An M&A deal is an exciting opportunity to quickly expand your financial services firm’s capabilities and market share. If you’re pursuing a merger or acquisition, the deal itself may be a no-brainer. But the process of actually integrating two firms into a single, cohesive entity? That part isn’t so simple. In fact, an M&A deal represents a distinct period of…
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As a marketing leader, you understand the value of your professional services firm’s brand better than anyone. Your brand, properly wielded, has the power to elevate your position in the marketplace and act as an evergreen driver of new business. Depending on your organization’s level of marketing sophistication, you may have had to work hard to earn brand buy-in from…
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If yours is like most financial services firms, your team of analysts relies heavily on PowerPoint decks to deliver key presentations to clients and other stakeholders. These presentations are a critical part of how you do business, but the decks themselves may seem like a minor detail in the grand scheme of your brand identity. Yet when you think about…
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Think You Still Own Your Firm’s Brand? Think Again.
— March 11th, 2021If your professional service’s firm’s branding and reputation management feel more like a wrestling match than a friendly conversation, you have a problem. Too often, it goes something like this: You work hard to consistently express your firm’s brand. But in today’s digital-first world, the megaphone is in the hands of your customers. And a quick Google search reveals that…
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7 Ways to Future-Proof Your Financial Services Brand in 2021
— January 13th, 2021In many ways, COVID-19 laid bare a lack of digital preparedness in seemingly sophisticated industries. Industries like financial services. 2020 was the year that “digital-first” finally went from an aspiration to a reality. Of course, the transition was already well under way. Amazon was replacing the mall. Twitter was displacing PR feeds and newswires. But on the heels of a…
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