Tag Archives: Finance

Do You Practice Lean Processes? How About Lean Accounting and Finance? – Part 2

Alan Hart — September 2, 2017 — September 2, 2017 In the first installment of this article, I wrote: If every iteration of the budget requires many hours or even days of work to recompile the budget and its derived forecasted reports and financial statements, you are not practicing Lean Budgeting! Here’s why: If your … Continue reading Do You Practice Lean Processes? How About Lean Accounting and Finance? – Part 2

How the Finance Industry Uses Email Automation

by Kristen Dunleavy Follow @KristenWritesItOctober 9, 2016 No one knows more about ROI than the financial services industry: they spend billions on digital marketing annually, and that number is steadily increasing. While many financial institutions are taking advantage of email marketing’s ROI, there is a notoriously low adoption of marketing automation throughout the industry. Why … Continue reading How the Finance Industry Uses Email Automation

How to manage your ad partners in regulated industries: Finance (part 2 of 5)

In part 2 of her five-part series, contributor Lori Weiman looks at how advertisers in the finance industry can monitor their affiliates to boost ad performance while staying on the government’s good side. Lori Weiman on July 21, 2016   Welcome to part 2 of my five-part series on using advertising partners in highly regulated … Continue reading How to manage your ad partners in regulated industries: Finance (part 2 of 5)

How to manage your ad partners in regulated industries (part 1 of 5)

Digital marketing is more complicated in some industries than in others, as anyone who works finance, retail, education or pharmaceuticals knows. In her five-part series, contributor Lori Weiman will explain how advertisers can thrive in these highly regulated industries. Lori Weiman on June 28, 2016         Are you a marketer or affiliate … Continue reading How to manage your ad partners in regulated industries (part 1 of 5)

A No-Fuss Approach For Engaging Finance Advocates

by Jillian Wood May 27, 2016May 27, 2016 Those who work in finance are detail-oriented, consummate professionals. They can seem like outsiders, working a monotonous—often thankless—job, but the work that finance professionals do is critical to any business. Engaging with finance professionals is challenging when you consider that they can fall into one of two … Continue reading A No-Fuss Approach For Engaging Finance Advocates

How to Differentiate in Finance Using Values-Based Content Marketing: 6 Case Studies

by Niels Footman February 8, 2016 Follow @NielsFootmanFebruary 8, 2016 Two bits of received wisdom echo around the world of marketing: It’s almost impossible to meaningfully differentiate commoditised products. In heavily regulated industries, you can’t be truly distinctive or creative. But how true are they? EXHIBIT 1: Apple Among a vast swathe of the world’s … Continue reading How to Differentiate in Finance Using Values-Based Content Marketing: 6 Case Studies