FP Live! 2027
Monday 22 March 2027 · Leonardo Royal Hotel London Tower Bridge
Financial services marketing is changing fast. AI is reshaping customer journeys, distribution models are evolving, and trust, reputation and growth have become boardroom priorities, while marketers are being asked to deliver more impact with fewer resources.
45 Prescot Street, London E1 8GP
FP Live! 2027 brings together the people shaping the future of financial services marketing. Join 400+ senior marketers, communicators, brand leaders, growth specialists and business development professionals from banking, payments, asset management, wealth management, pensions, insurance, reinsurance, fintech and capital markets for a day of insights, networking and inspiration.
Now in its fourth year, Financial Promoter Live! is a multi-award-winning conference and a permanent fixture in the calendars of senior financial marketers and communications professionals. Hosted at the edge of the City of London, the programme showcases cutting-edge thinking and best practice: the planning, execution and measurement of financial marketing campaigns, from senior speakers who have achieved, excelled and delivered at some of the largest financial brands in the world.
The keynote sessions are relevant to anyone working in financial services, while the specialist streams and workshops let delegates niche down or explore ideas from neighbouring sectors. Outside the conference rooms, FP Live! is the place to meet agencies, AI specialists, hospitality businesses, corporate gifting specialists, recruiters, trainers, trade bodies and marketing technologists, with a dedicated networking arena for the working lunch and breakout rooms for private conversations.
Expect big ideas, practical case studies, meaningful connections and the conversations that will define the next chapter of financial services marketing.
Keynote Theatre
The big industry conversations shaping the future of financial services marketing.
- 08:15 – 09:15 Registration, coffee and networking
- 09:20 – 09:35 Welcome address: Financial services marketing in 2027: the year ahead, and how to get the most from the day. (Joe McGrath, CEO and founder, Rhotic Media)
- 09:40 – 10:20 From Marketing Function to Growth Function: The New Commercial Reality: Opening leadership keynote. How marketing, communications, customer experience and business development are converging into a single commercial growth engine.
- 10:20 – 10:30 Networking break
- 10:30 – 11:10 The CMO's New Mandate: Revenue, Reputation and Results: How marketing leaders are redefining their role inside financial services organisations.
- 11:15 – 11:35 Networking and refreshments
- 11:35 – 12:15 The Trust Economy: Why trust is becoming the most valuable asset in financial services.
- 12:15 – 12:25 Networking break
- 12:25 – 13:05 The Next Generation Customer: Winning the attention of Gen Z, digital natives and tomorrow's investors.
- 13:05 – 14:05 Lunch and networking
- 14:10 – 15:40 FP Next Gen Awards 2027: Recognising the rising stars of financial services marketing, presented live from the Keynote Theatre.
- 16:15 – 17:00 The Future of Growth in Financial Services: Closing leadership keynote. A C-suite conversation bringing together leaders from marketing, communications, technology and business development.
- 17:00 – 19:30 The Marketers' Mix drinks party: The official FP Live! after-hours networking drinks: connect with peers, swap ideas and celebrate the day.
Investment Marcomms Forum
Dedicated content for asset managers, pension schemes, wealth managers, private markets firms and institutional marketers.
- 08:15 – 09:15 Registration, coffee and networking
- 10:20 – 10:30 Networking break
- 10:30 – 11:10 The Future of Institutional Marketing: How asset managers, pensions providers and private markets firms are responding to changing buyer behaviour.
- 11:15 – 11:35 Networking and refreshments
- 11:35 – 12:15 Private Markets Marketing Comes of Age: How firms are supporting fundraising in an increasingly competitive environment.
- 12:15 – 12:25 Networking break
- 12:25 – 13:05 Marketing Alternatives and Private Credit: Explaining increasingly complex strategies to sophisticated audiences.
- 13:05 – 14:05 Lunch and networking
- 14:10 – 14:40 Winning the Retirement Conversation: Marketing pensions, retirement solutions and long-term savings.
- 14:45 – 15:05 Networking break
- 15:05 – 15:35 The Distribution-Marketing Alliance: Why sales and marketing are becoming one commercial team.
