The Leading Marketplace for High-intent Investor Prospects
The Leading Marketplace for High-intent Investor Prospects
Discover the best CRM solutions for financial advisors in 2024. Compare features, pricing, and benefits of Redtail, Wealthbox, AdvisorEngine, and Salesforce Financial Services Cloud in this comprehensive guide.
Discover proven wealth management marketing strategies for 2024. Attract high-net-worth clients and grow your firm with expert tips and Kapitalwise solutions.
Discover 7 powerful lead generation strategies to help financial advisors attract qualified leads and grow their book of business. Learn tactics to generate pre-qualified investor leads.
Attract more high-net-worth leads for your business. Learn proven strategies for identifying wealthy prospects, leveraging email nurturing, and optimizing results.
There’s a reason why email marketing is consistently one of the top ROI for wealth managers: it’s personal. Over time, a manager can share their…
Generating a steady stream of qualified leads is crucial for financial advisors looking to grow their book of business. But what exactly are qualified leads,…
Did you know 93% of online experiences begin with a search engine? In today’s digital world, financial advisors need a strong SEO strategy to attract high-net-worth clients.
Despite partnering with Google Ads, District Media Finance found that this approach had its limitations. The publisher needed a solution that could deliver more engaging…
Platform Key Features Pricing Model Target Audience Integration Capabilities Customer Support Kapitalwise Comprehensive features, high-intent leads, automated nurturing, customizable landing pages, large audience reach through…
Over the next two decades, a staggering $68 trillion in wealth is expected to transfer from baby boomers to their heirs in what’s been dubbed…
In the fast-paced world of finance, consistently creating high-quality content is essential for engaging your audience, building trust, and establishing your brand as a thought…
For financial advisors, targeting high-net-worth (HNW) clients is a crucial strategy for growing their practice and achieving long-term success. However, attracting these sought-after individuals has…
Today’s wealth management clients expect highly personalized experiences tailored to their unique needs, goals, and preferences. Cookie-cutter, one-size-fits-all approaches no longer suffice in an age…
The banking industry stands at a critical juncture as we enter 2024. The rapid advancement of artificial intelligence (AI), data analytics, and digital technologies has…
In today’s saturated digital landscape, financial publishers face an uphill battle to stand out, engage readers, and drive revenue. Affiliate marketing is a powerful and…
For decades, wealth managers constructed client portfolios using a mix of stocks and bonds weighted by risk tolerance. A basic 60/40 allocation provided the foundation…
Many advisors prioritize sales over problem-solving. However, clients detect when advisors care more about commissions than comprehending needs. This erodes trust quickly. Without holistically understanding…
Metadata Finance marketing, trends, strategies An in-depth guide to the pivotal finance marketing trends that will define strategies in 2024. Master personalization, education tactics, alternative…
Most wealth management brands focus almost exclusively on the mass affluent, ignoring this extremely lucrative tier boasting at least $10 million in assets. Fearing projected…
The largest intergenerational wealth transfer in history is underway as baby boomers pass on trillions to their millennial heirs. By 2030, millennials are expected to…
Attracting millennial and Gen Z clients presents a major opportunity for financial advisors. However, traditional client acquisition approaches often fall flat with these new generations.…
Blanket marketing for general brand exposure is outdated. Today, connecting every dollar spent to direct, measurable ROI is crucial. Target prospects will likely buy now…
In today’s fast-paced business landscape, effective marketing and lead generation are paramount to staying ahead of the competition. If you’re currently using a marketing/lead gen…
Financial wellness is a major concern for people in today’s fast-paced world. It may come as a surprise that 65% of Americans do not have…
Traditional marketing methods, such as networking events, traditional advertising, and digital marketing, can be inefficient and costly for financial advisors. The high costs associated with…
Generative AI content tools like ChatGPT can help bridge the gap between a human writer and automated investment content. By leveraging natural language processing (NLP)…
As fintechs continue to disrupt the financial industry, incumbent financial institutions are looking for ways to stay ahead of the curve. One way these institutions…
Touchpoints can span multiple months or even years for financial service customers with offline and online interactions. The siloed nature of service delivery and insular…
In March 2021, Google announced that the Chrome browser would phase out 3rd party cookies for other site tracking abilities. With Apple’s IOS 14.5 changes…
Leveraging customer data has been the key driver of growth for many of the most successful companies over the past 10 years. Companies like Netflix…
Digital transformation has increasingly become one of the top priorities for executives. Two concerns often shared however are the technical hurdles invariably associated with implementation, and lack…
Customer journey includes different phases that go from customer acquisition until customer retention. Thanks to the new technology, marketers and business owners can use the…
Millennials and Gen Z customers are here to disrupt the banking industry – in a good way. The Baby Boomer generation has officially been outnumbered…
The COVID-19 pandemic pushed financial institutions to adapt and create a digital presence. Financial institutions have been forced to re-think their operations that have gone…
When you think of digital marketing, you immediately think of pay-per-click (PPC) campaigns for Google Adwords and Facebook that are managed with an in-house marketing…
Artificial intelligence in the banking and finance sector has given customers a completely new outlook on banking. Customer demands for a safe, digital platform where…
This article aims to shortly explain why financial wellbeing is important for people and also suggest some books for the holiday period, which can help…
In this new decade, neo-banks and challenger banks are trying to provide an enhanced experience to account holders focusing on awards and many other benefits.…
How large is the gig economy? Financial institutions like banks and credit unions must adapt to the needs of their customers if they want to…
The latest iOS 14.5 updates have created quite a buzz in the market with its App Tracking Transparency (ATT) framework concerning user privacy. Starting with…
Customer acquisition is a winning deal for banks and credit unions. But, is it all about the acquisition, or are we just paying more attention…
Do you ever wonder that we would have been better conversationalists if we were mind readers? The Financial services sector faces the ‘what they want’…
Digitalization has changed the way we do everything in life. If it’s about purchasing a product or looking for the next holiday destination, we do…
Most people haven’t studied finance or taken a course in personal financial management. They have a basic understanding of the products they need to conduct…
Traditional financial institutions need to move beyond the status quo. Tapping into consumer engagement means that banks and credit unions have to become more than…
Customer journey includes different phases that go from customer acquisition until customer retention. Thanks to the new technology, marketers and business owners can use the…
This article aims to shortly explain why financial wellbeing is important for people and also suggest some books for the holiday period, which can help…
Artificial intelligence in the banking and finance sector has given customers a completely new outlook on banking. Customer demands for a safe, digital platform where…
When you think of digital marketing, you immediately think of pay-per-click (PPC) campaigns for Google Adwords and Facebook that are managed with an in-house marketing…
The COVID-19 pandemic pushed financial institutions to adapt and create a digital presence. Financial institutions have been forced to re-think their operations that have gone…
