Gonzobanker

SEPTEMBER 21, 2018

As banks and credit unions pour gasoline on their direct outreach, Adobe’s announced acquisition of Marketo shows us just how hot digital marketing automation is right now. In the morphing cross-industry world of sales, marketing and even some service outreach, it’s hot. How much momentum?

Marketing Automation 113

Marketing Automation San Francisco Conference Marketing 113

Gonzobanker

MAY 14, 2018

At least one mid-size bank showed up with its entire exec leadership team AND board of directors. It turns out that a conference about storytelling, design, customer experiences, applied data and delivery is a nice team fit. The event included a mix of CLOs, COOs, CEOs and board members, not mainly CMOs anymore.

Branding 127

Branding Industry Apple Marketing 127

Gonzobanker

DECEMBER 19, 2017

Endless CRM and data management projects that shook our foundations and gutted our PMOs. While the darling of FinTech conferences, this divestiture seems primarily driven as a means of Customers delaying the $10 billion Durbin hit and maintaining quarterly EPS expectations from the Street. Heavy core conversions weighing us down.

Conference 101

Conference Industry Community Bank Community 101

Gonzobanker

JUNE 26, 2019

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

Idaho Michigan System Lending 140

Gonzobanker

DECEMBER 5, 2018

And it follows a string of Q2 acquisitions over the last few years, including: Centrix brought cash management functions of positive pay, fraud prevention and risk assessment as well as dispute management. UnBill brought a payments consolidation software allowing end users to manage their direct payment relationships.

Fraud 111

Fraud Austin Fintech Lending 111