- 15:40 – 16:10 Winning Consultant and Gatekeeper Influence: How institutional marketers engage key decision-makers.
- 17:00 – 19:30 The Marketers' Mix drinks party
PR & Comms Studio
Corporate affairs, reputation, media relations, leadership communications and thought leadership.
- 08:15 – 09:15 Registration, coffee and networking
- 10:20 – 10:30 Networking break
- 10:30 – 11:10 The Executive Reputation Imperative: Why CEOs, CIOs and portfolio managers are becoming media brands in their own right.
- 11:15 – 11:35 Networking and refreshments
- 11:35 – 12:15 Crisis Communications in the Social Media Pressure Cooker: Protecting reputation when issues escalate in minutes.
- 12:15 – 12:25 Networking break
- 12:25 – 13:05 Winning Earned Media in an Age of Shrinking Newsrooms: How to generate coverage when journalists have less time and fewer resources.
- 13:05 – 14:05 Lunch and networking
- 14:10 – 14:40 The Future of Financial Journalism: What reporters, editors and producers want from communicators.
- 14:45 – 15:05 Networking break
- 15:05 – 15:35 Geopolitics, Public Affairs and Reputation Risk: Preparing communications teams for heightened uncertainty.
- 15:40 – 16:10 Employee Advocacy and Influencer Strategies: Building trust through credible voices.
- 17:00 – 19:30 The Marketers' Mix drinks party
Insurance Marketers' Hub
An intimate, discussion-led forum for insurance, broking, MGA, insurtech and reinsurance marketers.
- 08:15 – 09:15 Registration, coffee and networking
- 10:20 – 10:30 Networking break
- 10:30 – 11:10 Insurance Marketing Outlook 2027: The biggest growth opportunities across personal lines, commercial insurance, speciality insurance and reinsurance.
- 11:15 – 11:35 Networking and refreshments
- 11:35 – 12:15 The Protection Gap Challenge: How marketers can increase engagement with products customers do not actively seek.
- 12:15 – 12:25 Networking break
- 12:25 – 13:05 Embedded Insurance: Who Owns the Customer?: Insurers, brokers, platforms and distributors debate the future customer relationship.
- 13:05 – 14:05 Lunch and networking
- 14:10 – 14:40 Insurance Innovation Showcase: Lessons from insurtechs, data providers and digital challengers.
- 14:45 – 15:05 Networking break
- 15:05 – 15:35 Brokers, MGAs and Insurers: The New Distribution Battle: How evolving distribution models are changing marketing strategies.
- 15:40 – 16:10 Reinsurance Marketing: Raising Your Profile in a Specialist Market: Brand building, thought leadership and relationship-driven growth.
- 17:00 – 19:30 The Marketers' Mix drinks party
MarTech & AI Lab
Technology, AI adoption, automation, customer journeys, data and digital transformation.
- 08:15 – 09:15 Registration, coffee and networking
- 10:20 – 10:30 Networking break
- 10:30 – 11:10 The Marketer + Machine: Building AI-Native Teams: How leading firms are redesigning workflows around AI copilots, automation and agentic systems.
- 11:15 – 11:35 Networking and refreshments
- 11:35 – 12:15 AI-Powered Personalisation Without Crossing Regulatory Lines: Using data, automation and AI responsibly.
- 12:15 – 12:25 Networking break
- 12:25 – 13:05 The Future of Search: What happens when customers ask AI instead of Google?
- 13:05 – 14:05 Lunch and networking
- 14:10 – 14:40 Agentic AI and Autonomous Marketing Systems: Assessing the opportunities and risks.
- 14:45 – 15:05 Networking break
- 15:05 – 15:35 Search to Sale: How Financial Services Brands Turn Organic Traffic into Revenue: Turning organic visibility into measurable pipeline and revenue.
- 15:40 – 16:10 Prompting for Growth: The AI skills every marketer needs.
- 17:00 – 19:30 The Marketers' Mix drinks party
Banking & Payments Exchange
A dedicated community space for retail banking, commercial banking, transaction banking, fintech and payments professionals.
- 08:15 – 09:15 Registration, coffee and networking
- 10:20 – 10:30 Networking break
- 10:30 – 11:10 The Future of Banking Customer Acquisition: What is working across retail banking, SME banking and payments in a highly competitive market.
