The Real Growth podcast
A series of podcasts to keep you on the cutting edge of digital marketing in financial services.
Metrics matter – Transforming marketing and distribution through accurate data and analytics
I’m going to write this article without asking whether marketing teams can use AI for better data analytics, generation of actionable insights and effective decisions,
The role of user experience in investment management websites
In this digital age, user experience (UX) is vital for success in any industry. Revenue from your website may not be a trackable metric in
Eight short steps for investment management marketers planning their Consumer Duty program
The UK’s Financial Conduct Authority (FCA) has proposed new rules known as Consumer Duty, aimed at improving the way firms treat their retail clients. Consumer
Achieving compliance and accuracy: best practices for investment content management
As an investment manager, your firm’s credibility is crucial to attracting potential clients. One way to establish your firm’s expertise is to regularly publish insightful
Making your fund performance line charts accessible to everyone: our journey and lessons learnt
In recent years, the concept of inclusivity and the need for broader accessibility and usability of digital materials is coming sharply into focus. It’s heartening
Rethinking supplier risk audits: how to choose the right application vendors
Regulations and standards are changing radically. The last two or three years have included many more regulatory requirements for supplier risk management, but several other
Outlook & Trends for Investment Management in 2023
A big thank you for the overwhelmingly positive response to our “Outlook & Trends for Asset Management in 2022” piece we compiled last year. We
Investor Portals 101 – an overview
This article will discuss the benefits of an investor portal, a few key factors to consider before choosing a service provider to assist in building
Unlocking human potential and prosperous employee engagement using AI and machine learning
Picture this. A world where you can accurately and intelligently predict human behavior within your workforce. Just think about how valuable this unknown information would