Join the leading names in social media and experts in wealth management for an industry discussion on the best practices, compliance considerations and latest developments in the use of digital communications platforms. The #SIFMA social program will explore how we serve our clients and will feature a wide range of topics including: New trends in […]Read more "Wealth Management Social Media & Digital Marketing Seminar"
Disruptive new entrants, regulatory pressures and constant legal and compliance policies challenge marketers in financial services to build a strong and differentiated brand. The number of touch points, outpouring of information and constantly evolving customer expectations only adds to this complexity. Creating personal experiences will invoke brand trust and loyalty, and with an abundant supply […]Read more "Building Brand Trust In Financial Services"
B+ is my new mantra, meaning BE POSITIVE! For those of you who know me, you know that I believe that “Attitude Drives Outcomes”. It is the single most important asset we have as individuals and as a company culture. Our attitude individually and as a community gives us the power to achieve greatness together, […]Read more "Attitude Wins Over Aptitude!"
We live in a time where patience is in scarce supply, connectivity and speed is expected if not demanded and our attention spans are shrinking. There is a tradeoff for every “advancement” we make. I have been in the technology industry for over 30 years with leading high-tech firms and I believed that we could […]Read more "The Impact Of The Man + Machine Revolution"
Money 20/20 Las Vegas – October 22nd- 25th. Warren Raisch Presentation – Roadmap To Cognitive Customer Engagement For Financial Services In the “Age Of The Customer” it is imperative that financial services firms keep pace with the demands and growing expectations of an empowered customer. Customers expect personalized engagement at every touch point. Scaling to […]Read more "Money 20/20 – Roadmap To Cognitive Customer Engagement – Warren Raisch Presentation"
Thanks to IBM and eMarketer for compiling some great research on “The Path To Purchase Beyond Retail.” Much is talked about regarding the path to purchase for retailers, but what about when it comes to the more services-oriented industries, such as banking, healthcare, telecom and travel? eMarketer has curated this Roundup of articles, insights and […]Read more "The Path To Purchase Beyond Retail"
The “New Normal” of The Millennial Era As Millennials have taken the lead as the largest generation of consumers living in the U.S. with over 80 million members and a direct spending power of $200 billion many of us in marketing, advertising and technology are positioning to understand and focus on the behavior that drives the […]Read more "Marketing In The Millennial Era"