Financial Services Marketing Articles

  • What FinServ Marketers Need To Know Today

    January 23, 2020

    I’m not telling you anything you don’t already know when I say that marketing in the financial services industry is hard work. In a world where FinServ has been the most distrusted sector for the last five years, it’s difficult to appeal to your audience on the level they’ve become accustomed to. They want the human touch in every communication. They want to...

  • Investing in the Digital Age: how media influences the institutional investment journey

    March 19, 2019

    If you’re a marketer for an asset manager, you’ll know that your industry is changing. Last year, a study by Willis Towers Watson found that total assets under management (AuM) of the world’s largest 500 managers leapt 15.6% to almost $94 trillion in 2017 – the highest growth in a decade. At the same time, the top 20 firms now manage a record 43% of these assets...

  • Woman with tablet running campaign

    How an Asset Manager in Asia is Engaging a Niche Audience Precisely — and at Scale — through LinkedIn

    October 4, 2018

    Eastspring Investments is the Asia-based asset management arm of international financial services group Prudential plc. Within its B2B2C retail business model, a majority of Eastspring business units have limited contact with its individual investor audiences. While the company does invest in above-the-line campaigns to engage this segment, it relies heavily on...

  • Help Us Crack the Financial Brand Equation

    September 30, 2018

    Fintech may be heading for the trough of disillusionment, but the challenge is real. According to the McKinsey ‘World Bank Report’,...

  • Financial Advisor

    A Matter of Trust: What’s Important in Financial Services...

    June 19, 2018

    The World FinTech report 2017 from LinkedIn, Capgemini and Efma, found that incumbent financial brands maintained a trust rating 13...

  • Marketing Event Speaker

    The 3 Pillars of Digital Event Engagement

    March 22, 2018

    Today’s CMOs allocate an average of 24% of their budget to live events. Yet Forrester’s research shows it’s time for a ‘digital...