Perficient

MARCH 15, 2021

In tandem with implementing the new platform, my role was to create marketing-automation strategies designed to jump-start key service lines that had slowed during Covid. helping them build the strategy, technology, and communications to impact change and community health.

Data 493

Data Marketing Community System 493

Perficient

JANUARY 26, 2022

TD emphasized that this elevated focus on the customer experience has proven essential to their business strategy and that they are continuing to invest in marketing and technology to ensure their preparedness for continuous growth. “As

Customer Experience 221

Customer Experience Strategy Digital Strategies Analytics 221

Perficient

FEBRUARY 24, 2021

As such, a data-driven sales organization can create value for marketing, customer support, product teams, and corporate strategy. Timely, relevant, accurate, and governed data will strengthen the sales enablement organization and force other groups, such as marketing, to improve their data, processes, and support for the sales team.

Data 322

Data Analysis Tools Management 322

Perficient

DECEMBER 8, 2020

To be clear, today’s Enterprise CRM platforms have extremely robust marketing capabilities with highly evolved targeting and tracking tools. They offer state-of-the-art marketing automation and online performance metrics. These advances show great promise for boundless uses within the hospital enterprise.

Marketing 332

Marketing Tools Marketing Automation Management 332

PYMNTS

JUNE 21, 2018

Source-to-pay solutions provider Zycus is teaming up with CRM software firm Salesforce to enhance its own digital transformation strategy, the companies announced Wednesday (June 20). Zycus said it will use Salesforce’s marketing automation solution Pardot to enhance customer engagement and acquisition in India.

Marketing Automation 123

Marketing Automation Customer Experience Marketing Software 123

Perficient

JULY 19, 2023

AI enables these carriers to automate processes, improve risk assessment, personalize customer interactions, and optimize pricing strategies. Pricing Optimization AI algorithms can analyze vast amounts of data, including market trends, competitor pricing, and customer behavior, to optimize pricing strategies.

Regional 221

Regional Customer Experience Strategy Policies 221

The Financial Brand

JUNE 16, 2020

The post Banks & Credit Unions Must Get Serious About Marketing Automation Now appeared first on The Financial Brand. Often martech doesn't live up to its billing. Sometimes it's been oversold. But sometimes misguided implementation should take the blame.

Marketing Automation 39

Marketing Automation Marketing Branding Marketing Strategies 39

Independent Banker

FEBRUARY 28, 2023

“The key is to understand the profiles of the best and [more challenging] customers, which can then impact who you target for solicitation,” says Stephenie Williams, vice president, financial institution marketing product and strategy at marketing solutions company Vericast in San Antonio. Prioritize data accuracy.

Community Bank 129

Community Bank Community Marketing Data 129

The Financial Brand

APRIL 16, 2017

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

Marketing Automation 31

Marketing Automation Marketing Software Management 31

PYMNTS

SEPTEMBER 7, 2016

6) it is partnering with Punchh , a provider of mobile engagement, CRM and marketing automation technologies for restaurant chains. With this partnership, we’re increasing customer loyalty through inventive mobile engagement strategies, which, in turn, allows our clients to gain valuable insight about their customers.”.

System 100

System Customer Experience Marketing Automation Mobile 100

The Financial Brand

NOVEMBER 3, 2021

Still widely used, the marketing customer information file (MCIF) is now obsolete. The post One Marketing Automation Tool that Should be Retired from Banking appeared first on The Financial Brand - Banking Trends, Analysis & Insights. Seven steps can help institutions modernize their methods.

Marketing Automation 31

Marketing Automation Tools Marketing Banking Trends 31

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. Let’s say it has been ten years since you last implemented your self-service customer portal and it’s starting to show its age.

System 332

System Meeting Management Analysis 332

Gonzobanker

JANUARY 29, 2018

I received a “personalized” email last week titled 5 Savings Strategies for Your Down Payment. Strategy #5 on the list was: “You may need to make more money.” 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.

Analytics 100

Analytics Resources Strategy Marketing Strategies 100

The Financial Brand

JUNE 13, 2018

Financial marketers must automate customer communications with messages that are personalized and customized for the stage of the customer's journey. The post Marketing Automation and Personalization Critical in Digital Banking Relationships appeared first on The Financial Brand.

Marketing Automation 27

Marketing Automation Digital Banking Marketing Branding 27

Cisco

MAY 5, 2021

Implementing the digital hub you need without the risk and expense of “rip and replace” strategies: A modular and tech-stack agnostic approach eliminates “rip and replace” scenarios and promotes a “plays nice with others” strategy while delivering digital customer experiences across any channel.

Customer Experience 117

Customer Experience Branding Tools Strategy 117

PYMNTS

FEBRUARY 22, 2018

Indeed, Diaz agreed that APIs have certainly helped to fuel innovation in this space, though he noted SMBs have to be strategic about their strategy for SaaS implementation. That doesn’t mean APIs — or the increase in choice for enterprise SaaS tools overall — is a bad thing. This includes addressing SaaS in a step-by-step manner.

