Customer Experience Management Marketing Automation Texas 
Independent Banker
FEBRUARY 28, 2023
“The key is to understand the profiles of the best and [more challenging] customers, which can then impact who you target for solicitation,” says Stephenie Williams, vice president, financial institution marketing product and strategy at marketing solutions company Vericast in San Antonio. Prioritize data accuracy.
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. Digital & Marketing.
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