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Marketing in Financial Services

Looking at the unique challenges and opportunities of marketing in Financial Services and Fintech

Nir Laznik

Nir Laznik Co-Founder & CEO at Sedric.ai

Playing by the Rules: Fintechs Use AI for Marketing Compliance

Anyone who follows professional sports could spot one of the most dominant players in the league - stock trading and investing apps. Seeing the biggest sports stages in the world flooded by fintech ads is another indicator of the billions of advertising dollars being spent by companies in the space. As the market for innovative personal finance ap...

/regulation /startups

Ian Coupland

Ian Coupland Propositions Manager at Experian

Is your global marketing data lost in translation?

All marketers will know the frustration of customer databases that do not align. When planning global campaigns, the answer is redefining key customers and using global tools to understand and target them. The inconvenient truth about the insight brands use to target global audiences is that, just like local marketing teams, it speaks different lan...

/people /markets

Luigi Wewege

Luigi Wewege President at Caye International Bank

Offshore Real Estate Investment Considerations for 2022

Not all plans for wealth building are confined to your home country’s borders. There are plenty of international options that you can consider. One of them happens to be offshore real estate. If this is an idea you want to investigate further, it’s important to know how to make the most of this approach to add to your wealth. Here are several point...

/wealth /markets

Luigi Wewege

Luigi Wewege President at Caye International Bank

Understanding Why Now is the Right Time to Invest in Gold

Including precious metals, especially gold, in an investment portfolio is one of the best strategies to ensure your assets are diversified. As with all types of investments, the value of gold can increase, and it may go through periods when the worth holds steady or decreases. It’s no secret that gold enjoyed a steady uptick in value between Augus...

/wealth /predictions

Retired Member

Retired Member 

5 Telltale Signs It’s Time To Hire An IDO Marketing Services Company

Not only just the get-rich-quick enthusiasts surmount the crypto space but also the budding entrepreneurs. Some enter the space to invest, while others raise funds (for their projects). Initial DEX offering (IDO) is one such fundraising model that unlocks investors’ value. Regardless of the need, one will have to enlist help for one set of tasks o...

/crypto /markets

Luigi Wewege

Luigi Wewege President at Caye International Bank

Explore 6 Structures for Offshore Corporate Bank Accounts

International banking has long included options for different businesses and commercial entities to establish accounts around the world. In some cases, the structures of those corporate bank accounts are like those used by individuals. What may differ is the requirements for establishing specific types of bank accounts in various offshore settings...

/wealth /markets

Beth Benedict

Beth Benedict SVP of Client Services at Rakuten Advertising

Finance Marketing 101: Understanding the Ins and Outs

Consumer finance is an extremely competitive space. Banks, lenders and credit card providers are battling against one another to win over new and existing customers with tailored reward incentives, flexible spending limits, low APR, etc. In order to succeed, financial institutions turn to data-driven marketing tactics to get in front of consumers ...

/regulation /retail

Kerry Leech

Kerry Leech Co-founder at Roo & Eve

5 demand generation tips for B2B Fintech, data, and consultancy firms

The way fintech, financial services, and banking clients purchase has fundamentally changed. Buyers are more informed than ever and know when they’re being sold to. And nobody wants to feel sold to. When we say people hate to be sold to, we mean they hate feeling manipulated, pressured, and in every other respect prevented from making up their own ...

/people /startups

Retired Member

Retired Member 

Marketing Automation: Which Tech Stack is Future?

Marketers and leader are always wondering making their campaigns more productive and efficient via multi-channel communication with the support of self-learning and decision-making emerging technologies is still something financial services are eager to implement. The article discusses those technologies and how to get the most out of them. Contin...

/retail /predictions

Kerry Leech

Kerry Leech Co-founder at Roo & Eve

Building credibility: The key to winning B2B Fintech clients

Building credibility is complex. It can take a lot of time to build your ideal customers’ trust. Not to mention, it takes even more work to maintain it. But credibility is key for Fintech businesses. Now that almost every product has some kind of AI or automation feature, why should customers choose yours? People may appear excited about your tec...

/people /markets

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