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
Tag Archives: Financial
How Can Machine Learning Be Used in Financial Services?
Lanre Onibalusi — September 3, 2019 Follow @Onibalusi — September 3, 2019 Machine learning technology is making rapid gains in the financial services industry, and a growing number of companies are now using it to enhance the customer experience. Gartner even predicts that by 2020, 85% of customer relationships with an enterprise won’t involve interacting … Continue reading How Can Machine Learning Be Used in Financial Services?
More Money, More Problems: Issues a Business in the Financial Sector Can Have With Digital Marketing (And Solving Them)
Tommy Wyher — August 28, 2019 — August 28, 2019 The financial sector is highly competitive which makes the need for digital marketing paramount for companies wanting to stand out. Finance is serious business so a marketing approach that would work for a CBD product or video game might not be formal enough to work. … Continue reading More Money, More Problems: Issues a Business in the Financial Sector Can Have With Digital Marketing (And Solving Them)
7 Ways to Avoid Financial Stress When Running a Business
Robert Gloer — August 28, 2019 Follow @IOUFinancial — August 28, 2019 Running your own business requires careful thought and planning. But even with all that, it’s hard to avoid feeling financially stressed from time to time. Handling the stress productively can help your business succeed. But avoiding it in the first place can also … Continue reading 7 Ways to Avoid Financial Stress When Running a Business
Financial Brands Plan An Email Spending Boost in 2020
Financial Brands Plan An Email Spending Boost in 2020 by Ray Schultz , August 27, 2019 Email is the second most popular channel among financial brands, judging by a new study commissioned by Dianomi, a native ad platform, and Gramercy Institute. Of the financial marketers polled, 33.7% plan to increase their spending on email in … Continue reading Financial Brands Plan An Email Spending Boost in 2020
How to Determine Your Financial and Governmental Business Risk
Steven Imke — August 20, 2019 Follow @SteveImke — August 20, 2019 It is always a good idea to review your risk exposure from time to time and develop a plan to deal with things before you are forced to deal with them during a crisis. Previously, we looked at operational business risk. In this … Continue reading How to Determine Your Financial and Governmental Business Risk
Top 6 Financial Tips Every SaaS Founder Should Know
Eric Goldschein — July 24, 2019 — July 24, 2019 Starting your own software as a service (SaaS) business is an appealing way to become an entrepreneur. Just come up with your software solution, deploy it, and become indispensable to fellow business owners everywhere—right? Of course, it’s never that simple. Coming up with and creating … Continue reading Top 6 Financial Tips Every SaaS Founder Should Know
5 Reasons Why Even Robo Financial Advisors Do Not Beat The Market
Barry David Moore — June 20, 2019 — June 20, 2019 A Robo Advisor is a digital application that offers clients financial advice created by algorithms, artificial intelligence, or mathematical formulas. The term Robo Advisor is short for robot advisor. However, the phrase Robo Advisor is inaccurate. To explain, a Robo Advisor is a digital … Continue reading 5 Reasons Why Even Robo Financial Advisors Do Not Beat The Market
Financial Services Need to Bank on Secure Instant Messaging
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
The Right Touch: Email Content Automation for Financial Advisors
Kristen Deyo — May 10, 2019 — May 10, 2019 At its core, the financial services industry is—and always has been—a relationship business. This client-advisor relationship is built on trust and a financial advisor’s ability to treat clients as people, not portfolios. But with constantly evolving digital expectations of today’s clients, it begs the question: … Continue reading The Right Touch: Email Content Automation for Financial Advisors
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