In the financial sector, marketing is more important and powerful than ever.
This is due to the rise of a new breed of digitally-savvy investors who are rejecting traditional financial advice and instead looking
to guide investment decisions through their own research.
And – of course – they turn to the web to find out all they need to know, as there is a mass of freely available content out there.
So, as you have to be in it to win it, financial firms are working hard to develop content marketing strategies that promote their
own products and services.
And who does this job fall to? The marketing department, of course.
When used together properly, lead scoring and grading can streamline your sales cycle and ensure that leads are well qualified before they ever reach your sales team – saving money and time for both departments and, ultimately, boosting AuM.