Social Assurance

NOVEMBER 19, 2021

First things first: Do you have a marketing budget? Many practices in the financial services industry are rapidly evolving and marketing budgets are fluctuating year-to-year. Deciding where to spend your marketing dollar can be a make-or-break decision for your organization. If not, set one soon! Set Your Goals. Let’s be real.

Marketing 29

Marketing Branding Marketing Strategies Strategy 29

Social Assurance

NOVEMBER 16, 2020

As financial service providers continue to leverage social media in their marketing and branding efforts, they continue to face the same timeless issue: how to make their brand stand out. How do you differentiate yourself from the numerous other similarly named brands? Marketing and Compliance Survey Insights.

Marketing 15

Marketing social media Marketing Strategies Branding 15

Payments Source

JULY 5, 2018

appeals court is the latest of many episodes in a battle between merchants and card brands that has influenced regulations, technology, market strategies and nearly all other aspects of the payments ecosystem. This week's ruling from a U.K.

Marketing Strategies 69

Marketing Strategies Payments Strategy Regulation 69

The Financial Brand

JULY 20, 2020

A brand portal with workflow approvals, creative templates, brand education and an automated disclaimer engine is a key marketing resource. The post How Top Financial Institutions Keep Their Teams On-Brand and Compliant appeared first on The Financial Brand.

Branding 34

Branding Resources Marketing Marketing Strategies 34

Gonzobanker

OCTOBER 26, 2021

Whatever the good intentions of these new mandates, any new compliance orders require resources, change management, and an understanding of the unintended risks that could arise. It must be what pours out from the culture, the leadership, the brand, and the operations of a modern banking institution.

Leadership 97

Leadership Compliance Strategy Branding 97

Social Assurance

JANUARY 11, 2021

As financial marketers finalize their 2021 marketing plans, the focus for the the new year will center on executing new organizational goals, addressing changing consumer demands and behaviors and learning and experimenting with new marketing channels and tactics in evolving their marketing strategy. Facebook Pay.

social media 15

social media Branding Trends Tools 15

Social Assurance

JANUARY 11, 2021

As financial marketers finalize their 2021 marketing plans, the focus for the the new year will center on executing new organizational goals, addressing changing consumer demands and behaviors and learning and experimenting with new marketing channels and tactics in evolving their marketing strategy. Facebook Pay.

social media 15

social media Branding Trends Tools 15

The Financial Brand

NOVEMBER 17, 2020

Consumers now expect value in return for providing more data, yet most financial institutions still think of 'privacy' as 'compliance.'. The post Why Data Privacy Could be Banks’ Next Big Competitive Battleground appeared first on The Financial Brand.

Data 43

Data Compliance Branding Big Data 43

Long Lasting Ideas

AUGUST 7, 2014

In the past it was easier to manage social media use by restricting access to sites on company systems, but smart phones and the acceptance of using social media in marketing communications has changed the landscape. A comprehensive policy can be created using the following steps: 1. use of disclaimers.

social media 69

social media Policies How To Handbook 69

Cisco

MAY 25, 2021

Using Cameras, Sensors and Digital Signage for Alerts, Warnings, Building Status, Automation, Analytics …Find Rooms, minimize over-scheduling, eliminate no-shows, reduce late meeting starts, social distancing , SPACE OS – Middleware for COVID compliance, Cleaning Room Hold example. Interactive Demo in Chrome: [link].

Strategy 71

Strategy Mobile Study System 71

PYMNTS

MAY 1, 2018

CMO Rob Israch said the multi-entity capability is what differentiates Tipalti, enabling customers to run their entire payables operations across borders and brands from a single touchpoint. NetSuite has its own PO creation capability, but the integration enables users to streamline their complete accounts payable (AP) workflow. DadeSystems.

Innovation 126

Innovation Fraud System Cards 126

Gonzobanker

JUNE 25, 2021

Maintain a sharp focus on compliance and safeguards against fraud, but find the fast path to put the customer first. Actionable: Tailor questions to separate the experience from general brand or policy perception. Playbook Highlights: Empower agents to say “Yes.” Optimize for first contact resolution. Redefine excellent service.

Customer Experience 95

Customer Experience Fraud Policies Training 95

Social Assurance

OCTOBER 13, 2021

certainly, felt firsthand the impact of Facebook and Instagram going down, preventing our clients, consumers, and businesses from distributing their content and preventing advertisers and marketers from managing campaigns, optimizing their advertising, and accessing their analytics. Invest in YOUR marketing assets (not just Zuckerberg’s).

social media 15

social media Strategy Marketing Strategies Marketing 15

William Mills

APRIL 27, 2017

Seems like a pretty straightforward application of marketing automation and predictive marketing. From their web site: Unison is the market leader in home ownership investment. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. @infocorpgroup.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

William Mills

MAY 11, 2016

Sergii Danilenko (Head of Marketing). This approach makes a lot of sense– but not sure if it would meet the governance and compliance considerations of most banks and investment management firms. ^SR Sabina Bhatia (Director, Marketing). Scale private banking model to a much broader market. Tim Dubes (VP, Marketing).

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

What’s the market strategy? Branded version is available. ^KT. As a co-branding solution, it would work very well. Helps with mobile onboarding and anti-money laundering compliance. ^SR. We are the global leaders in identity solutions while protecting FI’s and providers from compliance and fraud.”

Video 40

Video Mobile social media Analytics 40

William Mills

SEPTEMBER 9, 2016

Now showing how Avoka can integrate with a ton of apps in a matter of days with your company’s brand. Targeted at Marketing, execs, lines of business owners, etc. Franchises – Americas greatest brands” They have a list view function where investors can investigate franchises near and far. franchising sector. Returns of 9 or 10%.

social media 40

social media ATM Mobile Customer Experience 40

William Mills

MAY 10, 2016

There is a growing focus on customer experience and related compliance issues. Industry Solutions Marketing Mgr.). Assaf Frenkel (VP, Product & Marketing). He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. Simon Scheurer (CTO).

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

MAY 9, 2018

Our Actionable Intelligence Management solutions help banks and mortgage companies streamline and automate manual processes, seize new business opportunities and manage compliance, all while transforming the customer experience. We license the technology to HW vendors and brands. Key Executives. Key Investors. Kodak Alaris. oneconvers.

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

Visualizing data for trends and market projection, visualize data in different ways. Andrew just needs to review the account and forward on to compliance for their review. Andrew can snooze until Compliance has done their work so his workspace is not cluttered. With GoodData can productize the data and more.

Mobile 40

Mobile Cards Fraud Data 40