Bank Innovation

MAY 15, 2019

Banking technology giant Finastra has hired Mark Miller as chief financial officer. Miller previously served as chief financial officer at Marketo, a marketing automation software company that was acquired by Adobe in October 2018. He replaces Rob Binns, who recently stepped down from the role.

Marketing Automation 186

Marketing Automation Software Technology Marketing 186

Perficient

JULY 12, 2022

What does your brand portray to the market? With an increasing comfort with digital technology within financial services, firms must challenge traditional operating models and leverage digital tools to create an authentic relationship and earn (and retain) trust. As digital natives begin to make up the majority of the U.S.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

Abrigo

DECEMBER 31, 2015

Undoubtedly, many accounting firms providing periodic reviews of their marketing budgets seek ways to get more out of what they are investing in marketing. This doesn’t necessarily mean they are looking to cut expenditures on marketing. percent, according to the 2015 Association for Accounting Marketing Benchmark Survey.

Strategy 150

Strategy Marketing Survey Marketing Automation 150

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

DECEMBER 8, 2020

Today, healthcare marketing and IT leaders are facing a series of big decisions: Do they keep their current legacy CRM decision-engine or opt to build an enterprise CRM that serves the entire organization? This is traditionally the realm of marketing , but in the past healthcare marketing has had some real challenges.

Marketing 332

Marketing Tools Marketing Automation Management 332

Perficient

JULY 19, 2023

In today’s rapidly evolving technological landscape, artificial intelligence (AI) has emerged as a game-changer for various industries. Regional insurance carriers, often operating in a highly competitive market, face numerous challenges in attracting and retaining customers, such as a lack of brand awareness and distribution breadth.

Regional 221

Regional Customer Experience Strategy Policies 221

Image Works Direct

FEBRUARY 17, 2016

As technology continues to develop and advance, so should your marketing techniques. Marketing Automation is one of the most powerful tools on the market right now, and for good reason. Is your bank or credit union keeping up with the trends and taking advantage of the opportunities available?

Marketing Automation 31

Marketing Automation Marketing Trends Tools 31

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 484

Customer Experience Strategy Digital Strategies Analytics 484

Perficient

FEBRUARY 24, 2021

My previous blog analyzed how technology and the right team can improve your sales enablement program. In addition to the technology and having the right teams involved, data – where and how it is sourced, stored, stewarded, refreshed, and enriched – is critical. Part of it is technology, and part of it is data.

Data 322

Data Analysis Tools Management 322

Perficient

FEBRUARY 22, 2023

Perficient is looking forward to bringing our unique combination of automation technical know-how along with financial services and payments industry expertise to the Banking Automation Summit in Charlotte, North Carolina on March 2-3. Next, we’re observing a continuously increased focus on customer experience.

Trends 474

Trends North Carolina Customer Experience Charlotte 474

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 131

Marketing Automation San Francisco Conference Marketing 131

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

Perficient

DECEMBER 7, 2020

Our experts are working with health insurers to leverage front and middle office automation using Salesforce Industries (formerly Vlocity). There are numerous benefits to this cloud-based technology. Talk to brokers, employers, members, and your sales and marketing teams to gather this intel. Where does most of the pain exist?

Groups 294

Groups Comparison Industry Tools 294

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

PYMNTS

JANUARY 30, 2019

Corporate consulting company Accenture is debuting its SynOps enterprise automation technology five years in the making, a tool that reports said could accelerate some organizations’ shift away from human capital or re-allocate human talent to more strategic roles.

Tools 115

Tools Marketing Automation Training Operations 115

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

William Mills

NOVEMBER 1, 2016

Our agency is no stranger to technology, its evolution and its expanding impact on all of our lives. We live and breathe it each day through our clients, who have partnered with us (in most cases) for one reason: to help tell their technology story to the right people. But what about technology spending for your CMO?

Technology 40

Technology US Customer Experience Marketing 40

BankNXT

JULY 11, 2017

John Best discusses analytics and technology with Tommy Kearns from Xtremepush. A data-driven approach to marketing – interview with Tommy Kearns on BankNXT.

