The Future of Banking: Navigating AI In 2024
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…
Category: Tech
Unlocking Sustainable Affiliate Success for Financial Publishers
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…
Unlocking Alternatives: The Future of Portfolio Construction
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…
Build Your Book by Attracting High Net Worth Clients
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…
How to capture the $30 trillion Millennial Wealth Transfer: A Guide for Wealth Managers in 2023 and 2024
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…
Four Financial Advisor Client Acquisition Strategies For Millennials And Gen Z
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.…
Traditional Marketing is Tanking Your ROI – Here’s How to Fix It
Blanket marketing for general brand exposure is outdated.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…
4 Quantifiable Benefits of Switching to Kapitalwise for Your Marketing and Lead Generation Needs
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…
Effective Strategies for Financial Advisors to Grow Their Network and Strengthen Client Relationships
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…
Financial Content: Generative AI vs. Bespoke
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)…