Video Marketing for Financial Advisors

Hundreds of people visit your website long before they step foot in your office – for this reason, it’s important that you engage them, earn their trust and educate them on your services in a way that resonates with them. One of the most successful ways to attract prospects to your website and convert them to leads is with informative and engaging online video.

Spotlight

Exchange Solutions

Exchange Solutions designs, builds and operates Smarter Loyalty programs that improve conversion, customer lifetime value, retention and profitability. Smarter Loyalty programs use data-driven, personalized incentives to drive valuable customer behaviors, while optimizing marketing spend.

OTHER WHITEPAPERS
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Mergers & Acquisitions

whitePaper | June 30, 2022

This report is a copyright of Nishith Desai Associates. No reader should act on the basis of any statement contained herein withoutseeking professional advice. The authors and the firm expressly disclaim all and any liability to any person who has read this report, or otherwise, in respect of anything, and of consequences of anything done, or omitted to be done by any such person in reliance upon the contents of this report.

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The Ultimate Guide for Starting and Scaling a Channel

whitePaper | November 15, 2022

The economy today is more mobile, virtual, global, and digital than ever before. It’s also moving faster and with a new purpose and intensity not seen since the end of World War II. For small and emerging businesses, this is a remarkable time of opportunity. There’s been a significant shift in how we do business. Customer needs, preferences, and expectations have changed radically. And with this shift, new challenges arise, particularly the “last-mile” hurdle of reaching – and engaging – new and existing customers.

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How Brands Can Thrive in 2022: Predictions for Digital First Marketers

whitePaper | January 13, 2022

In the wake of a historic 2020, 2021 signaled that transformation will not be limited to a single year. The 2020’s will be a transformative decade. 2021 itself was a year of stark contrasts. It began with a wave of optimism and ended with a wave of omicron -- extending the pandemic period and expanding our knowledge of the Greek alphabet.

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Reimagining marketing in the next normal

whitePaper | July 27, 2020

As governments gradually remove pandemic induced restrictions and businesses begin to reopen, there’s a sense that we might be on the verge of returning to “normal.” That is unlikely. During the months of lockdown and self-isolation, we have been, in fact, writing a new future.

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How Creative Automation delivers retail marketing at scale while increasing personalization

whitePaper | September 26, 2022

You can’t meet the increasing demands on retail marketing to scale, hyper-target with localization and personalization, and unlock omnichannel experiences by simply hiring more people. This whitepaper takes a deep dive into how Creative Automation can be the answer to retail marketing’s needs.

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Three Stages of Legal Digital Transformation

whitePaper | August 5, 2020

It’s time for general counsels (GCs), corporate legal departments, and contract management teams to embrace technological change – and drive business performance and growth. Check out ContractPodAi’s latest e-book. It will help you to embark on your digital transformation journey more successfully.

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Spotlight

Exchange Solutions

Exchange Solutions designs, builds and operates Smarter Loyalty programs that improve conversion, customer lifetime value, retention and profitability. Smarter Loyalty programs use data-driven, personalized incentives to drive valuable customer behaviors, while optimizing marketing spend.

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