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Is Digital Transformation in your Organization’s Future?

Is Digital Transformation in your Organization’s Future?

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Digital transformation has become an overused phrase in the workplace. According to Forbes, digital transformation is the use of technologies to radically improve the performance or reach of an enterprise. 78% of respondents across a wide range…
Improving Customer Experience: Mobile, Online Self-Service, Content Targeting

Improving Customer Experience: Mobile, Online Self-Service, Content Targeting

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Did you know that 88% of buyers are willing to pay more for a better customer experience? In fact, it is predicted that by 2020, customer experience will overtake price and product as the key differentiator (Walker). Take a moment to think,…
Omni-channel is the Key to Optimizing Customer Experiences

Omnichannel is the Key to Optimizing Customer Experiences

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What does Omni-channel mean? Historically, companies were focused on providing customers with the ability to transact in the channel of their choice.  Organizations were organized around channels, and each channel’s department had their…
Liferay Announces a Platform for the Digital Enterprise

Liferay Announces a Platform for the Digital Enterprise

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This article originally appeared here on www.liferay.com ----------------------- Liferay Digital Experience Platform helps improve customer experiences by bridging organizational silos and processes LOS ANGELES, Calif. — (May 3,…
Financial Advisors: Take Advantage of Local Marketing

Financial Advisors: Take Advantage of Local Marketing

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In such a globally connected world, people try to market to anyone and everyone. Although, in the process of doing so, they lose sight of their local audience. When strategizing your marketing, a one-size-fits-all approach is not the way to…
Veriday Sponsors 6th Annual Digital Marketing for Financial Services Summit

Veriday Sponsors 6th Annual Digital Marketing for Financial Services Summit

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Veriday is proud to sponsor the 6th annual Digital Marketing for Financial Services Summit, the largest digital marketing forum in Canada. This event will be held at the Sheraton Centre in Toronto from June 2 – 3rd. By attending the Digital…
When It Comes to Digital Strategy, Are You a Leader or Lagger?

When It Comes to Digital Strategy, Are You a Leader or Lagger?

This post was authored by Martin Yan and originally appeared here on Liferay.com —————————— Though every industry is different, there is something all companies are dealing with: a quickly changing sales landscape.…
8 Elements of the Perfect Advisor Website Homepage

8 Elements of the Perfect Advisor Website Homepage

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The homepage of your website is the most viewed and linked to page of the average website and as a result it is one of the most important pages on a site. If you’re a Financial Advisor looking to create a great website, here are the eight…
Read how Brandon Silbermann, from Don Stockman Financial Services Ltd., used Digital Agent by Veriday to create a digital branding platform for his company.

Read how Brandon Silbermann, from Don Stockman Financial Services Ltd., used Digital Agent by Veriday to create a digital branding platform for his company.

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Reprinted with permission from Investment Executive.   Brandon Silbermann's digital branding initiative was powered by Digital Agent by Veriday. --------------------------------------------------------------------------------------------------------------- If…
How to Avoid the 3 Biggest Blogging Mistakes Financial Advisors Are Making

How to Avoid the 3 Biggest Blogging Mistakes Financial Advisors Are Making

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Blogging is a great way to keep your clients informed about financial issues, investment opportunities and money-saving strategies. Unfortunately, Financial Advisors can make some blogging “bloopers.” Here are the three biggest mistakes…
Writing Effective Content

Financial Advisors: 7 Simple Tips for Writing Effective Content for Your Website

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Summary: The Internet is the first place most people look when they’re researching Financial Advisors. That’s why every Financial Advisor needs a sleek and informative website that is at once personalized and professional. Here are 7 simple…
5 Reasons Financial Advisors Should Use Video Calls for Client Meetings

Infographic: 5 Reasons Financial Advisors Should Use Video Calls for Client Meetings

This post was authored by Kristin Harad and originally appeared here on GuideVine. ————————————— Do you use video calls for client meetings? Almost every Financial Advisor will agree that in-person meetings…
Improving Customer Experience: Mobile, Online Self-Service, Content Targeting

Improving Customer Experience: Mobile, Online Self-Service, Content Targeting

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Did you know that 88% of buyers are willing to pay more for a better customer experience? In fact, it is predicted that by 2020, customer experience will overtake price and product as the key differentiator (Walker). Take a moment to think,…
Financial Advisors: Using Niche Marketing to Grow your Business

Financial Advisors: Using Niche Marketing to Grow your Business

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As more people obtain their CFP certification, it is becoming increasingly difficult for Advisors to prove their value over competitors. It used to be common for small businesses to market themselves as a “one-stop shop.”   This made…
Winning the “Micro-Moments” in Financial Services Marketing

Winning the “Micro-Moments” in Financial Services Marketing

“The old days of predictable, periodic media sessions have been replaced by numerous short bursts of digital activity throughout the day.” Sridhar Ramaswamy, senior VP of ads and commerce at Google. This, is what Google has recently called…
Advisors: How to Market to your Future Investors

Advisors: Learn to Market to your Future Investors

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Millennials are stereotyped to be lazy, entitled, cynical, and glued to our phones (some would call us the “selfie generation”). Others perceive Millennials to be open-minded, engaged and optimistic. As a Millennial, I see this generation…
Build an Advisor Brand That Makes you Stand Out

Build an Advisor Brand That Makes you Stand Out

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What comes to mind when you think about Coca-Cola? You may be thinking “a popular beverage”. But, when it comes to their brand, it’s more than just a beverage company. Coca-Cola sells happiness, togetherness, and positive emotions. So,…
Financial Advisors: Build a Better Digital You

Financial Advisors: Build a Better Digital You

  As a student looking for work, I was repeatedly asked, “Do you have a LinkedIn account?”, “What do your social media accounts say about you?”, and “What kind of an impression are you making on the digital front?” It has…
Introduction to Content Marketing for Financial Advisors

Introduction to Content Marketing for Financial Advisors

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Marketing has evolved tremendously in the past decade – and more importantly the way we market to people has changed. Today’s consumers make purchasing decisions based on research they do on their own, reading online reviews, and through…
The Road to Local Search Engine Optimization (SEO) Success

The Road to Local Search Engine Optimization (SEO) Success

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On the path to marketing a business, people can lose sight of their local audience. According to a study done by the National Public Radio, localized content had 6 times more Facebook shares than non-localized content. From increasing your website…
Newsletters: The Forgotten Hero of Content Marketing

Newsletters: The Forgotten Hero of Content Marketing

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Newsletters are one of the most cost-effective mediums for building relationships and maintaining contact with your customers and prospects. Despite being one of the most effective marketing tools available, this digital channel is often overlooked…
Advisors: Why whitespace is NOT wasted space

Advisors: Why whitespace is NOT wasted space

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Whitespace is commonly referred to as negative space, the portion of a page that is left unmarked, blank, or the empty space on a page. Whitespace is the fundamental building block of good design. If used correctly, it can transform a design…
Omni-channel is the Key to Optimizing Customer Experiences

Omnichannel is the Key to Optimizing Customer Experiences

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What does Omni-channel mean? Historically, companies were focused on providing customers with the ability to transact in the channel of their choice.  Organizations were organized around channels, and each channel’s department had their…
Advisors: Why just having a Website isn’t enough

Advisors: Why just having a Website isn't enough

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As a Financial Advisor, you’ve taken those first steps to start building an online presence and that’s a great start.  But, with so many other Financial Advisors taking on the digital world, having a website simply just isn’t enough anymore. Think…