The Business Case for a Digital Marketing & Compliance Platform in Financial Services

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In this ebook we discuss:

• A contradictory situation
• Investor behaviour has evolved
• Considerations for the Enterprise Marketer and Compliance Professional
• Do your Advisors have the tools they need to succeed?
• Do you have the tools you need to help your Advisors thrive?
• How does a Marketing and Compliance platform work?

The convergence of digital, social, and mobile technology is changing consumers’ behaviours, preferences, and most importantly, expectations.

Although consumers’ behaviour is changing, financial institutions have been traditionally slow to change and evolve with consumer expectations.

There are legitimate reasons for Financial Services’ resistance to change. Their size, complex back-office technology, and the need to comply with FINRA and IIROC regulations, make it difficult for them to adapt existing infrastructure and processes to meet the growing digital needs of their advisors and clients.

Download this ebook to learn why it is time implement a Marketing & Compliance Platform in your enterprise:

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