MARTECH MINUTES: The Tools Marketers Must Have in Their Toolbox
This year will likely witness a surge in demand for various types of marketing software that can effectively address an organization's emerging needs.
MARTECH MINUTES: AI in Marketing Communications: Friend or Foe?
Artificial Intelligence (AI) is significant among evolving technologies due to its transformative potential in revolutionizing business processes, including marketing communications.
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.
MARTECH MINUTES: Generative AI & Social Media
Wealth firms can create content for their social media channels by leveraging generative AI to create infographics, videos, and even written content that caters to their target audience's specific interests & needs.
MARTECH MINUTES: How Best-of-Breed MarTech Improves Revenue
When it comes to marketing, it's a combination of science and technology that must combine to produce results. In the financial service industry, CMOs and marketers are changing how they manage marketing technology (MarTech).
MARTECH MINUTES: How to Infuse Financial Education into Your Practice
One of a financial professional's most critical roles is to aid in their clients' financial empowerment. Here are some ways to infuse financial education into your wealth practice.
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.
Why Content Market in Compliance-Heavy Industries?
Regulated industries such as wealth, banking, and insurance have moved away from ‘word-of-mouth’ advertising, and now have several online channels that can provide this same validation of recommendations.
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: What Advisors Must Know About Prospect Communication
In digital marketing, advisors must know prospect communication regulations and guidelines. One crucial legal framework is the CAN-SPAM Act, enacted in 2003.