PYMNTS

FEBRUARY 22, 2018

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

Tools Software Data Analysis 135

Gonzobanker

JANUARY 29, 2018

The resources necessary to build and maintain an analytically informed delivery channel are staggering to many management teams and boards, but as industry veteran Niel Devasir pointed out in this quick video , analytics leadership cannot be outsourced, even if some of the technology is. What’s in your message?

Analytics 103

Analytics Resources Strategy Marketing Strategies 103

PYMNTS

APRIL 18, 2017

Connecting consumers with brands at any time of the day for customer service and making purchases gives chat commerce the opportunity to shake up the retail industry.

social media 123

social media Payments Retail Branding 123

Gonzobanker

MAY 14, 2018

More than 1,700 industry execs descending on the Vegas Cosmopolitan getting mobile alerts like “Open Bar in the Exhibit Hall.” 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 121

Branding Industry Apple Marketing 121

Payments Source

JANUARY 1, 2018

Other areas of pain included in our surveys include website complexity, content management, effectiveness of email marketing efforts, and managing digital assets. Other questions in the survey related to spend on content management, email automation solutions, lead generation, and mobile marketing solutions.

Trends 72

Trends Customer Experience Survey Data 72

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. FinTech threats and distractions.

Conference 91

Conference Industry Community Bank Community 91

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

William Mills

APRIL 27, 2017

Showing a mobile browser-based that once again looks slick. Seems like a pretty straightforward application of marketing automation and predictive marketing. Mills-Grimes is the Digital Marketing Manager at William Mills Agency. She manages all digital and social media efforts on behalf of agency clients.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

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. Self-service opportunities include: Rich mobile messaging channels. What’s filling in the gap?

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 131

Idaho Michigan System Lending 131

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.

Fraud 105

Fraud Austin Fintech Lending 105

Fintech Labs Insights

DECEMBER 4, 2015

Onovative : The financial services marketing automation provider brought in $1 million. Mobile bank/card. Marketing automation & analytics for financial institutions. College fraternity and sorority financial management platform. Tags: Consumer, trading, investing, stock market. Tyro Payments.

New York City 12

New York City Company Fintech Louisville 12

CB Insights

APRIL 24, 2018

Retailers are leveraging technology, such as artificial intelligence and augmented reality, to enhance operational visibility and personalize their customer service, a new necessity in fast-changing and demanding consumer market. ” — William Castro, Senior Assistant Manager for 17 years, Hobby Lobby. We happen to be in both.”

Retail 59

Retail Trends Technology Branding 59

Fintech Labs Insights

APRIL 30, 2015

Sneak Peek: Aurora Financial Systems and Mistral Mobile. Sneak Peek Part 7: Avoka, CBW Bank, Cloud Lending Solutions, Context Relevant, Dealstruck, DriveWealth, Dwolla, Dynamics, Encap Security, EyeBuy, FIS Mobile, Kabbage, Knox Payments, Lending Tree, LendKey. Money Amigo makes managing money fast, fair, and friendly.

San Jose 12

San Jose Las Vegas California Tucson 12

FICO

DECEMBER 15, 2020

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.

Policies 52

Policies Washington DC Regulation 52

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.

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.

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.

Customer Experience 40

Customer Experience Case Study Analytics Marketing 40