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Financial Brand Forum 2018: 7 Takeaways in 7 Minutes

Gonzobanker

At least one mid-size bank showed up with its entire exec leadership team AND board of directors. Customer Relationship Management redux: Salesforce , which dominated the recent BAI Beacon conference and came to last year’s Forum with only its Marketing Cloud, was focused this year on its front-end CRM and talking up client case studies.

Branding 146
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Content Marketing Closes the Loop Between Marketing and Sales

William Mills

Today’s buyer relies heavily on thought-leadership content, product reviews, case studies and peer recommendations that marketing teams develop to attract and nurture prospects and, ultimately, drive profitable customer action.

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Financial Policy Predictions 2021: Meaningful Changes Ahead

FICO

Duguid before the end of June 2021, I believe the court will not only provide some clarity on what an ATDS is but, in doing so, will further facilitate the use by banks and other businesses of legitimate, non-marketing automated or prerecorded voice and text messages to the mobile phones of customers who have the provided requisite consent.