MARTECH MINUTES: The Shift to Social Media for News Content
By Teresa Leno
A recent Pew Research report ‘News Consumption Across Social Media’, highlights how Americans are accessing news content, and the role that each...
MARTECH MINUTES: Using Keywords To Level Up Your Finance Content Marketing
By Teresa Leno
A fresh New Year is here, and you may be ready to upgrade your advisor marketing tactics. Whether you manage your blog...
MARTECH MINUTES: A Quick Guide to Selecting MarTech
For regulated industries, selecting marketing technology can be more complex due to compliance oversight and others in the broader organization that may need access to the marketing assets and tools.
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.
MARTECH MINUTES: How to Enhance Your Client Communication Using Content
A communication breakdown can create an avoidable disconnect between you & your clients. Providing timely & consistent finance articles to clients can set your firm apart from your competition & keep you top of mind.
MARTECH MINUTES: How SMEs Help Write Content
To create high-quality content for your organization, consider working with an internal or external subject matter expert (SME), and an industry-specific copywriter or marketing agency can write content for your SME.
MARTECH MINUTES: Why Advisors Must Provide Financial Education
For financial advisors, a significant reason clients may be unhappy with their advisors is a need for more communication and namely, financial education.
MARTECH MINUTES: From Facilitator to Educator – The Changing Role of Industry Professionals
In recent years, there has been a growing expectation among the public that wealth managers should provide more than just advice on which products to purchase.
MARTECH MINUTES: A Vendor’s View – ‘FINRA Reviewed’ vs. ‘Compliance Reviewed’
As industry compliance and marketing professionals recognize, Rule 2210 aims to ensure that all marketing materials are fair, accurate, and not misleading.
MARTECH MINUTES: AI and Generating Images for the Wealth Industry
The advent of AI capabilities such as Generative Adversarial Networks (GANs) has created highly realistic images. AI's ability to quickly, accurately, and efficiently generate such images is valuable.