Finalto is pleased to announce the release of its latest entry in Mediator seriesWith a focus on marketing and marketing compliance. This new publication explores the evolving movements of retail trading and the reactive regulatory actions that come with them. It offers brokers practical insights to overcome the challenges of marketing to diverse audiences while navigating ever-changing expectations from regulators.
Retail investor activity has increased in 2021, which represents approximately 25% of the total stock market trading volume according to one study. With the emergence of digital platforms, a new type of traders has emerged, who are keen to participate in the financial markets. This post looks at how brokers can engage this new audience while maintaining their existing client base. Learn how to help this new demographic find their place without alienating traditional customers.
In the introduction to the Intermediaries series, Finalto examines how intermediaries can bridge the gap between different audiences, crafting brand identities that resonate with retail and institutional customers. Plus branding basics, including how to shape a cohesive brand strategy through mission, vision, and values.
“Compliance in marketing is not just about checking boxes and avoiding penalties,” commented Clelia Orfanidou, Head of B2B Regulatory Compliance at Finalto. “It is about building a culture of responsibility and fostering long-term relationships and brand loyalty.” Regulatory compliance can be a real strength for your company, and explore what you can do to help stay on track as your trading demographic expands.
This entry reveals a wide range of marketing strategies, emphasizing the importance of leveraging social and affiliate marketing to attract different trader profiles while maintaining compliance with regulatory standards. Recognizing the importance of regulatory compliance, the guide provides practical tips on adhering to regulations while promoting your brokerage business.
The introduction of Finalto's new Broker Series provides valuable insights to brokers seeking to stay ahead in a rapidly evolving market while effectively managing diverse client needs.
If you would like to learn more about the fully compliant financial services solutions Finalto offers across multiple jurisdictions, do not hesitate to get in touch with the Finalto sales team here.
This article was written by FM Contributors at www.financemagnates.com.
