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Blanket marketing for general brand exposure is outdated.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…
The Leading Marketplace for High-intent Investor Prospects
The Leading Marketplace for High-intent Investor Prospects
Blanket marketing for general brand exposure is outdated.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…
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…
Traditional marketing methods, such as networking events, traditional advertising, and digital marketing, can be inefficient and costly for financial advisors. The high costs associated with…
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…
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…
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…
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…