WSTA Prospectus

Learn. Connect. Innovate.

The Wall Street Technology Association (WSTA®) is a membership-based educational & networking association for financial technology & business professionals.

 

Through virtual and hybrid events, the WSTA brings thought-leaders together to discuss various technologies and to share their experiences and spur innovative thinking. Semi-annual networking events foster a close-knit network of professionals.

 

Additionally, Members have access to educational resources including videos, articles, and white papers.

Technology vendors and service providers are an integral part of the WSTA and support the organization through the Affiliate program, event sponsorships, and promotional opportunities.

Affiliate Program           Virtual Events           Hybrid Events           Advertising

Audience Overview

The WSTA’s audience is comprised of technology and business professionals from some of the nation’s leading financial services firms, including banks, brokerages, hedge funds, and insurance companies.

Here is a sampling of some of the topics WSTA Members are interested in learning about:

AI, Automation, Blockchain, Client Experience (DCX/CX), Cloud, Cybersecurity, Data Management, DevOps, Digital Transformation, Emerging Technologies, Wireless, Machine Learning, User Experience (UX)

Financial Industry Technology Pros

Financial Firms Represented

%

Senior-Level (VP & Above)

Affiliate Program

Join the WSTA as an Affiliate for ongoing, targeted exposure to an extensive network of financial technology & business decision-makers. The membership runs for 12 months, and you can start at any time.

The Strategic Marketing Option

Pro Affiliate Plan Benefits

This plan provides multiple opportunities to connect and share ideas with WSTA Board and Committee Members as well as help shape future WSTA events.

Participate in the Content Advisory Committee & Attend the Annual Strategy Session to help choose 2024 Event Topics

Nominate 2 senior-level representatives for the WSTA Content Advisory Committee. Play an active role in shaping the WSTA’s event content by participating in discussions around the top technology and business issues affecting FinServ. This is a great opportunity to hear from industry leaders, share your expertise, and develop relationships with the WSTA Board and members.

Strategy Call with a WSTA Board or Committee Member to chat about the Industry, your Solutions & make Inroads into that Firm

Choose from the list of WSTA Board and Committee Members to Receive a 30-minute call. This is a great opportunity to connect and build a relationship with a senior level FSI decision maker. WSTA will help coordinate schedules and your team will develop the agenda and host the meeting.

Pro Affiliate Sponsorship at 1 Virtual Event of your choice where WSTA Members can Learn about your Solutions

This includes a Virtual Resource Room to host content and company information; pre-event promotion via the WSTA website, emails and social media sites; and the post-event lists including attendee contact information (excluding opt-outs).

Plus, receive $1,000 off Speaking and Panel Sponsorships at additional WSTA events.

Event Passes to Network & Build Relationships with WSTA Members and Hear from Industry Leaders
  • 2 Passes to the In-Person Board/Committee Socials
  • 2 Passes to all Virtual Events
  • 1 Pass to all Hybrid Events
STANDARD BENEFITS - Access to Members Only Info Hub; Educational Article; Social Media Promo & Discounts
  • Educational Article hosted on the WSTA site and included in one monthly Newsletter.  Your article will be reviewed by the Newsletter Committee to ensure your message is tailored for maximum impact.
  • Affiliate Listing on WSTA Website and Virtual Event Platform. Includes logo, contact email and URL.
  • Social Media Recognition on LinkedIn and Twitter. Includes post welcoming your company as an Affiliate.
  • 20% Discount on all Advertising Opportunities, including email blasts, digital ads and content promotion.
  • Access to Members-Only Info Hub to find a list of all WSTA Financial Members; View Upcoming Events and access Members-Only content and resources. You will also receive posting in the WSTA Affiliate Directory.

$20,000/year

The Introductory Awareness Program

Basic Affiliate Plan Benefits

This plan is great for companies who are looking to generate brand awareness and get to know WSTA Members.

Event Passes to Network & Build Relationships with WSTA Members and Hear from Industry Leaders
  • 2 Passes to the In-Person Board/Committee Socials
  • 2 Passes to all Virtual Events
  • 1 Pass to all Hybrid Events
STANDARD BENEFITS - Access to Members Only Info Hub; Educational Article; Social Media Promo & Discounts
  • Educational Article hosted on the WSTA site and included in one monthly Newsletter.  Your article will be reviewed by the Newsletter Committee to ensure your message is tailored for maximum impact.
  • Affiliate Listing on WSTA Website and Virtual Event Platform. Includes logo, contact email and URL.
  • Social Media Recognition on LinkedIn and Twitter. Includes post welcoming your company as an Affiliate.
  • 20% Discount on all Advertising Opportunities, including email blasts, digital ads and content promotion.
  • Access to Members-Only Info Hub to find a list of all WSTA Financial Members; View Upcoming Events and access Members-Only content and resources. You will also receive posting in the WSTA Affiliate Directory.

