Don’t Forget Power of Email Marketing

Periscope. Snapchat. Instagram. Vine. These are all the latest tools in an ongoing marketing onslaught to reach consumers today. And while these new mediums (fads?) are important, financial marketers cannot forget one the most important avenues when reaching their...

How To Use E-mail as An Onboarding Tool

Note: The following post is provided courtesy of Paul Jaramillo, president/CEO of Documatix. In a study done last year by The Financial Brand, cross-selling and deepening relationships was the number one marketing priority for the year—making the onboarding period...