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Finance, Banking, Insurances Audience

Financial Services Industry


Participants who work in a role at a company in the financial services industry. Participants in this industry will likely be skilled in banking, insurance, and investment.

The financial services industry comprises various fields related to the creation and management of financial products and wealth.

Common audiences

These common audiences are made up of participants who hold job titles and roles in the financial services industry. Each of these professionals can be targeted individually, or roles can be combined to create larger audiences.

  • Financial analyst – banks, pension funds, insurance companies, and other enterprises employ financial analysts who advise organizations and people on how to spend money to make money. They evaluate the performance of stocks, bonds, and other investment options.
  • Broker – a person or company who works as a go-between for an investor and a securities exchange. When a company works as an agent for a customer and charges the consumer a commission for its services, it is referred to as a broker.
  • Relationship manager – helps customers and corporate clients form strong bonds. They look for new business prospects, advise clients on appropriate product/service solutions, and manage any issues or complaints.
  • Personal finance advisor – assesses the various financial needs of individuals and assists them in making decisions about investments (such as stocks and bonds), tax laws, and insurance. Advisors assist clients in making short- and long-term plans, such as budgeting for educational expenses and investing for retirement.
  • Accountant – in charge of keeping track of their company’s finances and maintaining financial accountability in areas such as payroll, taxes, and spending. They also give management financial reports and examine financial irregularities.
  • Underwriter – a financial specialist who examines your financial situation and determines how much risk a lender will take on if you are approved for a loan. Underwriters look at your credit history, assets, the quantity of the loan you’re asking for, and how well they think you’ll be able to repay it.
  • Investment fund portfolio manager – makes investing decisions. They create and implement investment strategies and processes to meet client goals and limits, build and guide their collections of investments, and make decisions on what and when to buy and sell.
  • Trader – investment banks, financial planning firms, and brokerage firms hire financial traders to help with the acquisition and sale of stocks, bonds, and other types of securities investments.
  • Mortgage lender – A mortgage lender is a bank or financial entity that provides and underwrites house loans. To check your creditworthiness and ability to repay a loan, lenders use particular borrowing rules. They decide on the loan’s conditions, interest rate, repayment schedule, and other important details.
  • Stock broker – a regulated broker, broker-dealer, or registered investment adviser that can provide financial advising and investment management services as well as execute transactions like the buying and sale of stocks.