The Messy Middle: understanding the digital customer journey

The investor journey across digital channels is non-linear and messy – marketers need to adapt. The linear marketing funnel is often central to how marketers think about the journey customers go on when purchasing a product or service. For the self-directed retail investor, it’s something like: Awareness: recognising a financial need or being triggered Interest […]

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As AI enters the search game: is this the death of SEO?

New AI tools have arrived A raft of new AI search tools have emerged in recent years, known as AI answer engines. These include ChatGPT, Claude, Perplexity, Google AI Mode, and Google AI Overviews. They synthesise answers from multiple sources across the digital ecosystem and are changing how users evaluate brands and seek information. User […]

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A case and checklist for working with F-INFLUENCERS

WHO ARE F-INFLUENCERS? F-influencers are a certain type of social media influencer that provides information and opinions on personal finance, investing, markets, the economy, and investment products and services. Their popularity has sharply risen with young people in recent years – seeming to fill a void left by the advice gap and lacking financial education […]

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