Customer Experience Information Management Marketing Automation 
Perficient
JULY 12, 2022
Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. What does your brand portray to the market? Elements of Delivering a Personalized Experience.
Independent Banker
FEBRUARY 28, 2023
It all forms what is referred to as first-party data, or information that organizations own and collect themselves, and it’s generally considered more valuable and accurate than information that outside providers collect, or third-party data. In addition, many marketers don’t have tools for capturing customer information themselves.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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.
William Mills
NOVEMBER 1, 2016
American Banker , through SourceMedia research, recently surveyed more than 300 chief information officers from various financial institutions about their 2017 budgets. CMOs allocating more of their marketing budget toward the use of technology – 27 percent, exactly. Our inside sales team is, in effect, part of our marketing team.
Gonzobanker
JUNE 26, 2019
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. More importantly, the team designed how a new opportunity will convert from a frontline referral to a well-managed lead pipeline within the same platform. Sales & Referrals.
Expert insights. Personalized for you.
294 
Let's personalize your content