8 Reasons Why Every Financial Services Firm Needs a CRM

Whether you are a single fund manager or an advisor with 10-100 agents, you’re under pressure to meet ever-changing compliance requirements while running and growing your business. No small task. However, there are plenty of technology solutions available to help you succeed. A CRM enables you to manage prospect and client relationships—and the data associated with these contacts—from one central…...

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Nurturing Mid and Late Stage Leads

Financial technology marketers are steadily improving at creating awareness-stage marketing content. Many who were once verbose and blustery are now producing more customer-centric thought leadership. The white papers, blogs and articles they produce today provide substantially more value to the audience and are doing a better job of attracting leads into the funnel. However, fin-tech marketers’ ability to convert those…...

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Five Ways to Appeal to Investors

You have worked hard putting your fund or managed futures program together. All of your strategy building, back-testing and hard work looking for an edge in today’s futures markets has culminated in a program that you believe has the potential to deliver value to your investors. In today’s highly competitive environment, however, simply having a good program is not enough.…...

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Financial Marketing is a Process: Defining and Executing an End-to-End Marketing Process

By Shane Stiles and Sarah McNabb Whether you’re a fund manager, investment advisor or broker, whether you’re selling retail or institutional trading, or raising assets for a fund—marketing starts with a process. The goal of a well-defined marketing process is to generate leads that can then be converted to clients through the efforts of automated marketing and sales tactics. Marketing…...

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Roadmap to Strategic and Compliant Email Marketing

Email marketing continues to be one of the most effective and cost-efficient tools in the marketer’s toolbox. But strategic and compliant email marketing is not easy. Marketing automation and emerging technologies supporting account-based marketing allow you to make emails far more relevant and personalized. Marketing automation allows you to segment and deliver emails to just the right audience at just the right…...

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Business Development and Marketing

Business Development Panel (3:50-4:40PM) – Do you feel overwhelmed because you’re offering every trading platform in existence? Do you scramble to keep up with every new service or product you read about? You need to attend this panel! Moderated by Financial Marketing and Technology Specialist Shane Stiles of Gate 39 Media, during this 50 minute session three firms will share…...

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CME QuikStrike

CME Group is excited to partner with QuikStrike to provide customers with a free interactive option pricing and analysis tool. This resource provides a view into a large breadth of our options contracts, in addition to visibility into current and historical volatility (by strike), concise volume and open interest information, delta sheets, options pricing analysis, spread analysis & risk graphs. Visit cmegroup.com/quikstrike for more…...

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Two Key Ways to Tackle the Derivatives Cost Challenge

Two Key Ways to Tackle the Derivatives Cost Challenge By John Omahen, vice president – post-trade derivatives, FIS In today’s low-margin futures and derivatives business, low interest rates and high operating costs in the clearing community are causing enormous strain on profitability. For firms who have decided to remain in the business, their top priority is ensuring their operating model…...

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Life of a Brokerage Firm

Life of a Brokerage Firm “If it were easy, everyone would be doing it,” is the old adage when it comes to commodities trading and brokerage. Our work can be very rewarding but at the same time comes with a unique set of challenges that we all must overcome in our own ways, all the while trying to keep our…...

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The Best Long Term Source for Qualified Leads

Highlights and takeaways from the CopyBlogger Authority Rainmaker 2015 conference in Denver, CO. It was a useful conference focused on the full lifecycle of content marketing. I’d like to share a few takeaways with you. Focus on Creating Your Own Audience A key theme was building an owned audience. Too often, marketers rely on other platforms for audience — whether it’s a trade…...

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