South State Correspondent

SEPTEMBER 20, 2022

Most banks will target around 6% of revenues next year for their marketing budget, and banks with strong brands and marketing programs target above 7%. Bank Marketing Lesson 9: Goal Setting – A Common Theme. Every bank product manager should be clear on what their product is, what it is used for, and who will use it.

Conference 195

Conference Marketing social media Data 195

William Mills

APRIL 27, 2017

BeSmartee is based in Huntington Beach, CA. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. Mills-Grimes is the Digital Marketing Manager at William Mills Agency. She manages all digital and social media efforts on behalf of agency clients.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

NCR

MARCH 15, 2016

We also scrutinize revenue projections based on a variety of business and market factors such as consumer demand and the entrepreneur’s go-to-market strategy. Hall is the Managing Director of Hall & Company, CPAs & Consultants in Irvine, CA. We review financial assumptions being made for reasonableness.

Taxes 40

Taxes CA Lending Strategy 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. HQ: Sunnyvale, CA. Product Demoed: Agile Mortgages. Key Executives. Key Investors. Kodak Alaris.

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Visualizing data for trends and market projection, visualize data in different ways. Help customers manage their finances.

Mobile 40

Mobile Cards Fraud Data 40