Martin Signer, Managing Director, SmartMoneyMatch

The digitization of financial services was moving at a varied pace and with different levels of urgency. A more competitive landscape was emerging and then a pandemic shifted the dial and accelerated the rate of change dramatically.

It’s not exactly considered the sexiest of industries but digital marketing for financial services is a necessity—your customers are living in a digital world, so that’s where you need to be as well. 

In this highly competitive digital landscape, building scalable marketing programs is more important than ever before. COVID-19 has pushed marketers to embrace new channels and evolve existing strategies. Many see the value in a partner ecosystem, but few know the ideal partner profile in this new era of digital marketing. 

We launched the online digital platform SmartMoneyMatch in January 2015 and have made great strides in rolling it out to supplement the buy-side discovery and due diligence process and connect the stakeholders in the investment industry.

The platform uses investor preferences and deal-highlights to make a market in all kinds of investments with the mission and vision of being the world's leading marketplace for investment matching in compliance with any online promotion laws.

Additionally, it also allows you to search service providers or offer your services, connect with and message other users, search for and announce relevant events, find jobs, post vacancies, or publish articles. Furthermore, all users have a profile page where their activities—as an investor, asset manager, or service provider—can be described and can be listed in the searchable business directory.