White Papers
The FMI Signal
What I am noticing this week is not a new platform, a new regulation, or even a new AI capability. It is a growing gap between how financial marketers believe they are adding value and where value is actually being created. Across banking, insurance, and wealth management, marketing teams are moving faster than ever. There… Continue reading The FMI Signal
From Attribution to Incrementality
For years, attribution models have served as the dominant lens through which financial services marketers attempted to understand marketing performance. They promised order in an increasingly complex media environment, offering structured answers to difficult questions about which channels, campaigns, and touchpoints deserved credit for business results. But as the industry has matured, many marketing leaders… Continue reading From Attribution to Incrementality
From Digital Marketing to Intelligent Growth Systems
6 Digital Marketing Strategies for Life Insurance Companies
During most of the first decade of the 21st Century, we have seen the evolution of digital marketing in terms of channels, including social media, mobile apps, etc.
7 Marketing Trends for Financial Services in 2022
During most of the first decade of the 21st Century, we have seen the evolution of digital marketing in terms of channels, including social media, mobile apps, etc.
8 Digital Marketing Strategies for Asset & Wealth Management Companies
During most of the first decade of the 21st Century, we have seen the evolution of digital marketing in terms of channels, including social media, mobile apps, etc.
Dynamic Marketing and CX in Financial Services
During most of the first decade of the 21st Century, we have seen the evolution of digital marketing in terms of channels, including social media, mobile apps, etc.
Developing a Business Case for MarTech Investment
Building a Business Case for Investment in MarTech is something that almost every organization is doing today in one way or another.
The Emergence of Marketing Operations and MarTech Management
Management of MarTech and the MarTech stack is an enormous undertaking – even for a small to medium sized business.











