In this post, we outline tips for hosting a financial services event with a successful turnout and ways to follow up afterwards.Continue reading
Event planning can be a challenge if the right processes are not in place, especially if multiple events are being managed at once. Watch our on-demand webinar to hear new trends and best practices for automating your events.Continue reading
Many successful companies differentiate themselves from the competition and offer immense value to their customers by utilising the power of digital events. Host a seamless and successful webinar for your clients with these helpful tips. Continue reading
On occasion I overhear some saying, “all asset managers are the same.” While we all know that may not be true, performance of services often only ranges a few basis points, making the differentiation between firms harder to distinguish for some. Asset Managers have a great need to find a way to stand out from […]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
Holiday season may be drawing closer but as you devour pumpkin-spiced everything, we’d like to draw your attention to an exciting industry event. The PAICR 2017, organized by the Asset Management Marketing Association. PAICR is a great opportunity for financial marketers to meet and connect with like-minded peers and discuss the state of the industry. […]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
Just when you think you’re finished putting together the perfect event invite email, you realize it still needs a subject line. A bead of sweat forms on your brow since you are well aware that 33% of email recipients open an email based solely on the subject line (Convinceandconvert.com). The turn of a phrase or the […]Continue reading
Planning an individual conference or event is demanding and labor-intensive. Add on more than a dozen different cities, venues, and guests, and you’ve got a stressful few months ahead. Hosting a successful roadshow requires lots of preparation, but more important than reserving the venue, gathering the speakers and hiring the lighting crew is nailing down […]Continue reading
You plan your event, secure the fund manager of the moment and curate a program to entice any advisor. But what really makes an event a success? We look at ten areas that can make or break an event despite your spectacular line up.Continue reading