Passing The Middle-Market Automation Exam


Though many financial institutions recognize the opportunity to help middle-market businesses automate their AP payments, they have not been able to fully capitalize on the opportunity. Here the elusive payments opportunity meets or, in fact, doesn’t meet, the elusive audience: accounts payable automation for middle-market firms. Some observers will define this market as $10 million in the top line to $1 billion. Achieves Platinum Certification for Marketing Automation

Image Works Direct

The power of Marketing Automation (MA) is continuing to expand, as well as our client base. As of March 2019, we are excited to announce that we have achieved Platinum Certification with our MA platform

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Banks & Credit Unions Must Get Serious About Marketing Automation Now

The Financial Brand

The post Banks & Credit Unions Must Get Serious About Marketing Automation Now appeared first on The Financial Brand. Marketing Strategy martechOften martech doesn't live up to its billing. Sometimes it's been oversold.

Marketing Automation – Beyond the Basics

Image Works Direct

At this point, you’ve probably at least heard of Marketing Automation. Let’s talk about how to take Marketing Automation one step further (with minimal work – leave that to us!)

Personalization without Segmentation: The Power of Velocity Scripting

Perficient Financial Servies.

Personalization drives success within marketing campaigns. The use of personalized content allows marketers to transition from batch and blast emails to more highly targeted one-to-one email communications.

10 Reasons Marketing Automation is No Longer Optional

The Financial Brand

Marketing automation software is a requirement for any financial institution wanting to manage complex, personalized communications. Digital Marketing Marketing Strategy content marketing retargeting

Marketing Automation and Personalization Critical in Digital Banking Relationships

The Financial Brand

Financial marketers must automate customer communications with messages that are personalized and customized for the stage of the customer's journey. The post Marketing Automation and Personalization Critical in Digital Banking Relationships appeared first on The Financial Brand. Marketing Strategy content marketing CRM digital communications onboarding

Adobe to Acquire Marketo: So What?


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.

Maximize the Power of Marketing Automation at Your Credit Union or Bank

Image Works Direct

As technology continues to develop and advance, so should your marketing techniques. Marketing Automation is one of the most powerful tools on the market right now, and for good reason

5-Minute Checklist: How to Make the Most of Marketing Cloud

Perficient Financial Servies

Salesforce Marketing Cloud is a powerful digital marketing tool with many capabilities. For a Marketing Cloud implementation to be successful, it should be well-planned and well-executed. You likely have a team in place that will be using and supporting Marketing Cloud.

Client Note: Marketing Automation Valuation Multiples, Smart VCs Doing Fewer Deals, Virtual Reality Is Hurting, ‘Uber For X’ In SE Asia, And More

CB Insights

The Marketo acquisition and digital marketing valuations. Today, we’re talking about the future gym, whether Adobe overpaid for Marketo, buying clean energy, and more, including: Smart money VC deal sizes are increasing. What’s up with the VR industry? Startups helping consumers buy clean energy. “Uber for X” hits Southeast Asia. The end of the gym? Smart money VCs investing less but writing bigger checks. Want the full post? Become a CB Insights customer.

The 2018 MarTech Landscape is Here

Perficient Financial Servies

Scott has produced The Marketing Technology Landscape chart since 2011. While the chart is a massive display of logos, it serves to show which vendors play in each category of the market. This goes to show how well much Sales should be tied Marketing.

2018 Top MarTech Trends: Top Pain Points and Spending Priorities for CMOs

Payments Source

And what are the existing and emerging technologies that marketing teams will be spending more on in 2018? Whether you sell into the Marketing Department or you are marketer, check out our predictions for marketing spend in 2018, based on trends from year-over-year survey results.

A data-driven approach to marketing – interview with Tommy Kearns


A data-driven approach to marketing – interview with Tommy Kearns on BankNXT. Banking Fintech Podcasts analytics BIG Podcast credit unions data interview John Best marketing marketing automation technologyJohn Best discusses analytics and technology with Tommy Kearns from Xtremepush.

Finastra Hires Mark Miller as CFO

Bank Innovation

Miller previously served as chief financial officer at Marketo, a marketing automation software company that was acquired by Adobe in October 2018. Banking technology giant Finastra has hired Mark Miller as chief financial officer.

Unify your Marketing Activities For True ROI

William Mills

Marketing Today. White papers; SEO; eBooks; Product sheets; Infographics ; E-Newsletters; Landing pages; Outbound e-mail marketing; Lead nurturing; Webinars; Video; and. Beyond juggling your marketing activities, how is your marketing helping your sales team?

David’s Bridal Teams With Popwallet For Marketing Via Mobile Wallets


As a next step in the direction of a digital-first, omnichannel experience, David’s Bridal is teaming with mobile wallet marketing automation platform Popwallet.

