By working closely with intermediaries, financial institutions (FIs) gain more-reliable access to funds, risk diversification, and greater operational efficiency. This in turn improves margins and market share and keeps institutions connected to the investment-lending flow that drives their bottom lines. Successful intermediary marketing directly correlates with empowering the chosen intermediary to do its job rapidly and accurately. FIs must shift their focus to becoming indispensable partners that save intermediaries time and help them win clients. By proactively providing advisors and consultants with ready-to-use, actionable materials, FIs move from being vendors to trusted, strategic assets.

Retail media is not just for retailers anymore. US commerce media ad spending is projected to hit $118.4 billion by 2029, growing at a 15.3% compound annual growth rate (CAGR), per a May EMARKETER forecast.

Commerce media is expanding in terms of numbers of players, but ad spend patterns remain the same.

Intermediaries like Instacart and DoorDash have a unique place in retail media. With consumers buying goods from major retailers through their platforms, intermediaries have engaged audiences and valuable first-party data. Here are three recent intermediary moves that caught our eye, and what they mean about broader retail media trends.

Staggering client losses will force asset managers to bring forward strategies to better meet client demands through their product sets and client servicing.

Market turmoil and shifting client demands are forcing US asset managers to evolve their products and services. Asset managers need to overcome their lack of digital maturity to deliver personalized products and an enhanced client experience.