Perficient

FEBRUARY 10, 2021

You need a sophisticated system that can take that buyer’s abandoned cart information and move it through a nurture program of marketing activities that are personalized to them. To create a nurturing campaign, your marketing automation plan cannot simply be sending emails. Marketo and Magento. Value of Connection. Next Steps.

Marketing Automation 340

Marketing Automation Marketing Community System 340

PYMNTS

DECEMBER 16, 2016

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.

Marketing Automation 100

Marketing Automation Marketing Cards Payments 100

Perficient

JULY 17, 2020

It is no secret that the key to marketing and sales alignment is a solid technical foundation and internal understanding of how your systems will communicate. So, when you are integrating your marketing automation tool with your CRM, make sure you fully understand their relationship.

Marketing Automation 322

Marketing Automation System Marketing Tools 322

Perficient

JULY 17, 2020

It is no secret that the key to marketing and sales alignment is a solid technical foundation and internal understanding of how your systems will communicate. So, when you are integrating your marketing automation tool with your CRM, make sure you fully understand their relationship.

Marketing Automation 322

Marketing Automation System Marketing Tools 322

Independent Banker

FEBRUARY 28, 2023

Illustration by The Laundry Room/Stocksy Customer data fuels efficient and effective marketing these days. Andrew Catalano, Austin Williams While most community banks aren’t yet using first-party data for marketing purposes to grow revenue and retain customers, experts say those willing to invest in the effort can reap big rewards. “To

Community Bank 129

Community Bank Community Marketing Data 129

Image Works Direct

JUNE 19, 2019

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

Marketing Automation 53

Marketing Automation Marketing 53

The Paypers

JULY 28, 2023

Marketing platform Klaviyo has gained access to Mollie ’s set of APIs and transaction and order data to allow its customers to personalise and automate communications with consumers.

Marketing Automation 36

Marketing Automation Marketing Data 36

Image Works Direct

AUGUST 23, 2017

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!) And if you’re one of our many clients already utilizing this powerful tool, then this post is for you.

Marketing Automation 39

Marketing Automation Marketing Trends Tools 39

The Financial Brand

NOVEMBER 3, 2021

Still widely used, the marketing customer information file (MCIF) is now obsolete. The post One Marketing Automation Tool that Should be Retired from Banking appeared first on The Financial Brand - Banking Trends, Analysis & Insights. Seven steps can help institutions modernize their methods.

Marketing Automation 30

Marketing Automation Tools Marketing Banking Trends 30

Image Works Direct

NOVEMBER 18, 2020

Before COVID-19 burst onto the scene and changed our world in irreparable ways, onboarding, reboarding and Marketing Automation may have been viewed more as niceties than necessities. But that’s no longer the case. Here’s why:

Marketing Automation 28

Marketing Automation Marketing 28

The Financial Brand

JUNE 16, 2020

The post Banks & Credit Unions Must Get Serious About Marketing Automation Now appeared first on The Financial Brand. Often martech doesn't live up to its billing. Sometimes it's been oversold. But sometimes misguided implementation should take the blame.

Marketing Automation 38

Marketing Automation Marketing Branding Marketing Strategies 38

PYMNTS

JUNE 16, 2020

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.

Mobile 169

Mobile Marketing Marketing Automation Customer Experience 169

Perficient

AUGUST 21, 2020

Marketing automation with visitor birthdays. For inspiration, here are some new things that Sitecore 10 brings to the table: Container support. Headless development with ASP.NET Core. Sitecore CLI for serialization. New EXM email templates. Horizon updates to support multilingual and multisite.

Marketing Automation 340

Marketing Automation Community Marketing 340

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. Their ability to market and add banking functionality … is a natural fit.”.

Fintech 136

Fintech Marketing Community Bank Community 136

Perficient

DECEMBER 14, 2020

So you’ve purchased Marketo Engage to improve your marketing-to-sales relationship and are eager to start implementing the system, but your missing key data points, like email addresses. For more information on our Marketo team and how we can help your business realize the benefits of marketing automation, visit our page. .

How To 340

How To Data Marketing Automation Case Study 340

Perficient

JULY 10, 2020

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. The $200B question. In practice, EMRs have fallen far short of the vision.

US 522

US Marketing Automation Marketing System 522

Perficient

DECEMBER 8, 2020

Today, healthcare marketing and IT leaders are facing a series of big decisions: Do they keep their current legacy CRM decision-engine or opt to build an enterprise CRM that serves the entire organization? This is traditionally the realm of marketing , but in the past healthcare marketing has had some real challenges.

Marketing 332

Marketing Tools Marketing Automation Management 332

The Financial Brand

APRIL 16, 2017

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

Marketing Automation 28

Marketing Automation Marketing Software Management 28

Abrigo

DECEMBER 31, 2015

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. percent, according to the 2015 Association for Accounting Marketing Benchmark Survey.

