The Financial Brand

APRIL 16, 2017

Marketing automation software is a requirement for any financial institution wanting to manage complex, personalized communications.

Marketing Automation 31

Marketing Automation Marketing Software Management 31

Independent Banker

FEBRUARY 28, 2023

In addition, many marketers don’t have tools for capturing customer information themselves. They may not have customer relationship management (CRM) software, which can store customer data and handle tasks like segmenting customers and tracking leads. There could be other factors at play beyond the technical. Prioritize data accuracy.

Community Bank 129

Community Bank Community Marketing Data 129

Perficient

JULY 12, 2022

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. Consider: Marketing automation through Salesforce Marketing Cloud extends the capabilities of the Financial Services Cloud across digital touchpoints.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

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 78

System Analytics Management Compliance 78

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 100

Marketing Automation San Francisco Conference Marketing 100

Image Works Direct

MAY 17, 2023

Meet Alison Herbst, one of our Project Managers and Marketing Automation Specialists at image.works! She grew up in Wauwatosa, WI, and attended the University of Wisconsin – La Crosse, earning her degree in marketing with a minor in digital media and design, which she has skillfully applied at image.works.

Wisconsin 36

Wisconsin Marketing Automation Meeting Marketing 36

PYMNTS

JUNE 21, 2018

Zycus said it will use Salesforce’s marketing automation solution Pardot to enhance customer engagement and acquisition in India. ” Sunil Jose, senior vice president and country leader of Salesforce India, said, “Marketing as we know it has completely changed.

Marketing Automation 123

Marketing Automation Customer Experience Marketing Software 123

Perficient

JULY 21, 2023

The ability to unify disparate data sets, generate personalized content, and automate tasks will drive accelerated value from the Salesforce platform and its industry clouds. Data Cloud and Einstein GPT are two powerful tools that help businesses improve their data management, customer engagement, and operational efficiency.

Industry 221

Industry Data Training Technology 221

Image Works Direct

AUGUST 17, 2022

Meet Christian Memmo, one of our Project Managers and our Marketing Automation Lead here at image.works! Originally from Syracuse, NY, Christian found himself in Madison, WI to attend UW-Madison. When Christian is out of the office, he enjoys playing instruments, skiing and writing.

Marketing Automation 36

Marketing Automation Meeting Management Marketing 36

Perficient

MARCH 15, 2021

Customer relationship management is about earning and cultivating that 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! Earning patient loyalty through relationships. You can’t do this without leveraging patient data.

Data 493

Data Marketing Community System 493

Perficient

AUGUST 21, 2020

Digital Asset Managment. Enterprise Content Management. Event Management. Master Data Management Platforms. Product Information Management Systems. Product Information Management Systems. Enterprise Search. Artificial Intelligence for Chatbot, Machine Learning, NLP, and Image Recognition platforms.

System 332

System Meeting Management Analysis 332

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

PYMNTS

MARCH 15, 2018

Chargehound saw there were automation tools that could help optimize revenue and support retailers as they scaled: Customer relationship management (CRM), email automation, marketing automation, payments, the list goes on. But chargebacks, she said, had been exempt from the automation game.

Retail 116

Retail Marketing Automation Tools Conference 116

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 146

Strategy Digital Banking Digital Strategies Mobile 146

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 135

Tools Software Data Analysis 135

Gonzobanker

JANUARY 29, 2018

The resources necessary to build and maintain an analytically informed delivery channel are staggering to many management teams and boards, but as industry veteran Niel Devasir pointed out in this quick video , analytics leadership cannot be outsourced, even if some of the technology is. What’s in your message?

Analytics 98

Analytics Resources Strategy Marketing Strategies 98

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. More importantly, the team designed how a new opportunity will convert from a frontline referral to a well-managed lead pipeline within the same platform. Sales & Referrals.

Idaho 119

Idaho Michigan System Lending 119

PYMNTS

APRIL 18, 2017

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

FICO

JULY 9, 2021

However, by utilizing the latest marketing automation software solutions, organizations can increase campaign effectiveness through better use of data and analytics, and more flexible tools to execute targeted campaigns.

Financial Technology 52

Financial Technology Technology Software Analytics 52

FICO

JULY 9, 2021

However, by utilizing the latest marketing automation software solutions, organizations can increase campaign effectiveness through better use of data and analytics, and more flexible tools to execute targeted campaigns.

