customer engagement strategies

Mastering Client Behavior and Money Energy

Beyond the Know Your Customer rule, the catch phrases of “client-centered” or “client-focused”, and the quest for the Holy Grail of client engagement marketing technology, there exists a small but growing realm of financial services practitioners

Using AI To Find and Activate Growth

[Intelligence is defined by the Oxford dictionary as the ability to acquire and apply knowledge and skills.

Next Generation Digital Infrastructure – What It Looks Like and Why It Matters

[The pandemic business environment has clearly demonstrated that the benefits of being a digital firm go well beyond cost and time savings.

How Digital Vaults Can Transform a Financial Services Business

[A key structural component toward digital transformation of financial services is Digital Vaults.

A Deeper Dive into Client Engagement

[As FinTech companies, robo-advisors, and AI-driven chatbots are continuing to provide a “democratization” of access and advice into all areas of financial services, some financial advisors in response have developed very innovative approaches

At the Intersection of Philanthropy and Technology

[Charitable giving is driven by very personal decisions laden with powerful emotions, noble ideals, and important goals.

Content Curation, Technology, and Strategy for Advisor Impact

[Customer engagement is a moving target and a hard one to execute on as consumers continue to lose trust in brands and are increasingly resistant to the flood of marketing messages they are being besieged with.

Applying Cialdini’s Principles Towards Building Advisor Influence

[Building and wielding influence creates a unique kind of gravitational pull with clients and prospects.

T3 Review from a FinTech CEO’s Perspective

[The return of the T3 - Technology Tools for Today financial technology conference in Denton,TX was an important event bringing together and creating a financial industry ecosystem of FinTech leaders, advisors, social media gurus, and industry

Deep Think and Marketing Lessons for Advisors

[In a rapidly changing business environment, it is important to hit the “pause” button regularly and have a deep think.