Strategic

Email Marketing

How and Why You Should Use Email Marketing Automation

Resus Lowlands / April 19, 2018

Marketing automation may sound complex, time-consuming and heavily reliant on technology and skillsets, but with some thoughtful planning, it can be rather simple to get started. In this post we’ll outline how to set up the essential components of an automated email marketing programme in order to drive positive results.Continue reading

Client Engagement

Reinventing Fund Literature: How to Balance Compliance with User-Friendly Content

Hannah Smith / April 10, 2018

Fund groups are under pressure to disclose more detail in their fund literature, in the face of a regulatory push towards greater transparency. In this post we'll outline tips for how to create content that will be useful and readable for the end-user, while remaining compliant.Continue reading

Digital News

What’s new in StoneShot: Marketing Automation Updates

StoneShot / April 9, 2018

We are excited to announce the latest updates to the StoneShot Platform. Our spring update focuses on improvements to marketing automation, its functionality as well as a few additional options for automated workflows.Continue reading

Client Engagement

The Digital Marketing Survey: Download Past Reports + Email ’18 Preview

StoneShot / March 26, 2018

Each year we survey hundreds of financial advisors about their attitudes around digital marketing efforts directed towards them. It’s almost time to release our 2018 Email Digital Marketing Survey results, but while we work tirelessly to crunch the numbers, we made past data on email, video, and events marketing available for download. Continue reading

Email Marketing

‘Plain Text’ Email Still Has a Lot Going for It… Here’s Why

Resus Lowlands / March 21, 2018

Plain text emails are universally accepted and understood by everyone, and while often seen as a last-minute, auto-generated addition to your campaign, when used correctly, they can play a significant role in your marketing ROI. In this post, we’ll outline considerations for optimising your plain-text efforts, and common questions and benefits of using this type of email in your marketing strategy.Continue reading

Client Engagement

Marketing an Underperforming Fund? What You Need to Know

Hannah Smith / March 15, 2018

As a financial marketer, you might one day find yourself in the tricky position of having to market an underperforming fund. Read best practices for tackling the issue head-on and building a strong, more trusting relationship with your investor base.Continue reading

Event Management

Creating a Winning Webinar: Helpful Tips for Launching Your Next Event

Adele Baltuoniene / March 13, 2018

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

Client Engagement

Are You Targeting the Next Generation of Investors?

Hannah Smith / February 13, 2018

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

Email Marketing

Follow These Steps to Nail Your Subject Lines and Calls-to-Action

Adele Baltuoniene / February 7, 2018

Wondering why your email open and click-through rates are low? Master the art of writing subject lines and calls-to-action by following these easy steps.Continue reading

Client Engagement

Webinar: How to Better Utilize Marketing Technology in 2018

StoneShot / February 2, 2018

In this recorded webinar, we cover how top financial institutions are providing their audience with a full digital experience by implementing strategies around personalization, marketing automation, event and video promotion applications and more. Continue reading

Blog

Marketing Insights | Financial Appeal

How and Why You Should Use Email Marketing Automation

Reinventing Fund Literature: How to Balance Compliance with User-Friendly Content

What’s new in StoneShot: Marketing Automation Updates

The Digital Marketing Survey: Download Past Reports + Email ’18 Preview

‘Plain Text’ Email Still Has a Lot Going for It… Here’s Why

Marketing an Underperforming Fund? What You Need to Know

Creating a Winning Webinar: Helpful Tips for Launching Your Next Event

Are You Targeting the Next Generation of Investors?

Follow These Steps to Nail Your Subject Lines and Calls-to-Action

Webinar: How to Better Utilize Marketing Technology in 2018

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