No one interested in real communication and connection prefers a one-way conversation, and neither should a financial services firm like yours. You can’t build rapport with your customers if the conversation with them isn’t mutual. The best way to create the necessary back-and-forth between you and your audience? Engage your customers in a way that elicits their attention and invites…
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What makes for a truly effective legal or financial services website? If you want your site to play an active role in growing your business, it’s not just striking visuals you’re after. Remember, your website is a communications tool first and foremost. What you say to your prospects (both directly and indirectly) is of utmost importance. Which means your website’s…
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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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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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The financial services space is always in motion when it comes to M&A activity. In fact, many financial services firms rely on mergers and acquisitions to fuel their growth. All that disruption may be good for business, but it makes managing brands and communications much more challenging. If your financial services firm is in acquisition mode, you must take special…
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