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

The Financial Brand

JUNE 16, 2020

The post Banks & Credit Unions Must Get Serious About Marketing Automation Now appeared first on The Financial Brand. Sometimes it's been oversold. But sometimes misguided implementation should take the blame.

Marketing Automation 39

Marketing Automation Marketing Branding Marketing Strategies 39

Perficient

JULY 19, 2023

Regional insurance carriers, often operating in a highly competitive market, face numerous challenges in attracting and retaining customers, such as a lack of brand awareness and distribution breadth. Regional insurance carriers can leverage AI to dynamically adjust premiums based on risk factors and market conditions.

Regional 221

Regional Customer Experience Strategy Policies 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

MAY 26, 2017

The data collected through these online communities gives brands the insights they need to make real-time decisions that serve the commerce king: the customer. Currently the market is incredibly volatile and uncertain,” CEO Bahram Nour-Omid told PYMNTS. According to Forrester, brands face a 50 percent higher revenue risk in 2017.

Branding 103

Branding Community Survey Data 103

The Financial Brand

JUNE 13, 2018

Financial marketers must automate customer communications with messages that are personalized and customized for the stage of the customer's journey. The post Marketing Automation and Personalization Critical in Digital Banking Relationships appeared first on The Financial Brand.

Marketing Automation 27

Marketing Automation Digital Banking Marketing Branding 27

PYMNTS

APRIL 18, 2017

voice) to interact with people, brands or services and bots that heretofore have had no real place in the bidirectional, asynchronous messaging context.”. Connecting consumers with brands at any time of the day for customer service and making purchases gives chat commerce the opportunity to shake up the retail industry.

social media 123

social media Payments Retail Branding 123

The Financial Brand

AUGUST 24, 2020

CMOs share insights on how to beef up what's working, eliminate what's not and invest in CRM and marketing automation for the year ahead. The post What to Cut, What to Keep as Bank Marketing Budgets Get Squeezed appeared first on The Financial Brand.

Marketing 41

Marketing Marketing Automation Branding How To 41

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. Our clients had no idea what content marketing or HubSpot encompassed. 2015 was a content marketing tsunami.

Marketing 42

Marketing Fintech Marketing Automation Marketing Strategies 42

Gonzobanker

OCTOBER 13, 2020

Instead, these players are focusing on specific niches, brand strategies and community connections to differentiate themselves. These metrics monitor activity across a bank’s website; marketing automation, digital account and loan origination platforms; and digital banking platforms. Appoint Digital Ambassadors.

Strategy 152

Strategy Digital Banking Digital Strategies Mobile 152

PYMNTS

FEBRUARY 8, 2017

The integration allows restaurant brands to push personalized coupons and to provide seamless loyalty and promotional offerings within customers’ digital wallets. Founded in 2000, Fishbowl began as a first-generation marketing company focused primarily on email and email-related services, said Kiran.

Mobile 100

Mobile Google Retail Marketing Automation 100

Cisco

MAY 5, 2021

As a result, financial brands realize the need to create a unified customer experience across all customer touchpoints, whether digital or physical, and be available to their customers any time of day, rather than only during weekday business hours. You already have a CRM, a Marketing Automation platform, or Call Center software.

Customer Experience 117

Customer Experience Branding Tools Strategy 117

The Financial Brand

DECEMBER 7, 2020

Insights on digital ads, hiring priorities, content marketing, process automation and reaching Millennial consumers for the year ahead. The post 5 Essentials for Bank & Credit Union Marketing Budgets appeared first on The Financial Brand.

Marketing 43

Marketing Millennials Branding social media 43

William Mills

JUNE 23, 2016

PR and content marketing are the answer to your fintech brand awareness and lead generation woes. So, as a marketer what should you do? Content marketing provides companies the unique opportunity to write and distribute their own educational content. When PR and content marketing work together, the results are impressive.

Marketing 40

Marketing social media Study Marketing Automation 40

William Mills

JUNE 23, 2016

PR and content marketing are the answer to your fintech brand awareness and lead generation woes. So, as a marketer what should you do? Content marketing provides companies the unique opportunity to write and distribute their own educational content. When PR and content marketing work together, the results are impressive.

Marketing 40

Marketing social media Study Marketing Automation 40

William Mills

JANUARY 18, 2018

Marketing has evolved over the years from strictly brand awareness to include more lead generation and sales nurturing activities. A recent HubSpot report supports this, with 63 percent of marketers indicating that generating traffic and leads is their top challenge, essentially the Holy Grail for marketers.

eBook 41

eBook Marketing Automation Marketing social media 41

The Financial Brand

JANUARY 26, 2021

The hybrid banking consumer uses multiple channels to engage and expects marketing communication to be personalized across their journey. The post The Rise of the Hybrid Consumer in Banking … And Why It Matters appeared first on The Financial Brand.

Branding 41

Branding Marketing Marketing Automation Big Data 41

William Mills

NOVEMBER 1, 2016

We mostly expect CIOs and CTOs to expand their technology infrastructure each year, even if modestly, to address new industry challenges, widen their growth potential or enter into new market opportunities. For your marketing and PR teams? A true academic by trade, he currently oversees the marketing strategy for the Wilmington, N.C.-based

Technology 40

Technology US Marketing Customer Experience 40

William Mills

APRIL 27, 2017

Seems like a pretty straightforward application of marketing automation and predictive marketing. From their web site: Unison is the market leader in home ownership investment. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

William Mills

AUGUST 23, 2018

Lead generation is a key goal in every company’s marketing strategy, but focusing all of your attention on generating leads may actually cause you to miss out on opportunities. With the right lead nurturing strategy, you can offer value to your contacts and provide your sales team with leads that are more qualified and ready to buy.

How To 42

How To Strategy Case Study Marketing 42

Digital Growth Institute

AUGUST 2, 2023

This humanized approach to data will lead to more effective marketing and customer engagement. The value of "thick data": Qualitative insights that help understand the motivations and emotions of people.

Data 15

Data Branding Online Marketing Automation 15

PYMNTS

JUNE 16, 2020

As a next step in the direction of a digital-first, omnichannel experience, David’s Bridal is teaming with mobile wallet marketing automation platform Popwallet.

Mobile 169

Mobile Marketing Marketing Automation Customer Experience 169

CB Insights

APRIL 24, 2018

Retailers are leveraging technology, such as artificial intelligence and augmented reality, to enhance operational visibility and personalize their customer service, a new necessity in fast-changing and demanding consumer market. Kohl’s can move into smaller markets where a larger store may not fit.

Retail 59

Retail Trends Technology Branding 59