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. Marketing for a lot of folks still is a necessary evil,” Cook says.

Community Bank 129

Community Bank Community Marketing Data 129

Gonzobanker

AUGUST 15, 2024

Bank boards and executives often confuse “systems” to mean technology, but let’s clarify with broader definitions from the Cambridge Dictionary: A system is “a set of connected things that operate together” and “a way of doing things.” For this reason, Smarter Banks will step up their vendor management game. #7:

System 78

System Analytics Management Compliance 78

PYMNTS

JUNE 21, 2018

Zycus said it will use Salesforce’s marketing automation solution Pardot to enhance customer engagement and acquisition in India. The company added that Salesforce’s technology enables Zycus to “blur the lines between sales, marketing, customer support, operations and even IT.”

Marketing Automation 123

Marketing Automation Customer Experience Marketing Software 123

Perficient

AUGUST 21, 2020

Digital Asset Managment. Enterprise Content Management. Event Management. Master Data Management Platforms. Product Information Management Systems. Product Information Management Systems. Contact Center Technology. Enterprise Search. Commerce platforms. Social Networks.

System 332

System Meeting Management Analysis 332

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

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. helping them build the strategy, technology, and communications to impact change and community health. If they can do it, you can too!

Data 493

Data Marketing Community System 493

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

William Mills

NOVEMBER 1, 2016

Our agency is no stranger to technology, its evolution and its expanding impact on all of our lives. We live and breathe it each day through our clients, who have partnered with us (in most cases) for one reason: to help tell their technology story to the right people. But what about technology spending for your CMO?

Technology 40

Technology US Customer Experience Marketing 40

FICO

JULY 9, 2021

For many of these smaller players a partnership approach can be beneficial by leveraging resources and solutions made available through a technology partner. In general, the latest software solutions are expensive and in many cases beyond the reach of organizations of this size, which is where a technology partner can help.

Regional 52

Regional Software Analytics Resources 52

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 includes addressing SaaS in a step-by-step manner.

Tools 135

Tools Software Data Analysis 135

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 122

Customer Experience Branding Tools Strategy 122

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

PYMNTS

APRIL 18, 2017

With today’s economy becoming increasingly more connected over the past decade, there have been various forms of technology solutions developed along the way to assist in streamlining smart devices. It’s nearly impossible to find a day where money isn’t flowing between retailers and consumers.

social media 123

social media Payments Retail Branding 123

FICO

NOVEMBER 29, 2022

Insurers Must Balance Rapidly Evolving Market Forces and Emerging Technology. At the same time, having a cloud-based technology platform that could grow with them while delivering critical benefits across all business lines and channels offers a significant competitive advantage. Fractured Customer Experiences Can Be Fixed.

Customer Experience 52

Customer Experience Meeting Analytics System 52

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

FICO

JULY 15, 2022

in 1989, it meant lenders of all sizes could leverage the technology of scoring and open up credit to consumers that they might not have lent to in the past. This was one of the contributors to the tremendous market expansion during the 90s which has continued to present day. For FICO, it means taking the technology global.

Analytics 52

Analytics Data Lending Innovation 52

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

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

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

William Mills

APRIL 27, 2017

With the Fannie Mae and Freddie Mac still in recovery there has not been great investment in mortgage technology. These folks are may be one of the companies that bring 21st Century technology to the industry. They invested in new technology and are promoting the heck out of it. Ana, CEO is speaking. “20 infocorpgroup.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

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

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

Payments Source

JANUARY 1, 2018

And what are the existing and emerging technologies that marketing teams will be spending more on in 2018? Whether you sell into the Marketing Department or you are marketer, check out our predictions for marketing spend in 2018, based on trends from year-over-year survey results. New MarTech Spend.

Trends 72

Trends Customer Experience Survey Data 72

CB Insights

AUGUST 31, 2017

The corporate and CVC investors that participated in the round don’t come from the auto industry; rather, all three — Baidu Capital, Lenovo Ventures Group, and Tencent Holdings — are investment arms of well-known Chinese technology giants. Corporate Investors in the Round: Capital One Growth Ventures, Citi Ventures, Dell Technologies.

California 61

California Capital Company Industry 61

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

APRIL 24, 2018

Retailers are leveraging technology, such as artificial intelligence and augmented reality, to enhance operational visibility and personalize their customer service, a new necessity in fast-changing and demanding consumer market. However, this isn’t the whole story. The new big-box store. Ikea as a model.

Retail 59

Retail Trends Technology Branding 59

Gonzobanker

DECEMBER 19, 2017

Endless CRM and data management projects that shook our foundations and gutted our PMOs. These ventures show credit unions are not standing still when it comes to technological disruption, and we hope much is learned from these early risk-taking efforts. THE TECHNOLOGY AWARDS. This year brought us: Mergers out the yin-yang.

Conference 85

Conference Industry Community Bank Community 85

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

Fintech Labs Insights

DECEMBER 4, 2015

Onovative : The financial services marketing automation provider brought in $1 million. Small business lending technology. Marketing automation & analytics for financial institutions. College fraternity and sorority financial management platform. In total, the 13 companies pulled in $112.7 Tyro Payments.

New York City 12

New York City Company Fintech Louisville 12

Fintech Labs Insights

APRIL 30, 2015

Money Amigo makes managing money fast, fair, and friendly. Onovative’s powerfully simple marketing automation software helps financial institutions meet the challenge of cross-selling current customers. Slice’s one-of-a-kind Purchase Graph technology. Why it’s great. Founded: 2015. HQ: Las Vegas, Nevada.

San Jose 12

San Jose Las Vegas California Tucson 12

FICO

DECEMBER 15, 2020

Duguid before the end of June 2021, I believe the court will not only provide some clarity on what an ATDS is but, in doing so, will further facilitate the use by banks and other businesses of legitimate, non-marketing automated or prerecorded voice and text messages to the mobile phones of customers who have the provided requisite consent.

Policies 52

Policies Washington DC Regulation 52

FICO

OCTOBER 23, 2019

This highlights an opportunity that exists for credit unions and smaller lenders in the market to use technology to level the playing field. Similarly, Greenberg shared a case study involving a major European bank and management consultants McKinsey.

Customer Experience 40

Customer Experience Case Study Analytics Marketing 40

FICO

OCTOBER 23, 2019

This highlights an opportunity that exists for credit unions and smaller lenders in the market to use technology to level the playing field. Similarly, Greenberg shared a case study involving a major European bank and management consultants McKinsey.

Customer Experience 40

Customer Experience Case Study Analytics Marketing 40

FICO

OCTOBER 23, 2019

This highlights an opportunity that exists for credit unions and smaller lenders in the market to use technology to level the playing field. Similarly, Greenberg shared a case study involving a major European bank and management consultants McKinsey.

Customer Experience 40

Customer Experience Case Study Analytics Marketing 40