Taking digital banking to the next level As a kid, my parents were always running errands. One of which was going to the bank. But today, bank branches continue to dwindle, and customers are opting for online digital banking, whether it be for their checking accounts or investing. Here are some digital banking trends that […]
Financial copywriting: Art, science, or a bit of both? Financial content creation is an art as much as it is a science. While ChatGPT and other AI tools may have already infiltrated many areas of copywriting, the financial sector is one place where AI will find it difficult to generate quality, compliant content. SEO for […]
Don’t let financial compliance be your worst enemy The financial services industry is bound by strict compliance and legal standards. So, when finance companies think about their financial blogging strategies, copywriting needs, or other content, they must understand how to provide compelling content, while at the same time adhering to compliance standards. Here’s a few […]
In the financial industry, content is still king Whether you’re a financial planner, registered investment advisor, or other financial professional, you are constantly working hard for your clients. But, it can be hard to stand out from the thousands of other certified professionals providing similar services. So, how do you differentiate yourself from others in […]
Financial planners are battling fintech, and failing to win As a financial planner, you have constant competition for retaining existing clients and expanding your customer base. However, you also have competition from another, unlikely source: technology. Today, there are hundreds of fintech apps for investing, saving, and portfolio management. These tools are being gobbled up […]
