Blog

What Advisers Need to Know About Consumer Duty and Communications

The new consumer duty regulations in the U.K. will significantly impact how advisers communicate with clients. Consumer duty requires firms to articulate their value proposition in plain English and demonstrate to clients the value they provide - beyond just returns. If a client can’t understand what you are explaining, whether that be financial goals, planning strategies or specific investments, you may find yourself violating consumer duty regulations. Developing a compliant communications strategy is vital.

September 7, 2023

Data is Gold: How Lookalike Audiences Can Boost Your Conversions

Lookalike audiences are an effective way to extend your brand's reach and boost conversions. When used in digital campaigns, they allow your company to reach a targeted network of relevant potential clients and establish a strong digital presence. Lookalike audiences are extremely valuable, in that they can improve your audience targeting and ultimately increase your engagement and conversions.

September 1, 2023

How wealth advisors can become thought leaders and generate leads online

By posting the right content, your website can appear higher in Google searches, making it easier for potential clients to find you. This increased visibility can translate into new client acquisitions.

August 9, 2023

Four ways financial marketing will evolve over the next 10 years...

The investment industry isn’t always easy to predict, but one thing is certain: the financial services marketing and communications landscape will constantly evolve. This was evident in our recent exploration of digital marketing trends. And there’s so much more to come! We foresee unprecedented evolution fueled by emerging technologies and shifting investor behaviours in the […]

July 24, 2023

How to engage hard-to-reach investor audiences

Investor audiences can be relatively difficult to reach for those raising capital or looking for new clients. By understanding the factors that make these audiences hard to reach, however, you can develop specialized marketing strategies to overcome the challenge of reaching investors and better engage this audience.

July 21, 2023

Consistency and Commitment: Finding Success in Financial Marketing

Our CEO and Co-Founder, Jillian Bannister, recently sat on a panel at the Gramercy Institute to discuss "Content Marketing: Today's Best Practices in Financial Services." She spoke about what it takes to find success in financial marketing and communications. Her biggest takeaways: consistency and commitment.

July 7, 2023

GET MICRO: THE POWER OF MICRO-INTERACTIONS

Evoke emotion and build greater audience engagement through thoughtful micro-interactions

June 15, 2023

HOW TO TURN YOUR DIGITAL STRATEGY INTO A BUSINESS GAME CHANGER...

From the growing influence of TikTok to the emergence of AI-powered chatbots, the digital landscape has quickly evolved over the past year. To help us navigate the digital noise, we spoke with Ext. Marketing Digital Managing Director Cesar Lugo (CL), to identify which trends demand further exploration. He shared with us why establishing a clear digital strategy can help companies easily navigate these changes and generate the best-possible business outcomes.

June 1, 2023

Your 2023 Website Spring Cleaning Checklist

Does your website need a refresh? Are you dealing with lengthy load times, missing meta-tags or dated messaging? Even a few minor issues could be cluttering your website performance. Making some small tweaks can make a big difference in optimizing user experience and attracting investors. Check out our checklist to help spring clean your website: […]

May 19, 2023