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Banking’s CRM Conquerors

Gonzobanker

This article shares lessons learned and tells a few stories of real Conquerors that have realized a true impact from their CRM platform investments. As a quick disclaimer, none of the examples in this article are an endorsement of any specific software; multiple CRM solutions have been implemented across various Conquerors.

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Are Banks Missing the Mark on Message?

Gonzobanker

The article offered no way to respond, interact or share. According to recent research What’s Going On In Banking 2018, 64% of mid-size bank and credit union executives don’t believe their marketing strategies are future ready. Don’t just sample check loan preapproval offer letters with an eye toward managing credit risk.

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Financial Brand Forum 2018: 7 Takeaways in 7 Minutes

Gonzobanker

In the spirit of FBForum’s coffee-fueled 7X7 sessions, my delivery to you, GonzoBankers, are seven takeaways in an article you can read in less than seven minutes. Marketing automation provider Marquis and its clients were talking up execution capabilities from its recent DocuMatix. Everybody’s in The Game.

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Q2 Acquires Gro Solutions: So What?

Gonzobanker

And it follows a string of Q2 acquisitions over the last few years, including: Centrix brought cash management functions of positive pay, fraud prevention and risk assessment as well as dispute management. UnBill brought a payments consolidation software allowing end users to manage their direct payment relationships.

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William Mills Agency adds Lauren de Gourville, Kathryn-Amelia Simms, Amber Estes, Mallory Griffin, Haleigh Tomasek, Matthew Morris to Agency

William Mills

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.

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William Mills Agency adds Lauren de Gourville, Kathryn-Amelia Simms, Amber Estes, Mallory Griffin, Haleigh Tomasek, Matthew Morris to Agency

William Mills

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.

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William Mills Agency Adds Mary Curtis, Angelo Jones, Alyssa Maker, Jacob Hamilton

William Mills

This includes managing day-to-day client communication, strategically advising C-level executives, working directly with media and crafting integrated public relations campaigns, press releases, byline articles, case studies, speaker proposals and social media messaging. Prior to joining WMA, she was public relations manager for U.S.