WEALTHTECH INSIDER: Bucketing Client Goals to Help Them Protect, Live, and Dream
Behavioral finance has discovered a tendency in humans to create “mental accounts” or “buckets” and having a bucket earmarked for safety can go a long way toward calming the nerves of rattled investors.
MARTECH MINUTES: Exploring the Phenomenon – Social Media Statistics & Use by Financial Professionals
Social media has become an essential tool for businesses across all sectors, and the financial industry sector is no exception.
MARTECH MINUTES: Elevating Advisor Marketing Using MarTech Integrations
The marketing department often provides a vendor list for independent advisors under an RIA or independent BD model to select technologies to help them market their services.
WEALTHTECH INSIDER: Revisiting Three Steps to Help Protect Your RIA from Data Breaches
Data security breaches grab headlines every day, exposing businesses & their clients to grievous costs & potential liabilities. In the first half of 2021, more than 1,700 data breaches have exposed about 18.8 billion records.
INTELLIGENCE FOR GROWTH: Yes, Algorithms Can Teach Financial Firms More About People
Personalization can be key to helping wealth management clients weather volatility—but it’s easier for some than others. But how do growing financial advisory firms personalize timely messaging and content?
MARTECH MINUTES: 7 Tips for Selecting Finance MarTech
MarTech empowers businesses to streamline marketing campaigns, automate repetitive tasks, and make data-driven decisions. But how do you select the right marketing technology for your organization?
AI ILLUMINATIONS: Creating An End-To-End Digital Experience Without Writing Code
Creating a complete digital experience in the wealth industry is now possible without involving an army of software engineers or writing a single line of code.
Wealthtech Insider: For Better Engagement, Treat Clients Like Individuals, Not Buzzwords
As advisors try to broaden their clientele, they’re better off focusing on creating memorable experiences than on trendy client groups and prospect sources.
MARTECH MINUTES: How Investors Benefit From Finance Content Marketing
Through content marketing, investors have an opportunity to learn about the financial strength, business model, market position, and strategic direction of a potential investment.
WEALTHTECH INSIDER: How Advisors are Influencing Clients to Take Their Financial Advice
The role of an advisor has shifted rapidly in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has become commoditized in our industry.