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Empowering FinServ, FinTech, & AI Firms to Purposefully Market, Sell, and Stay Connected

Data-Led. Client-Focused. Commercially Sharp. Compliant.

About Me

Headshot of Katie Broder, CEO at KTB Advisory. Katie is wearing a suit jacket and glasses

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.​

Services

Market & Technical Proficiences

Financial Graph Display
Scales And Gavel
Data Dashboard Display
Conference Podium View

Markets & Products

Regulatory & Compliance

Data & Infrastructure

Events

Data-as-a-Product

Data-as-a-Service

Debt Markets

Emerging Markets

Equity Markets

Financial Research

   FCA Qualified

  FINRA Qualified (incl. S24)

GDPR

Investment Advisors Act

MiFid II

MNPI

Reg FD

Event Management Software

CRM Implementation

Data Architecture Strategy

Data Marketplaces

Meeting Management Tools

Analyst Marketing

Conferences

Conference Calls

Corporate Access

Field Trips

Webcasts

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