Perficient

DECEMBER 7, 2020

Talk to brokers, employers, members, and your sales and marketing teams to gather this intel. In the case of my friend, who leads a B2B health plan marketing team at her organization, her pain points revolve around not having insight into the clients currently receiving a quote or approaching renewal. Where does most of the pain exist?

Groups 294

Groups Comparison Industry Tools 294

Perficient

JULY 21, 2023

Data Cloud can be used to unify data from a variety of sources, such as CRM systems, marketing automation platforms, and third-party data providers. This can help businesses gain a 360-degree view of their customers and make better decisions about marketing, sales, and customer service. Generate personalized content.

Industry 221

Industry Data Training Technology 221

Gonzobanker

SEPTEMBER 21, 2018

As banks and credit unions pour gasoline on their direct outreach, Adobe’s announced acquisition of Marketo shows us just how hot digital marketing automation is right now. For those not in the know, Marketo is a system vendor that automates lead management including email, mobile, social, digital ads, web management and analytics.

Marketing Automation 103

Marketing Automation San Francisco Conference Marketing 103

The Financial Brand

NOVEMBER 3, 2021

Still widely used, the marketing customer information file (MCIF) is now obsolete. The post One Marketing Automation Tool that Should be Retired from Banking appeared first on The Financial Brand - Banking Trends, Analysis & Insights. Seven steps can help institutions modernize their methods.

Marketing Automation 31

Marketing Automation Tools Marketing Banking Trends 31

PYMNTS

JANUARY 30, 2019

Corporate consulting company Accenture is debuting its SynOps enterprise automation technology five years in the making, a tool that reports said could accelerate some organizations’ shift away from human capital or re-allocate human talent to more strategic roles.

Tools 115

Tools Marketing Automation Training Operations 115

PYMNTS

FEBRUARY 22, 2018

Today, the average small business spends more than $15,000 on SaaS every month, according to the company’s Q3 2017 analysis. Average valuations range from $500 million to $4 billion, reports last year said, and while individual floats may not be high value, Malay Mail analysis found they account for most of the tech IPO market.

Tools 135

Tools Software Data Analysis 135

William Mills

MAY 25, 2016

William Mills Agency , a financial public relations and content marketing services company, announces the addition of Lauren de Gourville as digital marketing coordinator, Kathryn-Amelia Simms as content marketing coordinator and Amber Estes, Mallory Griffin, Haleigh Tomasek and Matthew Morris as account coordinators.

Georgia 43

Georgia social media Omaha Nebraska 43

William Mills

MAY 25, 2016

William Mills Agency , a financial public relations and content marketing services company, announces the addition of Lauren de Gourville as digital marketing coordinator, Kathryn-Amelia Simms as content marketing coordinator and Amber Estes, Mallory Griffin, Haleigh Tomasek and Matthew Morris as account coordinators.

Georgia 43

Georgia social media Omaha Nebraska 43

CB Insights

AUGUST 31, 2017

A few key trends emerged from our analysis: for one, many of the largest deals in each AI subsector happened at the Series C or D stage, and/or represented the first time the startup saw CVC or corporate participation — suggesting that corporates and CVCs are jumping in at the mid- to late-stage point in the startup lifecycle. Business AI.

California 61

California Capital Company Industry 61

Fintech Labs Insights

JULY 22, 2015

CoreIQ is a marketing automation system developed by Onovative that speeds onboarding and broadens cross-selling opportunities for community banks and credit unions. ” From the main CoreIQ dashboard (above), a marketing team has insight into every client in the bank or credit union. Raised $400,000 in capital.

Technology 12

Technology Marketing San Jose Community Bank 12

Fintech Labs Insights

APRIL 30, 2015

Onovative’s powerfully simple marketing automation software helps financial institutions meet the challenge of cross-selling current customers. Top Image Systems’ IQA (Image Quality Analysis) provides unparalleled accuracy, security, and ease of use. Why it’s great. Founded: 2011. HQ: San Jose, California.

San Jose 12

San Jose Las Vegas California Tucson 12