By Emilie Totten

It’s good policy for social media marketers to have a relationship with every level of their organization, but it’s even more imperative for in the financial services industry.

In any regulated industry, marketing teams should focus on working closely with compliance and legal departments to make sure outgoing communications stay within the rules. Social media provides an excellent way for asset managers to advertise and build trust with customers, but it also creates fertile ground for marketing blunders and compliance errors.Read More

By Emilie Totten

Challenge your boss to dump a bucket of ice water on his head AND do it in the name of charity? Yes, please.

That’s exactly what one of our awesome client service engineers did earlier this week (thank you Katie French).

Our fearless leader and President, John Toepfer, gladly accepted the challenge. He wasn’t going down alone, however. Eight brave employees joined him in the back alley of our mid-rise Chicago office building to freeze their tails off in support of ALS.Read More

By Emilie Totten

Unless they’ve been living under a rock, most marketers know that content is becoming an increasingly large part of marketing strategies in every industry.

Keeping this in mind, diligent financial services marketers are getting more creative with content marketing initiatives than ever.

In case you need more convincing, here are 50 must-know facts about content marketing today:Read More

By Emilie Totten

As software platforms grow more sophisticated, it’s becoming easier to measure certain metrics. With software, marketers can determine which materials are the best converting, from white papers and blog posts to commentaries and other mutual fund and ETF content. However, marketers also need to carefully negotiate what exactly they are measuring and whether it’s the right measurement. In other words, what metrics do marketers need, and is there a point at which tracking click-thrus ceases to become valuable?Read More