Reader@mReotEch.com

Sam Meller is the Head of Social for The Hustle, but we briefly got to borrow her for Masters in Marketing, because she makes everything she touches better.

There has never been a bigger moment in history when brand differentiation was more important. The channels we relied on for growth are saturated and increasingly less effective. And with AI changing how people search and make buying decisions, the race to stand out has never been more brutal.

The inbox is having her moment again. Newsletters have made a full-blown comeback, and the rules of play have gotten a little more … complicated.

Running a financial-services business is about far more than moving money in and out of accounts — it’s about managing client trust, regulatory complexity, personalized advice, ongoing service relationships, and layered compliance. The challenge? CRM needs in the financial services industry are uniquely demanding. Firms must track high-value clients, nurture relationships over long horizons, monitor referrals and regulatory touches, segment based on asset classes or risk profiles, deliver timely compliance-safe email communication, and do all of this while maintaining a polished, secure, and scalable marketing system.