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

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

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). First off is simply choosing the right tool.”. Last year, data from Harmon.ie

Tools 135

Tools Software Data Analysis 135

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.

Community Bank 129

Community Bank Community Marketing Data 129

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

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’s valuable customer data.

Fintech 136

Fintech Marketing Community Bank Community 136

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 117

Customer Experience Branding Tools Strategy 117

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

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

MAY 14, 2018

Front and center was Evolution Group’s SilverTech slowly building up regional networks of locally deployed implementers of horizontal web and process tools. Marketing automation provider Marquis and its clients were talking up execution capabilities from its recent DocuMatix. ConTENT with CONtent?

Branding 119

Branding Industry Apple Marketing 119

FICO

JULY 9, 2021

These solutions provide great benefits once an account has been originated, however they lack effective tools for the acquisition stage of the lifecycle. This is where the latest prescreening solutions can help by offering easy-to-access, cloud-based solutions that provide the necessary tools for personalized and targeted customer campaigns.

Financial Technology 52

Financial Technology Technology Software Analytics 52

FICO

JULY 9, 2021

These solutions provide great benefits once an account has been originated, however they lack effective tools for the acquisition stage of the lifecycle. This is where the latest prescreening solutions can help by offering easy-to-access, cloud-based solutions that provide the necessary tools for personalized and targeted customer campaigns.

Regional 52

Regional Software Analytics Resources 52

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. About HubSpot.

social media 40

social media Software Marketing Automation Marketing Strategies 40

William Mills

APRIL 27, 2017

There is also a backend workflow tool, as well as a portal for realtors. ^SR. Seems like a pretty straightforward application of marketing automation and predictive marketing. Mills-Grimes is the Digital Marketing Manager at William Mills Agency. 12:28 pm Infocorp. Ana, CEO is speaking. “20 infocorpgroup.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

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

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

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 Marketing Customer Experience 40

Fintech Labs Insights

DECEMBER 4, 2015

Onovative : The financial services marketing automation provider brought in $1 million. Marketing automation & analytics for financial institutions. Automated trading tools. College fraternity and sorority financial management platform. Tags: Consumer, trading, investing, stock market.

New York City 12

New York City Company Fintech Louisville 12

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

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. SmartAsset provides a tools and content platform to give consumers personalized and actionable advice.

San Jose 12

San Jose Las Vegas California Tucson 12

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. ” — William Castro, Senior Assistant Manager for 17 years, Hobby Lobby. We happen to be in both.”

Retail 59

Retail Trends Technology Branding 59

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