Tag Archives: Financial

5 Reasons Why Even Robo Financial Advisors Do Not Beat The Market

Marketing Trends

Barry David Moore — June 20, 2019 — June 20, 2019 A Robo Advisor is a digital application that offers clients financial advice created by algorithms, artificial intelligence, or mathematical formulas. The term Robo Advisor is short for robot advisor. However, the phrase Robo Advisor is inaccurate. To explain, a Robo Advisor is a digital … Continue reading 5 Reasons Why Even Robo Financial Advisors Do Not Beat The Market →

Financial Services Need to Bank on Secure Instant Messaging

Financial Services

William MacDonald — May 21, 2019 — May 21, 2019 Data protection has never been more crucial within the financial industry. With stories regarding high-profile cyber-attacks appearing in the news cycle with increasing regularity, financial firms are facing a new imperative to remain compliant. Ensuring that their communications and data transmission are secure, therefore, must … Continue reading Financial Services Need to Bank on Secure Instant Messaging →

The Right Touch: Email Content Automation for Financial Advisors

Email Strategy

Kristen Deyo — May 10, 2019 — May 10, 2019 At its core, the financial services industry is—and always has been—a relationship business. This client-advisor relationship is built on trust and a financial advisor’s ability to treat clients as people, not portfolios. But with constantly evolving digital expectations of today’s clients, it begs the question: … Continue reading The Right Touch: Email Content Automation for Financial Advisors →

Search Analytics Tool Moves Into Financial, Investor Markets

Search Strategies

Search Analytics Tool Moves Into Financial, Investor Markets by Laurie Sullivan  @lauriesullivan, April 19, 2019 As initial public offerings (IPOs) ignite with companies like Pinterest, Lyft, Uber and Slack executives taking their companies public, SimilarWeb — a provider of analytics related to the performance of websites and apps — has moved into the financial space with … Continue reading Search Analytics Tool Moves Into Financial, Investor Markets →

Financial Planning: How Can Entrepreneurs Finance their Business Ideas?

Fund Raising Trends

Aashish Sharma — March 30, 2019 Follow @ineedseo — March 30, 2019 One of the most difficult aspects when starting a business is Investment. You can try to convince investors and venture capitalists, but if you are new to entrepreneurship, your chances of getting funding through these channels are rather slim. You can also discuss … Continue reading Financial Planning: How Can Entrepreneurs Finance their Business Ideas? →

Top Reasons Why Financial Consultants are Embracing AI for Their Clients

Consultants

Olivia Taylor — February 18, 2019 Follow @otaylor771 — February 18, 2019 The finance industry is never predictable. It’s a world of topsides and downsides that affect global businesses in more ways than any other factor. With so many parameters around the world contributing to the financial waves, it’s really difficult for businesses to remain … Continue reading Top Reasons Why Financial Consultants are Embracing AI for Their Clients →

Advice For Small Business Owners: How to Handle Your Financial Resources Like a Pro

Small Business Challenges

Hassan Mansoor — February 12, 2019 Follow @Hassan_Mansoor1 — February 12, 2019 Tracking finances is a crucial determinant of the success of any business, regardless of business size. When done right, finance management can fuel business growth by helping you reduce your expenses and utilize your financial resources for maximum benefits. Poor management, however, can … Continue reading Advice For Small Business Owners: How to Handle Your Financial Resources Like a Pro →

Your Enterprise Client Has Just Asked for Financial Compensation. What Could You Do?

Relationship Development

Simon Cooper — January 29, 2019 — January 29, 2019 At some point during your career working for a SaaS business, you will unfortunately come across a situation where the client wants a financial compensation. The reasons for this can come from a number of places, but often come from failure in the technology that … Continue reading Your Enterprise Client Has Just Asked for Financial Compensation. What Could You Do? →

The Most Important Financial Mistakes for Millennials to Avoid

Finacial Guide

Douglas Pitassi — January 15, 2019 Follow @DouglasPitassi — January 15, 2019 Unless you have a degree in finance, chances are you entered the workforce unprepared for financial growth. As you move through life there are certain considerations you must observe, if you plan to develop a healthy financial status. Learning about the common pitfalls … Continue reading The Most Important Financial Mistakes for Millennials to Avoid →

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