Insights

Video: How can Sales and Marketing work together more effectively?

We caught up with Scott Stevens, Head of Business Development at Quilter Cheviot, to discuss why there are often tensions between sales and marketing and how they can, and should, work better together.

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Content

1 month ago

Use of language in investment writing

There are two criteria good investment writing will fulfil: Accessibility Engage the client with content they’ll understand in a style that’s accessible; think about their attention “budget” Client-centric

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Digital

1 month ago

Evonomie: What is a Net Promoter Score, and Why Does it Matter to Your Business?

Net Promoter Scores (NPS) have been popular in many industries as a measure of client satisfaction. A simple question; “On a scale of 1 to 10, how likely are you to recommend this company’s product or service to friends, family, or colleagues?”

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Video: Tom Hughes Allianz Global Investors

We caught up with Tom Hughes, Head of Northern European Marketing at Allianz Global Investors, to ask him some questions as part of our Views, Insights & Perspectives video series. Tom reflected with Georgina Field on the activity and the team b

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Market Insight

1 month ago

Investment Association to include ETFs. What does this mean for marketers?

The growth of ETFs shows no sign of abating and this latest move to include ETFs in the Investment Association (IA) sectors will undoubtedly continue to put pressure on active managers to demonstrate value for money.

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Video: Marcus Bolitho Merian Global Investors

We caught up with Marcus Bolitho, Head of Marketing at Merian Global Investors, to ask him some questions as part of our Views, Insights & Perspectives video series.

Marcus reflected with Georgina Field on the Merian r

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Market Insight

2 months ago

No Small Change – why financial services needs a new kind of marketing

Here is a short (ish) podcast by my very old friend Lucian Camp who has recently published a book about FS Marketing - No Small Change. This is an extract of some of the best bits and well worth a listen. As a vetera

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PR & Comms

2 months ago

Integrating media relations into your marketing strategy

Alexander Clelland, Director, Houston PR, joined us to look at the alignment of goals between marketing and corporate communications and what makes for a successful and mutually rewarding relationship. If you were unable

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Market Insight

3 months ago

FMN Podcast: Rory McPherson

The FMN Podcast is a series aimed to help investment marketers really understand the different audiences they are marketing to. Over the next few months I will be chatting to key people from across the asset and wealth management sector about their b

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