Source In asset management, one of the most effective, yet underutilized, acquisition strategies is leveraging your existing investors to bring in new clients. Referral programs can transform satisfied investors into powerful acquisition drivers, significantly reducing marketing costs while boosting credibility and trust. In this article, we will look at how referral programs...

The UK is notably home to HSBC, which is one of the largest banks globally, it has reported assets of over 2.3 trillion British pounds according to statista, as of June 2023 which was after a significant decline in the former year. In recent years, there have been actual changes in the banking sectors with emphasis on the declines in traditional banking, or number of branches ,...

Marketing to businesses has always been the usual sophisticated ads campaign, or mind blowing creatives or copies. The place of these inputs can’t be undermined. While there are many digital marketing strategies to enhance brand visibility, approaching a traditional approach to acquisition and improving customer lifetime value is best done the old school way, via “word of mouth...

Increasing customer lifetime value (CLV) is crucial for sustaining long-term revenue growth with numerous data to back it up, and this significantly rests on upselling and cross-selling your offers to enhance customer relationships but also drive significant financial benefits.  Understanding how to effectively implement these techniques can set a bank apart in a crowded...