3 Things Investors Want From Wealth Management Firms

By Emilie Totten

The financial services industry changes quickly. Investors and their expectations are evolving. Here are three things investors are looking for in a wealth management firm:Read More

July 14, 2014

Emilie Totten

Content Marketing, Investment Marketing

Build customer trust on social channels

By Emilie Totten

While many financial services firms were reluctant to use social media in the past, more companies are realizing that embracing social is the first step to increasing brand trust and loyalty. While the regulatory environment was previously prohibitive, the doors are opening for asset managers to get on social networks.

Why Your Technology RFP Process is Lousy (And 6 Rules for Success)

Having run technology RFPs from both a vendor and customer standpoint, I’m disturbed by the trend I’m seeing. RFP processes are becoming longer and longer. The depth and complexity seem to have little to do with the actual scope of work the customer is seeking bids on.

Without exaggeration, I recently received an RFP that had 171 long-response-format questions that, in the end, supported a deal that only had a three-year value of about $100,000. Compare that to a 111 question RFP that we won in 2012 for a contract with a three-year value of over $1 million.

CMO Spotlight on Financial Services Marketing

By Emilie Totten – Marketing Manager, Synthesis

Marketing professionals in financial services have a lot of great events to look forward to this summer! Wednesday, June 11, Argyle Executive Forum, a membership-based professional services firm, will be hosting a meeting in New York City geared toward marketers in the financial services industry – The Chief Marketing Officer Leadership Forum: Spotlight on Financial Services.