How AI Can Help Enhance Marketing Communications
Artificial intelligence (AI) is transforming various industry sectors, including wealth management and marketing communications. AI has significantly enhanced the efficiency and effectiveness of marketing communication strategies. A glance at AI’s impact involves optimizing content creation, audience analysis, content personalization, predictive analytics, compliance review, and automated distribution. These capabilities disrupt traditional marketing models and set new […]
What Advisors Must Know About Prospect Communication
In digital marketing, advisors must know prospect communication regulations and guidelines. One crucial legal framework is the CAN-SPAM Act, enacted in 2003 to prevent unwanted commercial emails from filling users’ inboxes. As advisors build their contact lists and reach out to prospects, understanding and adhering to CAN-SPAM regulations is vital to avoid non-compliance penalties. Here’s […]
7 Strategies to Infuse Diversity into Finance Content
Diversity is vital in every facet of life and it must also be represented in finance content. Infusing diversity is essential in order to appeal to a broader audience spectrum and reflect the various demographics that form our nation today. As an example, the days of finance-industry commercials showing a white male driving a sports […]
The Tools Marketers Need in Their Toolbox
As the digital world continues to evolve, so does the landscape of marketing tools. This year will likely witness a surge in demand for various types of marketing software that can effectively address an organization’s emerging needs. Here are some of the game-changing martech tools wealth industry marketing professionals need in their toolbox. CRM software […]
Generative AI & Social Media
The intersection of Generative Artificial Intelligence (AI) and social media has become a hot topic in wealth management. As technology advances, wealth firms must understand Generative AI and how using it to create content may impact their business. First, let’s define what generative AI is. Simply, it is a type of AI that can create […]
Tips for Building a Wealth Industry Marketing Tech Stack
In today’s competitive market, having a solid and efficient marketing strategy is crucial for the confidence of any organization. With the advancement of technology, wealth organizations now have access to a wide range of marketing tools and software to help them reach their target audience and achieve their goals. However, with so many options available, […]
The ‘Scoop’ on Content Marketing
Content marketing is a proven strategy for advisors to improve their website’s search engine (SEO) rankings. 72% of online marketers describe content creation as their most effective SEO tactic, which helps potential clients find an advisor when searching online. Content marketing is a form of digital marketing focused on content that provides value to potential […]
Why Advisors Must Provide Financial Education
Maintaining consistent communication with clients is imperative for building strong relationships and attracting new business. For financial advisors, a significant reason clients may be unhappy with their advisors is a need for more communication and namely, financial education. Communication is no longer just emails and phone calls, it’s educating clients through communication platforms such as […]
A Vendor’s View – ‘FINRA Reviewed’ vs. ‘Compliance Reviewed’
The Financial Industry Regulatory Authority (FINRA) recently announced that it has fined multiple firms for violating marketing communications Rule 2210. According to FINRA, the fines ranged from $10,000 to $150,000, totaling $ 81 million, and were issued to 16 firms that failed to supervise their marketing materials or did not have adequate systems to review […]
Tips for ‘Vetting’ an Advisor Communications Solution
A communications strategy has become crucial to modern business operations in the finance industry, streamlining communications and campaigns, automating repetitive tasks, and making data-driven decisions. But the question that intrigues most people is how to select the right communication solution for your organization. As you embark on your journey to selecting a communication technology for […]
