The Future of Banking: Navigating AI In 2024
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…
Category: Fintech
Unlocking Alternatives: The Future of Portfolio Construction
For decades, wealth managers constructed client portfolios using a mix of stocks and bonds weighted by risk tolerance. A basic 60/40 allocation provided the foundation…
Build Your Book by Attracting High Net Worth Clients
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…
How to capture the $30 trillion Millennial Wealth Transfer: A Guide for Wealth Managers in 2023 and 2024
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…
Four Financial Advisor Client Acquisition Strategies For Millennials And Gen Z
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.…
Traditional Marketing is Tanking Your ROI – Here’s How to Fix It
Blanket marketing for general brand exposure is outdated. Today, connecting every dollar spent to direct, measurable ROI is crucial. Target prospects will likely buy now…
4 Quantifiable Benefits of Switching to Kapitalwise for Your Marketing and Lead Generation Needs
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 Content: Generative AI vs. Bespoke
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)…
Interview with an Innovative Community Banker
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…
Why are Customer Journey Maps Important?
Touchpoints can span multiple months or even years for financial service customers with offline and online interactions. The siloed nature of service delivery and insular…