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10 Big Bank Marketing Lessons from the ABA Bank Marketing Conference

South State Correspondent

Bank Marketing Lesson 9: Goal Setting – A Common Theme. Many sessions discussed the importance of setting clear goals for any marketing effort, such as the talk by Jessica Reese (graphical notes below), the Social Media Manager for Arvest Bank (AR, $27B). The audience learned from these banks’ mistakes and successes.

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FinovateSpring 2017 Live Blog – Day 2

William Mills

BeSmartee is based in Huntington Beach, CA. From their web site: We create, design and develop innovative applications, combining talent and technology to achieve high impact creative solutions for our clients’ needs. Seems like a pretty straightforward application of marketing automation and predictive marketing.

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Finovate Spring 2018 – Day 2

William Mills

How they describe their product/innovation: Project Finance is a personal finance application that shows users the future of their finances based on all the choices and decisions they’re making today. HQ: Sunnyvale, CA. In today’s world there is uncertainty around many things, your finances don’t have to be one of them.

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Finovate Fall 2016 Live Blog – Day 1

William Mills

Swych’s headquarters are in Plano, Texas with offices in San Francisco, CA. debut with its innovative e-form management system, the eximee™ Platform, eximee.com , at the September FinovateFall 2016 conference in New York. USAA is a customer and they are known as an innovator. Now showing mobile app on an Android Device.

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