WSTA Prospectus

Overview

Achieve Your 2021 Goals!

The WSTA is a not-for-profit educational & networking association for financial technology & business professionals. Its only focus is the financial industry and is membership based, bringing together a broad group of thought leaders to discuss various topics in technology on an ongoing basis. This helps spur innovative thinking and creates a close-knit network of professionals to share experiences.

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.

Financial Industry Technology Pros

Financial Firms Represented

%

Senior-Level (VP & Above)

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

AI | Automation | Blockchain | Client Experience | Cloud | Cybersecurity | Data Management | DevOps | Digital Transformation | Emerging Technologies | GRC | Machine Learning | UX

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.

Standard Benefits

All Affiliates will receive the following:

  • Educational Article hosted on the WSTA site & included in 1 monthly newsletter.  Your article will be reviewed by the WSTA Digital News Committee to ensure your message is tailored for maximum impact.
  • Affiliate Listing on WSTA Website and Virtual Event Platform
  • Passes to all Virtual & Hybrid Events
  • Social Media Recognition
  • 20% Discount on all Advertising

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

Choose 1 of the following options to augement your Standard Affiliate Benefits

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.

  • 2 Passes to all Virtual Events
  • 1 Pass to all Hybrid Events
  • Nominate 2 senior-level representatives for the WSTA Content Advisory Committee. Participate in the WSTA Annual Strategy Session to discuss top technology/business issues affecting finserv & help choose 2023 event topics.
  • 30-minute Strategy Call with the WSTA Board or Committee Member of your choice.
  • Be a ‘Pro Affiliate Sponsor’ at 1 Panel of your choice. This includes Standard Benefits.
  • Receive 5% off Speaking & Panel Sponsorships

$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.

  • 1 Pass to all Virtual Events
  • 1 Pass to all Hybrid Events
  • Submit 1 polling question to be asked during a WSTA event of your choice. You will also receive the results of the poll.

$7,500/year

Event Sponsorship

The WSTA event ecosystem provides a unique forum to showcase your company, highlight accomplishments & share ideas

Each event concentrates on a thoughtfully prepared topic curated by industry leaders and explored through a finserv-focused lens. The WSTA strives to be a true partner to sponsors, working with them every step of the way to ensure all sponsorship benefits are utilized fullest extent for maximum ROI.

Virtual Event Sponsorship | Thought-Leadership

Standard Benefits

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
  • Guided ‘Tech/AV Check’ to ensure your panelist is set up for success
  • List of Attendees, No Shows & Virtual Resource Room visitors
  • Host additional assets on a custom landing page on the event site
  • Special invitation for your FinServ clients/prospects
  • Digital promotions (press release, emails & social posts)
  • Logo included on event signage
  • Submit and receive results for one polling question
  • 2 complimentary admissions

WSTA provides important connectivity between forward looking strategies and daily technology management issues…The information & thought exchange facilitated by WSTA helps us be more efficient as we face and make decisions among extremely dynamic control options.

Thomas Doughty

VP-CISO, Prudential Financial

Premier Panel Sponsorship Benefits

Premier Panel Sponsors receive ALL standard benefits, plus:

10-minute thought leadership talk prior to the panel discussion

10-minute Breakout Room for follow-up Q&A

30-day Asset promotion on the WSTA website and included in one issue of Digital News

Virtual Event Sponsorship | Branding & Awareness

No Speaker? No problem! 

Check out these additional options for participating in WSTA virtual events.

LiveStream Sponsor

  • 15-second commercial to be played during the LiveStream
  • List of Attendees, No Shows and Virtual Resource Room visitors
  • Dedicated, custom landing page to host assets during the event
  • 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

Polling Sponsor

  • Branding on Polling Results document
  • List of Attendees, No Shows and Virtual Resource Room visitors
  • Dedicated, custom landing page to host assets during the event
  • 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

Commercial

  • 15-second commercial to be played during the LiveStream
  • 2 complimentary admissions

Hybrid Event Sponsorship | Thought-Leadership

At hybrid events, attendees have the option to participate virtually or in-person.

Standard Benefits

All Sponsors will receive the following:

  • 15-minute thought-leadership presentation plus 5-minutes for Q&A
  • 10-minute Breakout session for Q&A with  in-person & virtual attendees
  • Special invitation for your FinServ clients/prospects
  • Inclusion in promotions, including a press release, emails & social posts
  • List of Attendees, No Shows & Virtual Resource Room visitors
  • Logo included on event signage
  • Guided ‘Tech/AV check’ to ensure your speaker is set up for success
  • 30-day asset promotion on WSTA website & included in 1 issue of Digital News

Platinum Sponsorship

Speakers may participate virtually or in-person, though on-site personnel are required to staff the tabletop.

Platinum Sponsors receive ALL standard benefits, plus:

  • 3 complimentary admissions
  • 15-second commercial to be played during the event
  • Onsite Tabletop space for resources/collateral as well as Virtual Resource Room to host assets for virtual attendee viewing
  • Schedule a call with a Seminar Content Committee Member to help develop presentation direction/abstract

Speaking/Panel Sponsorship

Speakers may participate virtually or in-person.

Speaking/Panel Sponsors receive ALL standard benefits, plus:

  • 2 complimentary admissions
  • 10-minute thought leadership talk prior to the panel discussion
    your speaker is set up for success

OLD LAYOUT – FOR COMPARISON ONLY

Affiliate Program

Receive ongoing exposure & opportunities for relationship-building

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.

Affiliate Plans

Choose one of the following options to augment your Standard Benefits:

The Strategic Marketing Option

The Introductory Awareness Program

Event Sponsorship

The WSTA event ecosystem provides a unique forum to showcase your company, highlight accomplishments & share ideas

Each event concentrates on a thoughtfully prepared topic curated by industry leaders and explored through a finserv-focused lens. The WSTA strives to be a true partner to sponsors, working with them every step of the way to ensure all sponsorship benefits are utilized fullest extent for maximum ROI.

Virtual Event Sponsorship

TBD – fill in or delete

Hybrid Event Sponsorship

At hybrid events, attendees have the option to participate virtually or in-person.

Follow Us:

Sitemap | Privacy | Copyright © © 2021, WSTA®, All Rights Reserved.