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.

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.

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 | Wireless | 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 and 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. Includes logo, company description, contact email and URL.
  • Passes to all Virtual & Hybrid Events to network with WSTA Members and receive access to premium financial industry content.
  • 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.

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.

  • 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 and 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 Virtual Panel of your choice. 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).
  • Receive $1,000 off Speaking and Panel Sponsorships at WSTA events.
  • 2 Passes to the In-Person Board/Committee Socials
  • 2 Passes to all Virtual Events
  • 1 Pass to all Hybrid Events

$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

“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

Virtual Event Sponsorship

WSTA’s panel discussions offer a unique forum to showcase your company and share your experience and expertise on a particular topic. Your selected panelist will get to participate in a pre-call with the moderator and other panelists to come up with the direction and questions for the discussion. This is a great opportunity to hear what challenges and opportunities are facing the FinServ industry prior to the actual panel discussion.

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.

The WSTA’s all-in-one event platform powers continuous engagement to drive better results for virtual, in-person, and hybrid events. This enables us to create rich experiences for attendees & sponsors.

Analytics reveal attendees, no shows & visitors to your Virtual Resource Room

Expected Attendance:
100-125

Guided Tech Check  to ensure your speaker is set up for success

Thought-Leadership Sponsorships

Standard Panel Benefits

All Sponsors will receive the following:

Premier Panel Benefits

Receive all Standard Panel Benefits, plus:

  • 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 (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

10-minute thought leadership talk prior to the panel discussion

Exclusive Breakout Room for follow-up Q&A with your Panelist (10 minutes)

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

$15,750/event

Standard Panel 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
  • Host additional assets on a custom landing page on the event site (Virtual Resource Room)
  • Special invitation for your FinServ clients/prospects
  • Digital promotions (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

Premier Panel Benefits

Receive all Standard Panel Benefits, plus:

10-minute thought leadership talk prior to the panel discussion

Exclusive Breakout Room for follow-up Q&A with your Panelist (10 minutes)

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

$15,750/event

Branding & Awareness Sponsorships

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
  • 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

 

$5,775/event

Polling Sponsor

  • Branding on Polling Results document
  • 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

 

$5,775/event

Commercial

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

 

$2,000/event

“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

Hybrid Event Sponsorship

At hybrid events, sponsors will have the opportunity to connect with both in-person and virtual attendees. The WSTA’s virtual Event Platform will help create a seamless experience. These full-day events will include a variety of educational presentations and panel discussions.

Choose a Seminar Speaking Sponsorship to deliver a thought leadership presentation and receive 5 minutes of Q&A with the Event MC. Perfect for companies with a compelling story or financial services case study to share. Or, become a Panel Sponsor to participate in an engaging and interactive discussion on an important industry topic.

Thought-Leadership Sponsorships

Standard Sponsorship Benefits

All Sponsors will receive the following:

  • Special invitation for your FinServ clients/prospects
  • Host additional assets on a custom landing page on the event site (Virtual Resource Room)
  • Digital promotions (press release, emails and social posts)
  • List of Attendees, No Shows and Virtual Resource Room visitors
  • Logo included on event signage (both Virtual and In-Person)
  • Two complimentary admissions
  • Submit and receive results for one polling question

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

Platinum Sponsorship

Speakers may participate virtually (for a small upcharge) or in-person. On-site personnel required for the tabletop.

Receive all standard benefits, plus:

  • 15-minute thought leadership presentation + 5 minutes of Q&A with the Event Moderator (one of the top 3 spots)
  • 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
  • 10-minute Breakout session for follow-up Q&A with virtual attendees
  • 15-second commercial to be played during the event
  • One additional comp pass

$17,500/event

Speaking Sponsorship

Speakers may participate virtually (for a small upcharge) or in-person.

Receive all standard benefits, plus:

  • 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

$11,000/event

Panel Sponsorship

Speakers may participate virtually (for a small upcharge) or in-person.

Receive all standard benefits, plus:

  • One representative to sit on event panel
  • Participation in pre-event call to develop the questions and direction for the panel discussion

$11,000/event

“Since 1997 the WSTA has afforded me the exceptional opportunity to learn, connect and grow my career in the industry. Being active in the Strategic Content Advisory Board of the WSTA allows me to share my expertise as well as others’ for the enrichment of the FinTech community at large.”

John C. Checco

Resident CISO, Proofpoint

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. 

Advertising Options

Dedicated Email Blast

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

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

View Sample

$4,500

Asset Promotion

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

Your Asset will be hosted in the Resources section of the WSTA website, highlighted on the Home Page, included in 1 issue of Digital News, and promoted on LinkedIn and Twitter.

View Sample

$850

Mini Email Blast

Include your messaging 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

$2,250

Exclusive Digital Ad

Host an exclusive ad on the WSTA website. Your ad (300 x 250 pixels) will appear on the WSTA Home Page and Event Pages for 14 days.

Plus, you’ll receive an additional ad in 1 issue of Digital News (600 x 200 pixels).

View Sample

$850

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

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