Remove 2018 Remove Compliance Remove Marketing Automation Remove Taxes
article thumbnail

Financial Brand Forum 2018: 7 Takeaways in 7 Minutes

Gonzobanker

Banks should engage customers digitally and write about “helping customers with their taxes or something [valuable]… earning the right to promote.” Marketing automation provider Marquis and its clients were talking up execution capabilities from its recent DocuMatix. Thankfully, most chats moved beyond the nebulous.

Branding 121
article thumbnail

GonzoBanker Awards 2017

Gonzobanker

Here’s hoping a final remodel of the stage coach occurs in 2018. Hard to imagine a lot of deal signings headed into 2018 – except the IRS, of course. New Hot Category Award : Marketing Automation. The Not Using the Marketing Automation Well Award – Goes to marketing automation providers themselves.