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.​
Services
KTB Strategy Labs
KTB Strategy Labs are structured working sessions built to generate revenue-driving ideas, accelerate decisions, and produce concrete action plans.​
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The Labs are designed around distinct but connected stages of growth, depending on where focus has broken down in an organization.
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Available in 1/2 day, full-day, or multi-day formats dependent on depth of needs.​​​
KTB Consulting
KTB Consulting delivers initiative-based projects across short-, medium-, and long-term horizons.
The focus is revenue growth through data-backed solutions, analytics-informed decisions, and intentional content commercialization.
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Consulting engagements are billed hourly, with hours offered in flexible blocks.
Services
Client Intelligence & Insight
Devising systems and strategies to target, engage, and retain key relationships​.​
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Client 360 Profiles
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Stakeholder & Influencer Mapping
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Wallet & Share-of-Wallet Models
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Consumption vs. Revenue Reporting
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Employee–Client Relationship Heatmaps
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Early Warning Indicators
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Priority Account Reviews
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Quarterly Client Engagement Plans
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Action Tracking Dashboards
Revenue Growth Strategy
Devising systems and strategies to target, engage, and retain key relationships​.​
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Extel Analysis & Action Plans
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Broker Vote Strategy & Diagnostics
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Coalition Analytics & Action Plans
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White-Space & Growth Opportunity Assessments
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High-Potential Talent Programs
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Data Product Monetization Plans
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Corporate Access Portfolio Optimization
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Event Allocation Optimization
Content Commercialization
Mapping the client journey across content, products, interactions, and events. ​
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Audience Segmentation & Persona Development
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Consumption Analytics
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Lead Routing & Follow-Up Protocols
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Content Portfolio Design
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Distribution & Channel Strategy
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Pricing & Packaging Strategy
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Revenue Attribution Frameworks
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Technology & Workflow Integration
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Sales Enablement Plans
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Content Operations & Governance Design
Data Architecture & Governance
Designing cross-functional operating models across teams.
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Data Storage & Architecture
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Systems Evaluation
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Vendor Evaluation & Selection
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Client & Contact Metadata Standards
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Interaction Capture & Standardization
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Tagging Architecture
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Client Tiering Frameworks
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Data Quality & Governance Framework
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Master Data Management/Golden Source Design
Senior Relationship Management
Devising systems and strategies to target, engage, and retain key relationships​.​
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Account Strength & Risk Heatmaps
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Key Account Playbooks
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Coverage Model Assessments
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Management Briefing Kits
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Relationship ROI Analysis​​​​​​​​
Productivity & Workflow Tools
Informing product selection and prioritization through data and insights.
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Client Engagement Live Feed
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Client Prioritization Engine
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Interest Search & Match Engine
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Trading Opportunity Screens
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Cross-Sell Signal Dashboard
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Self-Serve Query Tools
Performance Management
Designing cross-functional operating models across teams.
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Objective Setting Frameworks
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KPI Design & Measurement Standards
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Analyst Performance Scorecards
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Sales Performance Scorecards
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Performance Monitoring & Reviews
Market & Technical Proficiences
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