$7,500/year

“WSTA provides an opportunity to interact with like-minded professionals who are passionate about solving problems of financial advisors & clients.

Active involvement with the WSTA Content Review Committee provides a platform to learn and share the latest developments that directly affects the financial services industry.”

Raj Bhaskar

VP of Technology Strategy, RIA & Custody Services, Raymond James

Event Sponsorship

WSTA’s virtual & hyrbid events offer a unique forum to showcase your company and share your experience and expertise on a particular topic. Two types of thought leadership opportunities are available: Panel Sponsorship and Speaking Sponsorship. Branding & Awareness Sponsorships are also available.

Panel Discussions are led by a moderator from an analyst firm and consist of up to 6 panelists, a mix of financial end users and technology vendors. 

Your selected panelist will get to participate in a pre-call with the moderator and other panelists to develop the questions and direction for the discussion. This provides a chance to hear what challenges and opportunities the FinServ industry is facing prior to the actual discussion.

Seminar Speaking Sponsorships provide your company with an opportunity to deliver a 15-minute thought leadership presentation and receive 5 minutes of Q&A with the Event MC. 

This is a great time to share a compelling story or financial services case study. You can also choose to meet with a member of the WSTA Seminar Content Review Committee who will provide direction and help ensure your presentation is tailored to the FinServ industry.

Event Topics chosen by FinServ Technology Leaders

Pre & Post Event Promotion

Custom Landing Page for sharing relevant assets

No Speaker? No problem! Branding & Awareness sponsorships include a tremendous amount of exposure to decision makers, plus tickets to attend, the Attendee List, and more. Two unique sponsorships are available to accommodate different goals and budgets.

No matter what sponsorship you choose, WSTA works with you from start to finish to ensure your investment is maximized. 

Sponsorship benefits start as soon as your contract is received and continue even after the event is over. Your company will receive promotion on the WSTA website, social media sites, email invitations and on the Event Platform. You will also receive a guest invitation that you can share with your financial services clients and prospects.

Virtual Event Sponsorships

Premier Sponsorship

Receive all Panel Benefits, plus:

15 minute thought leadership presentation + 5 minutes of Q&A with Event Moderator

Option to schedule a call with a member of the Seminar Content Review Committee to ensure your presentation is being developed for maximum impact

30-day Asset promotion on the WSTA website and included in one monthly Newsletter

15-second commercial or static slide to be displayed during the Livestream

Post-event promotion of 5-minute Q&A Replay video

Plus, receive all benefits listed under ‘Panel Sponsorship’

$20,000/event

Panel Sponsorship

All Sponsors will receive the following:

  • Provide a panelist to participate in the discussion
  • Participate in pre-panel call to develop the questions and direction for the event
  • Host additional assets on a custom landing page on the event site (Virtual Resource Room)
  • Special invitation for your FinServ clients/prospects
  • Digital promotions before, during & after the event (press release, emails and social posts)
  • Logo included on event signage
  • Submit and receive results for one polling question
  • List of Attendees, No Shows and Virtual Resource Room visitors
  • 2 complimentary admissions

$9,975/event

No Speaker? No Problem!

These sponsorships also include a tremendous amount of brand exposure before, during & after the event, plus tickets to attend, the Attendee List, and more. Two sponsorships are available to accommodate different goals and budgets.

Livestream Sponsor

  • Logo placement throughout entire event via the Livestream
  • 15-second commercial or static slide to be displayed during the Livestream
  • List of Attendees, No Shows and Virtual Resource Room visitors
  • Host additional assets on a custom landing page on the event site (Virtual Resource Room)
  • Highlight your participation & invite finserv clients/prospects to attend
  • Inclusion in promotions, including emails & social posts
  • Logo included on event signage
  • Submit and receive results for one polling question
  • 2 complimentary admissions

View Sample

$8,775/event

Polling Sponsor

  • Branding on Polling Results document distributed to attendees and included in one monthly newsletter sent to ~10,000 contacts
  • List of Attendees, No Shows and Virtual Resource Room visitors
  • Host additional assets on a custom landing page on the event site (Virtual Resource Room)
  • Highlight your participation & invite finserv clients/prospects to attend
  • Inclusion in promotions, including emails & social posts
  • Logo included on event signage
  • Submit and receive results for two polling questions
  • 2 complimentary admissions

View Sample

$5,775/event

Attendee Option

Just looking to attend? Get an event ticket and more!

