Most brand problems are not about marketing – they’re about behaviour

Most asset and wealth managers don’t have a positioning problem — they have a translation problem. The strategy exists, but it isn’t consistently expressed in the moments clients actually experience.

13 May 2 mins

Alpha Agency adds two Partners to North America team

Alpha Agency is excited to welcome Mike McLaughlin and Anu Heda, the team behind Naissance Partners, to our North America team. Their addition enhances our ability to deliver pragmatic, end‑to‑end marketing strategy and execution, strengthening our ongoing commitment to delivering more value for our clients

11 May < 1 min

Asset managers must not sleep on Reddit

Marketers have always had the challenge of figuring how to stand out against their peers. Now they are facing an entirely new predicament... how to compete against a community forum?

06 May 3 mins

‘Ask Beacon’: your new AI companion

Have you ever wishes your Beacon dashboard could talk back? Well, now it can. A new AI feature has officially landed - introducing 'Ask Beacon', a built-in AI chatbot that can help you take your data and analytics to a new level

29 April 2 mins

Spring clean your marketing

As winter gives way to spring, many of us develop an inexplicable urge to clean and get rid of unused or broken items. It can be therapeutic. While we don't recommend marketing teams go full 'Marie Kondo', setting aside time to get your house in order, at least once a year, is good practice.

22 April 3 mins

Institutional vs. wealth content: Where is the line blurring?

As the distinction between institutional and wealth content fades in places, asset managers face new challenges and opportunities.

16 April 2 mins

ETF marketing – simple in theory but hard in practice

ETF marketing may seem straightforward in theory, but delivering a compelling and consistent message across diverse investor audiences is far from simple.

08 April 3 mins

Marketing in the Age of AI: using AEO to shape the narrative

As AI becomes the first place customers go to look up your firm, marketers must rethink visibility. Answer Engine Optimization (AEO) is about understanding what information AI draws on about your firm, and ensuring those answers are accurate, consistent, and credible.

18 March 2 mins

Launching a podcast – a quick guide

Podcasts offer marketing teams something different, another dimension in how they engage with an audience. They remove the visual distraction of video and do not require as much active concentration as written content. But they are not easy, and asset and wealth managers have struggled to make them work in a way that is consistent. In this article, we share Alpha Agency's experience and top tips for getting your firm's podcast up and running.

11 March 4 mins

Salesforce Marketing Cloud is finally live – now what?

This article is not for the architects or executives who approved the investment, but the marketing managers, campaign operators, and lifecycle marketers responsible for turning “go-live” into actual marketing work.

04 March 2 mins