Most marketing organizations struggle to manage the vast range of content types they use in campaigns, much less to manage that content over its lifecycle of usage. Learn more about the challenges and why they exist in this post.
Right now, financial services firms are missing out on the opportunity to cultivate and retain multiple generations of clients, by failing to implement the practices and technologies that could help them support intergenerational wealth management.
As baby-boomers age, their wealth is being transferred to members of the next generation. In this video, Rich Medina outlines the challenges financial services firms face as they figure out how to effectively retain the management of those funds.