Posts from the ‘Trends’ Category

Refresh Your Financial Services Brand to Stay Relevant and Avoid a Complete Overhaul

by Lynda Decker — January 17th, 2023

For financial services companies in a rapidly evolving industry, maintaining brand recognition and brand reputation are critical. The more frequent brand adjustments and refinements you can make, the more you can hold your position in the market without embarking on an expensive rebranding project. To keep your brand operating at its optimal level, you need to be monitoring and refreshing…

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Want a Stronger Brand? Give Your Clients a Superior User Experience

by Lynda Decker — January 17th, 2023

The importance of putting your customers first isn’t a groundbreaking concept. Yet most professional services firms have websites with a customer experience that falls well short of that ideal. Too many firms have websites that say what they want to say rather than what their customers need to know. Their sites are packed with jargon, difficult to navigate and try…

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How a Clear & Compelling ESG Report Supports Your Financial Services Firm’s Future

by Lynda Decker — October 5th, 2022

Until recently, environment, social and governance (ESG) reports were largely seen as feel-good pieces to put a company’s best foot forward. Whether intended to show investors their money was spent responsibly or to cultivate a more favorable image, ESG reports didn’t previously have a ton riding on them. But today, ESG reports are under increased scrutiny from government regulators, investors,…

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Putting Video Content on the Right Platform Can Help You Reach Younger Customers

by Lynda Decker — July 19th, 2022

Identifying the right distribution channels for your content is essential to remaining relevant as younger generations become decision makers and begin shopping for financial services firms. Let’s put it this way. Do you know any millenials who get excited about opening a PDF or visiting a website landing page? Do you think they’re going to share it widely with their…

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Your Firm Can’t Afford to Skip a Defined, Detailed Discovery Process

by Lynda Decker — May 20th, 2022

Before your firm redesigns its website, tackles a total rebrand, or plans to enter a new market, you must undertake a robust discovery process. Discovery is the most important aspect of any design project. It’s the foundation that informs every decision along the way. Without a thorough discovery process, a project can go over budget, blow past deadlines, fail to…

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