For most financial advisors, marketing isn’t their strongest (or favorite) thing to work on when building their business. But if you’re an RIA or an IAR working for a smaller firm without a designated marketing team, those responsibilities may be put on your plate. But don’t panic! Promoting your business and acquiring new clients doesn’t […]
The Digital Marketing Trends For Financial Advisors Read More »
Around the world, the financial services industry has historically underserved or even excluded millions of consumers and SMBs (small- and medium-sized businesses) that are not considered profitable customer segments. Still today, large numbers of people and businesses do not rely on banks to help them meet their day-to-day financial needs. But you know how the
WeBank Is Driving Financial Inclusion At Scale In China Read More »
Subscribe to The Financial Brand via email for FREE! Paid media is coming back into its own as a strong marketing choice as the promise of other channels has faded or been assessed more realistically, according to a study by Gartner. Getting the media mix right is critical. Consumers’ attention represents a finite quantity spread
Which Channels Financial Marketers Need to Budget for in 2020 Read More »
Blogging is a great way to reach out to your clients and potential clients. A blog is a perfect companion for financial advisor websites. When you regularly publish blog posts, you can become a resource of information, discuss current events and market trends, and share information about your advisory business – all in an effort
The Biggest Blogging Mistakes Financial Advisors Make Read More »
BOSTON–(BUSINESS WIRE)–Deluxe Corporation will showcase a full array of treasury management and financial technology services during the annual AFP conference Oct. 19-22 in Boston. AFP features the leading finance and treasury management speakers and thought leaders in the world, bringing together cutting-edge firms devoted to providing solutions for customers of all sizes. Deluxe Treasury Management
Subscribe to The Financial Brand via email for FREE! It’s unlikely that any financial marketer doesn’t know that quicker and friendlier account-opening and onboarding should be a top priority. Not only neobanks but big banks like Capital One are aggressively promoting account opening in five minutes or less. Even so, a great number banks and
Accelerating and Amplifying Your Financial Institution’s Onboarding Success Read More »
As Application Software businesses, Gridsum Holding Inc. (NASDAQ:GSUM) and Inpixon (NASDAQ:INPX), are affected by contrast. This especially applies to their institutional ownership, profitability, risk, analyst recommendations, dividends, earnings and valuation. Earnings & Valuation Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Gridsum Holding Inc. 2 0.00 12.15M -2.90 0.00 Inpixon N/A 0.00
Gridsum Holding Inc. (GSUM)’s Financial Results Comparing With Inpixon (NASDAQ:INPX) Read More »
Columbus India has been appointed for digital duties for LXME- India’s first financial planning platform for women, powered by the Anand Rathi Group. Columbus India will be tasked with handling paid media, search engine management, paid social, performance marketing, social media management, search engine optimization, content creation, and developing creatives for the brand. The account
MUMBAI: Columbus India, the data-driven digital marketing agency from Dentsu Aegis Network, has been appointed as the digital AOR for LXME- India’s 1st financial planning platform for women, powered by the Anand Rathi Group. As per the mandate, Columbus India will service the digital requirements of LXME in the areas of paid media, search engine
In the 1990s, banking software developers Avalonq and Temenos first introduced technology for wealth management. Since then, WealthTech as a unique industry — a blending of wealth management and technology — has grown considerably. According to Drake Star Partners’ 2019 WealthTech report, the wealth management sector alone is expected to reach $101 trillion in 2020,
