A CLEAR VIEW Musings from the Clearpoint blog 7 Digital Marketing Must-Haves for Financial Services Companies in 2018
Rigid compliance requirements and the unpredictability of social media are two reasons why many financial companies have been late to the social media game—with a third of financial advisors still not using social media for business in 2015 according to Corporate Insight—and countless more not fully embracing it, even today.
But the growth in mobile banking, demand for 24/7 access to businesses, threat of Amazon getting into finance, and an online a way of life for GenZ and Millennials are forcing the hands of many financial companies. In fact, being digitally active is a requirement in business today, and for those not fully embracing it, their competitors continue to gain valuable ground.
Besides connecting with customers where they go to research solutions and spend a large percentage of time, financial companies can increase segmentation and SEO, and capitalize on their biggest evangelists – employees – by increasing their digital presence.
Click here to discover seven aspects of digital marketing every financial services company needs to consider in 2018.
WHAT'S NEW Research Surveys
What are your customers perception of your brand? What product or service features do they like most? Would they recommend you to a friend? These questions and more can be answered, analyzed and used to inform your marketing decisions.
There are seven basic types of surveys we design and manage regularly for our clients. Sometimes surveys are a combination of a couple of survey types. These include –
Customer attitudes and perceptions
Customer perception of competitive products/services
Internal or employee perception surveys
Give us a call if you’d like to explore ways our market research services can help you position your brand, gauge customer and employee satisfaction, plan future product and service features, measure competitor strengths and weaknesses, and get a read on your brand’s overall perception.
CUSO Financial Services and Sorrento Pacific Financial CFO Named CFO of the Year
The San Diego Business Journal has named Dan Kilroy, Chief Financial Officer (CFO) for CUSO Financial Services (CFS) and Sorrento Pacific Financial (SPF), CFO of the Year in the category of Large Privately Held Companies.
The CFO of the Year Awards recognize contributions to company growth, leadership, and community involvement by top financial executives in the area. Dan’s experience and dedication to the community made him a strong candidate for the recognition.
The Clearpoint team researched the award opportunity and interviewed Dan to write up the nomination. Dan was selected out of more than 100 nominations and was one of 67 finalists.
We supported Dan’s win with a press release and shared the news on CFS and SPF’s social media channels.
Read the press release to learn more about Dan.
A quote from one of our happy clients
“We needed a communications agency that could help us take our business to the next level. Since the launch of our product, Clearpoint Agency has helped us develop succinct, impactful messaging that has attracted press opportunities and enabled a presence in the healthcare industry. They are seasoned PR professionals who are creative, smart and a delight to work with. I highly recommend Clearpoint as a team to partner with, especially if you need help with brand positioning and strategic marketing initiatives.”
Merritt Carver, Marketing & Sales Operations Manager, Interpreta, a Healthcare Analytics Company
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