The future of financial customer experience begins here!
The future of financial customer experience begins here!
For financial advisors, targeting high-net-worth (HNW) clients is a crucial strategy for growing their practice and achieving long-term success. However, attracting these sought-after individuals has…
Today’s wealth management clients expect highly personalized experiences tailored to their unique needs, goals, and preferences. Cookie-cutter, one-size-fits-all approaches no longer suffice in an age…
The banking industry stands at a critical juncture as we enter 2024. The rapid advancement of artificial intelligence (AI), data analytics, and digital technologies has…
In today’s saturated digital landscape, financial publishers face an uphill battle to stand out, engage readers, and drive revenue. Affiliate marketing is a powerful and…
Investors today face a conundrum. Traditional stock and bond portfolios no longer offer the same risk-adjusted return prospects that powered results for decades. Low yields…
Most financial advisors adopt a sales-first approach without fully grasping clients’ situations. However, this backfires through disillusioned clients and lost accounts. Advisors who first deeply understand…
Metadata Finance marketing, trends, strategies An in-depth guide to the pivotal finance marketing trends that will define strategies in 2024. Master personalization, education tactics, alternative…
Most wealth management brands focus almost exclusively on the mass affluent, ignoring this extremely lucrative tier boasting at least $10 million in assets. Fearing projected…
The largest intergenerational wealth transfer in history is underway as baby boomers pass on trillions to their millennial heirs. By 2030, millennials are expected to…
Attracting millennial and Gen Z clients presents a major opportunity for financial advisors. However, traditional client acquisition approaches often fall flat with these new generations.…
Many businesses rely on conventional marketing tactics without realizing the drain on ROI. Let’s review the main issues and — more importantly — how you…
In today’s fast-paced business landscape, effective marketing and lead generation are paramount to staying ahead of the competition. If you’re currently using a marketing/lead gen…
Financial wellness is a major concern for people in today’s fast-paced world. It may come as a surprise that 65% of Americans do not have…
As a financial advisor, building a strong network and nurturing client relationships is crucial for long-term success. In today’s competitive landscape, implementing effective strategies is…
Generative AI content tools like ChatGPT can help bridge the gap between a human writer and automated investment content. By leveraging natural language processing (NLP)…
As fintechs continue to disrupt the financial industry, incumbent financial institutions are looking for ways to stay ahead of the curve. One way these institutions…
Measuring customer engagement based on touchpoints can lead to your financial institution missing out on the overall customer experience. As the customers interact through multiple…
In March 2021, Google announced that the Chrome browser would phase out 3rd party cookies for other site tracking abilities. With Apple’s IOS 14.5 changes…
Leveraging customer data has been the key driver of growth for many of the most successful companies over the past 10 years. Companies like Netflix…
Digital transformation has increasingly become one of the top priorities for executives. Two concerns often shared however are the technical hurdles invariably associated with implementation, and lack…
Customer journey includes different phases that go from customer acquisition until customer retention. Thanks to the new technology, marketers and business owners can use the…
Millennials and Gen Z customers are here to disrupt the banking industry – in a good way. The Baby Boomer generation has officially been outnumbered…
The COVID-19 pandemic pushed financial institutions to adapt and create a digital presence. Financial institutions have been forced to re-think their operations that have gone…
When you think of digital marketing, you immediately think of pay-per-click (PPC) campaigns for Google Adwords and Facebook that are managed with an in-house marketing…
Artificial intelligence in the banking and finance sector has given customers a completely new outlook on banking. Customer demands for a safe, digital platform where…
This article aims to shortly explain why financial wellbeing is important for people and also suggest some books for the holiday period, which can help…
In this new decade, neo-banks and challenger banks are trying to provide an enhanced experience to account holders focusing on awards and many other benefits.…
How large is the gig economy? Financial institutions like banks and credit unions must adapt to the needs of their customers if they want to…
The latest iOS 14.5 updates have created quite a buzz in the market with its App Tracking Transparency (ATT) framework concerning user privacy. Starting with…
Customer acquisition is a winning deal for banks and credit unions. But, is it all about the acquisition, or are we just paying more attention…
Do you ever wonder that we would have been better conversationalists if we were mind readers? The Financial services sector faces the ‘what they want’…
Digitalization has changed the way we do everything in life. If it’s about purchasing a product or looking for the next holiday destination, we do…
Most people haven’t studied finance or taken a course in personal financial management. They have a basic understanding of the products they need to conduct…
Traditional financial institutions need to move beyond the status quo. Tapping into consumer engagement means that banks and credit unions have to become more than…
Customer journey includes different phases that go from customer acquisition until customer retention. Thanks to the new technology, marketers and business owners can use the…
This article aims to shortly explain why financial wellbeing is important for people and also suggest some books for the holiday period, which can help…
Artificial intelligence in the banking and finance sector has given customers a completely new outlook on banking. Customer demands for a safe, digital platform where…
When you think of digital marketing, you immediately think of pay-per-click (PPC) campaigns for Google Adwords and Facebook that are managed with an in-house marketing…
The COVID-19 pandemic pushed financial institutions to adapt and create a digital presence. Financial institutions have been forced to re-think their operations that have gone…
