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. Integrate and optimize your systems and processes, and use the right tools to enhance productivity. Learn – Preferences and Interactions.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

Gonzobanker

AUGUST 15, 2024

This suite of systems can take banks from chaotic and fragmented operations to a smart, scaled future. In a previous Gonzo post I wrote how the leaders of Smarter Banks need to replace daily hustle with a focus on building scalable “systems.” Building great systems requires design thinking, cultural change and a ton of hard work.

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 103

Marketing Automation San Francisco Conference Marketing 103

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

Independent Banker

FEBRUARY 28, 2023

based company can tap into bank databases, including the core processing system, to generate advanced analytics and insights. A big reason is because those valuable insights are often siloed away in a core system that marketers can’t access. They should also conduct risk assessments and put protections in place to manage risks.

Community Bank 129

Community Bank Community Marketing Data 129

Gonzobanker

JUNE 26, 2019

Financial institutions looking for tangible value from a new CRM platform should know two things: 1) real-world stories of lessons learned and successes of early adopters are a great source of intelligence and guidance, and 2) implementing a CRM system will prove more challenging than anyone expects. Sales & Referrals.

Idaho 126

Idaho Michigan System Lending 126

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 152

Strategy Digital Banking Digital Strategies Mobile 152

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

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 119

Branding Industry Apple Marketing 119

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

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. Siloed systems and business departments or units that break customer journeys.

Customer Experience 117

Customer Experience Branding Tools Strategy 117

FICO

NOVEMBER 29, 2022

Microservices are precisely segmented processes adopted to replace large legacy applications typically developed to meet the needs of a mass market. The reason for microservices’ growing adoption is the need to build more flexible, independently deployable insurance systems. Fractured Customer Experiences Can Be Fixed.

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.

Marketing 42

Marketing Fintech Marketing Automation Marketing Strategies 42

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.

Industry 40

Industry Analytics Strategy Policies 40

William Mills

NOVEMBER 1, 2016

“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. Marketing technology goes beyond an operational element. CRM and relationship management. Content management. Content marketing.

Technology 40

Technology US Marketing Customer Experience 40

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

CB Insights

AUGUST 31, 2017

In this briefing we will cover the future of cybersecurity as it relates to the implementation of artificially intelligent systems for preventative digital defense. If the pace of CVC financing continues, AI startups will see 166 deals in 2017, for a nearly 30% increase from last year’s total of 128 deals.

California 61

California Capital Company Industry 61

Fintech Labs Insights

APRIL 30, 2015

Sneak Peek Part 4: Currency Cloud, Dream Payments, Hip Pocket, INETCO Systems, LoanNow, WealthForge, and Yodlee. Sneak Peek Part 6: Credit Sesame, Hip Pocket, itBit, Kofax, Mitek, NAMU Systems, Persistent Systems. Sneak Peek: Aurora Financial Systems and Mistral Mobile. Why it’s great. Founded: 2015. Founded: 2011.

San Jose 12

San Jose Las Vegas California Tucson 12

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 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 checking account also lets its banking customers track their sustainability score by monitoring where they spend money and checking it against a sustainability monitoring and scoring system that Aspiration created.” Payments chaos.

Conference 88

Conference Industry Community Bank Community 88

FICO

DECEMBER 15, 2020

Since the FCC’s 2015 broad definition of Automatic Telephone Dialing System (ATDS) was struck down by the DC Court of Appeals, a steady stream of class action lawsuits have resulted in a number of conflicting decisions and a split among the courts. Focus will be placed on corporate governance as it relates to managing AI development and use.

Policies 52

Policies Washington DC Regulation 52