Course Directory

We’re building a directory of courses, training videos, and case studies to enhance your understanding of marketing and customer experience in financial services and the technology that is delivering it.

Video Best Practice in Financial Services Marketing

Video Best Practice in Financial Services Marketing

The financial services industry has started to embrace the possibilities and potential of video marketing. It has quickly become one of the most effective forms of content for brands. Implementing video on your website and social channels is a fantastic way to harness your audience’s attention and keep them engaged. We’re now at the point where all financial service marketers need to bring video into the digital marketing tech stack. How do you ensure your video strategy and content is a ...
Delivering a Chatbot Project in Financial Services

Delivering a Chatbot Project in Financial Services

Chatbots not only allow your financial service customers to manage requests in a faster and more efficient way, but they also act as a listening channel from which you can better understand their requirements. The rise of AI chatbots in the financial industry indicates just how quickly the business landscape is changing even in traditionally conservative areas. In this series of short lessons, you’ll receive a complete understanding of the process for delivering a successful chatbot project
Behavioural Science in Financial Services

Behavioural Science in Financial Services

Behaviour insight is not a new concept and is used in many sectors to influence a desired consumer response. The insights afforded by behavioural insight are of great interest to marketing practitioners in financial services. An understanding of its implications can help create a choice architecture that increases desired behaviours. This short introduction to the subject will get you thinking about how behavioural insight can improve customer experience and the effectiveness of marketing ...