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
Search Analytics Tool Moves Into Financial, Investor Markets by Laurie Sullivan @lauriesullivan, April 19, 2019 As initial public offerings (IPOs) ignite with companies like Pinterest, Lyft, Uber and Slack executives taking their companies public, SimilarWeb — a provider of analytics related to the performance of websites and apps — has moved into the financial space with … Continue reading Search Analytics Tool Moves Into Financial, Investor Markets
Aashish Sharma — March 30, 2019 Follow @ineedseo — March 30, 2019 One of the most difficult aspects when starting a business is Investment. You can try to convince investors and venture capitalists, but if you are new to entrepreneurship, your chances of getting funding through these channels are rather slim. You can also discuss … Continue reading Financial Planning: How Can Entrepreneurs Finance their Business Ideas?
Olivia Taylor — February 18, 2019 Follow @otaylor771 — February 18, 2019 The finance industry is never predictable. It’s a world of topsides and downsides that affect global businesses in more ways than any other factor. With so many parameters around the world contributing to the financial waves, it’s really difficult for businesses to remain … Continue reading Top Reasons Why Financial Consultants are Embracing AI for Their Clients
Hassan Mansoor — February 12, 2019 Follow @Hassan_Mansoor1 — February 12, 2019 Tracking finances is a crucial determinant of the success of any business, regardless of business size. When done right, finance management can fuel business growth by helping you reduce your expenses and utilize your financial resources for maximum benefits. Poor management, however, can … Continue reading Advice For Small Business Owners: How to Handle Your Financial Resources Like a Pro
Simon Cooper — January 29, 2019 — January 29, 2019 At some point during your career working for a SaaS business, you will unfortunately come across a situation where the client wants a financial compensation. The reasons for this can come from a number of places, but often come from failure in the technology that … Continue reading Your Enterprise Client Has Just Asked for Financial Compensation. What Could You Do?
Douglas Pitassi — January 15, 2019 Follow @DouglasPitassi — January 15, 2019 Unless you have a degree in finance, chances are you entered the workforce unprepared for financial growth. As you move through life there are certain considerations you must observe, if you plan to develop a healthy financial status. Learning about the common pitfalls … Continue reading The Most Important Financial Mistakes for Millennials to Avoid
Rich Scott — December 12, 2018 — December 12, 2018 Money impacts all our lives in many different ways. It pays for the essentials that keep us healthy and safe. It enables us to be ready for future expenses and plan new experiences. And it makes us feel good when we can share it with … Continue reading Staying Relevant Amidst an Abundance of DIY Financial Tools
Carolee Bennett — November 18, 2018 Follow @medialogic — November 18, 2018 As reported by ClickZ in October 2018, brands are increasing their ad spend on Instagram, which now boasts “a global community of one billion.” Financial brands are among those attracted to the image-centric social platform — and not just with ad dollars. Many … Continue reading How Financial Services Influencer Marketing Strives for Authenticity on Instagram
Jill Bastian — September 16, 2018 — September 16, 2018 It’s tough to create compelling and engaging emails if you’re a marketer in financial services. Getting copy approved by legal or compliance can be an adventure, and your audience may be intimidated or overwhelmed by your offers. Plus, 30% of Americans say they are stressed … Continue reading 5 High Performing Email Marketing Strategies for Financial Services
