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News, thoughts, and insights for financial marketers

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Customer Experience

Will 2021 be the year you jump up the personalization maturity model?

Jamie Tolentino / February 2, 2021
Will 2021 be the year you jump up the personalization maturity model?
One of the key trends we expect for financial services marketers in 2021 is an investment in personalization. This trend is also confirmed by […]Continue reading
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Customer Experience

How Financial Marketers can Drive Revenue in the Attention Economy

StoneShot / October 7, 2019
In our post we explore how to use personalization to earn valuable currency in what's know as the 'attention economy.'Continue reading
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Customer Experience

Are You Making the Most of Your Pardot Platform?

Matthew Burley / June 18, 2019
In this post we look at three specific examples of how we can help investment firms using Pardot deliver more effective communications to their clients.Continue reading
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Customer Experience

Moving from Campaigns to Conversations

StoneShot / March 19, 2019
In this post we lay out areas where data can help provide a more individualized journey for your audience and examples of how the workflows could look.Continue reading
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Customer Experience

The Importance of Involving Users in Design

William Helsby / September 18, 2018
Involving users in every stage of design, development, and beyond is key to ensure you’re on track to meet your business goals. Learn how to get started.Continue reading
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Customer Experience

10 Tips to Drive Engagement Through Video

Resus Lowlands / July 10, 2018
We share 10 simple tricks that will help you increase your video marketing engagement.Continue reading
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Customer Experience

3 Email Communications Professional Investors Want to Read

Adele Baltuoniene / June 26, 2018
Read the top desired email communications that professional investors actually want to receive and tips on how to best optimise them for better engagement and conversions. Continue reading
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Customer Experience

How to Use Email Marketing Surveys to Your Advantage

Resus Lowlands / June 14, 2018
Receiving customer feedback gives marketers an opportunity to easily spot particular issues that repeat over a period of time, and act on them. In this article, we look at how to use email marketing surveys to your advantage.Continue reading
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Customer Experience

How and Why UX is Shaping Our Design Process

Gavin John / May 30, 2018
While design is focussed on many elements, getting the balance of business goals and the users’ needs is important. This balance is referred to as ‘user-centred design.’ Here is a glimpse into our process when we are designing with the end-user in mind.Continue reading
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Customer Experience

Why Engagement Scoring is Essential to Your Marketing Strategy

Roger Erra / May 22, 2018
Read how to set an engagement scoring system in place and use it to your advantage to knock down department siloes, identify new clients and optimize web pages, emails and content.Continue reading
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