How to Keep Your Financial Services Company Top-of-Mind with Potential Clients


For most financial services professionals, the sales cycle isn’t quick. It can take months or even years from the initial point of contact with a prospect to sign them on as a client. For B2B companies, a sales benchmark report found the average sales cycle to be 104 days. That is over three months where a […]

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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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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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3 Tips to Using Email Data to Drive Sales


Are you sending emails but not sharing the data with the sales team—to help it understand how warm prospects are? This data can help the sales team know if prospects are hot or cold. Below is a simple list to help empower your sales team to use email data to sell.

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Create Dynamic Email Newsletter Templates to Increase Engagement


Our inboxes: They can be the bane of our existence. But really, inboxes are an opportunity -- an incredible one, in fact. According to research curated by HubSpot, 89% of marketers said email was their primary channel for lead generation.

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Marketing Tools for Non-Profits


We admire the work non-profits do and we know other companies love it as well. We've spent some time compiling a list of list of awesome tools that provide non-profit discounts or pricing. If you work for a non-profit, we highly suggest you take up these offers!

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