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
Transport Layer Security (TLS) is a protocol for privacy and data integrity between two communicating applications. Its encryption and endpoint identity verification establish a secured connection between two networks. It’s the most widely spread security protocol and its used by a wide array of applications, including web browsers, requiring a secure data exchange. There have […]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
Picking up where we left off in our Email Marketing 101 guide, it’s time to talk about creating and distributing email marketing campaigns. With these two guides combined, you’ll have the knowledge you need to start sending effective email marketing campaigns in no time! Campaign Building Once you’ve completed and agreed on the campaign brief with […]Continue reading
With how quickly email marketing technology advances these days, we often find ourselves focused on the stream of new, shiny tech that is just hitting the market. This spotlight on the cutting edge is fascinating to us since we’re inundated with all things email marketing, however, we sometimes lose sight of those with a cursory […]Continue reading
It’s a well-known fact that email marketing is one of the most effective channels to reach your target audience, especially for those with a B2B business model. But, thanks to the ubiquity of email marketing, the competition for your audience’s attention is at an all-time high. The real key to getting through to your email […]Continue reading
As we grow and evolve as a company, our suite of marketing tech grows and evolves with us, which can afford us some exciting opportunities to improve. One such opportunity, in the form of StoneShot DNA, is henceforth revolutionizing the way we send out our Click newsletter to our loyal readers. The person who coined […]Continue reading
According to our research, financial advisors are becoming increasingly discerning when it comes to what kinds of emails they will engage with. Every detail counts a little more than it used to and it can often be difficult to ascertain which specific aspects of your emails advisors hold in highest esteem. In our Digital Marketing […]Continue reading
In 2017, responsive design is no longer a question of “if,” but of “how.” And this rule doesn’t just apply to websites either. Mobile email is constantly on the rise, so if you haven’t hopped on the mobile optimization bandwagon yet, time is running out! 88% of advisors feel that mobile-friendly capabilities could make fund […]Continue reading