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

Gonzobanker

OCTOBER 13, 2020

With megabanks spending billions on digital investments each year, regional and community bank executives understand they cannot compete on resources. Best practice institutions are not managing the digital shift in a reactive fashion. Make Digital Benchmarks and KPIs Visible.

Strategy 152

Strategy Digital Banking Digital Strategies Mobile 152

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 100

Analytics Resources Strategy Marketing Strategies 100

PYMNTS

APRIL 18, 2017

Commerce marketing automation software Bronto’s Senior Product Manager, Matt Davis, commented to Retail Dive about the impact chatbots are having on the customer service industry alone: “This really represents a shift now to where chat is starting to become the center of this kind of brand or product retailer interaction, directly with the customer.

social media 123

social media Payments Retail Branding 123

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

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 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

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. Limited time or technical resources to deliver on experiences clients want now.

Customer Experience 117

Customer Experience Branding Tools Strategy 117

FICO

JULY 9, 2021

Bigger banks have an advantage as they are able to leverage greater resources to attract new customers and extend their relationship with existing ones, through new product offers, segmented effectively, and targeted to gain the most value.

Financial Technology 52

Financial Technology Technology Software Analytics 52

FICO

JULY 9, 2021

Bigger banks have an advantage as they are able to leverage greater resources to attract new customers and extend their relationship with existing ones, through new product offers, segmented effectively, and targeted to gain the most value.

Regional 52

Regional Software Analytics Resources 52

FICO

OCTOBER 24, 2018

The leading decision management applications help businesses visually model their decisions before deploying them. Improve your agility by optimizing resources: Digitization is hindered when businesses can’t modify strategies quickly enough or respond to economic, competitive or consumer shifts.

Industry 40

Industry Analytics Strategy Policies 40

FICO

JULY 15, 2022

How can we use innovation to bring more people the financial resources they need? 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?

Analytics 52

Analytics Data Lending Innovation 52

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

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. This is where Race Data comes in. ” Company facts. . ” Company facts. Founded in 2013.

Community Bank 12

Community Bank Data Community Marketing 12

Gonzobanker

DECEMBER 19, 2017

Endless CRM and data management projects that shook our foundations and gutted our PMOs. The Just Kidding About the Whole Bank Thing Award – Goes to Fintech darling SoFI , whose management shakeup amid “behavioral issues” shifted the legal efforts from charter application to lawsuit and damage control. FinTech threats and distractions.

Conference 88

Conference Industry Community Bank Community 88