Segmentation: Your How-To Guide

Segmentation: Your How-To Guide

Our Blog As a young, aggressive intern I spent time with the marketing department at a suburban SaaS company to hone my understanding of their client base. A big meeting was called (catered too), to launch our campaign targeting a new market subset that showed a lot...
Bionic Advisor: A User Guide

Bionic Advisor: A User Guide

Finaeo has worked with 1000’s of advisors across the country in addressing their commercial and technological challenges. When I engage an advisor and their administration, my first touchpoint is a website. Many of these websites were either antiquated or...

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