Enhance Your Asset Management Marketing Strategy with Memorable Moments

As institutional asset management firms seek to build new client relationships and increase sales of financial products with wealth management clients, they run into a number of challenges. Fee pressure: Investors generally seek funds with lower fees — or more value if fees are high — forcing firms to run more efficiently to accommodate for smaller…

How to Kickstart Your Wealth Management Marketing Strategy

“Global assets under management (AuM) are set to rise to $145.4 trillion by 2025, PwC forecasts.” – Business Insider Wealth management firms never want to leave money on the table, but a growing number of challenges are contributing to rising competition for growing client relationships, including: Transfer of wealth: $41 Trillion will transfer to the…

Automation Is the Magic Pill in Life Sciences Marketing

The buying cycle for many prospects in the life sciences industry is usually long and complex. And their journey to conversion is definitely not linear. Pair this complex buying cycle with other challenges,, such as limited access to healthcare providers (HCPs), and you’re stirring up a recipe for various marketing and sales obstacles. “Over the…

How Financial Brands Can Use Personalization to Retain More Customers

If you’re in the financial business, then you’re in the relationship business. While it’s true that all business is based on relationships between brands and consumers, strong customer relationships are especially important for financial brands to maintain. After all, managing money is a significant responsibility, requiring high levels of trust and personal investment from customers….

3 Ways Insurance Companies Can Harness the Power of Marketing Automation

Marketers at insurance companies have their work cut out for them. According to a study by Accenture, the number of consumers who perceive that “most insurance carriers are the same in terms of their products and services,” jumped 50% in the last year. Furthermore, the same study revealed that only 27% of customer have a high…

Why Marketing Automation is a Wealth Manager’s Biggest Asset

Due to the growing FinTech sector, there is no shortage of easy-to-use apps or investment bots looking to provide financial advice to curious individuals. However, this technology disruption has created new challenges for wealth managers who now have to work to stand out in a crowded marketplace and maintain customer loyalty. While these challenges may seem…

3 Ways Lending Institutions Can Drive Greater Results with Marketing Automation

Beyond the rate and terms of a loan, several factors go into choosing a lending institution. Prospects typically reach out to lenders that they’ve either worked with before, were referred to by a trusted friend or advisor, or found through a quick online search. They expect a fast turn around time and great customer experience….