by Steve Facini In addition to their normal responsibilities of managing client portfolios, navigating a complex regulatory environment and trying to figure out where the economy and stock markets are headed, Financial Advisors sometimes feel that they should also be experts in digital marketing.   Though the basic tenets of marketing remain the same – developing […]

According to a 2014 Global Consumer Banking Survey conducted by Ernst & Young, customer experience was identified as the key ingredient for winning, growing and retaining customers in an increasingly competitive banking environment.  Those findings come as no surprise, especially in a commoditize world of retail banking but before we discuss what drives a quality […]