However one that is already starkly evident is that digital communications are now almost universal and they are no longer seen as inferior to face-to-face communications.
Given this, Threekey wanted to understand how professional advice firms felt the crisis had changed their thinking. We undertook one-to-one research interviews with wealth managers, financial advisers, accountants, and other professionals.
The full results will be published soon – however, the key finding quickly became clear:
Universally, our respondents’ belief was that COVID-19 is re-shaping their business strategy and that they need a way to truly exploit the potential of digital communications.
With this in mind, we gave our respondents the opportunity to ask us their questions about best to exploit this potential.
Our respondents’ most frequently asked questions, and our answers, are below.
The first step is putting in place a digital marketing strategy – one that’s personalised to your particular business, clients, and overall goals.
A digital marketing strategy is a planning document which identifies which digital channels and activity can help a business to deliver their ambitions (or even evolve those ambitions).
Any electronic communication channel – social media, email, your website, and even private one-to-one channels such as text messages, WhatsApp, FaceTime, and others . All form part of the mix of digital channels which can be used to communicate with your clients and target clientele.
For professional services organisations, digital is a gateway to increased efficiency and reach. Digital interactions can turbo charge business expansion and growth without the need for significant investment or risk.
A digital market strategy can be a manageable and scalable pathway for this, and prioritise effective client retention and business growth.
Developing a successful one means designing one that fits your business – and taking the simple steps indicated above will help you take a low risk, cost managed approach.
Threekey are digital marketing experts with extensive Financial Services and Professional Advisor experience.
We offer a range of digital marketing services that we shape to suit your ambition, timeframes and budget.
If you would like to know more
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