Welcome to Part 2 of our 10 Trends To Watch: 2017 series. In part 1 we talked about some technologies that have the potential to disrupt markets and a business model that appears to be on the rise. In this article, we’re going to talk about a few more technologies and business models that might change […]
In this series of articles, We’ll be taking an in depth look at the report “Blurred Lines: how Fintech is Shaping Financial Services”. Due to the size of this report, each article will be broken down into sections based on 3 industries – banking, wealth management, and insurance. This article will focus on what exact […]
Another year is upon us and another year of trends are soon to unfold. In 2016 we saw the proliferation of wearable technology, “Smart” homes, cyber attacks and 3-D printing. What will hit it big in 2017? This year appears to be the year that Artificial Intelligence (AI) and Machine Learning hit their full stride, […]
This article was written by Guidevine’s Head of Advisor Success, Khalid Usmani, and can be found here. Marketing is the cornerstone of growth for any business, and as the adage goes, one has to spend money to make money. But advisors must ask whether they are spending their marketing budget effectively and whether their strategy […]
Why is a digital customer experience strategy important for businesses? First of all, 89% of consumers began doing business with a competitor following a poor customer experience. In a real in-store shopping experience, customers tend to be more forgiving and far less quick to assign blame than in the digital world. In the digital world, the […]
The number of people who conduct research online before making a purchase decision continues to increase each year. Your company website is more important than ever to your bottom line as digital touch points are continuing to reshape the customer journey and the way that Canadians are researching and buying life insurance. In a recent […]
Local SEO is one of the most important (and free!) online activities that you can do when building an online presence for your business. As a Financial Advisor, it is critical that you are found by your local market. By searching just one phrase, “financial advisors”, Google will output a map with all the local Financial […]
This post was authored by Claire Akin and originally appeared here on GuideVine. —————————- For all the fanfare social media marketing gets throughout the financial services industry, you would think email marketing is a thing of the past. But email marketing continues to be the most important marketing channel for financial advisors. For the top independent […]
In the world of Financial Marketing, compliance is often seen as the wall that stops things from getting to market quickly. It can be seen as the bureaucratic mess that can impede time sensitive content from being circulated. Although, that doesn’t have to be the case. Regulations in financial services marketing can change fairly rapidly […]
This post was authored by Adrian Johnson and originally appeared here on Liferay.com It isn’t possible to read a news article or open a newspaper without reading about Digital Transformation. From consultants and software vendors to infrastructure providers and analysts everyone is talking about digital transformation and how it can improve customer experience, increase revenue streams and improve operations. So what […]
