By Emilie Totten

Email is an increasingly vital means of communication for sales and marketing teams, and it’s still the No. 1 way businesses connect with clients and prospects, according to Exact Target. However, as more and more emails are being sent, marketers need additional ways to get their messages seen. Some companies send emails at strategic times while others send automated messages based on certain events and triggers, hoping to break through. Increasingly, companies are turning toward personalization to make sure their messages cut through cluttered inboxes.

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Having an organized approach to rebranding your fund documents can help your firm avoid production bottlenecks and other setbacks. Significantly improve the speed and outcome of a rebranding project with a thorough strategy and experienced content management system partner.

Before beginning a rebranding initiative, decision-makers should carefully consider the following five elements: design, timeline, images, testing, and support.Read More

By Emilie Totten

Women may soon  find a new route into the C-suite, through the growing importance of the chief marketing technology officer role, or CMTO.Read More

“Big Data” is a term you hear all the time these days. It may sound like something everybody needs, but what does it mean for finserv marketers? By Gartner’s definition, big data is “high volume, high velocity, and/or high variety information assets that require new forms of processing to enable enhanced decision making, insight discovery, and process optimization.”

Or, in layman’s terms, it’s large amounts of complex information that’s extremely valuable, but difficult to analyze and use.

As a software engineer for over 15 years, I’ve spent a great deal of my career specializing in handling complicated data related to automating and streamlining marketing and client communications efforts for financial services firms. When we talk about “big data” in the context of financial services, here’s what I see as being particularly pertinent to finserv marketers:Read More