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September 26, 2024

4 min read

AI Innovation in Finance, Agriculture, and Marketing

Author: Shane Stiles, President, Gate 39 Media As a marketing and technology agency serving financial and agricultural clients, Gate 39 is witnessing firsthand the transformative impact of artificial intelligence (AI) across these sectors. AI analyzes vast amounts of data to predict commodity prices, uncover patterns, and consider market sentiment, weather, and disruptions to provide a comprehensive market view. AI in Financial Services In finance, AI is revolutionizing risk management, fraud detection, and customer service. Machine learning algorithms swiftly analyze transaction data to identify suspicious activities, safeguarding the financial system's integrity. AI-powered chatbots are transforming customer service by offering personalized advice and support, enhancing satisfaction, and building long-term client relationships. Early AI tools in finance focus on simple reporting, summarizing data into visuals or reports. However, accuracy remains a concern, as many predictive analytics tools are correct only 80-90% of the time. While this may not be sufficient for financial decisions...

AI and Email Marketing

Written by: Adam Aronoff, Founder & CEO, GlossyDev In the fast-paced digital era, staying ahead of the curve is paramount for successful businesses. The advent of Artificial Intelligence (AI) has sparked a revolution across industries, and email marketing is no exception. If you're ready to take your email campaigns to new heights, it's time to embrace the potential of AI. In this article, we'll walk you through the basics of AI and how you can leverage it to supercharge your email marketing strategies. Demystifying AI: A Quick Overview At its core, AI involves the creation of intelligent machines that can simulate human-like thinking and decision-making processes. In the context of email marketing, AI can analyze vast amounts of data, predict outcomes, and automate tasks that were once time-consuming and manual. Let's delve into some ways AI can transform your email campaigns: Personalized Content and Recommendations: AI algorithms can analyze user...

How To Build A Personal Brand (and Why You Should)

By, Jessica Darmoni, The Title Connection In a world where everyone has control of their own narrative, it is important to have a handle on what people think when they think of you. When there is a cool job opportunity and hiring managers are thinking of the right person to fill the role, how do you get your name in the hat? The answer is a mix of promoting your valued services, knowing the right people and maintaining a level of trust and transparency. This is part of your brand, something that you can create and evolve over time. Below are a few things you should think about when building a personal brand. Promoting Your Skills Self-promotion is a challenge for many individuals. One of the ways you can promote your skills is by doing the work no one wants to do. This is a way to make a presence,...

5 Strategies To Grow Your Financial Services Business Using Digital Marketing

Highlights Ad spending in the Digital Advertising market is projected to reach US$616.00bn in 2022. The market's largest segment is Search Advertising with a market volume of US$260.00bn in 2022. Financial Services represent approximately 6.1% of total digital ad market in 2022 In the Digital Advertising market, 69% of total ad spending will be generated through mobile in 2027. Research analysts expect the digital marketing market to grow from approximately $616 billion in 2022 to over $1 trillion by 2027. More and more firms will be embracing digital marketing strategies as part of their new client acquisition and reaping its benefits. Effectively developing the tactics that direct your firm’s focus to certain targets, desired marketing actions and clearer messaging can help you achieve your growth goals in the next year. Here’s the strategies most of our clients are utilizing to effectively grow their businesses - what’s working now, with an...

TotalView | Conquer the Wave

  Article for NIBA Newsletter | Copyright Jane Rubin 2021 Ad Agency: TOTALVIEW Global | totalviewglobal.com TEL 917-539-0899 | solutions@totalviewglobal.com __________________________________________________________________________ Commit to it. NIBA Members are experts in the art of trading, trading technology, and trading systems. You provide depth and cutting-edge products and services. You have years of experience with a range of futures and commodities instruments and complex global markets. You are obsessed with industry innovation. You are equally obsessed with precise, consistent execution. You provide round-the-clock attention to detail in how you service your clients. However, too often your branding does not live up to that depth and expertise. The intention of my bluntness is to motivate: Having reviewed the websites of numerous firms in the NIBA Directory, in terms of online presence they fall into two general categories: 1) unoriginal template-based design, (i.e. WordPress or Joomla sites;) or 2) not designed at all, (i.e. textual...