Strategy 150

Strategy Marketing Survey Marketing Automation 150

The Financial Brand

JUNE 13, 2018

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 Automation 22

Marketing Automation Digital Banking Marketing Branding 22

Image Works Direct

FEBRUARY 17, 2016

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. Is your bank or credit union keeping up with the trends and taking advantage of the opportunities available?

Marketing Automation 31

Marketing Automation Marketing Trends Tools 31

Bank Innovation

MAY 15, 2019

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. He replaces Rob Binns, who recently stepped down from the role.

Marketing Automation 186

Marketing Automation Software Technology Marketing 186

Perficient

MARCH 15, 2021

As we continue our series of posts on making HIPAA work for you, I am going to address a common problem we hear from health care marketers: “My board/boss/CMO/Legal Counsel says we cannot use patient data for marketing communications.”. So what’s a modern, data-driven marketer to do? This is a tough one. HIPAA is serious.

Data 493

Data Marketing Community System 493

Perficient

JULY 12, 2022

What does your brand portray to the market? Consider: Marketing automation through Salesforce Marketing Cloud extends the capabilities of the Financial Services Cloud across digital touchpoints. Your brand is the beacon of authenticity for a personal experience.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

Gonzobanker

SEPTEMBER 21, 2018

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. For those not in the know, Marketo is a system vendor that automates lead management including email, mobile, social, digital ads, web management and analytics.

Marketing Automation 131

Marketing Automation San Francisco Conference Marketing 131

The Financial Brand

AUGUST 24, 2020

CMOs share insights on how to beef up what's working, eliminate what's not and invest in CRM and marketing automation for the year ahead. The post What to Cut, What to Keep as Bank Marketing Budgets Get Squeezed appeared first on The Financial Brand.

Marketing 39

Marketing Marketing Automation Branding How To 39

PYMNTS

JUNE 21, 2018

Zycus said it will use Salesforce’s marketing automation solution Pardot to enhance customer engagement and acquisition in India. The company added that Salesforce’s technology enables Zycus to “blur the lines between sales, marketing, customer support, operations and even IT.”

Marketing Automation 123

Marketing Automation Customer Experience Marketing Software 123

Perficient

JANUARY 26, 2022

TD emphasized that this elevated focus on the customer experience has proven essential to their business strategy and that they are continuing to invest in marketing and technology to ensure their preparedness for continuous growth. “As

Customer Experience 484

Customer Experience Strategy Digital Strategies Analytics 484

Perficient

JULY 19, 2023

Regional insurance carriers, often operating in a highly competitive market, face numerous challenges in attracting and retaining customers, such as a lack of brand awareness and distribution breadth. Regional insurance carriers can leverage AI to dynamically adjust premiums based on risk factors and market conditions.

Regional 221

Regional Customer Experience Strategy Policies 221

Perficient

OCTOBER 20, 2020

The Drupal Cloud is the suite of tools that enhance site building in Drupal and Marketing Cloud is the suite of tools that enable extended marketing functionality like personalization and marketing automation. Acquia Drupal Cloud Enhancements.

Conference 294

Conference Tools Marketing Automation Marketing 294

PYMNTS

JULY 23, 2018

ClientWhys , a provider of marketing automation software and marketplace for cloud accounting and tax industries, has launched a new small business accounting marketplace. According to CPA Practice Advisor , CountingWorks will help U.S. Through Aug.

social media 101

social media Marketing Automation Taxes Software 101

Perficient

FEBRUARY 24, 2021

With the growing number of data sources and feeds about client contacts, sales and transactions – and market data from the company’s internal and external sources – the data acquisition life cycle needs to continuously be streamlined, standardized, consolidated, and monitored. Part of it is technology, and part of it is data.

Data 322

Data Analysis Tools Management 322

Image Works Direct

MAY 17, 2023

Meet Alison Herbst, one of our Project Managers and Marketing Automation Specialists at image.works! She grew up in Wauwatosa, WI, and attended the University of Wisconsin – La Crosse, earning her degree in marketing with a minor in digital media and design, which she has skillfully applied at image.works.

Wisconsin 36

Wisconsin Marketing Automation Meeting Marketing 36

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. Our clients had no idea what content marketing or HubSpot encompassed. 2015 was a content marketing tsunami.

Marketing 41

Marketing Fintech Marketing Automation Marketing Strategies 41

Image Works Direct

AUGUST 17, 2022

Meet Christian Memmo, one of our Project Managers and our Marketing Automation Lead here at image.works! Originally from Syracuse, NY, Christian found himself in Madison, WI to attend UW-Madison. When Christian is out of the office, he enjoys playing instruments, skiing and writing.

Marketing Automation 36

Marketing Automation Meeting Management Marketing 36