- 11:15 – 11:35 Networking and refreshments
- 11:35 – 12:15 Commercial Banking's Marketing Revolution: How banks are building stronger relationships with SMEs and corporate clients.
- 12:15 – 12:25 Networking break
- 12:25 – 13:05 Embedded Finance and Invisible Banking: Will banks disappear behind someone else's customer journey?
- 13:05 – 14:05 Lunch and networking
- 14:10 – 14:40 AI and Data in Banking Marketing: Personalisation, trust and customer experience.
- 14:45 – 15:05 Networking break
- 15:05 – 15:35 The New Economics of Customer Loyalty: Retention, engagement and cross-selling in an increasingly digital world.
- 15:40 – 16:10 Payments Marketing in an Instant Economy: How payment providers are competing for attention and market share.
- 17:00 – 19:30 The Marketers' Mix drinks party
Innovation Alley
The discovery zone: exhibition stands, live demonstrations and the FP Voices studio, open throughout the day.
- 08:15 – 09:15 Registration, coffee and networking
- 10:10 – 10:30 FP Voices studio session 1: Live interviews and vox pops recorded in the FP Voices studio on Innovation Alley.
- 11:15 – 11:35 Networking and refreshments
- 12:15 – 12:25 Networking break
- 12:30 – 12:50 FP Voices studio session 2: More conversations from the FP Voices studio.
- 13:05 – 14:05 Lunch and networking
- 14:10 – 14:40 Regional Showcase: Marketing talent and campaigns from across the UK's regions.
- 14:45 – 15:05 Networking break
- 17:00 – 19:30 The Marketers' Mix drinks party
Breaks and networking
Your day at a glance: badge collection, breaks, meeting the FP team and the drinks party at the end.
- 08:00 – 09:30 Badge collection and welcome: Collect your badge at the registration desk by the main entrance; coffee and breakfast items are served from 08:15.
- 08:30 – 09:15 First-timers’ welcome meetup: New to FP Live!? Meet the Financial Promoter team and fellow first-time delegates before the day begins.
- 10:20 – 10:30 Networking break: A ten-minute break between sessions to move between stages and catch up with colleagues.
- 11:15 – 11:35 Networking and refreshments
- 12:15 – 12:25 Networking break
- 13:00 – 13:30 Meet the FP team: The Financial Promoter editorial, events and commercial teams are on hand over lunch to say hello.
- 14:45 – 15:05 Networking break
- 17:00 – 19:30 The Marketers' Mix drinks party: Wrap up the day in style at the official FP Live! after-hours networking drinks.
The first speakers announced for 2027
- Áine Bryn, Partner, UK Chief Marketing Officer, Marsh
- Louisa Schepers, Chief Marketing Officer, Zodia Custody
- Krupa Shamji, Head of Marketing & Communications, Global Wholesale & Specialty, Everest
- Shirley Sy, Head of Performance Marketing, InvestEngine
- Charlotte Banks, Asset Management Media Relations Lead, Schroders
- Paul Rogers, VP of Marketing, Go.Compare
- Michelle Andrews, Managing Director, Quilter Cheviot
- Angela Yore, Founder & CEO, SkyParlour
- Joe McGrath, CEO & Founder, Rhotic Media
- Elizabeth Pfeuti, Director & COO, Rhotic Media
Book your place
- In-House Professional Pass: £100 + VAT. Exclusively for in-house marketing, communications and digital professionals at regulated financial services organisations. Application required: bookings are subject to approval by the Financial Promoter team, and tickets booked by ineligible organisations may be cancelled and refunded.
- Super early bird: £350 + VAT. Book by 1 December 2026
- Early bird: £400 + VAT. Book by 1 February 2027
- Standard: £500 + VAT. Book any time
Address: Leonardo Royal Hotel London Tower Bridge, 45 Prescot Street, London E1 8GP
Getting there: Minutes on foot from Tower Hill (District and Circle lines) and Aldgate East (District and Hammersmith & City lines), on the edge of the City of London
Doors: 08:00 to 20:00 on Monday 22 March 2027. Badge collection from 08:00, welcome address at 09:20, the Marketers’ Mix from 17:00
Staying over: 370 bedrooms on site. Contact the events team for delegate accommodation enquiries
Access and dietary requirements: Email events.team@rhoticmedia.com in advance and we will make arrangements
What is FP Live!?
