How gamification is taking digital banking to the next level
In today’s digital age, many companies are adopting innovative technologies to enhance their services and engage customers. One method gaining significant traction is gamification, which is the application of game elements to a non-game activity or service. In the...
How personal finance apps help consumers and institutions stay ahead
In today's fast-paced digital world, personal finance apps have become indispensable tools for individuals seeking to gain control over their finances, when and how they want. These apps have undergone an extensive transformation, from basic budgeting tools to...
Empowering advisors with digital marketing tools to reach clients
In recent years, the financial industry has undergone a significant transformation, with digital technologies reshaping the way businesses operate and connect with clients. One popular trend is the integration of digital marketing tools within marketing departments at...
Creating memorable client experiences in the financial industry
As a financial institution, customers rely on you for more than just products or services. They trust you to safeguard their hard-earned money, build personalized journeys and be an advocate for their financial future. In today’s competitive landscape, businesses need...
The power of AI in marketing
The use of artificial intelligence (AI) is transforming nearly every industry, including marketing. AI-powered technologies and algorithms are quickly changing how companies develop strategies and engage their consumers. But how can a company prepare for this change?...
Navigating a volatile market: How financial institutions can leverage marketing to succeed
Financial institutions face an ever-evolving business landscape. With volatile markets and new competitors emerging regularly, they must adapt and find innovative ways to engage consumers. During times of uncertainty, these institutions can leverage marketing as a...
Navigating the Secure Act 2.0: Essential insights for affluent investors
The Secure Act 2.0 brings forth a range of legislative changes that can impact the financial landscape for affluent investors. Understanding these changes is key to making informed decisions about wealth preservation and growth. Let’s explore five important aspects of...
Building trust and recognition: Tips for creating a strong brand identity
Business professionals know the importance of standing out in a crowded market and having consistent messaging. That's where branding comes in. Good branding gives a company personality — it helps distinguish you from competitors and builds trust with your customers....