The Financial Brand

MARCH 4, 2019

Here's how to manage communications with key constituencies and find cross-selling opportunities when upgrading banking technologies. The post Marketing Communications Critical to Managing Risks With Digital Banking Conversions appeared first on The Financial Brand.

Digital Banking 26

Digital Banking Management Marketing Branding 26

William Mills

NOVEMBER 1, 2016

Our agency is no stranger to technology, its evolution and its expanding impact on all of our lives. We live and breathe it each day through our clients, who have partnered with us (in most cases) for one reason: to help tell their technology story to the right people. But what about technology spending for your CMO?

Technology 40

Technology US Customer Experience Marketing 40

William Mills

APRIL 26, 2017

He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. He has personally advised more than 300 chief executives on marketing strategy, business development, mergers and acquisitions, company branding and public relations.

social media 67

social media Customer Experience Marketing Strategies Strategy 67

Abrigo

NOVEMBER 30, 2015

The last option is to work with a firm that is focused on developing an integrated marketing strategy specifically tailored toward accountants that includes website development and design. Furthermore, it should all be measurable so that you can assess performance and optimize your strategy.

Marketing Strategies 150

Marketing Strategies Strategy Taxes Resources 150

William Mills

SEPTEMBER 24, 2018

He has more than 34 years of experience in financial technology and is a recognized leader in financial and technology marketing. He has personally advised more than 300 chief executives on marketing strategy, business development, mergers and acquisitions, company branding and public relations.

Marketing Strategies 44

Marketing Strategies Conference Branding Fintech 44

PYMNTS

JULY 28, 2020

I think that sentiment has changed now, and I do believe that [CUs] see the direct correlation — that leveraging rewards programs brings up their overall brand loyalty and [builds] a top-of-wallet usage relationship with their members,” Stevens said. Partnerships Can Provide Options. It’s just another dollar that was in their wallet.”.

Marketing Strategies 143

Marketing Strategies Data Course Strategy 143

Social Assurance

NOVEMBER 19, 2021

.” -Jaime Faulker, Social Assurance Client Growth Manager. A good marketing budget starts with determining where your financial brand wants to go. Decide company goals early on and let these help guide your marketing budget planning process. Financial marketers had to do a lot of adapting during the pandemic.

Marketing 29

Marketing Branding Marketing Strategies Strategy 29

Gonzobanker

OCTOBER 26, 2021

Whatever the good intentions of these new mandates, any new compliance orders require resources, change management, and an understanding of the unintended risks that could arise. It must be what pours out from the culture, the leadership, the brand, and the operations of a modern banking institution.

Leadership 97

Leadership Compliance Strategy Branding 97

Accenture

MAY 22, 2019

I am excited to have Tim O’Donnell join our Payments team as a managing director and draw on his insights in developing this blog. Digital-only banks, fintechs and bigtechs have the right mix of entrepreneurial ingenuity and technology capability to make irreversible inroads into corporate banking—including corporate payments.

Payments 150

Payments Customer Experience Survey Management 150

Gonzobanker

JUNE 25, 2021

1 technology priority for 2021 – ranking it considerably higher, even, than boosting efficiency or increasing revenue generating opportunities. These tips can help executives manage – and keep – the people so critical to customer care. Technology. The cost, both direct and indirect, of attrition is high.

Customer Experience 90

Customer Experience Fraud Policies Training 90

The Financial Brand

MAY 31, 2023

This article Marketing in a World of ‘Infinite Data’ appeared first on The Financial Brand. We are experiencing a significant evolution of marketing driven by the availability of 'infinite data,' modern technologies & evolving rules.

Data 27

Data Marketing Branding Technology 27

Cisco

MAY 25, 2021

Shift from customer acquisitions to customer service and retention -> 95% of consumers say customer service is an important factor in their choice of loyalty to a brand. This type of approach will create a customer experience that is ‘effortless and enjoyable’ and provides a level of emotional connection and trust consumers desire.

