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4 Keys to Building A Solid Advisor Transformation Program

Customer expectations are evolving as rapidly as technology. Because of this constant evolution, brands need to adapt how they interact with their customers. Financial organizations are turning to their advisors as an additional marketing channel.…
Most important features of a digital handshake
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3 Most Important Features of a "Digital Handshake"

Business is all about relationships. Professionals working in sales and marketing spend their entire careers developing relationships with prospects. Commercial relationships, like any relationship, needs to be built on a foundation of trust.…
DMFS-Graphic
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Digital Marketing for Financial Services Summit: Europe - Recap

Last week, Veriday CEO, Marc Lamoureux (@mlamveriday), attended the Digital Marketing for Financial Services Summit: Europe in London, England. In addition to having our CEO speak, Veriday was a Gold Sponsor of the event. The event took place…
Four Building Blocks of Content Marketing Strategy
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The 4 Building Blocks of Content Marketing Strategy

The 4 Building Blocks of Content Marketing Strategy 30% of B2B and 38% of B2C marketers say they’re effective at content marketing. Those numbers jump 14% and 20% respectively among marketers with a documented content strategy. To succeed…
More than Price: How Service Contributes to Experience
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More Than Price: How Service Contributes to Experience

Consumers make purchase decisions based on many factors. Price, convenience, the value provided by purchase and service quality are four criteria that customers consider when making a purchase decision. Traditionally, the price is the differentiating…
Write Powerful Content: Blogs, EBooks and More
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Write Powerful Content: Blogs, Ebooks and More

Writing content for the web has its challenges, but if done correctly can bring positive results to your business. You may feel that you’re ready to write your first articles, but without these fundamentals in place, your writing may not return…
Key Performance Indicator (KPI of Customer Experience)
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6 KPIs of Customer Experience in Financial Services

Every business, regardless of industry, wants engaged and happy customers. In fact, in the financial services sector, customers who are fully engaged bring 37% more annual revenue to their primary bank than those who are actively disengaged.…