If your target audience is the ultra-wealthy, then your marketing content should not only highlight your firm’s value proposition but address their interests and challenges as well. After all, UHNWIs are humans. Aside from their investments, they care about family, friends, business, hobbies, philanthropy, health, lifestyle, and politics.
As technology continues to shape the financial industry, the rise of robo-advisory platforms has transformed the way individuals invest. While automation has brought efficiency and convenience, there has been a growing realization that emotion plays a significant role in investment decision-making. This has led to the integration of emotional intelligence in robo-advisory, bridging the gap between human touch and technological automation.
01
Jun 2023
Winning the Investor’s Attention: Innovative Marketing Techniques for Financial Professionals
In today's fast-paced financial industry, capturing the attention of investors requires innovative marketing techniques that go beyond traditional strategies. As technology continues to advance and investor expectations evolve, financial professionals need to stay ahead of the curve. This article explores cutting-edge trends and techniques that can help financial professionals stand out in the market and drive business growth.
09
Apr 2023
Investments in Renewables Reached Record High, But Need Massive Increase and More Equitable Distribution
The report Global Landscape of Renewable Energy Finance 2023 reveals that global investment in energy transition technologies last year—including energy efficiency—reached USD 1.3 trillion. It set a new record-high, up 19% from 2021 investment levels, and 70% from before the pandemic in 2019.
As we head into 2022, it’s clear that the Financial Services industry overall has responded well to the impact of COVID-19 — but it hasn’t emerged unscathed. In fact, McKinsey’s Global Banking Review states that half of banks are not covering their cost of equity. The future remains uncertain apart from one thing: Financial Services organizations need to make the most of every cent invested in customer experience, operational excellence and innovation.
19
Jan 2022
Why Do Financial Institutions Need Marketing?
Financial services marketing presents both challenges and opportunities to businesses in the industry. Success or failure relies on an ability to rise to those challenges while seizing the opportunities with a marketing plan that stays ahead of the curve.
Discover why and how the worlds of Fintech and Affiliate Marketing work so well with each other.