Like most client-facing businesses, financial advisory firms tend to have a strong focus on marketing. Those promotional strategies often serve to both engage current clients and expand their business ...

In the digital age, effective client outreach is crucial for business success. Crafting the perfect message to engage clients requires a blend of personalization and automation. Android apps provide ...

Whether it be standardised client statements, marketing factsheets or other investor communications, investment management firms face a myriad of challenges when trying to provide accurate reporting ...

A new survey finds that a majority of advisers expect marketing efforts to play a big role in growing their client base as they prepare for 2023. A recent survey of financial advisers has found that ...

The company’s general manager, Kevin Darlington, explains how personalized messages—sometimes aided by AI—produce proven results for investor engagement. Personalized communication with prospective ...

Whether it be standardized client statements, marketing factsheets or other investor communications, investment management firms face a myriad of challenges when trying to provide accurate reporting ...

At a recent Fenergo industry roundtable event, the topic of Regulatory Client Outreach took front and centre of the evening’s discussions. Around the table, representatives from some of the leading ...

Refine Intelligence launched its Digital Customer Outreach for Check Fraud Prevention solution for banks, addressing a growing wave of check fraud fueled by mail theft and advanced counterfeiting ...