Category Archives: Insight

How to attract the next generation of wealthy investors

The transforming demographics of global wealth provide an exciting opportunity for financial services marketers ready to fully embrace change and capture a new wealth audience.

In this the second part of a two-part series we examine the forces at play, from the concentration of wealth in the hands of women to the impact of an increasingly entrepreneurial culture, and the shift towards greater diversity, both within societies and in terms of global wealth distribution.

Read the UK Report

Read the US Report

In part one, we explored the effect of the wealth audience shift to Generation X and Millennials. If you missed it, read it here.

How to establish if your content is being read

Attention Economics: why you should audition your content.

Six out of ten people share content without reading it.

FinTech’s brand problem

FinTechs are relying on product attributes to get them noticed. But that’s not how consumers make buying decisions. We discuss the benefits of a strong brand narrative, especially as the FinTech category becomes increasingly crowded, and functional differentiation becomes more of a challenge.

Why a unique tone of voice is important in financial services

Financial services social benchmarking report

You know that social media is a vital channel for marketers in the financial services sector, but are you making the most of your digital metrics? Your social benchmarks can give you the edge on competitors – and tell you if those competitors have the edge on you.

How the industry sees the future of financial services content

If you’re wondering where content marketing is headed in 2019, you’re not alone.

Inktober – 31 days to draw on inspiration

Editions Financials’ gifted artists and illustrators – and those of us who are not so talented but enjoy a doodle – took up this year’s month-long Inktober Challenge.

How to overcome Customer Experience paralysis

Customer eXperience (CX) – Overcoming CX paralysis

Engaging women through smart financial services marketing

Women now control 40% of the world’s wealth. It should come as no surprise therefore to financial service marketers that women are worthy of serious marketing attention and spend.

How to engage with the pre-pension population

Our research shows that people are afraid of retirement. They’re asking questions such as: “can retirement cause dementia?” or “Can pension funds go bust?”