Tools 135

Tools Software Data Analysis 135

PYMNTS

FEBRUARY 8, 2017

It also works to solve a problem that many brick-and-mortar restaurants and retailers are currently experiencing in the mobile app space, said Prem Kiran, Fishbowl’s chief strategy officer. Founded in 2000, Fishbowl began as a first-generation marketing company focused primarily on email and email-related services, said Kiran.

Mobile 100

Mobile Google Retail Marketing Automation 100

Independent Banker

FEBRUARY 28, 2022

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. The intent is to gain better insight into customer behavior for more successful target marketing of its various products and promotions. By Katie Kuehner-Hebert.

Fintech 136

Fintech Marketing Community Bank Community 136

Gonzobanker

DECEMBER 5, 2018

Marketing: Q2Smart being a first step toward marketing automation, aligning bank products and user behavior to create audiences to more effectively target offers. So How Does Gro Fit In? . Gro brings a solid digital account opening platform, something Q2 was pursuing internally.

Fraud 103

Fraud Austin Fintech Lending 103

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. 2015 was a content marketing tsunami. Content marketing has arrived! My, how things have changed!

Marketing 42

Marketing Fintech Marketing Automation Marketing Strategies 42

The Financial Brand

AUGUST 24, 2020

CMOs share insights on how to beef up what's working, eliminate what's not and invest in CRM and marketing automation for the year ahead. The post What to Cut, What to Keep as Bank Marketing Budgets Get Squeezed appeared first on The Financial Brand.

Marketing 41

Marketing Marketing Automation Branding How To 41

Gonzobanker

JUNE 26, 2019

The credit union also used marketing automation to collect data and develop journeys that deliver educational marketing materials both digitally and via direct mail campaigns.

Idaho 126

Idaho Michigan System Lending 126

William Mills

AUGUST 23, 2018

Lead generation is a key goal in every company’s marketing strategy, but focusing all of your attention on generating leads may actually cause you to miss out on opportunities. With the right lead nurturing strategy, you can offer value to your contacts and provide your sales team with leads that are more qualified and ready to buy.

How To 43

How To Strategy Case Study Marketing 43

FICO

OCTOBER 24, 2018

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. This speed to deploy new strategies and predictive models helps insurers respond rapidly to internal or external policy changes and expedites time-to-market.

Industry 40

Industry Analytics Strategy Policies 40

FICO

JULY 9, 2021

The pandemic and associated economic uncertainty have made the landscape for card lending even more challenging, with the need to shape an effective strategy for engagement with all of their customers.

Financial Technology 52

Financial Technology Technology Software Analytics 52

FICO

JULY 9, 2021

The pandemic and associated economic uncertainty have made the landscape for card lending even more challenging, with the need to shape an effective strategy for engagement with all of their customers.

Regional 52

Regional Software Analytics Resources 52

William Mills

APRIL 5, 2016

Content marketing is a mainstream marketing tactic within the FinTech industry, and our clients look to us to develop and implement their entire content marketing strategy.

social media 40

social media Software Marketing Automation Marketing Strategies 40

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.

System 78

System Analytics Management Compliance 78

William Mills

APRIL 27, 2017

Seems like a pretty straightforward application of marketing automation and predictive marketing. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. @infocorpgroup. www.infocorpgroup.com. 12:21 pm Unison Home Ownership Investors.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

William Mills

NOVEMBER 1, 2016

While the inclusion of and need for technology is growing in order for us to do our jobs more effectively, we cannot fail to recognize that it’s also growing our contributions to these organizations – a reflection of their reliance on marketing communications as a real difference maker. Content marketing. Marketing automation.

Technology 40

Technology US Marketing Customer Experience 40

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

The Financial Brand

DECEMBER 7, 2020

Insights on digital ads, hiring priorities, content marketing, process automation and reaching Millennial consumers for the year ahead. The post 5 Essentials for Bank & Credit Union Marketing Budgets appeared first on The Financial Brand.

Marketing 43

Marketing Millennials Branding social media 43

The Financial Brand

JANUARY 26, 2021

The hybrid banking consumer uses multiple channels to engage and expects marketing communication to be personalized across their journey. The post The Rise of the Hybrid Consumer in Banking … And Why It Matters appeared first on The Financial Brand.

Branding 41

Branding Marketing Marketing Automation Big Data 41

Fintech Labs Insights

JULY 22, 2015

CoreIQ is a marketing automation system developed by Onovative that speeds onboarding and broadens cross-selling opportunities for community banks and credit unions. “We bring data from all their systems and keep it behind their firewall. “We bring data from all their systems and keep it behind their firewall.

Technology 12

Technology Marketing San Jose Community Bank 12

Gonzobanker

DECEMBER 19, 2017

New Hot Category Award : Marketing Automation. Horizontal applications Marketo, HubSpot and Salesforce Marketing Cloud are duking it out for who will drive your next email, drip and web page campaign. The Not Using the Marketing Automation Well Award – Goes to marketing automation providers themselves.

Conference 88

Conference Industry Community Bank Community 88

CB Insights

APRIL 24, 2018

Read on to learn how these big-box retailers are leveraging different technologies and strategies to stay relevant. We look into how stores are being transformed into showrooms, community gathering spots, and even event spaces as retailers leverage the physical store as tool for brand marketing. ” — Hubert Joly, CEO, Best Buy.

Retail 59

Retail Trends Technology Branding 59