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ESG Investing in 2024: The Role of AI/ML
Like it or not, in 2024, the financial landscape has been significantly reshaped by two key trends: the rise of ESG (Environmental, Social, and...
INTELLIGENCE FOR GROWTH: Simple Steps for Financial Advisors To Start Blogging
In the digital age, advisors who want to organically attract more clients and prospects need to raise their voices over the din of the crowd, according to Matuya Brand, Head of Content and B2B marketing for TIFIN Clout
MARTECH MINUTES: Marketing Communications Policy Gaps – A Top Concern for Wealth Firms
One of the most perplexing and persistent is managing marketing communication policy gaps. Marketing communications policies provide an outline or blueprint that guides all elements of communication.
AI & Finance™ Announcement
Publisher's Note: Friends, we're launching a new media brand called AI & Finance™, and the weekly column you're reading below (originally published on 1/24/24)...
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: How to Build a Case for an Enterprise Marketing Communications Solution
Wealth organizations must recognize the importance of enterprise technology for marketing communications to propel their growth since it extends beyond merely creating fascinating written text.
MARTECH MINUTES: Top 10 Trends Impacting Marketing in 2024
Today's marketing landscape is increasingly complex and competitive. However, with proper foresight, marketing professionals can confidently navigate this landscape and engage customers effectively.
REAL CLEAR CRYPTO: Tips on How to Avoid Crypto Scams
Crypto offers avenues for financial growth & innovation, but also comes with risks. To protect yourself & your investments, it's essential to exercise caution, conduct thorough research & seek professional guidance.
AI In Finance, Part 5: Using AI to Write Financial Content
We continue with part 5 of our five-part series, exploring how artificial intelligence (AI) enhances the client experience by creating an end-to-end digital experience...
MARTECH MINUTES: 2024-Time for New Advisor Marketing Tech
Despite the New Year, Marketing teams are still being stretched, often asked to do more with less human capital, fewer resources, and limited budgets for marketing technology.