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.