The Financial Brand

APRIL 16, 2017

Marketing automation software is a requirement for any financial institution wanting to manage complex, personalized communications.

Marketing Automation 26

Marketing Automation Marketing Software Management 26

Perficient

AUGUST 21, 2020

Digital Asset Managment. Enterprise Content Management. Event Management. Master Data Management Platforms. Product Information Management Systems. Product Information Management Systems. Enterprise Search. Artificial Intelligence for Chatbot, Machine Learning, NLP, and Image Recognition platforms.

System 332

System Meeting Management Analysis 332

PYMNTS

SEPTEMBER 7, 2016

Revel Systems , the maker of an iPad point-of-sale management tool for brick-and-mortar retailers, food businesses and other industries, announced on Tuesday (Sept. 6) it is partnering with Punchh , a provider of mobile engagement, CRM and marketing automation technologies for restaurant chains.

System 100

System Customer Experience Marketing Automation Software 100

Gonzobanker

JANUARY 29, 2018

I received a “personalized” email last week titled 5 Savings Strategies for Your Down Payment. Strategy #5 on the list was: “You may need to make more money.” According to recent research What’s Going On In Banking 2018, 64% of mid-size bank and credit union executives don’t believe their marketing strategies are future ready.

Analytics 110

Analytics Resources Strategy Marketing Strategies 110

Independent Banker

FEBRUARY 28, 2022

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. Photo by Janimal Photography. IncredibleBank in Wausau, Wis.,

Fintech 136

Fintech Marketing Community Bank Community 136

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

FICO

OCTOBER 24, 2018

The leading decision management applications help businesses visually model their decisions before deploying them. Improve your agility by optimizing resources: Digitization is hindered when businesses can’t modify strategies quickly enough or respond to economic, competitive or consumer shifts.

Industry 40

Industry Analytics Strategy Policies 40

William Mills

JANUARY 14, 2016

Content marketing has rapidly emerged as a key marketing strategy within the fintech industry in a relatively short time. I vividly remember my content marketing conversations with clients in early 2014. 2015 was a content marketing tsunami. Content marketing has arrived! My, how things have changed!

Marketing 41

Marketing Fintech Marketing Automation Marketing Strategies 41

William Mills

APRIL 5, 2016

. “William Mills Agency has an incredible knowledge of both the financial sector and content marketing which they have combined to consistently accelerate marketing and sales growth through their digital presence,” said Jordan Benjamin HubSpot channel account manager.

social media 40

social media Software Marketing Automation Marketing Strategies 40

William Mills

NOVEMBER 1, 2016

While the inclusion of and need for technology is growing in order for us to do our jobs more effectively, we cannot fail to recognize that it’s also growing our contributions to these organizations – a reflection of their reliance on marketing communications as a real difference maker. CRM and relationship management. based fintech.

Technology 40

Technology US Customer Experience Marketing 40

William Mills

APRIL 27, 2017

Seems like a pretty straightforward application of marketing automation and predictive marketing. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. Mills-Grimes is the Digital Marketing Manager at William Mills Agency.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

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 101

Conference Industry Community Bank Community 101

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

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. You already have a CRM, a Marketing Automation platform, or Call Center software.

Customer Experience 129

Customer Experience Branding Tools Strategy 129

FICO

JULY 9, 2021

The pandemic and associated economic uncertainty have made the landscape for card lending even more challenging, with the need to shape an effective strategy for engagement with all of their customers.

Financial Technology 52

Financial Technology Technology Software Analytics 52

FICO

JULY 9, 2021

The pandemic and associated economic uncertainty have made the landscape for card lending even more challenging, with the need to shape an effective strategy for engagement with all of their customers.

Regional 52

Regional Software Analytics Resources 52

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 111

Fraud Austin Fintech Lending 111

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 140

Idaho Michigan System Lending 140

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. Then you work on strategy later, and that’s where we are.”

Retail 59

Retail Trends Technology Branding 59