  • 15-second commercial or static slide to be displayed during the Livestream
  • 2 complimentary admissions

$2,000/event

“The WSTA is in a unique position to bring together the talent of Wall Street technologists and business leaders with leading edge Industry partners. This partnership helps drive innovation and advance the mission of WSTA member firms.”

Paul Sturr

Executive Director, Morgan Stanley

Hybrid Event Sponsorship Options

Platinum Sponsorship

  • 15-minute thought leadership presentation + 5 minutes of Q&A with the Event Moderator
  • Option to schedule a call with a member of the Seminar Content Review Committee to ensure your presentation is being developed for maximum impact
  • Onsite Tabletop space for resources/collateral
  • 15-second commercial or static slide to be displayed during the Livestream
  • Three complimentary admissions (2 in-person, 1 virtual)
  • Promotion of 5 minute Q&A post-event

  • Plus, all standard benefits.

$20,000/event

All Sponsors will receive the following:

Standard Sponsorship Benefits

✅ Participate Virtually or In-Person. Some benefits require on-site personnel.
(Virtual Speaker requires small upcharge.)

✅ Special invitation for your FinServ clients/prospects

✅ Host additional assets on a custom landing page on the event site
(Virtual Resource Room)

✅ Digital Promotions before, during & after the event
(Press Release, Email & Social Media)

✅ List of Attendees, No Shows & Virtual Resource Room visitors

✅ Logo included on Event Signage
(Virtual & In-Person)

✅ Submit & Receive results for 1 Polling Question

Speaking Sponsorship

  • 15-minute thought leadership presentation + 5 minutes of Q&A with the Event Moderator
  • Option to schedule a call with a member of the Seminar Content Review Committee to ensure your presentation is being developed for maximum impact
  • Two complimentary admissions (one virtual, one in-person)
  • Promotion of 5 minute Q&A post-event

  • Plus, all Standard Benefits.

$12,500/event

Panel Sponsorship

  • One representative to sit on event panel
  • Participation in pre-event call to develop the questions and direction for the panel discussion
  • Two complimentary admissions (one virtual, one in-person)
  • Plus, all Standard Benefits.

$12,500/event

No Speaker? No Problem!

These sponsorships also include a tremendous amount of brand exposure before, during & after the event, plus an onsite tabletop, tickets to attend, and the Attendee List. Choose the Livestream option for branding throughout the event, or the WiFi option to choose the WiFi password for the event.

Livestream Sponsor

  • Logo displayed on-screen during the educational portions of the event
  • Onsite tabletop space for resources/collateral
  • Plus, all Standard Benefits

$12,500/event

WiFi Sponsor

  • Choose the password for attendees to access on-site WiFi
  • Onsite tabletop space for resources/collateral
  • Plus, all Standard Benefits

$12,500/event

Tabletop from recent event

There will be a 5% price increase on Hybrid Event Sponsorships for 2023 events

“The WSTA connects technology practitioners to the marketplace in several mutually-beneficial ways.

The seminars and panels benefit engineers and technology management as well as the affiliate companies. The marketplace context and the connections made help everyone make better decisions and therefore better deliveries for their clients.”

Josh Crandall

Technology Risk Officer, Morgan Stanley

Advertising

The WSTA makes it easier to get your message in front of the right individuals. For maximum exposure and the best opportunities to achieve the results you’re looking for, create a campaign that reaches Members on multiple platforms. 

Dedicated Email Blast

$4,500

Send an exclusive email to WSTA Members. The WSTA will provide a template, and you decide content and send time/date.

Your email will be re-sent to non-openers 1-2 days after the initial send, and also promoted on LinkedIn and Twitter.

View Sample

Asset Promotion

$850

Promote an educational article, video, webinar or white paper.

Your Asset will be included in one monthly Newsletter, hosted in the WSTA’s Resources section for 30 days, and promoted on LinkedIn/Twitter.

View Sample

Mini Email Blast

$2,250

Include a customer message  in an email to WSTA Members.

The WSTA will provide a template for your message. You’ll decide the topic, content, and send date. Your message will also be promoted on LinkedIn and Twitter.

View Sample

Exclusive Digital Ad

$850

Host an exclusive ad (600 x 200 pixels) in one monthly Newsletter.

Additionally, you’ll receive a 2nd ad (300 x 250 pixels) on the WSTA Home Page and interior pages for 14 days.

View Sample

The WSTA is not responsible for the performance of advertising campaigns, nor can it guarentee engagement.