These strategies for marketing, client acquisition and retention can help financial professionals elevate their business and ...

Finance is marketing’s sibling, not its enemy. Finance and marketing share three fundamental beliefs: that value is the foundational concept of business; that the short term and long term both matter; ...

When advisors fail to follow up on a PR or marketing activity, then it very well may end up becoming a waste of money. To ...

The Marketing-Finance relationship has often been described as an adversarial tug-of-war: Marketing is on one side spending the company's money, and Finance is on the other, trying to save it.

Direct marketing is a strategy that relies on distributing a sales pitch to individual consumers. Mail, email, and texting are among the delivery systems.

The finance and marketing teams worked together to define a shared method for calculating ROI. 2. Test and learn. The teams then developed a structured testing framework to assess the impact of ...

The finance function across companies looks very different. Where you would expect a lot more interaction between finance and marketing is where you have roles such as Financial Planning and Analysis ...

So many finance marketing campaigns lack that human feeling of community and understanding. A lot of finance firms are still attempting to stick to tradition, ...

Painting finance fuchsia The choice to embrace hot pink as Klarna’s signature color is more than just an aesthetic decision; it’s a strategic statement that encapsulates the brand’s core ...

Marketing leaders shared how their brands are leveraging AI to enhance consumer connections during BI's CMO Insider breakfast ...