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How can advisors cut through in the digital marketing jungle?
Key takeaways from analysis of 10,000 advisors’ marketing campaigns revealed.
The latest in financial #AdvisorTech — June 2023
This month's highlights include Riskalyze's rebranding as Nitrogen, InvestCloud's executive exodus, Snappy Kraken's launch of an outsourced marketing service, and Lumiant's acquisition of health and longevity software Genivity.
Fintech Bytes: Cetera using Broadridge’s new tech, Orion reorganizes
A roundup of the week's fintech news includes Cetera's adoption of Broadridge's new digital communications tool, Orion's reorganization and Morningstar's attempt to make sustainable investing more engaging.
Fintech Bytes: Fidelity, Riskalyze, Snappy Krakken
A roundup of quick news items for the weekend, along with a bit of commentary from yours truly.
Redtail opens up text messaging tech to all
Clients are increasingly connected via mobile devices, and wealth management tech providers are betting advisers will want to reach clients using texts.
The case for curiosity as a marketing strategy
Breaking out of your brand’s usual programming helps break through the attention barriers of customers and prospects.
Snappy Kraken pushes annual conference to 2022
The conference, originally scheduled for Oct. 20-22, will now take place on May 4-6, 2022 at the Aria in Las Vegas. The move follows other recent postponements of tech-related events.
Texting takes center stage in client communications
Fintech firms are betting the more than 6 billion text messages that are sent every day are a sign consumers are open to communicating with businesses via text messages.
Building credibility through communication
People want to work with advisers who show they’re proactive and reliable by identifying problems that could have easily gone under the radar. Custom targeting reinforces the idea that you are capable of helping.
How advisers can turn heads with digital marketing
You have to be more patient with an online lead, nurturing it and cultivating it before it will become a revenue-generating client.
