Can Investment Advisors Use Testimonials in Their Marketing?
Testimonials are a powerful marketing tool. They help build trust and credibility and can make people who are still on the fence feel more comfortable about working with you....... More »
How to Create Engaging Infographics for Financial Services Firms
We all understand the persuasive power of data and graphics. However, for financial services firms, it can be tough to disseminate complex reports or data-heavy information in a way...... More »
The Importance of Reputation Management in Financial Services
A good reputation matters in every industry. But in financial services, you’re almost nothing without it. You won’t find many people willing to roll the dice on a suspect...... More »
Generative AI: Does It Have Any Business in Investor Services Marketing?
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 Is Investor Targeting? (And How Do You Do It?)
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 »
Should Financial Services Firms Use News in Marketing?
All the news that’s fit to print often occasionally finds its way into business marketing. Fresh news makes for engaging content that is relevant and cutting edge, and it...... More »
How Fund Administrators Can Showcase Their Value Proposition
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 »
5 Tips to Build a Great Asset Management Pitch Deck
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 »
Navigating the Marketing Challenges of ESG Funds
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 »
Fintech Marketing: Put Your Innovative Financial Solutions on a Pedestal
From online-only banks to buy now, pay later apps to services that will spot customers a few bucks until payday, financial technology companies are changing the way people do...... More »