How to be Effective at Digital Marketing in the Financial Services Space

In the crowded space of financial services, what’s the most effective way to do digital marketing?

Hesom Parhizkar spoke with Erin Shepherd Martinez, ETF Asset Manager CMO, and they dove into the world of ETF marketing and explored how to create a robust ecosystem that drives results.

Erin shared some valuable takeaways:

1️⃣ Start with segmentation to identify potential leads
2️⃣ Leverage platforms like RollWorks to set intent data
3️⃣ Use digital behavior to narrow down your audience
4️⃣ Serve targeted ads in a non-invasive way
5️⃣ Measure attribution through tagged digital properties and feedback loops
6️⃣ Utilize lookalike audiences to expand your reach

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