How Financial Services Companies Can Leverage Email Marketing to Connect With Ideal Clients


Finding clients becomes a lot easier when you know exactly who you’re looking for. Identifying your ideal client, or your target market, and then delving into who they are—their values, likes, dislikes, etc.—is just the first step. Then, it’s time to provide them valuable insight and content to keep you on […]

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4 Marketing Strategies to Scale Your SaaS Business for Financial Services


In financial services, the SaaS (Software as a Service) market continues to boom. According to Crunchbase, as of June 2020, there were over 15,000 SaaS companies in the US. With this growing competition, trying to appeal to the masses often means your platform gets lost in the clutter. This is why knowing […]

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Why NPS Matters in the Financial Services Industry


What is NPS?  NPS stands for Net Promoter Score. Simply put, it is a measurement of your company’s customer service and your clients’ loyalty. Your score is an index ranging from -100 to 100 based on survey responses.  Why does NPS matter?  For local financial services companies, your unique differentiator […]

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Recruit and Retain New Clients with Innovative Email Marketing Techniques


What kind of methods do you use in your marketing efforts? SEO? Social media? Blogging? There are many different tactics you can use to spread your campaign, but one tool with a clear benefit is email. According to the Harvard Business Review, the average person checks their email 15 times a day! Keep […]

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Why You Need to Care About Creating Content for Your Financial Services Business


How do your prospective clients learn how new tax policies affect them? What about the different ways you can help them save and invest? Likely, they get this information from online content created by industry experts, which is where you come in. As a financial services business, here are four reasons you […]

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How to Build Your Intellectual Property Knowledge as a Financial Service Company


Learning the ins and outs of intellectual property (such as copyright and trademark) is an empowering step in business. While it initially might seem overwhelming, this knowledge will allow you to grow and scale your business with confidence and peace of mind.

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Three Social Media Campaigns to Help Your Local Insurance Company Stand Out


Big names in the insurance industry come with big budgets. In 2019, Geico and State Farm spent $1.62 billion and $1.02 billion, respectively, on advertisements alone. How can local insurance companies compete? The secret: social media campaigns.

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Is Your Financial Services Blog Effective?


When you write content, who are you writing for? Maybe you’re targeting young adults going through life changes such as marriage or buying a home, or maybe you are more interested in older executives preparing to retire who need advice on their investments. Now think about what that audience needs to hear. […]

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