Archive for the ‘Wealth Management Marketing’ Category

Why the Financial Industry Needs to Invest in Social Media

Social media’s original purpose was for friends and family to stay connected with one another. Since its birth, it has evolved into more than just a way of communicating. It’s an effective medium to get in front of your customers. Often, banks, wealth management firms, and insurance companies skip out on this marketing opportunity because

January 31, 2017 by Logan Bucks
 

7 Deadly Sins of Social Media for Banks

A recent American Banker article discussed opening up the opportunities for employees to engage with customers. I was surprised that this was the position of the article because financial institutions, in general, tend to be very risk adverse. I understand utilizing social media to communicate with customers, but I think there need to be some

June 8, 2015 by Daniel Laws
 
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