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Financial Brand Forum 2018: 7 Takeaways in 7 Minutes

Gonzobanker

It turns out that a conference about storytelling, design, customer experiences, applied data and delivery is a nice team fit. The most constructive general session I attended was by Content Marketing Institute ’s Joe Pulizzi who laid out a useful “how to” including how to “content tilt” to get messages to stand out for real.

Branding 127
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Banking’s CRM Conquerors

Gonzobanker

At Dreamforce last year, Pete DuPré, CIO of Elevations Credit Union , took the stage to offer up one of the most enlightening and real experiences discussed at the conference. Sales and pipeline management has been the bread and butter of CRM, but setting it up in an integrated and user-friendly way has been grossly oversimplified.

Idaho 140