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Blogs

Overcoming Compliance Hurdles in Financial Thought Leadership

Practical guidance for financial firms to meet SEC and FINRA marketing rules: disclose AI use, substantiate claims, use disclosure templates, run content audits, and combine tech with human oversight.

Referral Program Rules for Financial Firms

Run compliant referral programs: disclose payments, follow FINRA's $100 gift cap and SEC's $1,000 agreement rule, perform AML checks, and keep records.

ROI Metrics for Financial B2B Business Development

Practical guide to ROI in financial B2B: calculate CAC and CLV, set LTV:CAC targets, measure sales cycles and funnel conversion, and use multi-touch attribution.

How Marketing Automation Platforms Handle Data Security

How marketing automation platforms use encryption, access controls, real-time monitoring, DLP, and compliance to protect sensitive customer data.

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