SmartBrief Originals Insights, analysis and best practices.

As more and more consumer activity moves to social media, it’s clear that social media IDs should be linked to the CRM for a truly complete customer view.

The Do’s & Don’ts of loyalty marketing

Loyalty marketing needs in-depth read-outs, consistent and meticulous attention to the small minutiae of customer interactions across complicated channels.


It’s hard to feel mentally tough when you’re stuck. You need the grit to welcome challenges as obstacles to overcome.

Research offers advisors insights on how to win business from young, high-net-worth clients


Entrepreneurs offer advice on how to make the most of your summer interns.

Menus of Change 2017

The foodservice industry is succeeding in driving consumer and investor enthusiasm for healthy, sustainable food options that emphasize plants over animal proteins, according to the 2017 Menus of Change Annual Report.

Lockwood Advisors unveils portfolio offering built on American Funds

Travis Kalanick

Fun with stress tests, Uber alles, Qatar pivots, and SIFMA and FSI cry foul on FINRA

Customer service
Sponsored Content

The right automation tools can help customer service agents provide a highly customized and efficient solution while meeting expectations in an increasingly personalized world.

Pershing rolls out no-transaction-fee ETF platform for NetX360 users


Last week's poll question: How well do you define the question at hand before rushing off to solve the problem?

Pershing unveils open-consumption model for its technology solutions


Another boo-boo at Barclays, a boon for custody banks, the ongoing public pension debacle, and Bowen bolts from the CFTC,

Bill Weiland quote

Presence Marketing CEO Bill Weiland on how he leads and communicates -- and what he expects in return.

What if we know too much about who our target audience is—and not enough about who they are not?