With a focus on findings from The Next Generation of Trust: A Global Survey on the State of Investor Trust from the CFA Institute, several key takeaways surfaced that shed light on factors influencing the decisions of multiple demographics of high-net-worth investors.
Without establishing and communicating a company culture that reflects integrity, it’s difficult for marketing or advertising to really do its job – in fact, we’d argue that it’s an essential first step in building a profitable, scalable business.
We call this process — from first glimpse of a brand or product to purchase, and post-purchase services — the customer journey. Like any journey, it can seem unpredictable… until you know the common pitfalls and detours people take when they’re on them.
As the days get shorter and we enter the spookiest season of the year, we’re keenly aware of the scary impact that a data breach, cyber hack, or ransomware attack could have business, especially in the financial services realm.
Storytelling has usurped other types of digital marketing. Tactics that were once highly effective are past their best-by date. If financial services firms want to continue pursuing a digital approach, their approach must change. Brand storytelling is the way forward.
Financial marketers should work with specialized UX/UI designers (and perhaps other internal teams) in the collaborative creation of an optimal client experience. In this post, we’ll unpack the high level details of UX and UI so you can understand how to deliver the best website or app experience possible to your financial services customers.