About Me
Katie Tomlinson Broder is a strategic leader with 15+ years of experience turning insights into revenue in the financial services industry. Before launching KTB Advisory in 2024, she was a Managing Director and Head of Content Monetization for Barclays Global Research & Data Science, scaling high-performing teams across marketing, sales, strategy, and corporate access. Katie specializes in turning data into action and has a proven track record of originating innovative analytics and client engagement strategies to drive revenue growth. Katie’s goal is always the same: to connect institutional clients with people, products, and platforms in ways that move the business forward. Certified in U.S. and U.K. financial regulation, she brings a compliance-first mindset and a proven ability to make complex offerings clear, compelling, and scalable.
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You can check out my full professional bio here, and samples of my past work here.
Services
With deep expertise in financial markets and data products, KTB is uniquely positioned to work with companies in these two highly specialized sectors
1
Architechting New Initiatives
Piloting strategic concepts to gauge value before scaling resources
2
Delivering Strategic Projects
Executing on initiatives deprioritized by competing day-to-day demands
3
Bridging Coverage
Gaps
Addressing key opportunities in areas without dedicated coverage
4
Providing Sector Expertise
Drawing on deep experience to effectively engage and target investment bank customers
5
Directing Product Launches
Tactical execution of rollouts, ensuring precise coordination and market readiness
Core Competencies
Expertise
Client Engagement
Analyst Marketing
Business-Data Translation
Corporate Access
Credit/EM Events & Trips Conferences
Conference Calls
Content Distribution
Webcasts
Commercialization & Revenue
Broker Votes
Coalition Data
Equity Commissions
Go-to-Market Strategy
Hard-Dollar Research Monetization
Institutional Investor Survey Management Dashboards
Performance KPIs
Pricing Strategy
Productization
Soft-Dollar Research Monetization
Infrastructure
Conference & Event Management Tools
CRM Implementation
Metadata & Cataloging
Self-Service Interfaces
Subscription Management
Markets
Credit Markets
Emerging Markets
Equity Markets
FX Markets
Rates Markets
Securitized Products Markets
Products & Services
Advisory Products
Analytics-as-a-Service
Data-as-a-Product
Data-as-a-Service
Data Integration & Engineering Data Solutions
Financial Market Research
Predictive Analytics
Regulatory & Operational
Data Governance
Data Licensing
FCA Registered
FINRA Registered
General Securities Principal
General Data Protection Regulation
Investment Advisors Act
Master Service Agreements
Service Level Agreements
Statements of Work
MiFid II
Regulation Fair Disclosure