy is now the global news editor at Quartz.      
  • Frank Diekmann has started his own online news outlet, CU Today. CU Today covers industry news and trend pieces, in addition to featuring videos, webinars and white papers.
  • CU Today added Ray Birch to its editorial team.
  • Marc Rapport is now covering tech media at Callahan & Associates.
  • CU Times has promoted Michelle A. Samaad to managing editor.
  • Ian Kar is Bank Innovation’s new reporter.

25 Website "Must Haves" For Driving Traffic, Leads & Sales

Screen_Shot_2014-09-16_at_5.09.01_PMDiscover the essential elements to build an effective website. Attracting visitors and converting them into valuable prospects is possible when optimizing your website. 

This eBook identifies how to be found online. It also shows how your website’s design and usability is key to your users’ experiences.  Learn how to create content that draws in your visitors, then use that attraction to drive lead conversion. 

In today’s digital market, simply having an attractive website is not enough. This eBook shows how to transform your website into a lead generation machine.

25 Website Must Haves for Driving Traffic, Leads & Sales

Four Major Conferences this Fall

It’s trade show season and we have several important conferences on the horizon. Conferences are always a great way to strengthen your relationships with individual reporters by meeting face to face.


FinovateFall is coming up next week in New York. This year’s conference is September 23 and 24 in New York at the Hilton Midtown and will highlight the latest advances in the FinTech industry, from startups to industry veterans.  This year will focus on 70 select presenters who will have 7 minutes to demonstrate their new technology. Last year, FinovateFall hosted reporters from Bloomberg, CNBC, CNN Money, Fast Company, Financial Times, Forbes, MONEY Magazine, The New York Times, The Wall Street Journal, Thomson Reuter, Time Inc., and other top news outlets, in addition to representatives from Celent, Forrester, and IDC Financial Insights. Don’t miss any opportunities to interact with these representatives.Screen_Shot_2014-09-18_at_8.54.26_AM-1

MBA Annual 2014 is October 19-22 in Las Vegas and is the largest gathering of mortgage professionals in the country. This convention and expo is a must-see for any company in the mortgage industry. Every year, the leading mortgage publications send reporters to cover the latest advances in the industry. This is an excellent opportunity to announce your company’s major developments.


The new cool kid on the block, Money 2020, will be hosting its annual program at Aria, Las Vegas, November 2-5. Come out and see the latest advances in the payments and financial services markets. This year focuses on disruptive innovations in commerce, specific to mobile, retail, marketing services, data and technology. Money 2020 attracts representatives from the top publications in payments, financial services, commerce, retail, mobile, marketing services, data and technology.

imgresThe BAI Retail Delivery conference is November 12-14 in Chicago. This conference boasts over 60 sessions focused on key banking industry issues including customer experience, data analytics, digitalization, hiring, branch transformation, omni-channel banking and mobile. This year, BAI is emphasizing emerging trends in banking.

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