MARKETING STRATEGY
Aligning marketing with business priorities
THE CHALLENGE
Translate commercial priorities into target audiences, investment decisions and coordinated plans.
Marketing Made for Finance
Most marketers have to learn your business from scratch. I have a head start. My background in finance helps me understand your business quickly, with an open mind about how you’re doing things differently.
With more than two decades in payments, product management and marketing leadership, I understand how financial products work and what clients need. Working alongside your leadership and marketing teams, I help align marketing with your business priorities, sharpen your positioning and put the strategy into practice.
Helen Fowler GAICD
Who I Work With
Whether you need senior marketing leadership or additional experience and capacity alongside your existing team, you work directly with me. I take on a small number of clients at a time, giving each business focused attention.

Clearer marketing priorities, stronger positioning and senior support alongside your marketing leader and team.
A clearer way to explain your value, reach the right business buyers and put marketing priorities into practice.
A client-side perspective on financial services to strengthen your team’s understanding, briefs, pitches and messaging.
Positioning and marketing adapted to local buyers, informed by experience across 12 Asia Pacific markets.
What I Do
I bring senior marketing judgement and practical delivery, working alongside your team on priority projects or on a retainer basis.
I review your marketing activity, investment and available buyer insight to help agree priorities, resources and success measures. Working alongside your marketing leader, I help navigate senior stakeholders and assess what to continue, change or stop. I can also provide mentoring, practical workshops and oversight of agreed delivery.
I align leadership, product, sales and marketing around your proposition, connecting product and pricing decisions with clear customer benefits and practical launch plans.
I bring regional and local teams together around an approach that fits the market and supports the wider business.
I develop communications plans, presentations and clear narratives that connect business priorities and product developments with what matters to internal teams and clients.
I shape content and engagement plans around client needs, supporting retention, product adoption and relevant growth. I coordinate agencies and partners on agreed delivery and follow-up, keeping activity connected to sales and business priorities.
I guide messaging, content and journey improvements, with specialists handling design and technical delivery.
Support can also include workshops, training and mentoring.
MY EXPERIENCE
My background combines agency experience in marketing and financial communications with two decades in payments and marketing leadership at Bank of America. My product management experience is in transaction banking, servicing financial and non-bank financial institutions, bringing a practical understanding of how these products work and what clients need.
I now consult independently, combining commercial insight and practical experience with a willingness to question established approaches.
Australian Institute of Company Directors, 2025
University of Sydney, 2026
Leading for Results · Executive Education
International Cash Management · Association of Corporate Treasurers
Postgraduate Diploma in Marketing Communications · Chartered Institute of Marketing
English and Spanish · BA European Business Studies
My Approach
We discuss what you want to achieve, what’s getting in the way and where marketing could help.
I summarise your priorities and propose the scope, timing and fee, whether for a focused project, ongoing support or a workshop.
I bring senior marketing judgement and practical delivery, helping align colleagues, make decisions and move the work forward.
We assess progress against the agreed objectives and decide what to continue, adjust or hand over.
Get in Touch
Tell me what you’re looking to achieve and where support could help. We can explore a practical starting point. The initial conversation is complimentary.
IN PRACTICE
MARKETING STRATEGY
THE CHALLENGE
Translate commercial priorities into target audiences, investment decisions and coordinated plans.
BUYER INSIGHT
THE CHALLENGE
Make marketing more relevant to the needs and priorities of CFOs, treasurers and CEOs across different industries.
AGENCY and TEAM ENABLEMENT
THE CHALLENGE
Help agencies and internal teams understand banking products, business priorities and how to communicate them clearly.
BRAND and COMMUNICATIONS
THE CHALLENGE
Translate a global rebrand into local communications that explain the change clearly to clients.
CLIENT ENGAGEMENT
THE CHALLENGE
Connect clients with relevant ideas and industry leaders through events and sponsorships shaped around their interests.
PRODUCT COMMERCIALISATION
THE CHALLENGE
Bring cross-border payments enhancements to market with clear positioning that connects product capabilities to client needs.
DIGITAL PRESENCE
THE CHALLENGE
Help businesses find relevant banking and treasury services online, with a clear route to enquire.
CLIENT STORIES
THE CHALLENGE
Show how banking and payments solutions support business growth through real client experiences.