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

Cisco

MAY 5, 2021

Before 2020, traditional financial enterprises were already focusing on digital transformation initiatives—both as an effort to improve customer experiences and a need to adapt to survive. Meeting customers where they are has been a common phrase and goal that customers share with us.

Customer Experience 126

Customer Experience Branding Tools Strategy 126

Perficient

JULY 21, 2023

Data Cloud can be used to unify data from a variety of sources, such as CRM systems, marketing automation platforms, and third-party data providers. This can help businesses gain a 360-degree view of their customers and make better decisions about marketing, sales, and customer service.

Industry 221

Industry Data Training Technology 221

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. SchoolsFirst Federal Credit Union creatively applied CRM relationship and event tracking capabilities to “in the field” business development activities.

Idaho 129

Idaho Michigan System Lending 129