Entries by Andrew Chung

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What is Holding Advisor Organizations Back from Implementing a Martech Strategy?

In a previous post, I wrote about how the high demand for individualization across investment advisors websites put many firms in a difficult situation to manage these expectations without fragmenting their visual brand. This was primarily due to the lack of available technology (at that time) and it caused firms to meet the demand by […]

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Opposing Forces That Cause A Disjointed Brand

Digital technology has enabled total personalization and individualization which contradicts the very idea of brand uniformity. The average digital experience is no longer enough and the driving force behind the desire to push the limits of brand uniformity is customer experience, i.e the idea of delivering an experience that is tailored to a specific client, […]

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Content Marketing: The Most Powerful Tool for Financial Agents?

In today’s day and age, selling financial products and advice is as difficult as ever before. Banks, financial advisors, wealth managers and brokers of financial products face stiff competition, both from traditional competitors and technology-enabled challengers. What is the best Tactic for Financial Agents to separate themselves from the pack? Why is the competition so stiff […]

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Liferay Recognizes Veriday as a New Platinum Partner

Enterprise demand for better customer and employee engagement drives Veriday’s implementations of the leading portal provider LOS ANGELES – (February 24, 2015) – Liferay, Inc., which makes enterprise, open source portals, announced today that Veriday has achieved Platinum Partner status. As a partner since 2011 and one of Liferay’s fastest growing technology partners, Veriday works […]