The New SaaS-pocalypse Go-to-Market Playbook for B2B SaaS
The New Go-to-Market Playbook for Finance Marketing Leaders
What it now takes to win a deal in financial services, and what the numbers say about how buyers actually get to you.
Drawn from 100s of campaigns run with wealth managers, private banks and fintechs over the last 3 years, including the fastest-growing organisation that grew revenue 14X in 4 years
45min, live, capped at 40 so there is room for real questions.
Not recorded, so people can speak freely.
What you'll take away
A jam-packed session will inspire, inform and deliver:
How many touchpoints it now takes to close in financial services, and which ones are doing the work
Which campaign types still earn their keep once compliance sign-off is priced into the cost
What to measure when the sales cycle runs nine months and attribution breaks halfway through
Where LLM answers now sit in a buyer's research, and what it costs you to be absent from them
A 90-day sequence you can take to your board, and the groundwork that has to exist before any of it works
Where AI is proven to help in RevOps, and where it quietly burns budget
Who this is for
In-house marketing,
growth and distribution leaders at asset managers, wealth managers, private banks, fintechs and financial services firms.
If you own a number and you are working inside a compliance regime, this is built for you.
About the Host
Jolanta Jas, Founder and Director, Marllm Inc.
Runs an AI growth studio and official Anthropic Claude Partner, building LLM visibility programmes for financial services and real estate firms
15 years across software and growth marketing, in global agencies and venture-backed organisations
Backed by Antler and TinySeed, winner of the GenAI London 2025 keynote, and a regular speaker at finance associations like the Financial Services Forum, CRO Connected and others in City of London
Register or pass it on to someone who'd find it useful: luma.com/zsznx4vm