May 24th, 2014
Getting personal has worked small wonders for companies working financial services. Banks, advisors, and even accountants tend to work better with clients who actually treat their connection like a real, human relationship.
It’s also been said that the introduction of data technology can only improve those relationships by making it easier to know things about clients and prospects. More data certainly does improve lead generation campaigns and helps you predict buyer behavior.
And yet, is observing behavioral data and tailoring automated marketing responses really the way to communicate? Is it really the sort conversation that nurtures human B2B relationships?
May 17th, 2014
The world of financial management and services has been with us since the medieval period and beyond. But like many age-old business industries, it’s hastening to adapt technological trends like online marketing and lead generation.
Getting B2B leads from online queries is now a norm among organizations both inside and outside the financial services industry. Thought leadership and customer service are considered the new forms of marketing.
But as many prospects are finding these trends convenient, it also leads some to overestimate the value of online conversation in solving a prospect’s and setting an appointment.
May 10th, 2014
Ever outsourced your appointment setting process and found yourself making complaints? Prospects aren’t showing up. Sales aren’t closing as well as you hoped.
In all honesty, you are entitled to get what you pay for. But if you learned to critique more and complain less, that would be a better way to maximize your ROI.
May 3rd, 2014
Jargon in any industry is often less well-received by prospects (particularly those mistrustful of corporate culture).
Unfortunately, those who work in finance, accounting, and (perhaps most of all) insurance really get the short end of the stick when you play around with the terms too freely.
April 28th, 2014
MasterCard’s Priceless campaign has been going on for 17 years. It’s been parodied, subject to memes, and is a household catchphrase.
But underneath the praise of pop culture, it says something else. It’s something that many in the finance sector constantly ponder about every day: value.
When you’re qualifying finance leads, what do they tell you about value? Specifically, what does it tell you about your own prospect’s pricing?
What are the things they just deem priceless?