In this episode, host Dara Albright and guest, Niharika Shah, a Fortune 50 marketing leader and Chief Executive Officer of Clout, an AI powered growth marketing platform for financial services, discuss the evolution of financial services marketing and how technology is enabling conventional financial advisory firms to scale. Highlights include:
From TV ads and live events to automation and community to standing at the precipice of marketing intelligence;
Using intelligent personalization to ensure match-based investor strategies;
How COVID pushed financial advisory into the 21st Century;
How machines make the advisor/client relationship better, stronger and deeper;
How technology makes marketing so good that you don’t even need sales;
The role that Blockchain technology will soon be playing in financial services marketing;
How conventional financial advisors can leverage technology to reduce customer acquisition costs;
Capitalizing on marketing opportunity gaps;
The democratization of investor intelligence.
Episode 17 – How Conventional Financial Advisory Firms Can Compete and Succeed in a Digital World