Private wealth marketing is built on personal relationships, which can make the advancements in technology more and more challenging. In an industry where discretion and relationships reign supreme, marketers must learn how to integrate data, automation, and innovation without losing trust.
To explore this balance, we spoke with Cathy McLagan, Managing Director of Growth Enablement at CIBC Private Wealth US.
Read MoreWith agentic AI systems driving automation, fintech innovations setting new standards, and post-pandemic digital acceleration cementing permanent shifts in behavior, the financial marketing landscape is evolving at a rapid speed. So, how can financial brands stay ahead?
Read MorePost 2020, marketing changed. At Setup, we keep an eye on current marketing trends and behaviors. As we head into 2022, we’ve asked a number of industries about their predictions and focuses for the new year. Among those industries, we recently spoke with experts in the Financial Services industry to hear their thoughts.
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