Payments Source

JANUARY 1, 2018

Marketing pain points: Bad data, consistent customer experience, and tracking campaign results. We asked: “Please indicate your Marketing department’s major initiatives in the next 6-12 months.”. Three areas caused the most distress in Q3 2017: Dated or inaccurate data impedes effectiveness of marketing operations.

Trends 72

Trends Customer Experience Survey Data 72

Gonzobanker

MAY 14, 2018

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 140

Branding Industry Apple Marketing 140

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 68

San Francisco social media San Jose Customer Experience 68

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

The ability to unify disparate data sets, generate personalized content, and automate tasks will drive accelerated value from the Salesforce platform and its industry clouds. Data Cloud and Einstein GPT are two powerful tools that help businesses improve their data management, customer engagement, and operational efficiency.

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

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.

Idaho 144

Idaho Michigan System Lending 144

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

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

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