by Jennifer Turgeon | Oct 15, 2024 | Financial Marketing, FINANCIAL SERVICES, Marketing
Every one of Beratung Advisors’ clients go through its 6-step Financial Planning process. The process, which is succinctly outlined on its website, every aspect of a client’s financial picture is reviewed and presented so that they understand the dynamics. In the... by Jennifer Turgeon | Oct 2, 2024 | Financial Marketing, FINANCIAL SERVICES, Marketing
The financial planning services at The Monitor Group is a highly personalized process complemented by a genuine interest in protecting its clients. The Rockville, Maryland firm’s annual retention rate is 99%, with many of its clients having been there for 10, 15 and... by Jennifer Turgeon | Sep 22, 2024 | FINANCIAL SERVICES
The most successful banks are distinguishing themselves by adopting innovative strategies that go beyond traditional marketing practices within banking. Here’s how they are working at standing out so well. Increasing their print marketing and direct mail campaigns.... by Jennifer Turgeon | Aug 15, 2024 | FINANCIAL SERVICES, GREEN PRINTING, HEALTHCARE, INSURANCE SERVICES, Marketing, NON PROFIT
For banks and financial institutions, direct mail remains a successful tool in their marketing mix. Direct mail possesses unique advantages that drive big results. In this article we detail some of the most compelling direct mail statistics that underscore its... by Jennifer Turgeon | Jun 7, 2024 | FINANCIAL SERVICES
Acquiring new customers demands creative and multi-channel marketing approaches. It’s not just about standing out with a catchy online campaign or an asset that simply looks good. Traditional methods, like direct mail and print advertising, continue to deliver... by Admin | Jun 5, 2024 | BANKS, FINANCIAL SERVICES
The disruption of the financial services industry is here. The growing presence of innovative fintech and big tech companies, increasing consumer demand for efficiency in managing finances, and the tightening of regulatory attitudes are impacting how marketers operate...
