THE STATE OF DIGITAL MARKETING FOR FINANCIAL ADVISORS

whitePaper | July 27, 2020

Trust for traditional marketing channels is lower than ever. But that doesn’t mean businesses should give up their marketing efforts entirely. It just means they need to be smart about using channels that work better. There’s one channel that works like no other: customer referral marketing. Customer referral marketing leverages a simple insight: While customers might not trust your marketing team, they do trust the recommendations of their friends and family members. So let’s talk about how you can get started with referral marketing.

whitePaper | August 15, 2020

In the past, marketers have used marketing automation to streamline lead generation and manage their funnel. However, as consumer behaviors have changed, so have their expectations. Marketing success now hinges on going beyond the lead to grow your business through great automated experiences that improve engagement across each stage of the buyer journey. From initial awareness to generating demand to in-product messaging, brand advocacy, and beyond, growth marketing is the future of business success!

whitePaper | May 20, 2020

Tableau’s engineering team needed to find a better way to support the company’s marketing efforts. “At a fast-growing company like ours, marketing needs to iterate rapidly to deliver leads at scale,” says Eric Peterson of Tableau’s Marketing Engineering group. “Pantheon is the only way we can do that.” After moving to Pantheon’s WebOps workflow, Tableau was able to move from monthly to weekly deployments in support of marketing.

whitePaper | January 8, 2021

Milestone Research has compiled the following trends to help the community maximize opportunities in 2021. Digital transformation became very clear with the pandemic. Businesses had become more digital to stay alive, and those more digital businesses when the pandemic began were better able to adapt. Digitization of products and services enables automation and personalization, which improves the user experience and increases efficiency.

whitePaper | July 5, 2022

Digital marketing leverages online channels like email, SMS, websites, social media, and display advertising to deliver content that influences opinions and sells products and services. Effectively executing a digital marketing strategy requires a marketing automation system that can interpret customer signals across channels to deliver relevant and consistent experiences.

whitePaper | July 13, 2020

Marketing has always been about connecting with your audience in the right place and at the right time. With the change and evolution of modern technologies, small and medium businesses are doing everything they can to keep up, which can be said true for the rest of human society. To do this effectively, you have to take advantage of all the most valuable marketing resources and technologies, and in the modern world, the internet tops that list. One of the most important reasons why digital marketing is taking up the traditional marketing channels is as a result of the internet has enabled businesses to interact with targeted audiences in real time.