Do the financial advisors of your organization have their own website? When a prospect or client comes to your organization’s website and wants to find an advisor, is it an easy painless process to search for an advisor and then view their website? If you answered no to these questions, it might be worth thinking […]
With all the latest news about data breaches and how companies are using people’s personal data for advertising, this has a lot of consumers worried and demanding change. One of those changes is the European Union General Data Protection Regulation or GDPR. This new law is replacing the 1995 European Data Protection Directive. GDPR aims […]
As an enterprise, when you think about all the advisors that have an online presence and using Digital Agent, their online efforts probably vary drastically. Some sign in multiple times a week and some probably sign in a few times a year. Ultimately, enterprise teams want to see 100% of advisors leveraging Digital Agent and […]
Customer expectations are evolving as rapidly as technology. Because of this constant evolution, brands need to adapt how they interact with their customers. Financial organizations are turning to their advisors as an additional marketing channel. However, to adopt this sort of marketing strategy requires implementation of new technologies and processes. This is why it is […]
What is SEO? SEO stands for “Search Engine Optimization”. It is the process of organically optimizing the content on your website to position your website higher in the rankings when searched by a customer. Search engines (e.g. Google, Bing, Yahoo) use a list of factors to rank each webpage in the results. These factors and […]
Too often companies will buy into software for the sole reason of being the best overall and having brand recognition in the industry. This approach should strongly be avoided, especially when building an employee portal, as this does not equate to proper integration and optimizing its use. The promise of “Digital Engagement” is false. The […]
In an earlier article, we talked about using a compliance advisor marketing platform. Integrating a platform into an enterprise is only part of the solution. The other part of the solution is teaching advisors the value of content marketing and what blogging could add to their business. Many advisors fall victim to thinking they can’t […]
It takes more than just paying competitive wages or bean bag chairs for employees to feel valued. Companies that can create value for their employees will see a more productive, more satisfied, more fulfilled workforce. Satisfied employees mean satisfied customers, which leads to profitability. It is important to understand where value can be created. To […]
How does your team ensure that emails, documents, content, communications can easily be retrieved if and when necessary? Would it be stressful trying to track down all the emails, files, conversations and log of everything that happened related to that piece of content? Instead, the process could be stress-free if there was an automated archiving […]
