Oktopost

OCTOBER 26, 2023

For financial services firms, establishing a robust and trustworthy brand image is pivotal for sustained success. Unlike other industries, the financial sector operates under the watchful eye of regulatory bodies such as FINRA, SEC, IIROC, FCA, and PRA, imposing strict guidelines on communication and transparency.

Marketing Management 125

Marketing Management Service B2B Thought Leadership Thought Leadership 125

Content Standard

DECEMBER 16, 2015

T he Lack of Emotion in Financial Services. In the financial services industry, eliciting positive emotion can be tricky, and creative campaigns that stand out are few and far between. This contrasts sharply with what the dim CNBC and the rest of financial services industry emits.

Marketing Management 40

Marketing Management Service Campaigns Blast Campaigns 40

Content Standard

DECEMBER 16, 2015

T he Lack of Emotion in Financial Services. In the financial services industry, eliciting positive emotion can be tricky, and creative campaigns that stand out are few and far between. This contrasts sharply with what the dim CNBC and the rest of financial services industry emits.

Enterprise Management 40

Enterprise Management Marketing Management Service Campaigns 40

Seismic

MARCH 12, 2024

At Shift 2023, experts from our award-winning Professional Services team led breakout sessions designed to help our customers navigate complex enablement journeys. Our journey as a leader in the enablement space began over a decade ago, with financial services customers across banking, wealth management and insurance.

Work Management 104

Work Management Marketing Management Service Contingency Planning 104

Act-On

DECEMBER 9, 2023

For example, financial services marketers aren’t all at the same point in their buyer’s journey and aren’t all interested in the same things. A financial services marketer interested in email marketing isn’t likely to open an email on social media marketing. So it’s no wonder our open rates weren’t great!

Open Rate 216

Open Rate Ideal Customer Profiles Marketing Automation Services Top of Funnel 216

Salesforce Marketing Cloud

DECEMBER 6, 2023

What if your financial services team could find the perfect tool to acquire new customers, deliver exceptional service, and drive growth? Rated as a leader by The Forrester Wave Report™: Financial Services CRM , Salesforce knows service — of any kind. Get the report 2.

Work Management 102

Work Management Marketing Management CRM Service 102

Vision Edge Marketing

SEPTEMBER 13, 2022

Verticals can include industries as broad as medical devices or financial services or can specify a subsegment of a larger group, such as community banks within the larger market of financial services. A niche strategy might apply if your product and/or services (solutions) are best suited to a specific platform.

Verticals 224

Verticals Work Management Marketing Management Marketing Strategy 224

Webbiquity

MAY 30, 2023

With a global financial recession looming (already here?), However, the outlook varies considerably by industry and company size. 2) The budget outlook varies a lot by industry. 2023 looks like a tough year for marketing budgets. Overall, 58% of marketers project flat or reduced budgets for 2023, up from just 26% in 2022.

Marketing Budget 276

Marketing Budget Marketing Budget Creation Top of Funnel Marketing Strategy 276

Vision Edge Marketing

FEBRUARY 21, 2023

This is Laura Patterson and in this episode, we will leverage learnings from the movie industry to help ensure that your organization’s products and services (solutions) succeed and enable you to grow, or in the vernacular of the movie industry achieve blockbuster status. The same applies to every industry.

Work Management 234

Work Management Marketing Management Customer Satisfaction Lead Scoring 234

Vision Edge Marketing

SEPTEMBER 19, 2023

In today’s rapidly evolving business landscape, achieving customer-centric organic growth has become paramount for every organization striving to stay competitive and thrive in their respective industries. We’ve identified seven factors and the financial value of each that we believe contribute significantly to customer-centric growth.

Enterprise Management 237

Enterprise Management Allocation Customer Satisfaction Lead Ranking 237

Vision Edge Marketing

JANUARY 30, 2024

This ensures that your products and services remain relevant and competitive in the market. It encourages business leaders to never settle and to keep looking for ways to enhance products, services, and the overall customer experience. It often involves tactics like price adjustments, loyalty programs, and improving customer service.

Work Management 230

Work Management Marketing Management Marketing & Strategy Planning 230

Vision Edge Marketing

APRIL 9, 2024

Why has this concept expanded so rapidly across all industries? It is a proactive strategy aimed at ensuring customers achieve their desired outcomes while using your product or service. Customer Success! Coined in the early 2000s, it’s more than a buzzword—it’s the essence of customer-centricity.

