Gonzobanker

OCTOBER 13, 2020

For these institutions, digital strategy should be focused on a disciplined allocation of resources and a management team obsessed with understanding performance, competition and the voice of the digital customer. Best practice institutions are not managing the digital shift in a reactive fashion.

Strategy 152

Strategy Digital Banking Digital Strategies Mobile 152

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. In the morphing cross-industry world of sales, marketing and even some service outreach, it’s hot. How much momentum?

Marketing Automation 103

Marketing Automation San Francisco Conference Marketing 103

Gonzobanker

JUNE 26, 2019

Sales and pipeline management has been the bread and butter of CRM, but setting it up in an integrated and user-friendly way has been grossly oversimplified. Paducha Bank warrants mention for its redesign and standardization of a new sales process. Digital & Marketing. Sales & Referrals.

Idaho 126

Idaho Michigan System Lending 126

Gonzobanker

DECEMBER 5, 2018

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.

Fraud 103

Fraud Austin Fintech Lending 103

Gonzobanker

MAY 14, 2018

The most constructive general session I attended was by Content Marketing Institute ’s Joe Pulizzi who laid out a useful “how to” including how to “content tilt” to get messages to stand out for real. Marketing automation provider Marquis and its clients were talking up execution capabilities from its recent DocuMatix.

Branding 119

Branding Industry Apple Marketing 119

William Mills

DECEMBER 1, 2016

William Mills Agency , a premier financial public relations and content marketing services company, has hired Mary Curtis as senior account agent; Angelo Jones as account associate; Jacob Hamilton as account coordinator; and Alyssa Maker as digital marketing coordinator.

St. Louis 40

St. Louis Georgia social media Missouri 40

FICO

OCTOBER 23, 2019

We completed surveys on this topic at FICO and the responses zero in on factors such as poor digital banking offerings, less personalized offers and smaller networks of branches and ATMs. This highlights an opportunity that exists for credit unions and smaller lenders in the market to use technology to level the playing field.

Customer Experience 40

Customer Experience Case Study Analytics Marketing 40