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….