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Articles, courses, training videos, white papers, and case studies relevant to financial services marketing, consumer behaviour, and digital trends. Insight that will support our understanding of the technology we use and the strategic concept that underpins it.
The way that consumers handle finances is undergoing a seismic shift. Physical totems of the finance sector – high street branches, paper correspondence, even coins and notes – are declining in usage. Instead, finance management is increasingly digital. Today’s consumers are accessing and engaging with their finances online – be it through a website, an app, a messaging channel, or a blend of web-based services. The consumer message is clear:...
Today, 80% of insurance customers would use digital channel options for different tasks and transactions. Meanwhile, the share of digitally active...
Financial service companies are developing a new structure for a modern marketing team. It includes marketers with the traditional skills such as strategic and creative thinking, alongside more...
2020 saw a record level of investment in InsurTech. Despite the world being in lockdown, there was an astonishing £5.16b billion invested in the...
Getting digital right is harder than it first appears. Multiple, yet siloed projects and technology over-complicate quickly. Without the balance between clarity of purpose and high-level technical...
Insurance companies have been at the forefront of martech investment for as long as martech has been in existence. Back in the last century,...
Webinars are now an integral part of financial services marketing campaigns and communication. When physical meetings aren’t an option, it’s essential to be pushing your webinar efforts forward. But...
A variety of online community groups focusing on traditional marketing technology categories and financial services industry sectors. Join relevant discussions, build your support network, and understand how martech is being utilised by your industry colleagues.
A directory of products and services that support marketing and digital transformation in financial services. Including material on how it’s being used in a financial services environment, the marketing concept it helps to deliver, and meaningful user reviews and comments.
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A double shock has been pushing the investment industry to change: First, it was the rise of passive investing, squeezing out active portfolios. Then came the rise of platforms, where financial advisors and self-directed investors could self-select...
Successful innovation is all about people, processes and technology. GAM Investments has always recognised that their employees are fantastically creative, proactive and innovative, but, until now, the company lacked the structure and tools to...
Data, data everywhere but not a defined strategy to predict! People say data will talk to you if you are willing to listen. And who understands it better than our data experts. Predictive Models as the name suggests, are the models that help us in...
