23/09/2020 | By: Marcos Puccini

5 Digital Marketing Strategies to Bring in New Clients

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.

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  • 5 Digital Marketing Strategies to Bring in New Clients

    By: Marcos Puccini

    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 announces the new operations in Spain and Portugal

    16/09/2020 By: Renato Castro

    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.

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  • Get to Know Britech: How Our Technology Can Help You

    07/09/2020 By: Alexandre Farah Diniz

    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.

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  • How to Create a Winning Website for Your Financial Firm

    31/08/2020 By: Alexandre Farah Diniz

    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.

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  • How Wealth Managers Can Embrace Digital Disruption Within the Investment World

    24/08/2020 By: Yuryi Ferber

    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?

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  • LinkedIn for Financial Advisors: The How-to Guide

    19/08/2020 By: Renato Castro

    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. 

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  • An investment comparison: US x Europe

    18/08/2020 By: Raul Tortima

    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.

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