Are financial advisors prepared for the ongoing digital transformation?
Financial services brands and independent financial advisors continue to lag behind most other industries when it comes to embracing digital. The 2019 Digital Business Global Executive Study and Research Project indicates that the industry is still struggling to embrace its digital transformation. 90% of those surveyed strongly agreed that digital technologies are disrupting the industry but only 46% of respondents believed that their firms are adequately preparing for that disruption. At only a 2% increase on the year before, this suggests too little is being done to bring them up to speed despite awareness of the need.
WEBSITE & SEO
Your professional website is your digital business card and should ideally offer exclusive content and be found in search engines.
Social media is a great way to get leads, retain your existing clients, and strengthen your brand with your target audience.
Email is the preferred communication channel for financial services clients. With a regular newsletter, you can share information with your target group.
Marketing expert with experience in developing digital capabilities within investment management companies. Certificated expertise in social media, web, email, online advertising and digital performance marketing campaigns, both from a strategy and operational perspective. Also experienced in driving the digital marketing technology investment roadmap including CRM and automation tools. My know-how spans both B2B and B2C in the finance industry.