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Passing The Middle-Market Automation Exam

PYMNTS

Herein lies a paradox, said Krishna, as each of us as consumers have cards in our pockets and understand the benefits of using plastic to make a payment, such as extended payments, rewards and the ability to manage cash flow more effectively. These are factors that bring basic benefits and an ROI to mid-market firms as well.

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Adobe to Acquire Marketo: So What?

Gonzobanker

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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Market your community bank with first-party data

Independent Banker

How to activate first-party data Though financial institutions own a treasure trove of data, some marketing teams might not be able to determine key information like which customers are small-business owners, who uses online banking and who is unprofitable for the bank. There could be other factors at play beyond the technical.

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Hip On HIPAA: Pushing Back to Use Patient Data

Perficient

Customer relationship management is about earning and cultivating that loyalty. In healthcare, this is what a relationship looks like, and this is how we gain loyalty. A CRM database can be the tool that (just as its name describes) helps you to manage these patient relationships. If they can do it, you can too!

Data 493
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Can fintechs enhance your bank’s marketing campaign?

Independent Banker

Kathy Strasser of IncredibleBank is evaluating marketing campaign management platforms. We asked several banking leaders how they’ve employed fintech to ramp up their marketing campaigns, hone their analytic strategies and gain new patrons in the process. Fintechs know how to reach and work with the community.

Fintech 136
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How The API Revolution Fuels Corporates’ SaaS Fatigue

PYMNTS

Without a doubt, small businesses (SMBs) have more choice than ever before when adopting new technologies, and many of those new tools, from accounting to customer relationship management (CRM), are streaming in as Software-as-a-Service (SaaS). This increase in choice and quality of B2B FinTech solutions is also, undoubtedly, a good thing.

Tools 135
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Financial Brand Forum 2018: 7 Takeaways in 7 Minutes

Gonzobanker

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.

Branding 146