2019 Marketing Trends Report

Digital marketing is constantly evolving—how do you stay ahead and take advantage of the latest trends? Sign up to learn about 9 of the biggest shifts that are revolutionizing marketing, artificial intelligence and customer experience. Build a cutting-edge marketing career and program with expert insights on: • The hottest new job in marketing • The…

Social Media & Digital Marketing Seminar

Join the leading names in social media and experts in wealth management for an industry discussion on the best practices, compliance considerations and latest developments in the use of digital communications platforms. The #SIFMA social program will explore how we serve our clients and will feature a wide range of topics including: New trends in…

Building Brand Trust In Financial Services

Disruptive new entrants, regulatory pressures and constant legal and compliance policies challenge marketers in financial services to build a strong and differentiated brand. The number of touch points, outpouring of information and constantly evolving customer expectations only adds to this complexity. Creating personal experiences will invoke brand trust and loyalty, and with an abundant supply…

Attitude Over Aptitude

B+ is my new mantra, meaning BE POSITIVE!  For those of you who know me, you know that I believe that “Attitude Drives Outcomes”.  It is the single most important asset we have as individuals and as a company culture. Our attitude individually and as a community gives us the power to achieve greatness together,…

The Impact Of The Man + Machine Revolution

We live in a time where patience is in scarce supply, connectivity and speed is expected if not demanded and our attention spans are shrinking.  There is a tradeoff for every “advancement” we make. I have been in the technology industry for over 30 years with leading high-tech firms and I believed that we could…

Roadmap To Cognitive Customer Engagement

Money 20/20 Las Vegas – October 22nd- 25th. Warren Raisch Presentation – Roadmap To Cognitive Customer Engagement For Financial Services In the “Age Of The Customer” it is imperative that financial services firms keep pace with the demands and growing expectations of an empowered customer. Customers expect personalized engagement at every touch point. Scaling to…

The Path To Purchase Beyond Retail

Thanks to IBM and eMarketer for compiling some great research on “The Path To Purchase Beyond Retail.”  Much is talked about regarding the path to purchase for retailers, but what about when it comes to the more services-oriented industries, such as banking, healthcare, telecom and travel? eMarketer has curated this Roundup of articles, insights and…

Marketing In The Millennial Era

The “New Normal” of The Millennial Era As Millennials  have taken the lead as  the largest generation of consumers living in the U.S. with over 80 million members and a direct spending power of $200 billion many of us in marketing, advertising and technology are positioning to understand and focus on the behavior that drives the…

Salesforce Partners With IBM Watson To Bring Powerful AI to Salesforce Customers

Salesforce.com the world’s #1 CRM  has entered a landmark  partnership  with IBM Watson,  the world’s leading AI platform for business  to combine rich customer data  with IBM Watson AI capabilities.  The impact of these two global leaders coming together to create new customer engagement capabilities is huge. A NEW COGNITIVE ERA A new Cognitive Era is emerging  combining…

The Power of Social Conversations Is Led By the GenX Population

As marketers we understand the power of conversations. I believe that good marketing is all about starting and engaging in conversations with prospects, clients and  your overall market. This conversation power  is amplified and taken to global levels through Social Media. Social Media is where you can identify and develop brand advocates. We hear a…