Entries by Marketing @ Veriday

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Join Veriday at the Temenos Innovation Jam!

What: Innovation Jam Miami Where: Private Key Club | Wynwood, Miami When: March 16th, 2017 ——————————————– Veriday is excited to be presenting its flagship product, Digital Agent, at the Temenos Innovation Jam on Thursday, March 16th 2017 in Miami, Florida.   The regional Innovation Jam showcases the latest demos by a variety of FinTech companies from […]

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The Three Biggest Marketing Mistakes Advisors Make

This post was authored by Claire Akin and originally appeared here on GuideVine. —————————- Marketing financial advisory services can be complex and frustrating. Advisors today are confused because what worked in the past often doesn’t work anymore. Additionally, many have spent thousands on marketing mistakes that didn’t pay off and are wary of new approaches. But without […]

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Three Digital Transformation Lessons Financial Services Can Learn From Other Industries

This post was authored by Christine Reyes and originally appeared here on Liferay.com It’s no secret that digital transformation is a necessity for long-term, traditional players in business, if they want to stay relevant to consumers. In a recent study of financial service leaders, 49% of respondents stated they were roughly halfway through digital transformation, and an additional 37% were […]

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Outbound Vs. Inbound Marketing for Financial Advisors

Marketing is a necessary task for any business.  However, there are seemingly infinite ways to go about it given the current digital landscape. You might find yourself wondering, “how should I go about marketing my Advisory business? Referrals used to be the bread and butter marketing tool to spread the word about your financial service […]