What role does technology play in your financial marketing strategy?

Changing regulation, customer behavior, and competition are changing the way financial brands conduct marketing, and new technologies have become a vital part of the plan.

From marketing automation and sales enablement to data management and reporting platforms, there is an abundance of financial marketing technology available to help marketers take their brands to the top.Read More

What is the biggest mistake firms make in their technology RFP process?  The answer: Failing to call references.

The request for references is almost always included when putting-out an RFP, but what’s shocking is that 75% of the time, firms never call them. The excuse is usually something along the lines of, “No one’s going to put down a bad reference, so why bother to call?”

This is a huge mistake.Read More

By Emilie Totten

Investment marketers need to stay on top of changing compliance issues, especially in the social media sphere. Marketers in the U.K. are currently facing new social media rules proposed by the FCA.Read More

By Emilie Totten

You may have heard the term robo-advisor being tossed around. If you’re an asset manager, the term may be making you nervous. After all, the perennial fear about technology is that will inevitably take your job. However, this may not necessarily be the case with robo-advisors, ominous though they may sound. In fact, they may be providing an opportunity for people who have never been able to easily invest previously.Read More