From robo-advising to crowd-sourced funding and P2P lending, digital advances are transforming the financial services industry. In fact, today’s consumers increasingly expect their financial firms to offer innovative products, be readily accessible via social media, and deliver a multi-platform experience that measures up. It’s no wonder young financial technology trailblazers are expected to impact over…

Businesses must strike the right balance between inbound and outbound techniques to succeed at lead generation An existing B2B lead generation process may work well with existing products / markets but what happens when a business tries to grow? In this article I present the four most common growth strategies and suggest some associated lead…

1. Remember your roots Strong brands come from people, places and times, and they remember it whether they are luxury brands or not. Brands too often forget about or ignore their origins, and marketers in the English-speaking world are the guiltiest of it. For example when Starbucks lost its way, the real problem was that…

Given today’s uncertain economy and the rising tide of disruption, trust is more important than ever in the world of finance. But how do firms earn the trust of potential clients – and establish confidence in the minds of existing ones? At this year’s FinanceConnect, our guest speakers and panelists shared what their companies are…

In this fast-changing world, companies cannot afford the luxury of a brand positioning that ties them down to a narrow set of features and benefits. What they need is the ability to quickly take advantage of new opportunities when they emerge and shift away from old business models when they are no longer relevant. They…