Do Better Marketing: Stop Sending Email

  Marketing Automation Is The Next Step In Talking With Your Customers and Prospects Why would you want to stop sending emails to improve your marketing? OK, we admit: we don’t actually want you to stop emailing altogether. But we would suggest that the days of opening futures accounts and adding new customers by blasting your entire email list are over. The marketplace has shifted in many different ways, and marketing has changed also. People have an aversion to being mass-marketed -- they want you to recognize what is unique about them and tailor your communications with them accordingly. Last week at the 6th Annual Joint NIBA/DePaul University Symposium in Chicago, we presented the idea that futures brokers and financial firms would benefit from using Marketing Automation to more effectively reach the right people, at the right time, with the right message. Email Marketing To understand marketing automation, you need...

3 Ways to Source a CTA

Growing Your Introducing Broker Business to Provide Value to Investors Imagine, if you would, that the managed futures space is a puzzle. Except that it is constantly adding new pieces into an unknown, multidimensional shape. For an Introducing Broker (IB), a piece in the middle of that puzzle, how one connects an investor to a commodity trading advisor (CTA) may be a simple interlock: the CTA performs one function, communicates with the IB, which then in turn performs another. Their only understanding of the other’s function is based upon the seam that connects them. Yet the managed futures space continues to grow, and with it the number of CTAs and IBs connecting with each other. In this evolving space, how and an IB and CTA form a symbiotic connection to best serve their customers? At its foundation, an IB is a business, and a business must market itself to the...

8 Reasons Why Every Financial Services Firm Needs a CRM

Whether you are a single fund manager or an advisor with 10-100 agents, you’re under pressure to meet ever-changing compliance requirements while running and growing your business. No small task. However, there are plenty of technology solutions available to help you succeed. A CRM enables you to manage prospect and client relationships—and the data associated with these contacts—from one central hub. 40% of salespeople still use informal means such as Microsoft Excel or Outlook to store its lead and customer data. (HubSpot, 2016) Not sure if you’re ready to trade your Excel spreadsheets for a CRM? Here are 5 signs that your financial services firm needs a CRM: You lack a centralized data location across your organization Reporting and analysis is tedious and time-consuming. You’re losing track of data. You’re unable to stay in touch or call up data on the go. You treat every customer the same. #1 Fill...

Nurturing Mid and Late Stage Leads

Financial technology marketers are steadily improving at creating awareness-stage marketing content. Many who were once verbose and blustery are now producing more customer-centric thought leadership. The white papers, blogs and articles they produce today provide substantially more value to the audience and are doing a better job of attracting leads into the funnel. However, fin-tech marketers’ ability to convert those leads into qualified sales opportunities and revenue is still lagging behind other industries. They need to get better at nurturing mid- and late-stage leads. Awareness content may attract leads, but if marketers really want to contribute to revenue, they have to keep leads engaged and influence buyers deeper in the evaluation process. For content to deliver ROI at these later stages, it has to answer the questions that prospective customers are asking as they progress through the decision process. But Marketing can’t create this content on its own. Success at...

Five Ways to Appeal to Investors

You have worked hard putting your fund or managed futures program together. All of your strategy building, back-testing and hard work looking for an edge in today’s futures markets has culminated in a program that you believe has the potential to deliver value to your investors. In today’s highly competitive environment, however, simply having a good program is not enough. To cross the initial AUM threshold, and then continue on to the $25 million threshold and the $50 million threshold, you have to give investors a reason to put their hard-earned capital to work in your program. Here are five simple things you can do right now to appeal to investors: Get in front of them: People are not simply going to start showing up at your company’s doorstep offering to make allocations to your program. You have to be proactive about getting your program in front of the right...

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