Independent Banker

FEBRUARY 28, 2023

Illustration by The Laundry Room/Stocksy Customer data fuels efficient and effective marketing these days. Andrew Catalano, Austin Williams While most community banks aren’t yet using first-party data for marketing purposes to grow revenue and retain customers, experts say those willing to invest in the effort can reap big rewards. “To

Community Bank 129

Community Bank Community Marketing Data 129

Perficient

FEBRUARY 22, 2023

An example is the know your customer (KYC) process in which intelligence agents can sense an event using natural language processing (NLP), machine learning (ML), robotic process automation (RPA)/digital process automation (DPA), query data, proactively make a decision, and act without approval while continuing to learn and improve.

Trends 474

Trends North Carolina Customer Experience Charlotte 474

Perficient

AUGUST 21, 2020

As you start to research what’s available in the market, you find that there are hundreds of potential systems, all at different price points and all that claim to be the best solution. Event Management. As you get lost in the overwhelming amount of information or a lengthy RFP, you decide you need some expert help on the topic.

System 332

System Meeting Management Analysis 332

PYMNTS

NOVEMBER 2, 2016

Classy assists 501c3 or other nonprofit organizations with running charity crowdfunding, increasing awareness, fundraising events as well as online and mobile campaigns, TechCrunch reported. The platform works with more than 2,500 organizations and is integrated with enterprise app Salesforce. We have always been very campaign focused.

San Diego 100

San Diego Marketing Automation Software Online 100

Gonzobanker

MAY 14, 2018

Financial Brand Forum , an exponentially growing event now in its fifth year – targeted at the morphing worlds of financial marketing, sales and service – is a well-oiled machine with several coats of highly buffed wax. The event included a mix of CLOs, COOs, CEOs and board members, not mainly CMOs anymore. Expo Hall Surprises.

Branding 118

Branding Industry Apple Marketing 118

Gonzobanker

JUNE 26, 2019

Digital & Marketing. The credit union also used marketing automation to collect data and develop journeys that deliver educational marketing materials both digitally and via direct mail campaigns. This helps the team seek out new, high-value events. Business Development. Reaching the Promise Land.

Idaho 123

Idaho Michigan System Lending 123

Gonzobanker

DECEMBER 5, 2018

Security: Sentinel (fka Risk and Fraud Analytics, RFA) and Patrol, both designed to monitor and challenge behavior and events determined to be outside normal user behavior. Marketing: Q2Smart being a first step toward marketing automation, aligning bank products and user behavior to create audiences to more effectively target offers.

Fraud 102

Fraud Austin Fintech Lending 102

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

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 68

San Francisco social media San Jose Customer Experience 68

Fintech Labs Insights

MARCH 16, 2017

is a library of customizable, pre-packaged customer insights, along with a built-in marketing automation tool, which empowers marketers to build their own marketing campaign. Braun continued, “some insights will forecast life events such as expecting a baby or moving house. .” Sales.UP

Tools 19

Tools Marketing Automation Analytics Digital Banking 19

Independent Banker

FEBRUARY 28, 2022

Kathy Strasser of IncredibleBank is evaluating marketing campaign management platforms. We asked several banking leaders how they’ve employed fintech to ramp up their marketing campaigns, hone their analytic strategies and gain new patrons in the process. Their ability to market and add banking functionality … is a natural fit.”.

Fintech 136

Fintech Marketing Community Bank Community 136

Gonzobanker

DECEMBER 19, 2017

Rainbolt has quietly built a community bank in the past 20 years that is closing in on $2 billion of market cap. For 35 years, Wilmers led M&T with creativity, integrity and the “old-school” wisdom of a community banker who created a $26 billion market cap company. GonzoBanker of the Year – Large Banks. At a banking conference.

Conference 87

Conference Industry Community Bank Community 87

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. Turning grocery on its head.

Retail 59

Retail Trends Technology Branding 59