Viewing Results for: Financial Services

Financial Services Branding and Marketing: Best Content of Q1

The “Best Content” series brings you a handful of the most thought-provoking and informative articles and webinars related to B2B financial services branding and marketing published over the last quarter, broken down into bite-size pieces for your convenience. Technology Pays  More

Who to Follow: Financial Services Marketing

“The Influencers: Financial Services Marketing” is an aggregate of marketing strategy, business insights and industry trends for marketers in Financial Services. If you’ve been following our Twitter lists recently, then you know we’ve been aggregating the influencers in technology, professional  More

The Compliance Conundrum: Unlocking Social Media’s Potential for Wealth Management

Last week, BDI held its’ annual Social Media in Wealth Management Leadership Forum in New York. The event brought together thought leaders in the industry who shared best practices for enabling financial advisors to use Social Media platforms to connect  More

Color Series: The Financial Blues

Our Color Series is an exploration of the meaning and connotations of color in culture and business. Blue: the most common color in financial services. A look at fifty top financial services brands found almost half had blue logos and  More

Investment Management Marketing: A Sea of Sameness

Recently, we did some research into how investment managers brand themselves. Specifically, we wanted to identify the brand positioning and key messages of industry leaders. In compiling these core brand assets, we were struck by how generically and blandly investment  More

Financial Services, Meet Social Media

Social media is helping many B2B brands connect with customers. According to a recent post in the Harvard Business Review, the three primary benefits of using social media are: increased awareness of the company, increased traffic, and more favorable perceptions  More

Do All Investment Managers Tell the Same Story? How Brand Differentiation Drives Growth

Finding a unique brand position in a field as crowded and competitive as asset management isn’t easy. It’s tempting to fall back on safe ideas and tired claims. But in today’s financial climate, there’s nothing “safe” about an undifferentiated brand. This whitepaper examines best practices for creating a distinctive and compelling brand position in asset management.   More

Brand Behavior: Does Your Company Walk the Walk?

Picture this. You’re sitting at your desk flipping through a small stack of mail. Most of it is publications, but there are a few direct mail letters, and one is from a bank. You recognize the name: they’ve just bought  More