Perficient

MARCH 15, 2021

As we continue our series of posts on making HIPAA work for you, I am going to address a common problem we hear from health care marketers: “My board/boss/CMO/Legal Counsel says we cannot use patient data for marketing communications.”. So what’s a modern, data-driven marketer to do? This is a tough one. HIPAA is serious.

Data 493

Data Marketing Community System 493

Perficient

FEBRUARY 24, 2021

With the growing number of data sources and feeds about client contacts, sales and transactions – and market data from the company’s internal and external sources – the data acquisition life cycle needs to continuously be streamlined, standardized, consolidated, and monitored. Client Data Hub – Sales Intelligence.

Data 322

Data Analysis Tools Management 322

The Financial Brand

APRIL 16, 2017

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

Marketing Automation 30

Marketing Automation Marketing Software Management 30

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. What does your brand portray to the market? Your brand is the beacon of authenticity for a personal experience.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

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 100

Marketing Automation San Francisco Conference Marketing 100

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

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

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

Perficient

AUGUST 21, 2020

As you start to research what’s available in the market, you find that there are hundreds of potential systems, all at different price points and all that claim to be the best solution. Digital Asset Managment. Enterprise Content Management. Event Management. Master Data Management Platforms.

System 332

System Meeting Management Analysis 332

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

William Mills

JANUARY 14, 2016

Content marketing has rapidly emerged as a key marketing strategy within the fintech industry in a relatively short time. I vividly remember my content marketing conversations with clients in early 2014. Our clients had no idea what content marketing or HubSpot encompassed. 2015 was a content marketing tsunami.

Marketing 41

Marketing Fintech Marketing Automation Marketing Strategies 41

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

Pallavi Kuppa-Apte, head of Sales and Marketing for the startup Chargehound , said that’s the question many of the company’s clients have been asking themselves in the past few months. But chargebacks, she said, had been exempt from the automation game. Those are the factors that will hold them back.

Retail 116

Retail Marketing Automation Tools Conference 116

Gonzobanker

JANUARY 29, 2018

According to recent research What’s Going On In Banking 2018, 64% of mid-size bank and credit union executives don’t believe their marketing strategies are future ready. Let’s define delivery here as the way the customer interacts with sales, marketing and service processes across the bank. What’s to be done?

Analytics 98

Analytics Resources Strategy Marketing Strategies 98

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

MAY 14, 2018

Financial Brand Forum , an exponentially growing event now in its fifth year – targeted at the morphing worlds of financial marketing, sales and service – is a well-oiled machine with several coats of highly buffed wax. Marketing automation provider Marquis and its clients were talking up execution capabilities from its recent DocuMatix.

Branding 117

Branding Industry Apple Marketing 117

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

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. Digital & Marketing.

Idaho 119

Idaho Michigan System Lending 119

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

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' This […].

Marketing 12

Marketing Marketing Automation System Management 12

FICO

NOVEMBER 29, 2022

Rising risk exposure, changing personal circumstances and a continually evolving financial picture mean they need to adapt at speed, at scale, as their market dictates - or even quicker. Instead, it’s time to embrace new ways of working and doing business, to flex and adapt with changing global markets and customer expectations.

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

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. What pain points keep CMOs up at night?

Trends 72

Trends Customer Experience Survey Data 72

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. Dick, Chairman and CEO, Mainstreet Bank.

Fintech 136

Fintech Marketing Community Bank Community 136

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

William Mills

APRIL 5, 2016

William Mills Agency, the largest independent public relations and content marketing firm specializing in the financial industry, announced today that it has achieved gold level status as a HubSpot certified agency partner. HubSpot ($HUBS) is the world’s leading inbound marketing and sales platform.

social media 40

social media Software Marketing Automation Marketing Strategies 40

FICO

JULY 15, 2022

This was one of the contributors to the tremendous market expansion during the 90s which has continued to present day. It means the inclusion of credit markets that are less developed, where a larger part of the population is underserved. markets, we offer a program called Score A Better Future. Plus, in many U.S.

Analytics 52

Analytics Data Lending Innovation 52

William Mills

DECEMBER 1, 2016

William Mills Agency , a premier financial public relations and content marketing services company, has hired Mary Curtis as senior account agent; Angelo Jones as account associate; Jacob Hamilton as account coordinator; and Alyssa Maker as digital marketing coordinator. Prior to joining WMA, she was public relations manager for U.S.

St. Louis 40

St. Louis Georgia social media Missouri 40

William Mills

NOVEMBER 1, 2016

We mostly expect CIOs and CTOs to expand their technology infrastructure each year, even if modestly, to address new industry challenges, widen their growth potential or enter into new market opportunities. For your marketing and PR teams? A true academic by trade, he currently oversees the marketing strategy for the Wilmington, N.C.-based

Technology 40

Technology US Customer Experience Marketing 40

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

William Mills

APRIL 27, 2017

Seems like a pretty straightforward application of marketing automation and predictive marketing. From their web site: Unison is the market leader in home ownership investment. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing.

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

CB Insights

AUGUST 31, 2017

Shanghai-based NIO (蔚来汽车, formerly NextEV), a manufacturer of smart, electronic, and autonomous vehicles, is aiming for Tesla-style success in the Chinese market. Advertising/Marketing AI. That round, financed by Baidu for an undisclosed sum, was strategically focused on the Chinese market. in total funding. Company: Taboola.

California 61

California Capital Company Industry 61