Generative artificial intelligence (AI) is taking the world by storm. It’s impacting virtually every industry, from healthcare and education to software development and engineering. Recently, we talked a bit...... More »
What’s better than getting people to invest in your company? Getting the right kinds of investors to help capitalize your company. Enter investor targeting. Investor targeting helps companies attract...... More »
Would you like to increase client retention, improve your brand loyalty, and drive business growth for your fund administration service? A compelling value proposition can make it happen. It’s...... More »
Is your asset manager trying to wow potential investors, partners or clients? Do you need a way to differentiate your asset management company from the competition and attract investments?...... More »
In recent years, environmental, social and governance (ESG) investing has surged in popularity, with investors increasingly prioritizing sustainability and ethical considerations alongside financial returns. This trend has led to...... More »
Financial services firms have their work cut out for them in attracting high-net-worth individuals (HNWIs). High-net-worth clients — typically defined as people with at least $1 million in liquid...... More »
It’s 2024, and virtually every business needs a social media presence. But if you’re posting for a fintech or financial services firm, you’re going to have a rougher go...... More »
Data privacy is a large (and growing!) concern in all industries, but it’s an especially big pain point for financial services customers. That’s for a good reason: If they...... More »