Demo Marketing Marketing Automation 
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?
William Mills
MAY 11, 2017
Marketing Today. 55% of B2B marketers say they are unclear on what content marketing success or effectiveness looks like, and that’s understandable since the sheer volume of activities alone can be overwhelming, including: Blogging; Social Media including Facebook, LinkedIn, Twitter, Google+, etc.; Sales intelligence.
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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.
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.
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. Standby for for our take on the demos of #finovate Spring 2017. Mills-Grimes is the Digital Marketing Manager at William Mills Agency.
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.
Fintech Labs Insights
MARCH 16, 2017
In the demo, W.UP’s Tamás Braun, Head of International Sales and Business Development, explained how, with Sales.UP, banks, “don’t need to deal with the challenge of defining complex behavioral insights in [their] data.” Above: Marketers can build their own campaigns with W.UP’s automation tool.
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