Strategy 71

Strategy Mobile Study System 71

Long Lasting Ideas

AUGUST 7, 2014

In the past it was easier to manage social media use by restricting access to sites on company systems, but smart phones and the acceptance of using social media in marketing communications has changed the landscape. Write the First Draft – Present to appropriate management for review. 8 Steps to Create Your Social Media Policy.

social media 69

social media Policies How To Handbook 69

William Mills

SEPTEMBER 25, 2018

Voice reads key and then can access the dashboard manager where you can then log into a variety of apps like Credit Karma, Amex, Bank, etc. VoiceBiometrics, Password Manager, voice driven payments, digitizes ID’s, (not a digital ID), They are an identity provider. ^DG. Fortress ID is a password manager. 09:34 am Cashoff.

Mobile 78

Mobile Customer Experience Lending Analytics 78

William Mills

JANUARY 14, 2016

Content marketing has rapidly emerged as a key marketing strategy within the fintech industry in a relatively short time. I vividly remember my content marketing conversations with clients in early 2014. Had we misgauged the importance of content marketing? 2015 was a content marketing tsunami.

Marketing 41

Marketing Fintech Marketing Automation Marketing Strategies 41

Social Assurance

OCTOBER 29, 2021

This report is intended to serve as a tool for banks and credit unions to gather insights to help inform marketing and compliance investments and evaluate your current and future practices based on industry trends. Here are a few key takeaways from the 2021 report and how it will impact your brand.

Compliance 15

Compliance Survey Marketing social media 15

Perficient

SEPTEMBER 30, 2020

Some businesses thrived, others managed to survive, and some had to close their doors. This taught us that the market could change rapidly and in unexpected ways. For that reason, you need to have a management culture that enables rapid response. We saw unprecedented changes occurring at unparalleled speed.

Video 508

Video Survey Strategy Marketing 508

William Mills

APRIL 27, 2017

With the Fannie Mae and Freddie Mac still in recovery there has not been great investment in mortgage technology. These folks are may be one of the companies that bring 21st Century technology to the industry. They invested in new technology and are promoting the heck out of it. Ana, CEO is speaking. “20 12:15 pm Capsilon.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

PYMNTS

AUGUST 9, 2019

Surescripts manages 80 percent of all U.S. Surescripts’s claims are unfounded, false and appear to be part of their overall market strategy,” a ReMyHealth spokesperson said. The move was not exactly unexpected as Amazon has increasing acted to grow its internal delivery network and technology footprint.

Strategy 144

Strategy San Francisco Data Policies 144

CB Insights

OCTOBER 23, 2018

Consumers are now buying CPG goods online, via mobile, at the office, through on-demand delivery, in meal kits and personalized services, by using smart home and voice technology, and more. Trian Fund pushed P&G to re-evaluate its R&D strategy. Nelson Peltz and his fund Trian Fund Management disclosed a $3.5B

Branding 73

Branding Industry Retail Strategy 73

NCR

MARCH 17, 2016

More and more customers are reassessing their risk tolerance and finally deciding that investment in security solutions makes more financial sense when weighed against the potential loss of dollars, brand reputation and customers as a result of an attack. Deployment of anti-skimming solutions.

ATM 40

ATM Trends Security Cards 40

William Mills

MAY 11, 2016

Banks are not experts in IT, so now they can leverage plug-and-play technology functionality. Corezoid is advocating for a “process focused” view of bank technology, by use of APIs. Showing using a brand new device on a brand new connection. Going to speak about technology can be better used in the card world.

Video 40

Video Lending social media Analytics 40

NCR

AUGUST 10, 2016

These companies are even passing up typical cable subscription brands. Technology has a way of changing how things are typically done. Technology for banking institutions has come a long way. Things are so much easier when managing money can be done at home. These are now the standard for movies and TV.

Online 40

Online Video Marketing Strategies Marketing 40

PYMNTS

NOVEMBER 23, 2017

Here’s how innovation, marketing and technology have shaped this iconic American holiday over the years. The Macy’s Day Parade has the most brand name recognition, but there are countless other parades across the U.S. And what do we do with this incredible technology? Making It a Holiday at All. Forget something?

Technology 135

Technology Honolulu New York City Iowa 135

William Mills

MAY 11, 2016

Race Data brought bank client on stage who is thrilled with the product, he also states that the technology gives context to bank call center employees as well. ^KT. CreditHQ helps businesses manage cashflow. Managing cash flow – targeted at small business in partnership with banks. ^KT. What’s the market strategy?

