An Interview by Linda Wittich with Cam Marston of Generational Insights
I met Cam Marston from Generational Insights a few weeks ago at the 2015 FSI OneVoice Conference. I’m fascinated by generational buying differences, but recognize that many financial firms presently choose a single communications strategy across all clients, regardless of age. I asked Cam for an interview to learn more about the Gen-Savvy Financial Advisor. He had some great insights into how financial service firms can begin to target their client communications by generation.
Those of you who have been reading the Doxim blog for a while will know how much we enjoy getting to see great marketing campaigns from credit unions. April has been a busy month for credit union marketers, and we’ve curated a collection of fun articles about their efforts. If your CU is looking for inspiring and cost-effective ways to engage with new and existing members, we invite you to read through the links below.
In a recent report entitled “Think Digital First: Helping Self-Directed Investors Embrace Personal Advice,” CEB TowerGroup analysts identify an opportunity for advisors to grow their client base by taking on previously self-directed investors who may be receptive to working with a professional in the next year. The report is full of insights into the characteristics of these “receptives,” including details of their channel preferences and buying behaviors. Subscribers to CEB TowerGroup reports can find all the details here.
Next week, Doxim team members will be exhibiting our solutions at the SIFMA Operations Conference and Exhibition in San Diego, California. This annual conference is a great resource for firms looking for information on the evolution of operations, regulation, and implementation strategies and related technologies. Details of our participation can be found by reading the Doxim press release.
Broadridge today announced that it has partnered with Doxim to launch a new reporting solution that allows investment brokers and dealers to meet upcoming fee and performance reporting requirements under Canada’s Client Relationship Model, Phase 2 – or “CRM2″ – regulatory initiative, which goes into effect July of next year. Details of this initiative can be found in the related press release.
Bhavin Bhatt joined Doxim in 2014 and works for us as an Online Marketing Specialist. His responsibilities include the maintenance and evolution of Doxim’s web presence and the execution of our regular outbound email campaigns. Bhavin is also responsible for monitoring and analyzing our website and social media traffic and reporting on traffic patterns, so we can make sure we get relevant, timely information to our site visitors.
Over the last two weeks, we’ve introduced Doxim blog readers to Doxim CRM and Doxim Business Intelligence, great new products we’ve added to our suite of solutions as a result of our acquisition of Neocog Technologies. This week we’re wrapping up the series by introducing Doxim’s new Loan Origination System (LOS), formerly Neocog IntelliLender.
Last week we took the opportunity to introduce you to Doxim CRM (formerly Neocog ACE), a customer relationship management platform designed with credit unions in mind. This week we’re showcasing Doxim BI (formerly Neocog Cognito). Read more