Investment Marketing - Articles & White Papers

Savvy Investor's latest Investment Content Trends report delivers data-driven insights and practical recommendations to help maximize your content ROI. Inside, you’ll find an analysis of key content trends derived from your competitors, white space opportunities for the quarter ahead, and a Top 50 leaderboard showcasing the…

Introducing AI into distributed channel models can dramatically boost salespeople’s effectiveness and efficiency, increasing sales by as much as 20%.

Findings include: strong appetite for impartial news, dissatisfaction with news coverage, and fast growth in the proportion of people getting news through AI chatbots. But perhaps the most striking is that trust in news is hitting its lowest level globally since the report started measuring this in 2015.

As AI accelerates UX design, organizations must keep humans in the loop.

Conversational AI is evolving rapidly from pilot projects into a strategic capability that reshapes how organizations design customer journeys, operate service teams, and participate in digital ecosystems. By combining large language and multimodal models with retrieval augmented architectures, enterprises can deliver…

This is not a piece about banal AI-written investment content, it is an exploration of why a reliance on AI kills the benefits of writing for both reader and author.

The technology and the science needed to transition to agent-native next-best action are already available. The hardest remaining task is to change the prevailing ways of working.

Google says 75% of people make faster, more confident decisions using AI Mode in Search. For financial services marketers, the implication is search ads are no longer just matching keywords – they are becoming part of the answer.

“The danger is not automation, but an industrial value system where speed outweighs human expertise and public value,” argues Agnes Stenbom Swedling.

AI may not be taking most jobs directly, but layoffs, longer job hunts, and heavier workloads are reshaping the marketing career outlook. See how salaries and opportunities are shifting in CMI’s latest research.