The Financial Advisor’s Digital Marketing Playbook

whitePaper | November 8, 2022

Forrester Consulting provides independent and objective research-based consulting to help leaders succeed in their organizations. Ranging in scope from a short strategy session to custom projects, Forrester’s Consulting services connect you directly with research analysts who apply expert insight to your specific business challenges. For more information, visit forrester.com/consulting.

whitePaper | October 3, 2022

International expansion is the right path for any business seeking to grow exponentially and a proven way to do this, for technology vendors in particular, is to use Distributors. A recent report published by the Global Technology Distribution Council (GTDC) finds that almost two-thirds of vendors surveyed said they would increase investments in indirect Channel Programs managed in collaboration with Distributors in 2019.

whitePaper | June 2, 2022

AI is rapidly changing the world we live in, and the field of marketing is no exception. Businesses implement artificial intelligence in various ways to increase efficiency, maximize their returns, and produce the best possible experience for their customers. Yet some marketers still prefer more traditional methods and are wary of AI practices. However, they likely don’t realize all the ways they’re already using AI. Autocorrect, GPS, voice-controlled home assistants, Netflix suggestions, recommended purchases on ecommerce sites, and search engines are all examples of AI we use everyday without even realizing it. AI software isn’t just for large, established companies anymore. Startups and businesses of any size can greatly benefit from implementing various AI programs too

whitePaper | July 31, 2022

Hybrid working has been dominating the channel mindshare this year as businesses start to look at the technology they need on a long term basis. Hybrid working is not merely enabling employees to work remotely, it is a completely integrated approach to how businesses operate in the office, at home, and everything inbetween. The new phase of Hybrid Work, or Hybrid Work 2.0, will be about personalising technology to suit the business or vertical. This could be a fantastic opportunity for partners as businesses look for sector-specific knowledge and digital transformation specialisms.

whitePaper | September 20, 2022

This whitepaper outlines 12 key reasons a PRM solution is the single most important technology purchase your company can make to accelerate revenue. In this report, which is based on a global survey of Impartner customers, which include the who’s who of corporations everywhere, you’ll learn why Impartner’s turnkey, out-of-the-box SaaS solution is the fastest-selling, most award-winning pure-play PRM in the world.

whitePaper | November 1, 2022

For many industries that rely on indirect sales channels, managing their partners effectively is a frustrating challenge. Most of these organizations develop partner programs to structure policies and procedures that enable them to scale revenues through these partners more rapidly and cost effectively than building a direct sales operation. Technology solutions for PRM are rapidly solving the problems associated with scaling partner programs.