Marketing Insights | Financial Appeal

There are so many factors to consider when launching an email campaign – Will it scale properly? Will I be noticed in a crowded inbox? What will the engagement be like? etc. –  but whether or not it will even reach your client’s inbox shouldn’t be included on that list. Luckily for financial marketers, 94% of emails […]Continue reading

Most email marketers are aware that segmenting your email lists will yield you more engagement and sales leads at the end of a campaign, but it’s often difficult to determine how exactly your email lists should be segmented. There are several strategies out there, but sifting through the numerous options could take all day, so we […]Continue reading

It can often be frustrating to pour over lackluster post-email campaign results wondering where in the process you and your team went wrong. According to what you’ve read and been taught, you’ve done everything right, so why aren’t the results reflecting that? The truth is you can never be completely sure you’re doing exactly what […]Continue reading

Continuing on our dissection of AI last week, let’s get more into where AI can be useful in the coming years. There are many processes and connections that we often deal with which are too complex to be modeled on a spreadsheet, which is where AI can help by running and learning from an ongoing […]Continue reading

As Artificial Intelligence (AI) continues to break (and fix) the internet, we all continue to circle around the same questions: Will AI eliminate the need for my job? Will robots take over? Where do humans fit into the mix? These same questions were asked, believe it or not, back in the early 1970’s when the […]Continue reading

April 6, 2016 – The Department of Labor (DOL) issues its final rule to expand the definition of the “investment advice fiduciary” under the Employee Retirement Income Security Act of 1974 (ERISA) which will alter the required standard of retirement plan recommendations from financial professionals to clients. This expanded definition makes it legally necessary for all Continue reading

Engagement scoring is an important tool that can help you get the most out of your campaign. Read up and see how you can benefit!Continue reading