Perficient

FEBRUARY 22, 2023

Perficient is looking forward to bringing our unique combination of automation technical know-how along with financial services and payments industry expertise to the Banking Automation Summit in Charlotte, North Carolina on March 2-3.

Trends 474

Trends North Carolina Customer Experience Charlotte 474

Abrigo

DECEMBER 31, 2015

Undoubtedly, many accounting firms providing periodic reviews of their marketing budgets seek ways to get more out of what they are investing in marketing. This doesn’t necessarily mean they are looking to cut expenditures on marketing. percent, according to the 2015 Association for Accounting Marketing Benchmark Survey.

Strategy 150

Strategy Marketing Survey Marketing Automation 150

Perficient

DECEMBER 7, 2020

The digital interactions happening beyond your industry shape members’ expectations. . Common Risks and Consequences for Health Plans Not Embracing Digital Transformation: Digital transformation in regulated industries, such as health insurance, can feel daunting, to say the least. Does any of this sound familiar?

Groups 294

Groups Comparison Industry Tools 294

Perficient

JULY 19, 2023

In today’s rapidly evolving technological landscape, artificial intelligence (AI) has emerged as a game-changer for various industries. One such industry that will be forced to utilize AI solutions to gain a competitive advantage is the regional insurance carrier industry.

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 101

Marketing Automation San Francisco Conference Marketing 101

PYMNTS

JULY 23, 2018

ClientWhys , a provider of marketing automation software and marketplace for cloud accounting and tax industries, has launched a new small business accounting marketplace. According to CPA Practice Advisor , CountingWorks will help U.S. Through Aug.

social media 101

social media Taxes Marketing Automation Software 101

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. We rely on industry/system experts for answers, not just the vendors.

System 332

System Meeting Management Analysis 332

Gonzobanker

MAY 14, 2018

More than 1,700 industry execs descending on the Vegas Cosmopolitan getting mobile alerts like “Open Bar in the Exhibit Hall.” One bonus for the board: Most sessions I attended didn’t require a real-time industry acronym translator kit. Its recent acquisitions of Pannos and Bitwise are probably a sign of what’s coming for the industry.

Branding 117

Branding Industry Apple Marketing 117

PYMNTS

JANUARY 30, 2019

Corporate consulting company Accenture is debuting its SynOps enterprise automation technology five years in the making, a tool that reports said could accelerate some organizations’ shift away from human capital or re-allocate human talent to more strategic roles.

Tools 115

Tools Marketing Automation Training Operations 115

PYMNTS

SEPTEMBER 7, 2016

Revel Systems , the maker of an iPad point-of-sale management tool for brick-and-mortar retailers, food businesses and other industries, announced on Tuesday (Sept. 6) it is partnering with Punchh , a provider of mobile engagement, CRM and marketing automation technologies for restaurant chains.

System 100

System Customer Experience Marketing Automation Mobile 100

Gonzobanker

JANUARY 29, 2018

According to recent research What’s Going On In Banking 2018, 64% of mid-size bank and credit union executives don’t believe their marketing strategies are future ready. Let’s define delivery here as the way the customer interacts with sales, marketing and service processes across the bank. What’s to be done?

Analytics 99

Analytics Resources Strategy Marketing Strategies 99

PYMNTS

APRIL 18, 2017

The retail industry is in the nascent stages of seeing the impact of what’s been dubbed “chat commerce.” 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

PYMNTS

JUNE 1, 2016

One glaring example came this week, when Vista Equity Partners, a private equity firm that makes its bones in software and information technology, pounced on Marketo, a publicly listed software company that plies its trade in marketing, spending $1.8 Those are among the bigger deals in the industry, as Bloomberg has noted.

Marketing Automation 100

Marketing Automation Software Analytics Examples 100

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 41

Marketing Fintech Marketing Automation Marketing Strategies 41

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.

Marketing 45

Marketing social media Software eBook 45

William Mills

JULY 12, 2016

With the evolution of content marketing, today’s buyers are not relying solely on the assistance of salespeople in the same way they have in the past. Today, fintech companies have the technology they need to make this easily happen by simplifying the integrated sales and marketing plan.

Marketing 40

Marketing Case Study Marketing Automation Fintech 40

PYMNTS

FEBRUARY 8, 2017

Fishbowl , a leading customer engagement platform provider for the restaurant industry, just recently announced an integration with Android Pay. 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

PYMNTS

MAY 26, 2017

The dashboard displays data in a friendly way to help brands with concept testing, brand health tracking, usability testing, price point determination, and media and content evaluation, no matter what industry they’re in (because every business has customers!). Please provide some client examples. PYMNTS: What has been the biggest hurdle?

