MARTECH MINUTES: Social Media – Financial Friend or Foe?
Social media is an ever-changing landscape with new platforms arising often & a varying level of attention on each. Short-form content on social media platforms has become important to financial content creators.
AI ILLUMINATIONS: Take Control
Have you thought about how rising interest rates will affect the banking and wealth industries? Or how these internal problems can be solved, and failures circumvented using emerging technology?
MARTECH MINUTES: Leveraging Enterprise Technology for Advisor Marketing
Using enterprise MarTech at the firm level can help alleviate advisor marketing problems by streamlining technologies and reducing the marketing workload for advisors.
MARTECH MINUTES: Digital Marketing Basics Part 3 – Focusing on Meta Descriptions
Search engines claim that meta descriptions do not have a direct impact on SEO. However, meta descriptions boost the click-through rate (CTR) for webpages, signaling to search engines that your page is trustworthy. A strong meta description will boost your SEO score.
WEALTHTECH INSIDER: Five Key Takeaways For the Future of Financial Advice
The wealth management and financial advice industries will continue to grow, according to Chip Roame, founder and managing partner at Tiburon Strategic Advisors, but in the decades to come it might look very different.
MARTECH MINUTES: Digital Marketing Basics Part 2 – Using Keywords to Amplify Your Content
Whether you manage your company’s blog, or simply write a few blurbs for your website - paying attention to keywords is critical if you want to boost your SEO.
MARTECH MINUTES: Digital Marketing Basics Part 1 – Database Management
A common problem that marketing and advisor teams experience is how to create and maintain a hygienic database. Your CRM should play a part in ensuring your data is clean and up to date for marketing purposes.
MARTECH MINUTES: How Wealth Management Firms Can Grow Harnessing Financial Content
Research suggests that proactive & frequent communication with clients leads to higher satisfaction, and as communication frequency increases, we see customer satisfaction scores increase by 52 percent.
AI ILLUMINATIONS: “Lights, Camera, Action”
Every value chain member must have an ideal experience with access, transparency, and actionable data. The tech must be able to understand and solve the pain points of the investor, advisor & home office.
WEALTHTECH INSIDER: Redefine the Client Experience with the Client Portal
An up-to-date client portal needs to offer a streamlined, unified experience for investors and prospects, said Josh Benson, Vice President, Business Development at Orion Advisor Solutions