News, thoughts, and insights for financial marketers

Financial Service companies are building new strategies on how to better engage Millennials. Find out how Financial brands are targeting the next wave of borrowers, savers and investors.Continue reading

Digital transformation continues to be a challenge for most firms within the financial services industry. Consider these four easy solutions to help your organization better embrace digital transformation.Continue reading

It’s inevitable that every email you send will have some un-opens. Even the best of us miss an email from time to time. However, what happens when a large portion of your recipients start showing an overall decrease in interest with fewer opens and clicks? One answer to winning them back could be creating a […]Continue reading

Social media is not the future; social media is right now. It’s not new anymore, it’s now a standard part of every sales and marketing strategy in every industry. Its primary purpose is to build brand awareness, foster engagement, and ultimately uncover and convert potential sales opportunities. It’s the perfect platform to connect with prospects, […]Continue reading

Agile isn’t a new concept – it’s been in practise by developers and successful organizations for years. In today’s fast paced business environment many industries are using Agile practises to drive not only their technology, but also their marketing. But in a complex industry like finance can Agile be applied? Although change has often moved […]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

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