FP Live! is the UK's biggest financial services marketing conference, bringing together senior marketers, communicators and brand leaders from across banking, payments, investment, pensions, insurance, reinsurance and fintech. The 2027 edition is at the Leonardo Royal Hotel London Tower Bridge on Monday 22 March 2027.
Who should attend?
The event is designed for CMOs, heads of marketing, PR and communications directors, content leads, growth and business development specialists, and other marketing decision-makers in financial services.
What topics are covered?
Eight stages and hubs cover the big cross-sector themes on the Keynote Theatre, plus dedicated streams for investment, PR and communications, insurance, MarTech and AI, and banking and payments. The full agenda is on this page.
Will sessions be recorded or available on demand?
Selected sessions may be recorded or summarised in post-event coverage in Financial Promoter. Links are shared with registered attendees after the event.
How do I get my ticket?
Tickets are booked online from this page. Super early bird and early bird rates are limited, so book early to secure the saving. Tickets may be available on the day, subject to availability.
What do the different ticket prices mean?
There are super early bird, early bird and standard rates for agencies and suppliers, an In-House Professional Pass for marketers at regulated financial services organisations, and team bundles. Every ticket includes the full content programme, networking, catering and the delegate kit.
Can I bring my team?
Yes. Team ticket bundles of ten tickets are available at a discounted rate, and returning attendees may be eligible for discounts on bulk orders. Email events.team@rhoticmedia.com or call +44 (0)20 3143 2245.
What happens if I can no longer attend?
All confirmed bookings are non-refundable, but a colleague can attend in your place: tell the events team in writing at least five working days before the event. Substitutions are subject to approval. See the booking terms and conditions below.
What payment methods do you accept?
All major credit and debit cards online. Invoice payment is available for corporate bookings, and a VAT receipt is issued for all eligible purchases. We do not accept third-party financing options.
Is there CPD certification?
Yes. Every delegate receives a CPD attendance certificate for the day.
What time does it start and finish?
Badge collection and coffee from 08:00, the welcome address at 09:20, and the Marketers’ Mix drinks party from 17:00 to 19:30. Late arrivals can check in at the registration desk at any time.
Are lunch and refreshments provided?
Yes: tea, coffee and breakfast items, the networking lunch, afternoon refreshments and the post-event drinks are all included.
I have dietary or access requirements
Please tell us in advance at events.team@rhoticmedia.com so we can make arrangements.
Is there a dress code?
Business casual: smart but comfortable.
Is there a cloakroom and Wi-Fi?
Yes. A secure cloakroom is available for coats and bags, and Wi-Fi is available for all attendees.
Will there be photography and filming?
Yes. Images and video are captured for promotional, editorial and social media use. If you would prefer not to appear, let the organiser know before the event.
How do I tag FP Live! on social media?
Use the hashtag #FPLive27 and tag @FinancialPromoter.
What if a session is full?
Sessions are included with your ticket and we aim to accommodate everyone, but space is limited for some sessions and you may need to stand if a room is at capacity.
How can my company sponsor or exhibit?
The 2027 commercial opportunities are on this page. To discuss them, call our commercial team on +44 (0)20 3143 2245 or email joe.dodd@rhoticmedia.com or seiya.hill.cottingham@rhoticmedia.com.
Can I speak at FP Live!?
Speaker opportunities are available for industry experts and practitioners. Email megan.mccabe@rhoticmedia.com to apply.
I am a speaker: when should I arrive and where do I go?
Please arrive at least ten minutes before your session and check in at the registration desk by the main entrance, where the team will direct you to the speaker area. Your session producer will brief you in advance and on the day; microphones, slides and timing cues are all managed for you (send slides at least 48 hours in advance). Your speaker pass gives you full-day access, and speakers receive a 10% discount code for additional tickets.
Can't find the answer?
Email events.team@rhoticmedia.com and we will get back to you promptly.
