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Engine 39 Blog

Read all about the team’s thoughts and discussions on the latest trends and practices within our specialized industries. Subscribe to the newsletter for even more.
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5 Recent HubSpot Changes & What They Mean for You

HubSpot’s latest platform updates are more than just quality-of-life improvements—they’re signals of a CRM that’s growing smarter, more secure, and...

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6 Common Mistakes When Using AI in Financial Marketing

Artificial Intelligence (AI) offers a transformative potential for financial marketing, from risk assessment and customer segmentation to predictive...

5 Common Pitchbook Mistakes and How to Avoid Them

Pitchbooks are critical tools in finance and business development, encapsulating the essence of your pitch and providing potential investors or...

Key Takeaways from the 2024 Introducing Broker Handbook Survey for Futures Brokerage Firms

The Introducing Broker (IB) landscape, as we delve into the insights provided in the 2024 Introducing Broker Handbook by Melinda Schramm sponsored by...

7 Ways SEO and Robust Analytics Reporting Can Boost AUM

Given the competitive nature of the financial industry, establishing a robust online presence is crucial for asset managers looking to stay ahead....

Please Advise: Advisor or Adviser in Financial Marketing?

At Gate 39 Media, we have been doing financial marketing for over 20 years and we still frequently get asked the question, “Is it advisor or...

7 Financial Marketing Resolutions for the New Year

As we usher in a new year, it’s the perfect time to reflect on your financial marketing strategies and set resolutions that will propel your business...

Navigating the Fintech Frontier with AI, Unique Content, and Strategic Visibility [Video]

I recently had the pleasure of joining Michael Murray from Benzinga for an insightful interview during the Ninth Fintech Deal Day in downtown New...

The Importance of Real-Time Risk Management [Video]

Gate 39 CEO Shane Stiles recently connected with Freddy Zainal, Head of Risk Management for Velocity Clearing, LLC, at the FIA EXPO. Freddy shared...

Creating Successful Fund Pitchbooks [Video]

Fund pitchbooks are a critical tool in the sales and marketing efforts of fund managers and CTAs. The design of a pitchbook is meant to arouse a...

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