Marketing for Financial Services Articles

  • Millennials

    LinkedIn Research Reveals 5 Key Findings About High Net Worth Millennials

    February 2, 2017

    By 2020, Millennials and Generation X will control $30 trillion of investable assets. So it’s extremely important that wealth managers understand Millennials’ different attitudes to wealth and expectations of customer experience as they are commanding major changes within the wealth management industry. In addition, other big changes that are impacting the...

  • Reimagining The Next Generation Wealth Management Customer Journey

    Beyond Robo: What Should The Next Generation Wealth Customer Journey Look Like?

    January 25, 2017

    ‘Robo’ has stolen the headlines in wealth management. Debate on the digital disruption of wealth is dominated by different approaches to this automated allocation of assets and whether to build, buy or partner with robo-platforms. The risk is that we myopically focus on only one part of the customer journey. And in focusing on tech, have we lost sight of the...

  • BlackRock

    How LinkedIn Helped BlackRock Push Content Marketing Boundaries

    December 14, 2016

    Powerful Content Can Influence Decisions Sophisticated investors are an experienced and knowledgeable target audience who need persuasive content that will help inform their decisions.  The challenge for asset management firms is to ensure powerful messaging resonates but how is this possible when a wealth of content already exists in the marketplace and...

  • How SnapCap uses LinkedIn to Reach Small Business Owners

    How SnapCap uses LinkedIn to Reach Small Business Owners

    November 30, 2016

    Small business owners are the engine of growth in the United States and its crucial they have access to capital to enable them to...

  • Working Together To Inspire Small Business Growth

    Working Together To Inspire Small Business Growth

    November 10, 2016

    Insight and inspiration, alongside financial support, can be key to enabling small business growth. The challenge for financial...

  • 5 Takeaways for Marketers from FinXTech 2016

    November 6, 2016

    “Money is one of the most important inventions of human beings,” said Suresh Ramamurthi, Chairman, CBW Bank, at FinXTech, an event...