In 2008 not on the back of a napkin, but on the screen of a laptop, The Rudin Group was launched. I imagined that wealth, nextgen and fintech would intersect causing opportunity in wealth management, family office, private banking, and other financial services sectors. Simultaneously, marketing campaigns, client segmentation, branding, and content was generic, both at the enterprise level and field advisory groups. Literally indistinguishable between firms. And most content was rife with cliches, vague language – not at all targeted. To me, financial services marketing was prime for disruption. “One-size” no longer fit all.
Today, while it has been exciting for me to witness changes in financial services marketing and been rewarding for our client firms, there is a huge white space ahead. The future is very bright in #wealth.
My own personal passion in #Tech #FinTech make each day of work exciting. I may have been a “geek” before it was popular. I met Bill Gates several times in the late 80’s. I also have two millennial children who form one part of my “field research” and I also participate annually in well-regarded studies like the Capgemini World Wealth Report. I was a judge for Mashable’s Mashie awards in 2016.
The Rudin Group works exclusively with financial services firms and enterprise firms who serve them. We offer highly differentiated messaging, positioning, compliant content creation and consult with firms/financial services institutions on strategy while helping to execute tactically.
With a $32 trillion wealth transfer underway, we help marketing departments and field organizations to leverage this opportunity to grow AUM, market share by gaining brand visibility on digital, mobile platforms and targeted to those who people who matter most: centers of influence and end clients.
We are privileged to work alongside some of the most prominent financial services brands in the world. I feel grateful to have an awesome network of global colleagues!