Gonzobanker
OCTOBER 13, 2020
For these institutions, digital strategy should be focused on a disciplined allocation of resources and a management team obsessed with understanding performance, competition and the voice of the digital customer. Best practice institutions are not managing the digital shift in a reactive fashion.
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?
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William Mills
DECEMBER 1, 2016
William Mills Agency , a premier financial public relations and content marketing services company, has hired Mary Curtis as senior account agent; Angelo Jones as account associate; Jacob Hamilton as account coordinator; and Alyssa Maker as digital marketing coordinator.
Gonzobanker
MAY 14, 2018
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. Marketing automation provider Marquis and its clients were talking up execution capabilities from its recent DocuMatix.
Gonzobanker
DECEMBER 19, 2017
Endless CRM and data management projects that shook our foundations and gutted our PMOs. The Just Kidding About the Whole Bank Thing Award – Goes to Fintech darling SoFI , whose management shakeup amid “behavioral issues” shifted the legal efforts from charter application to lawsuit and damage control. Payments chaos.
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. Paducha Bank warrants mention for its redesign and standardization of a new sales process. Digital & Marketing. Sales & Referrals.
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.
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