For the Financial Services sector, the inbound methodology provides a really interesting way of thinking about marketing. It’s about educating and informing. It’s about retention. It is not about overt selling. All of which fits entirely with the ethics, rules and regulations governing the financial services industry.
How does marketing automation help financial services marketing ?
The industry is made up of quite different organisations – for example membership-based networks, client facing advisers and intermediaries. Each have their own marketing needs and ways of going to market.
Whether you are a client-facing financial adviser marketing yourself in a defined geography, targeting particular types of consumer or business, or a network looking to recruit and retain members across the country, your marketing needs can be similar: