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
The distribution of fund documents, such as KIIDs and fund fact sheets, has always been one of the key concerns for asset managers. With the current climate of cutting costs and optimising internal resources, there is a lot of pressure on the companies to improve their technology, processes, timelines, and even marketing materials. Is creating […]Continue reading