solutions that work

The Sochi 2014 Olympics are over with many memorable moments, but will anyone remember the logo? Just like other Olympic logos, the Sochi logo received its fair share of criticism. It is one of only three Olympic logos since 1924 that did not include an iconic image within the logo. The highly controversial London 2012

There is a lot of industry buzz about thought leadership. In a world awash with wealth and asset management providers, thought leadership is an effective way to differentiate your firm. However, to many firms thought leadership only means “white papers.” The eyes have it The changing media landscape has not changed the immutable rules of

As a marketing and communications firm serving the financial services industry,we have been closely watching the response of the hedge fund world to last fall’s loosening of “general solicitation” restrictions. We are not surprised that to date we haven’t seen a torrent of new marketing or advertisements, even in industryspecific publications like Pensions & Investments.

According to a recent Pew Research Study, social media usage by college educated, older internet users, is on the rise. It appears that over half of those aged 50-65, a key demographic for wealth managers, are interacting on various media platforms. The growing pervasiveness of social media should not be overlooked by wealth management firms

It’s not surprising that vertical marketing has become increasingly widespread among leading banks. If done right, this new form of targeted marketing offers several advantages both to the bank and to clients. For the bank it expands and deepens customer relationships, improves retention, breaks down internal silos, more efficiently allocates marketing dollars, builds market differentiation

Optima Group’s recent white paper, Investor 2.0 , is now available. It presents an overview of the new wave of online investment advisory firms as well as the evolution in demand for this new delivery model. In our view, these firms are of interest for two primary reasons: 1. Over time, online firms may build

As 2013 winds to an end, we would like to share our thoughts regarding some key trends and themes we see for 2014. Despite an ever more competitive landscape, we continue to see opportunities for organizations to excel and differentiate themselves in the marketplace. 1. Financial organizations will place greater resources against vertical and lifestyle

Wealth management can be a less than engaging topic at times. While estate planning, asset allocation and fiduciary standards are important to your clients, they can be difficult to read about on websites. To make the topic more impactful, interesting and interactive, consider adding video. When handled well, the benefits can be significant. Financial services