Design 223

Design Terms and Conditions Work Management Customer Satisfaction 223

illumin

FEBRUARY 29, 2024

From financial services to travel and tourism, the data points to a significant increase in ad spend across multiple categories. Drew will explore industry data from Broadsign and equip viewers with everything they need to know about adding OOH to their omnichannel mix in 2024.

Webinar Metrics 105

Webinar Metrics Advertisements Advertising Trends 105

Vision Edge Marketing

JUNE 6, 2023

Why Customer Experience is the Best Growth Driver Several studies reveal the financial impact of CX on growth and profitability: A study by Forrester Research found “revenue growth through increased retention and enrichment makes up more than 90% of the top-line impact from improving CX.” Gather and use customer feedback.

Touchpoints 182

Touchpoints CMO Work Management Cross-Selling 182

Oktopost

FEBRUARY 12, 2024

When it comes to social media for financial services, compliance is not just a priority; it’s a necessity. Financial institutions must be able to navigate the complex web of regulations while staying up-to-date with modern forms of communication, including social media. What is the Smarsh integration?

Marketing Management 62

Marketing Management API Ideal Customer Profiles Barriers 62

Webbiquity

OCTOBER 5, 2021

By industry, more than 70% of companies in manufacturing, retail, and financial services anticipate higher top lines. Cloud-based services (22% in 2020; 26% in 2022) and managed services are taking an increasing share of spending. Companies will continue to invest in advanced security solutions.

Enterprise Management 307

Enterprise Management Work Management Marketing Management Paid Search Agency 307

Lake B2B

FEBRUARY 28, 2023

From the IT services industry to the retail and manufacturing industry, every sector invests in B2B lead generation. So, why should financial companies not benefit from it? By crafting a lead gen strategy, financial services companies can identify prospective clients and drive them to their organization organically.

Lead Generation 111

Lead Generation Generation Paid Search Agency Companies 111

Marketing Insider Group

SEPTEMBER 28, 2020

Thought leadership content marketing is one of the most effective ways of establishing your name and company as an authority in your industry. 60% also said that this type of content had directly convinced them to buy a product or service they hadn’t previously considered. But what exactly is thought leadership content marketing ?

Thought Leadership 318

Thought Leadership Enterprise Management Work Management Marketing Management 318

Martech

MARCH 1, 2024

They have also been trained in concepts like customer management, LTV and the financial value of loyalty. Any dissatisfaction in product, service or overall experience creates an unbridgeable gap in retention efforts. Top-shelf customer service The same logic applies to problem resolution. And who is stepping into the breach?

Tactics 120

Tactics Work Management B2B Marketing Marketing Management 120

Martech

APRIL 12, 2024

It employs specialized teams to handle regulated markets such as financial services. BlueConic For B2C and B2B companies with significant experience across consumer goods, retail/ecommerce, media and publishing, telecommunications and financial services sectors.

Enterprise Management 100

Enterprise Management Work Management Marketing Management Marketing AI 100

Bannerflow

FEBRUARY 17, 2021

The increasing requirement for digital transformation in the banking and financial services industries can be attributed to several factors. In recent years, there’s also been more competition from players outside the traditional industry model, plus a surge in fintech companies across the globe.

Digital Transformation 104

Digital Transformation Work Management Marketing Management Service 104

FMG Suite

APRIL 25, 2024

This article was first featured in Financial Advisor Magazine on May 24th, 2022. survey on global wealth and asset management, clients’ satisfaction with their financial advisor is directly correlated with the frequency of the advisor’s communications. In fact, according to a recent McKinsey & Co. 1 reason cited by almost 20%.

Tips 52

Tips Work Management Burn Rate Ad Frequency 52

Martech

FEBRUARY 27, 2024

When an influencer recommends a product or service, their endorsement comes across as a recommendation from a trusted friend rather than a corporate slogan. But where do you begin to understand the business, financial and legal standards for engaging this talent pool?

Advertising Agencies 117

Advertising Agencies Brand Identity Branding Marketing & Strategy 117

Vidyard

SEPTEMBER 14, 2021

Financial services is an industry that’s on the brink of a new day. From customer service to new client contracts, everything is going digital—even selling. The financial services industry is recognizing a digital change that clients have wanted for a long time. Contents 1. Webcam Videos 2.2

Enterprise Management 139

Enterprise Management Work Management Marketing Management Sales Management 139

FMG Suite

FEBRUARY 21, 2024

Feb 21, 2024 – FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, has been recognized as a Practice Management Solutions Provider of the Year by Wealth Solutions Report’s (WSR) Wealth Exemplar Awards. SAN DIEGO, Calif.,

Marketing Management 59

Marketing Management Marketing Automation Services Practices Customer Satisfaction 59

FMG Suite

MARCH 9, 2021

Today, 63 percent of women under the age of 45 control the financial decisions in their families. In contrast, less than 20% of financial advisors are women. The obvious difference between the number of women financial decision-makers and the number of women financial advisors presents an opportunity for advisories.

Work Management 80

Work Management Marketing Management Fulfillment Webinar Metrics 80

QuanticMind

AUGUST 29, 2023

Consumer trust plays a fundamental role in the financial services industry. The inherently personal nature of the products and services provided, coupled with their potential magnitude of impact, puts trust right at the center of the consumer relationship.

Trust Marketing 79

Trust Marketing Paid Search Agency Service Advertising Agencies 79

Oktopost

MARCH 13, 2023

But what does that look like in the B2B social media industry, and what role does social play in the B2B buyer journey? An expert in B2B social, Stephanie’s experience in social spans a variety of industries, including technology, research, and financial services, working on global brand and corporate social teams at IBM and Gartner.

Work Management 118

Work Management Social Media Marketing Management Gartner 118

Martech

OCTOBER 23, 2023

Even taking it a step beyond performance data, social insights can shed light on industry, competitive and cultural findings that may uncover necessary tools to allow a brand to stand out in a saturated market. That is, until Hudl invested in an SMM platform, arming them with the means and insights to help combat customer service seasonality.

Social Media 115

Social Media Work Management Marketing Management Media 115

Oktopost

SEPTEMBER 13, 2022

Social media for financial services is a rapidly growing sector. In an industry that was previously slow to adapt to digital marketing, the pandemic sparked an economic downturn, which spurred a newfound urgency to meet customers online. billion – placing financial services as the second-biggest consumer of digital advertising.

Social Media 84

Social Media Work Management Marketing Management Service 84

Heinz Marketing

JUNE 22, 2023

What if your product or service addresses multiple verticals? What if your product/service addresses multiple use cases that different personas and different verticals might care about for different reasons? They base their decisions on factors such as market trends, financial performance, strategic growth, and customer needs.

Buy 103

Buy Ideal Customer Profiles Work Management Verticals 103

Sprout Social

FEBRUARY 26, 2024

So this month we scoured the internet looking for brands across industries—from pet products to business software to car insurance—who shine when responding on social. PNC Bank: Finance industry-approved customer care For brands in regulated industries like financial services , social can be a perilous place.

Enterprise Management 66

Enterprise Management Brand Identity Branding Work Management 66

Sprout Social

AUGUST 16, 2023

Coupled with the unpredictable nature of social media and the looming economic downturn , many weary financial services executives see social media as a threat. Listening enables financial institutions to perform swift situation analysis and crisis management, which are crucial for successful crisis responses.

Work Management 75

Work Management Marketing Management Social Media Service 75

Martech

FEBRUARY 5, 2024

Financial details have not been disclosed. Google’s ability to control the inclusion of ad tech rivals on this list could advantage its adtech services. Amazon will then use this data to enhance targeted advertising on the U.K. publisher’s sites, providing advertisers with more relevant and effective advertising opportunities.

Amazon 100

Amazon Lock-In Privacy Marketing Proposals 100

Go Beyond SEO

FEBRUARY 22, 2024

In today’s digital age, having a strong online presence is essential for businesses, including financial firms. This, in turn, leads to higher conversion rates and an increased return on investment (ROI) for your financial firm. Investing in PPC campaigns can lead to higher conversion rates for financial firms.

PPC 78

PPC Marketing & Strategy High Quality Lead Landing Pages 78

ClickDimensions

JANUARY 17, 2023

SMS marketing is now one of the most personal marketing communication channels across the globe spanning almost every industry imaginable, including financial services. Benefits of using SMS marketing to increase engagement with your customers in the financial sector . Introductions/Welcome Messages .

SMS 98

SMS Service Terms and Conditions Open Rate 98

Salesforce Marketing Cloud

JUNE 23, 2022

Financial services customers have a message for their providers: They like doing business online — and they aren’t going back to pre-pandemic habits. That’s the good news from a deep dive Salesforce took into financial services trends and the state of banking, insurance, and wealth management. The not-as-good news?

Work Management 98

Work Management Service Customer Surveys Transparency 98