How To, Management and Marketing Automation

Hip On HIPAA: Pushing Back to Use Patient Data

Perficient

MARCH 15, 2021

Customer relationship management is about earning and cultivating that loyalty. In healthcare, this is what a relationship looks like, and this is how we gain loyalty. A CRM database can be the tool that (just as its name describes) helps you to manage these patient relationships. If they can do it, you can too!

Data

Data Marketing Community System

Passing The Middle-Market Automation Exam

PYMNTS

DECEMBER 16, 2016

Herein lies a paradox, said Krishna, as each of us as consumers have cards in our pockets and understand the benefits of using plastic to make a payment, such as extended payments, rewards and the ability to manage cash flow more effectively. These are factors that bring basic benefits and an ROI to mid-market firms as well.

Marketing Automation

Marketing Automation Marketing Cards Payments

Adobe to Acquire Marketo: So What?

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

Marketing Automation San Francisco Conference Marketing

Market your community bank with first-party data

Independent Banker

FEBRUARY 28, 2023

How to activate first-party data Though financial institutions own a treasure trove of data, some marketing teams might not be able to determine key information like which customers are small-business owners, who uses online banking and who is unprofitable for the bank. There could be other factors at play beyond the technical.

Community Bank

Community Bank Community Marketing Data

How The API Revolution Fuels Corporates’ SaaS Fatigue

PYMNTS

FEBRUARY 22, 2018

Without a doubt, small businesses (SMBs) have more choice than ever before when adopting new technologies, and many of those new tools, from accounting to customer relationship management (CRM), are streaming in as Software-as-a-Service (SaaS). This increase in choice and quality of B2B FinTech solutions is also, undoubtedly, a good thing.

Tools

Tools Software Data Analysis

Financial Brand Forum 2018: 7 Takeaways in 7 Minutes

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

Branding Industry Apple Marketing

The 7 Systems of Smarter Banks

Gonzobanker

AUGUST 15, 2024

1: The Marketing and Sales System This system will intelligently collect the top-of-funnel marketing automation and social media activity with a data-driven enterprise lead and sales management capabilities. For this reason, Smarter Banks will step up their vendor management game. #7:

System

System Analytics Management Compliance

How Financial Technology Partners can Help with Customer Acquisition Campaigns

FICO

JULY 9, 2021

For credit unions and smaller banks in North America, the challenge of how to compete with their bigger counterparts is a constant and pressing matter. The solution integrates Equifax Consumer Credit Information and FICO risk decision management technology with marketing campaign automation and execution.

Financial Technology

Financial Technology Technology Software Analytics

How Credit Unions and Regional Banks Can Execute Strong Customer Acquisition Campaigns

FICO

JULY 9, 2021

For credit unions and smaller banks in North America, the challenge of how to compete with their bigger counterparts is a constant and pressing matter. The solution integrates Equifax Consumer Credit Information and FICO risk decision management technology with marketing campaign automation and execution.

Regional

Regional Software Analytics Resources

2016 State of Content Marketing in Fintech

William Mills

JANUARY 14, 2016

We spent the better part of 2014 educating our prospects and clients on content marketing (also known as inbound marketing); how to use these tactics to build brand awareness and generate leads; and the importance of marketing automation systems. My, how things have changed!

Marketing

Marketing Fintech Marketing Automation Marketing Strategies

PSA: Technology Is For Us Too, CTOs Aren’t the Only Ones with Tech in Their Budget

William Mills

NOVEMBER 1, 2016

However, Rowe reminds that the root of marketing technology is in basic marketing philosophy. The fundamental goal of marketing is to invest $100 and then generate $1000 worth of revenue. Marketing has traditionally struggled with how to measure and track that investment. CRM and relationship management.

Technology

Technology US Customer Experience Marketing

Can fintechs enhance your bank’s marketing campaign?

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. Fintechs know how to reach and work with the community.

Fintech

Fintech Marketing Community Bank Community

Finovate Debuts: Race Data Helps Community Banks Turn Customer Data into Market Intelligence

Fintech Labs Insights

JUNE 15, 2016

The Canadian analytics company specializes in providing community banks and credit unions with powerful data management, database and behavioral analytics, marketing automation, and one-to-one communications solutions. Some of our data-driven marketing implementations required extraordinarily complex and high-volume processing.

Community Bank

Community Bank Data Community Marketing

Finding Business Success Through Customer Engagement

FICO

OCTOBER 23, 2019

Of course, we are not the only ones talking about how to be successful at customer engagement, which is why I decided to take I recently read a book by marketing thought-leader Paul Greenberg ( @pgreenbe ) called “The Commonwealth of Self Interest: Business Success Through Customer Engagement”.

Customer Experience

Customer Experience Case Study Analytics Marketing

Finding Business Success Through Customer Engagement

FICO

OCTOBER 23, 2019

Of course, we are not the only ones talking about how to be successful at customer engagement, which is why I decided to take I recently read a book by marketing thought-leader Paul Greenberg ( @pgreenbe ) called “The Commonwealth of Self Interest: Business Success Through Customer Engagement”.

Customer Experience

Customer Experience Case Study Analytics Marketing

Finding Business Success Through Customer Engagement

FICO

OCTOBER 23, 2019

Of course, we are not the only ones talking about how to be successful at customer engagement, which is why I decided to take I recently read a book by marketing thought-leader Paul Greenberg ( @pgreenbe ) called “The Commonwealth of Self Interest: Business Success Through Customer Engagement”.

Customer Experience

Customer Experience Case Study Analytics Marketing

Community Banking Brief

Hip On HIPAA: Pushing Back to Use Patient Data

Passing The Middle-Market Automation Exam

Trending Sources

Adobe to Acquire Marketo: So What?

Market your community bank with first-party data

How The API Revolution Fuels Corporates’ SaaS Fatigue

Financial Brand Forum 2018: 7 Takeaways in 7 Minutes

The 7 Systems of Smarter Banks

How Financial Technology Partners can Help with Customer Acquisition Campaigns

How Credit Unions and Regional Banks Can Execute Strong Customer Acquisition Campaigns

2016 State of Content Marketing in Fintech

PSA: Technology Is For Us Too, CTOs Aren’t the Only Ones with Tech in Their Budget

Can fintechs enhance your bank’s marketing campaign?

Finovate Debuts: Race Data Helps Community Banks Turn Customer Data into Market Intelligence

Finding Business Success Through Customer Engagement

Finding Business Success Through Customer Engagement

Finding Business Success Through Customer Engagement

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