Judy Caroll — February 21, 2020 We always talk about the constant change and evolution of marketing trends and strategies that this time, we also want to highlight how equally important it is to keep up with the rising financial marketing strategies this 2020. And in order to keep up with the fast-changing world of … Continue reading 2020 Marketing Trends for the Financial Services Industry
Frederik Bussler — December 29, 2019 The soul of marketing is sharing a unique value proposition to a detailed target audience, and this holds true for financial professionals. However, there’s one caveat: Finance is a uniquely difficult industry to stand out in due to the massive number of competitors, both legitimate and fraudulent. When you’re … Continue reading Quick Tips for Financial Marketers
Brands that leverage email marketing will continue to build lasting customer relationships while thwarting the new fintech players from capturing market share. Kyle Henderick on September 23, 2019 It was surprising to learn that more than two in five financial services customers say they rarely or never receive relevant marketing communications from financial services companies … Continue reading Email marketing and customer retention in the financial services industry
William MacDonald — May 21, 2019 — May 21, 2019 Data protection has never been more crucial within the financial industry. With stories regarding high-profile cyber-attacks appearing in the news cycle with increasing regularity, financial firms are facing a new imperative to remain compliant. Ensuring that their communications and data transmission are secure, therefore, must … Continue reading Financial Services Need to Bank on Secure Instant Messaging
James Patterson — September 28, 2018 — September 28, 2018 As with other markets, the credit industry has taken a whole new direction, thanks to the emergence of modern technology. Because of these digital innovations, creditors are able to design and introduce a large number of products and services that make loaning easier, faster, and … Continue reading 5 Technologies and Trends Changing the Credit Industry [Infographic]
Corrie Mieszczak — March 20, 2018 — March 20, 2018 There are all kinds of reasons companies are changing their approach to data management—and the customer experience is as powerful as any. You may ask, “What does data management have to do with our customer relationships, let alone their perception of our brand?” Quite a … Continue reading For the Customer’s Sake, Financial Services Companies Need to Blow Up Their Data Silos
Katie Sweet — February 9, 2018 Follow @misskatiehrdy — February 9, 2018 Personalization is such a hot topic in the world of marketing these days. But personalization isn’t just another marketing buzzword — it’s a critical strategy for delivering a better experience for prospects and customers. Every person that visits your site, uses your app, … Continue reading The Importance of Personalization for Financial Services [Infographic]
Meredith Wood — May 9, 2017 Follow @fundera— May 9, 2017 You’ve done hours of online research, compared dozens of options, and finally, you’ve found it—the perfect loan for your small business. But then, as you finally go to apply, there is a problem. As it turns out, your perfect lender isn’t licensed to fund … Continue reading Where is Your Business Located? The Answer Could Affect Your Loan Options
Nathan Ive — February 10, 2017 — February 10, 2017 5 Trends Impacting the Financial Services Industry in 2017 Today, nearly every financial activity is being reimagined in some way, from banking, to lending, to wealth management. Tasks and transactions that once involved human interaction and paper money have overwhelmingly moved into the digital world, … Continue reading 5 Trends Impacting the Financial Services Industry in 2017
by Amity Kapadia June 17, 2016 Follow @amitykapadiaJune 17, 2016 Think about the last time that you took out a loan or used an accountant to prepare your taxes. Even if your experience was positive, was it exciting enough to inspire you to refer the company to your friends, family, or colleagues? Did you run … Continue reading What the Data Says About Financial Services and Referral Marketing [Report]