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Zycus Ramps Up Customer Outreach In India With Salesforce


Zycus said it will use Salesforce’s marketing automation solution Pardot to enhance customer engagement and acquisition in India. “B2B marketing automation is the best way to make sure an entire organization is aligned around the customer journey — from awareness to acquisition, to advocacy teams,” Zycus said in the press release.

Strengthening Our Salesforce Capabilities with Sundog Interactive

Perficient Financial Servies

Today, Perficient announced it is planning to acquire Sundog Interactive, an award-winning marketing and technology consulting firm that delivers Salesforce solutions to the world’s leading manufacturers.

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Why Savvy Healthcare Marketers Are Using Dynamics 365

Perficient Financial Servies

Implementation of keen healthcare marketing strategies require the right tools. Personalized messages have 46% higher open rates and 112% higher click-through rates than “business as usual” marketing messages. The global healthcare CRM market is expected to reach $28.89

Recovery Has Passed Us By – We Need Hospitals to Be Resilient

Perficient Financial Servies.

Achieving these commitments will require clinical, marketing, and operations teams partnering more closely together and in a way they never have before. The Chartis Group estimates that 10% of the patient market for elective care will disappear.

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ClientWhys Introduces SMB Marketplace


ClientWhys , a provider of marketing automation software and marketplace for cloud accounting and tax industries, has launched a new small business accounting marketplace. B2B Payments B2B ClientWhys cloud accounting CountingWorks marketing software News small business accounting TaxBuzz What's Hot In B2BAccording to CPA Practice Advisor , CountingWorks will help U.S.

Charity Crowdfunding Startup Classy Raises $30M


The company also has plans to invest in both artificial intelligence and marketing automation systems to help optimize nonprofit and charity crowdfunding campaigns. “We San Diego-based charity crowdfunding startup Classy secured $30 million to provide its software-as-a-service offering to nonprofits that need help raising online donations and keeping donors engaged over time.

Accenture Debuts SynOps Automation Tool To Reallocate Human Talent


Corporate consulting company Accenture is debuting its SynOps enterprise automation technology five years in the making, a tool that reports said could accelerate some organizations’ shift away from human capital or re-allocate human talent to more strategic roles.

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TSYS signs payments agreement with Monetary

The Paypers

(The Paypers) TSYS has signed an exclusive long-term agreement with Monetary , a connected commerce provider offering integrated payment services and marketing automation technologies for the point-of-sale industry

Q2 Acquires Gro Solutions: So What?


Marketing: Q2Smart being a first step toward marketing automation, aligning bank products and user behavior to create audiences to more effectively target offers.

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Content Marketing at the Branch Level

The Financial Brand

Content and customer data is often managed across siloed systems, and overlapping technologies aren’t integrated with existing marketing automation and CRM systems. It’s not uncommon for branch employees to have to log into multiple different platforms to manage their local marketing programs. Marketing Financial institutions struggle to access, manage and analyze data across fragmented technologies.

Are Banks Missing the Mark on Message?


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. Let’s define delivery here as the way the customer interacts with sales, marketing and service processes across the bank.

Banking’s CRM Conquerors


Digital & Marketing. The credit union also used marketing automation to collect data and develop journeys that deliver educational marketing materials both digitally and via direct mail campaigns. How mid-size banks and credit unions turned CRM into success.

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Chargeback Automation Is An Opportunity For Scale


Pallavi Kuppa-Apte, head of Sales and Marketing for the startup Chargehound , said that’s the question many of the company’s clients have been asking themselves in the past few months. Chargehound saw there were automation tools that could help optimize revenue and support retailers as they scaled: Customer relationship management (CRM), email automation, marketing automation, payments, the list goes on.

Financial Brand Forum 2018: 7 Takeaways in 7 Minutes


Financial Brand Forum , an exponentially growing event now in its fifth year – targeted at the morphing worlds of financial marketing, sales and service – is a well-oiled machine with several coats of highly buffed wax.

Business development strategies for 2016: Marketing


Undoubtedly, many accounting firms providing periodic reviews of their marketing budgets seek ways to get more out of what they are investing in marketing. This doesn’t necessarily mean they are looking to cut expenditures on marketing.

2016 State of Content Marketing in Fintech

William Mills

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. Our clients had no idea what content marketing or HubSpot encompassed.

5 Advantages of Datorama for Marketers

Perficient Financial Servies

As a marketer, you’re likely sitting on a pile of it. Marketing automation. Sales data (about as far away from your marketing data as possible, right?). You need this full picture to fully understand the story of what’s driving performance within your marketing efforts.

William Mills Agency Adds Mary Curtis, Angelo Jones, Alyssa Maker, Jacob Hamilton

William Mills

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.