Marketing 46

Marketing Data Analytics Technology 46

William Mills

JUNE 23, 2016

PR and content marketing are the answer to your fintech brand awareness and lead generation woes. Recent studies by Goo Technologies suggest that 82% of Americans ignore online ads. So, as a marketer what should you do? When PR and content marketing work together, the results are impressive.

Marketing 40

Marketing social media Study Marketing Automation 40

William Mills

JUNE 23, 2016

PR and content marketing are the answer to your fintech brand awareness and lead generation woes. Recent studies by Goo Technologies suggest that 82% of Americans ignore online ads. So, as a marketer what should you do? When PR and content marketing work together, the results are impressive.

Marketing 40

Marketing social media Study Marketing Automation 40

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. Contact Center Technology. Event Management. Social Networks. We also have many other platform types in the works, including.

System 332

System Meeting Management Analysis 332

PYMNTS

SEPTEMBER 7, 2016

6) it is partnering with Punchh , a provider of mobile engagement, CRM and marketing automation technologies for restaurant chains. The company has been inking strategic partnerships as it gets more into the enterprise market. We are thrilled to partner with Punchh.

System 100

System Customer Experience Marketing Automation Software 100

PYMNTS

NOVEMBER 2, 2016

The company also has plans to invest in both artificial intelligence and marketing automation systems to help optimize nonprofit and charity crowdfunding campaigns. “We That’s really bad and we can use technology to improve that.”. We have always been very campaign focused.

San Diego 100

San Diego Marketing Automation Software Online 100

PYMNTS

MARCH 2, 2017

In an effort to help developers and marketers offer their services to consumers at the right time and place, Foursquare has introduced Pilgrim SDK, a software development kit that can help third-party apps study and leverage the location of its users, sending them notifications anywhere in the world.

Software 100

Software Marketing Automation Study Marketing 100

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 128

Analytics Resources Strategy Marketing Strategies 128

PYMNTS

FEBRUARY 8, 2017

Founded in 2000, Fishbowl began as a first-generation marketing company focused primarily on email and email-related services, said Kiran. Marketing has become much more data-centric in recent years,” Kiran said. That has become a strength for us, to leverage that intelligence to help restaurants market effectively to their guests.”.

Mobile 100

Mobile Google Retail Marketing Automation 100

PYMNTS

JUNE 1, 2016

One glaring example came this week, when Vista Equity Partners, a private equity firm that makes its bones in software and information technology, pounced on Marketo, a publicly listed software company that plies its trade in marketing, spending $1.8

Marketing Automation 100

Marketing Automation Software Analytics Examples 100

The Paypers

JULY 28, 2017

(The Paypers) TSYS has signed an exclusive long-term agreement with Monetary , a connected commerce provider offering integrated payment services and marketing automation technologies for the point-of-sale industry.

Marketing Automation 28

Marketing Automation Payments Industry Technology 28

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

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). Venture capitalists have remained a close ally of SaaS startups too. APIs Add to the Exhaustion.

Tools 135

Tools Software Data Analysis 135

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

PYMNTS

MAY 26, 2017

Currently the market is incredibly volatile and uncertain,” CEO Bahram Nour-Omid told PYMNTS. We not only have a product that helps businesses succeed in an increasingly disruptive market, but we also have a team that is dedicated to helping businesses build real, long-lasting relationships with their customers. PYMNTS: What’s next?

Branding 103

Branding Community Survey Data 103

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

FICO

JULY 15, 2022

in 1989, it meant lenders of all sizes could leverage the technology of scoring and open up credit to consumers that they might not have lent to in the past. This was one of the contributors to the tremendous market expansion during the 90s which has continued to present day. For FICO, it means taking the technology global.

Analytics 52

Analytics Data Lending Innovation 52

William Mills

JANUARY 18, 2018

Marketing has evolved over the years from strictly brand awareness to include more lead generation and sales nurturing activities. A recent HubSpot report supports this, with 63 percent of marketers indicating that generating traffic and leads is their top challenge, essentially the Holy Grail for marketers.

eBook 41

eBook Marketing Automation Marketing social media 41

PYMNTS

APRIL 18, 2017

With today’s economy becoming increasingly more connected over the past decade, there have been various forms of technology solutions developed along the way to assist in streamlining smart devices. It’s nearly impossible to find a day where money isn’t flowing between retailers and consumers.

social media 123

social media Payments Retail Branding 123