Creating Emotional Bonds and Client Loyalty

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Creating Emotional Bonds and Client LoyaltyClient Servicing, Social Media, Wealth Management

by Taranita Costales on August 21, 2014 with 0 comments

What do top brands like Apple, Amazon, NFL and Starbucks have in common? Loyal customers. These brands have shown the consumer world the power of creating a beloved brand that retains customers. In the wealth management industry, there are many financial advisors that understand the importance of client loyalty. Sure, you’re always prospecting for new …

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Growing Your Advisory Firm by Recruiting the ‘Right-Fit’ Advisor

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Growing Your Advisory Firm by Recruiting the ‘Right-Fit’ AdvisorClient Servicing, Wealth Management

by ThinkAdvisor on August 20, 2014 with 0 comments

I know many seasoned advisors who have built and established very successful businesses. But capitalizing on that initial success and taking their practice to the next level often poses a significant challenge. In many cases, fostering growth for long-term continuity and health of the firm is best achieved through careful expansion of the team. But …

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7 Tips To Creating The Perfect Client Reports [INFOGRAPHIC]

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7 Tips To Creating The Perfect Client Reports [INFOGRAPHIC]Client Servicing, Data Visualization, Wealth Management

by Luke Hinchliffe on August 18, 2014 with 0 comments

Since we love client reporting, we’ve created an infographic that provides the top seven tips for generating accurate and beautiful client reports. Wealth managers know that client reporting is the biggest opportunity to interact with investors. The right design along with precise data and speedy delivery can maximize the client experience and drive higher levels of …

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FinTech Innovation Launches In Continental Europe

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FinTech Innovation Launches In Continental EuropeFinTech, Technology

by Forbes on with 0 comments

The financial services industry seems to be awash with programs to support financial technology (fintech) startups. Accenture and local partners have launched fintech innovation labs in New York, London and recently Asia. Level39 in Canary Wharf has its own, while SWIFT’s Innotribe is going into its sixth year with a program that will pick a …

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The Top 7 Online Marketing Trends Dominating 2014

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The Top 7 Online Marketing Trends Dominating 2014FinTech

by Forbes on August 15, 2014 with 0 comments

Late last year, I made some predictions for online marketing in 2014. If you missed that post, you can read it here. Given the clear shift toward inbound marketing methods, I considered how trends in SEO, social media, and content marketing were likely to impact businesses over the coming year. As we’re around the mid-way …

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Client Reporting: 11 Reports All Private Wealth Managers Should Provide

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Client Reporting: 11 Reports All Private Wealth Managers Should ProvideFinTech

by Adele Caschera on August 14, 2014 with 0 comments

For investors, reporting is often the only touch point that is both automated and highly relevant. Rising client expectations require more focus on excellent customer service and providing reports that are more transparent, accurate and beautiful. As part of a best practices series for financial services firms, Kurtosys offers some private client reporting “must haves” …

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