Video 40

Video Mobile social media Data 40

South State Correspondent

MAY 2, 2022

Your bank might have introduced a new product, but very few banks go back and try to improve an existing product unless forced to by the regulators or changes in technology. As mentioned above, it takes focus away from creating a brand and a value proposition in a product. The Problem with Funnels – Sales over Product.

social media 195

social media Management Marketing Resources 195

CB Insights

OCTOBER 10, 2018

Market Map: The Startups Disrupting Retail & Commercial Banking. We define startups disrupting banking broadly to include mobile-first fintech companies that primarily focus on leveraging technology and software to digitize and streamline retail and business credit, checking, and savings accounts. in funding and over 5.5M

Retail 78

Retail Cards Millennials Mobile 78

William Mills

MAY 10, 2016

OurCrowd is bringing a fintech solution to the process of sourcing and managing deals. Interesting take on managing customer experience, a big topic nowadays. Like a HELOC on your car but using a technology platform. Matt Decker (VP, Technology). Shai Ben-Tovim (Chief Product Officer). Oshrat Kfir (VP, Engineering).

San Jose 40

San Jose Customer Experience Mobile social media 40

Gonzobanker

AUGUST 23, 2021

The pandemic of 2020 may have been bad for a lot of businesses, but it was certainly good to technology vendors providing chatbots—i.e., Not a single technology has lived up to the promise. Personal financial management (PFM) tools have been trying to provide advice to bank customers for years with little success.

Strategy 132

Strategy Study Data Tools 132

NCR

MAY 31, 2017

When it comes to delivering a successful omni-channel marketing strategy, devising and launching your plans are just the first steps. Just as much time and attention are required to manage your marketing. You must be able to manage your messaging in order to ensure it remains consistent across channels.

Management 83

Management Marketing ATM Customer Experience 83

William Mills

SEPTEMBER 9, 2016

Now showing how Avoka can integrate with a ton of apps in a matter of days with your company’s brand. From their web site: Based in San Francisco, MarketX was founded by a group of experienced professionals from finance, legal, and technology backgrounds. Targeted at Marketing, execs, lines of business owners, etc.

social media 40

social media ATM Mobile Customer Experience 40

PYMNTS

DECEMBER 30, 2019

This year, B2B payments technology made strides toward speed, transparency and efficiency as service providers took advantage of a massive market opportunity: corporates’ payment demands are growing more sophisticated, yet they continue to rely on checks and legacy tools. Beyond Legacy Payment Rails.

Innovation 105

Innovation Payments Cards Technology 105

William Mills

SEPTEMBER 12, 2017

Cool name and branding. Transforming consumer risk management with patented analytics, proprietary data and real-time insight into consumer behavior. YUKKA Lab AG detects market sentiments and transforms them into innovative tools for the finance and communications industry. I like their branding. ID_Analytics.

Samsung 69

Samsung Mobile User Experience Google 69

William Mills

MAY 9, 2018

Again another financial wellness platform using machine learning technology. A TON of really old technology is being used in mortgage lending. In fact, Fiserv recently sold ALL of their mortgage technology to a PE firm. Grounding your organization’s digital transformation in people, processes, and technology is critical.

Security 40

Security Samsung Strategy San Jose 40

William Mills

JUNE 2, 2016

However, merely establishing a Facebook page or simply setting up a credit union-branded Twitter handle is not an effective marketing strategy, and as many credit unions have discovered, this static approach yields marginal results at best. For credit unions, future success hinges on the ability to build long-term connections.

social media 40

social media Tools Marketing Strategies Marketing 40

William Mills

JUNE 2, 2016

However, merely establishing a Facebook page or simply setting up a credit union-branded Twitter handle is not an effective marketing strategy, and as many credit unions have discovered, this static approach yields marginal results at best. For credit unions, future success hinges on the ability to build long-term connections.

social media 42

social media Tools Marketing Strategies Marketing 42

William Mills

SEPTEMBER 7, 2016

Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Visualizing data for trends and market projection, visualize data in different ways. Turning Data into Insight and further into Action.

Mobile 40

Mobile Cards Fraud Data 40