Branding 103

Branding Community Survey Data 103

Cisco

MAY 5, 2021

Earlier this year Cisco completed its acquisition of imimobile, adding an enterprise-grade, digital-first client interaction management platform to Cisco’s industry-leading collaboration and contact center solution portfolio. You already have a CRM, a Marketing Automation platform, or Call Center software. Social channels.

Customer Experience 122

Customer Experience Branding Tools Strategy 122

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. And the long-term return will only improve considering the substantial one-time costs associated with implementations.

Idaho 121

Idaho Michigan System Lending 121

CB Insights

SEPTEMBER 24, 2018

What’s up with the VR industry? The Marketo acquisition and digital marketing valuations. Today, we’re talking about the future gym, whether Adobe overpaid for Marketo, buying clean energy, and more, including: Smart money VC deal sizes are increasing. Startups helping consumers buy clean energy. The end of the gym?

Marketing Automation 28

Marketing Automation Marketing Industry 28

FICO

OCTOBER 24, 2018

This speed to deploy new strategies and predictive models helps insurers respond rapidly to internal or external policy changes and expedites time-to-market. The post Accelerating the Slow March Towards Digitization in the Insurance Industry: Part II appeared first on FICO. Tasks that formerly took days can be performed in minutes.

Industry 40

Industry Analytics Strategy Policies 40

William Mills

APRIL 27, 2017

These folks are may be one of the companies that bring 21st Century technology to the industry. 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. infocorpgroup. www.infocorpgroup.com.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

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

FICO

NOVEMBER 29, 2022

Rising risk exposure, changing personal circumstances and a continually evolving financial picture mean they need to adapt at speed, at scale, as their market dictates - or even quicker. Instead, it’s time to embrace new ways of working and doing business, to flex and adapt with changing global markets and customer expectations.

Customer Experience 52

Customer Experience Meeting Analytics System 52

The Paypers

JULY 28, 2017

(The Paypers) TSYS has signed an exclusive long-term agreement with Monetary , a connected commerce provider offering integrated payment services and marketing automation technologies for the point-of-sale industry.

Marketing Automation 28

Marketing Automation Payments Industry Technology 28

William Mills

APRIL 5, 2016

William Mills Agency, the largest independent public relations and content marketing firm specializing in the financial industry, announced today that it has achieved gold level status as a HubSpot certified agency partner. HubSpot ($HUBS) is the world’s leading inbound marketing and sales platform.

social media 40

social media Software Marketing Automation Marketing Strategies 40

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

CB Insights

AUGUST 31, 2017

Across each of the categories above, typical deal sizes, stages, and geographies varied as widely as industries did. Shanghai-based NIO (蔚来汽车, formerly NextEV), a manufacturer of smart, electronic, and autonomous vehicles, is aiming for Tesla-style success in the Chinese market. Advertising/Marketing AI. in total funding.

California 61

California Capital Company Industry 61

FICO

JULY 15, 2022

This was one of the contributors to the tremendous market expansion during the 90s which has continued to present day. The lending and financial services industry can provide that social good, as long as it's done in a way that is both responsible and fair. markets, we offer a program called Score A Better Future.

Analytics 52

Analytics Data Lending Innovation 52

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? Our inside sales team is, in effect, part of our marketing team. based fintech.

Technology 40

Technology US Customer Experience Marketing 40

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. This trend is mainly driven by other industries and companies such as Google/Amazon. ” Sales.UP Finovate: What problem does W.UP

Tools 19

Tools Marketing Automation Analytics Digital Banking 19

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.

Conference 85

Conference Industry Community Bank Community 85

Fintech Labs Insights

JUNE 15, 2016

Market intelligence is the tool for this kind of “know your customer,” but for many small and medium-sized banks the challenge of turning raw customer data into actionable market intelligence has been both pricey and technically prohibitive. This is where Race Data comes in. ” Company facts.

Community Bank 12

Community Bank Data Community Marketing 12

FICO

DECEMBER 15, 2020

financial services industry for what we all hope and expect will be a brighter 12 months ahead. For the past several years, industry has been anxiously waiting for the FCC to clarify one of the most unsettled areas of the now antiquated, nearly three decades old Telephone Consumer Protection Act. So, here are the five for 2021.

Policies 52

Policies Washington DC Regulation 52