Expert Talk: Challenges of Embracing Social Media in FinServ

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Expert Talk: Challenges of Embracing Social Media in FinServRegulation, Social Media for Finance

by Taranita Costales on January 29, 2015

Compliance is no longer an excuse to avoid social media. It’s about taking the time to learn and get used to it.” – Courtney McQuade, Forward (@CourtMcQuade, @ForwardInv) It’s important to remember that social needs to be owned by the many but guided by the few within an organization.” – Vivienne Hsu, Cognito (@Viv_Hsu, @CognitoPR) As a …

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CMOs Will Drive Billions in Marketing Technology Spend by 2018

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CMOs Will Drive Billions in Marketing Technology Spend by 2018Digital Marketing, Fund Marketing, Technology

by Forbes on January 28, 2015

CMOs will drive marketing technology spending to $32.3B by 2018, reaching a compound annual growth rate (CAGR) of 12.4%. From 2014 to 2018, marketing technology spending will reach $130B for the 5 year period. These and other insights are from IDC’s recent webinar The Marketing Software Revolution: Strategies for Buyers and Sellers, presented by Mary Wardley, …

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Storytelling with Data Visualization

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Storytelling with Data VisualizationData Visualization, Digital Marketing

by Luke Hinchliffe on January 27, 2015

I had the pleasure of attending a Guardian Masterclass in London — one specifically about Data Visualization for journalists, designers and marketers. Presented by both an editorial director and an art director, it covered both the story and the graphic design aspects, and the core theme of the course addressed a simple question – does …

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Financial Services Is Drowning In Its Own Complexity

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Financial Services Is Drowning In Its Own ComplexityRegulation, Wealth Management

by Forbes on January 26, 2015

Average returns of large financial firms have fallen from over 20% in the early years of the millennium to 7% in 2013 – or the level of utilities companies. The eight American and 16 European banks that are designated as GSIBs, or ‘globally systemically important banks’ have seen returns decline by 70% since 2006, says …

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How to Stay Relevant in Today’s Fast-Paced Digital World

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How to Stay Relevant in Today’s Fast-Paced Digital WorldDigital Marketing, Technology

by Business2Community on January 23, 2015

It’s tough for businesses to keep up with the speed of today’s ever changing digital world. However, those businesses that are more technologically-savvy and use the latest digital methods to operate, promote themselves, engage with customers and grow their businesses have an upper hand. We live in a world where you can buy shoes online …

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Will Your Funds Have that New Fund Smell?

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Will Your Funds Have that New Fund Smell?Client Servicing, Fund Marketing, Regulation

by Jarlath Forde on January 22, 2015

Seize the opportunity in required pre-sale delivery of fund fact sheets and other communications On March 11th, the amended requirements for the pre-sale delivery of fund facts will come into force in Canada. This progression in the regulatory framework extends the previous requirement of simply making a “Fund Facts” document available and stipulates that the …

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