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Harnessing the power of marketing data for your clients

As a financial advisor, you understand the importance of using data to guide the strategic direction of your clients’ businesses.  Where traditionally this may have been limited to utilising certain data sets, some of Australia’s leading financial firms are now harnessing the power of marketing data to assist their clients even further.  This shift has…

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The power of digital marketing – COVID-19 has proven it

In the early days of the COVID-19 crisis, some firms quickly got on the front foot and ramped up their digital marketing activities. For many it has been a highly successful experience with new clients being won and relationships with existing clients deepened. Many other firms have been highly sceptical that new business can be…

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