Independent Banker

FEBRUARY 28, 2023

“When we have first-party data, we can target much more precisely and can obviously reach those individuals one-to-one,” says Andrew Catalano, chief innovation officer of digital marketing agency Austin Williams in Long Island, N.Y. Banks can also employ first-party data to build predictive models that can inform their marketing efforts.

Community Bank 129

Community Bank Community Marketing Data 129

William Mills

APRIL 27, 2017

ALL LENDERS whether banks, credit unions or independent mortgage bankers MUST step up their customer experience and reduce costs with new technology from companies like BeSmartee. Again, another great UI show how a loan officer can work faster creating a better customer experience. infocorpgroup. www.infocorpgroup.com.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

William Mills

NOVEMBER 1, 2016

Personally, I found two other findings more exciting because of how they validated what I have observed among my peers and clients: CMOs having added responsibilities that may include tasks falling within customer experience or sales, for example; and. Our inside sales team is, in effect, part of our marketing team.

Technology 40

Technology US Customer Experience Marketing 40

Perficient

JULY 21, 2023

Data Cloud and Einstein GPT are two powerful tools that help businesses improve their data management, customer engagement, and operational efficiency. The following are examples of how businesses can use Data Cloud and Einstein GPT to improve their operations: Unify disparate data sets.

Industry 221

Industry Data Training Technology 221

Cisco

MAY 5, 2021

Earlier this year Cisco completed its acquisition of imimobile, adding an enterprise-grade, digital-first client interaction management platform to Cisco’s industry-leading collaboration and contact center solution portfolio. Meeting customers where they are has been a common phrase and goal that customers share with us.

Customer Experience 129

Customer Experience Branding Tools Strategy 129

Gonzobanker

JUNE 26, 2019

As a quick disclaimer, none of the examples in this article are an endorsement of any specific software; multiple CRM solutions have been implemented across various Conquerors. 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

FICO

OCTOBER 23, 2019

This highlights an opportunity that exists for credit unions and smaller lenders in the market to use technology to level the playing field. Similarly, Greenberg shared a case study involving a major European bank and management consultants McKinsey. If they don’t, they won’t.”. by Nikhil Behl.

Customer Experience 40

Customer Experience Case Study Analytics Marketing 40