by: Paul Bennett
The 2026 CMO Handbook – Financial Services Special
Key Strategies for Financial Services Marketers
The fourth annual CMO Handbook focuses on the financial services industry, bringing together industry-leading insights from senior marketing leaders across banking, insurance, wealth management, fintech and insurtech. Designed to be cutting edge and practical, the handbook will provide future-proof guidance to help you to drive sustainable growth in the year ahead.
The 2026 edition of the CMO Handbook explores:
- What changed in 2025?
- Mastering AI and automation
- Championing agility and talent transformation
- How to deliver hyper-personalisation across channels responsibly
- Turning regulation and compliance into a competitive advantage
- Reinventing trust in a digital-first world
- The future is fundamental – core principles of marketing still rule
- Insights from Accuracast
- Key takeaways from financial services CMOs
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About the Authors

Paul Bennett
Paul is CMO of the Financial Services practice at Accuracast. During a 25 year career at AXA,
as Global Brand Director, he undertook a complete transformation of the brand, taking it from an institutional brand to a top 3 global Financial Services brand. He then oversaw the rapid European growth of Huboo. Paul is an expert in brand building and a trained marketer and holds a Chartered Institute of Marketing Diploma.

Claire Daly
Claire is a digital marketing consultant at AccuraCast, bringing global perspective and
creative strategies to help brands drive growth.
George Lucas
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