Regional 52

Regional Software Analytics Resources 52

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 101

Fraud Austin Fintech Lending 101

William Mills

MAY 25, 2016

William Mills Agency , a financial public relations and content marketing services company, announces the addition of Lauren de Gourville as digital marketing coordinator, Kathryn-Amelia Simms as content marketing coordinator and Amber Estes, Mallory Griffin, Haleigh Tomasek and Matthew Morris as account coordinators.

Georgia 42

Georgia social media Omaha Nebraska 42

William Mills

MAY 25, 2016

William Mills Agency , a financial public relations and content marketing services company, announces the addition of Lauren de Gourville as digital marketing coordinator, Kathryn-Amelia Simms as content marketing coordinator and Amber Estes, Mallory Griffin, Haleigh Tomasek and Matthew Morris as account coordinators.

Georgia 42

Georgia social media Omaha Nebraska 42

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.

Customer Experience 133

Customer Experience Branding Tools Strategy 133

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 117

Branding Industry Apple Marketing 117

FICO

NOVEMBER 29, 2022

More and more insurers are now attempting to decompose their monolithic core into more loosely coupled and manageable components, especially when it comes to rating, underwriting or defining business rules and product models. Fractured Customer Experiences Can Be Fixed. Cloud-Hosted Platforms Are Empowering Businesses .

Customer Experience 52

Customer Experience Meeting Analytics System 52

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. 2015 was a content marketing tsunami. My, how things have changed!

Marketing 41

Marketing Fintech Marketing Automation Marketing Strategies 41

William Mills

DECEMBER 1, 2016

This includes managing day-to-day client communication, strategically advising C-level executives, working directly with media and crafting integrated public relations campaigns, press releases, byline articles, case studies, speaker proposals and social media messaging. Prior to joining WMA, she was public relations manager for U.S.

St. Louis 40

St. Louis Georgia social media Missouri 40

William Mills

APRIL 5, 2016

. “William Mills Agency has an incredible knowledge of both the financial sector and content marketing which they have combined to consistently accelerate marketing and sales growth through their digital presence,” said Jordan Benjamin HubSpot channel account manager.

social media 40

social media Software Marketing Automation Marketing Strategies 40

FICO

JULY 15, 2022

And how can we do this with integrity to make sure that lenders can manage risk in a sound manner for the good of the lender, the borrower, and the whole credit ecosystem? How can we improve financial inclusion? How can we use innovation to bring more people the financial resources they need?

Analytics 52

Analytics Data Lending Innovation 52

The Financial Brand

FEBRUARY 11, 2015

Financial institutions struggle to access, manage and analyze data across fragmented technologies. Content and customer data is often managed across siloed systems, and overlapping technologies aren’t integrated with existing marketing automation and CRM systems.

Marketing 12

Marketing Marketing Automation System Management 12

FICO

OCTOBER 24, 2018

The leading decision management applications help businesses visually model their decisions before deploying them. Decision management systems should empower business users to create, maintain and control business policies and procedures. Tasks that formerly took days can be performed in minutes.

Industry 40

Industry Analytics Strategy Policies 40

Payments Source

JANUARY 1, 2018

Other areas of pain included in our surveys include website complexity, content management, effectiveness of email marketing efforts, and managing digital assets. Other questions in the survey related to spend on content management, email automation solutions, lead generation, and mobile marketing solutions.

Trends 72

Trends Customer Experience Survey Data 72

William Mills

NOVEMBER 1, 2016

It demonstrates how public relations and marketing are connected to business development, the sales cycle and customer successes. CRM and relationship management. Content management. Content marketing. Marketing automation. Content creation. Social media. Social monitoring and measurement. Lead generation.

Technology 40

Technology US Customer Experience Marketing 40

William Mills

APRIL 27, 2017

Seems like a pretty straightforward application of marketing automation and predictive marketing. Mills-Grimes is the Digital Marketing Manager at William Mills Agency. She manages all digital and social media efforts on behalf of agency clients. @infocorpgroup. www.infocorpgroup.com.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

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. Photo by Janimal Photography. IncredibleBank in Wausau, Wis.,

Fintech 136

Fintech Marketing Community Bank Community 136

CB Insights

AUGUST 31, 2017

California-based CrowdStrike offers a suite of AI-powered cybersecurity products through its SaaS platform, including anti-virus protection, endpoint detection/response, managed threat hunting, and IT hygiene. Corporate Investors in the Round(s): capitalG, Telstra, Rackspace Hosting.

California 61

California Capital Company Industry 61