Remove Compliance Remove Marketing Automation Remove System 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. The Intuvo booth was slammed like last year.

Branding 127
article thumbnail

GonzoBanker Awards 2017

Gonzobanker

The checking account also lets its banking customers track their sustainability score by monitoring where they spend money and checking it against a sustainability monitoring and scoring system that Aspiration created.” New Hot Category Award : Marketing Automation. The “Hit Me Baby One More Time” Award – Goes to Wells Fargo.