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 More88% of legacy banking organizations fear losing revenue to financial technology companies in areas such as payments, money transfers, and personal loans. How can traditional retail bankers rise to the challenges that emerging fintech companies present?
We asked fintech experts from eVestment, Flywire, Swarm Agency, and Response Media for advice on what marketing leaders in the banking industry can do to stay relevant. Here’s what they said…
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