Is It Time To Merge Sales and Marketing?

The case for a Client Engagement function
at B2B investment firms.


 IN THE MEDIA

Beyond Content Marketing with Larry Black, BlackMoss Partner

PODCAST INTERVIEW | The Financial Marketeer


 WEBINAR  |  PRESENTED WITH FCS FINANCIAL COMMUNICATIONS SOCIETY

Beyond the Event Horizon: Rethinking In-person Events

The abrupt suspension of events is affording firms an opportunity to “reset” their events program and evaluate them as part of their broader client engagement strategy.

With Special Guests:

Alix Mills | Bloomberg
Andrew Chesney | Fundamental Media
Christine Farrier | Demandbase

Rethink events >

 CLIENT ENGAGEMENT STRATEGY

The Great Reset

Rethinking the role of in-person events in your post-crisis client engagement strategy.

Rethink events >

 CLIENT ENGAGEMENT STRATEGY

Agile Should No Longer Be a Stretch

Bob Marley once said, “You never know how strong you are until being strong is the only choice you have.” This message from the legendary reggae artist rings especially true during these times of crisis and uncertainty.

Rethink agile >

Despite years of diversity programs and pledges, the killing of George Floyd could just be the tipping point that compels the financial services industry C-suite to finally begin building more equitable, inclusive cultures for black professionals.

Rethink purpose >

 DIGITAL TRANSFORMATION

Our New Virtual Reality

It took a disaster for investment managers to make overdue changes in the way we interact with clients. For leaders who accept there is no going back, the crisis is an opportunity.

Rethink digital >

 CLIENT ENGAGEMENT STRATEGY

Virtually, Overnight

In grappling with the crisis, Asset Managers are discovering the power of digital-first marketing.

Rethink digital >

 
  NEW RELEASE

Leaders’ Lounge Podcast

The Leaders’ Lounge is a new podcast series from BlackMoss Partners. We share the voice of Industry leaders—thoughts about overcoming challenges and realizing success in times of change and uncertainty.

Listen to our inaugural episode, Preparing for the Worst is Best. Our host Craig Welch catches up with catches up with Karl Sprules, Head of Technology and Operations at AllianceBernstein  >