Have you ever thought your email marketing processes can be easier? Chances are you are right.  High level of sensitive data, adherence to numerous compliance and legal guidelines, the necessity of accurate and seamless information flow across the business – all that adds up to the complexity of the financial services industry. The consumption of […]Continue reading
Email marketing is an efficient and cost-effective way to reach your contacts, but to see its full potential, it should not stop after the email deployments. The analysis of campaign metrics will provide important information that could help sales and marketing teams successfully work together. Marketing campaigns capture invaluable data that reveals your contacts’ interests […]Continue reading
Navigating the compliance complexities of the financial services industry while promoting events can be tricky. What marketers can do, however, is to look for more creative solutions to build engaging, yet compliant event emails. Previously we discussed the importance of a call-to-action and now, we’ll cover additional ways to enhance your financial events emails. Offer the […]Continue reading
Promoting financial events is exciting – there’s always a buzz, you see lots of preparations. Most importantly, however, it’s a good opportunity for a clearly visible return on investment. Regular emails usually contain a number of catchy phrases, images, freebies and special deals with great urgency to not miss out. However, email marketing for events-based […]Continue reading
Marketers working in financial services need to provide results as well as meet various compliance regulations. Email marketing is an incredible tool that reaches your clients quickly, at a scale and it provides real-time tracking. To drive higher client engagement in your next email campaign, follow the 5 steps below. 1:1 Relationships Are Essential Asset […]Continue reading
Financial services brands largely rely on the open and click rates when analysing their email marketing campaigns as these metrics can help evaluate the performance of various marketing activities. However, in such disruptive times, marketers need to go beyond these numbers when interpreting the results. This is where advanced analytics come in – and this […]Continue reading
The financial services industry is changing – and it’s time for companies to embrace this disruption. In order to remain successful, businesses need to transform the digital journey of their customers. Providing a personal inbox experience has now become essential. In our first article on disruptive personalisation in financial services we discussed the importance of relevant, […]Continue reading
Digital trends are indicating a general shift away from desktops and laptops. However, the financial services industry is still heavily dependent on traditional browsing devices like desktops and laptops. Many argue that a “mobile first approach” is not that important in our industry. Our Digital Marketing Survey has revealed just how competitive an advisor’s inbox […]Continue reading