In the past, marketing efforts such as cold-calling and traditional advertising may have been effective. However, currently, the online space is where people are searching for services and it’s digital marketing that’s driving results.
Read more →In the past, marketing efforts such as cold-calling and traditional advertising may have been effective. However, currently, the online space is where people are searching for services and it’s digital marketing that’s driving results.
Read more →BRITech expands its franchise distribution channel and reaches Iberia (Spain & Portugal) during the second half of 2020, BRITech carried out a selective process to find a distribution channel for its digital solutions for “Wealth Management”, reaching, after a few months, an agreement with Finanhub.
Read more →If you’re a wealth manager, the chances are that your day is jam-packed all throughout. From early morning wake-ups to client meetings, and tedious investment reporting, it’s easy for life to get a little complicated.
Read more →These days, having an effective and attractive website is just as important as having easily identifiable business cards. Your website is your digital business card that not only represents your firm and services, but it can be the very thing that converts a lead into a client.
Read more →Disruption in a business context is innovation that radically alters the way things are done. Often, it’s for the better, even if it means redundancy and obsolescence. But what could this look like for the financial services industry and the wealth management sector in particular?
Read more →Social media can be a winning strategy to bring in your top clients and to full your roster - when used correctly. For financial advisors, dominating the likes of Instagram and Facebook may not seem like the right space for your business. Although these platforms can be beneficial for outreach purposes, it’s LinkedIn where advisors can genuinely thrive.
Read more →All the European market is well experienced in investing abroad, meaning buying securities provided by other European countries, or outside of Europe, like US and other global markets. The US market, on the other hand, is quite self-invested, pouring money into its own products.
Read more →Fill out the form below and we will contact you to schedule a demonstration of our Investment Management solution
