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

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

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. By Katie Kuehner-Hebert.

Fintech 136

Fintech Marketing Community Bank Community 136

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 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. AI enables these carriers to automate processes, improve risk assessment, personalize customer interactions, and optimize pricing strategies.

Regional 221

Regional Customer Experience Strategy Policies 221

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 221

Customer Experience Strategy Digital Strategies Analytics 221

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

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

The Financial Brand

APRIL 16, 2017

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

Marketing Automation 30

Marketing Automation Marketing Software Management 30

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 25

Marketing Automation Digital Banking Marketing Branding 25

PYMNTS

JUNE 21, 2018

Source-to-pay solutions provider Zycus is teaming up with CRM software firm Salesforce to enhance its own digital transformation strategy, the companies announced Wednesday (June 20). Zycus said it will use Salesforce’s marketing automation solution Pardot to enhance customer engagement and acquisition in India.

Marketing Automation 123

Marketing Automation Customer Experience Marketing Software 123

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 41

Marketing Marketing Automation Branding How To 41

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

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

PYMNTS

SEPTEMBER 7, 2016

6) it is partnering with Punchh , a provider of mobile engagement, CRM and marketing automation technologies for restaurant chains. With this partnership, we’re increasing customer loyalty through inventive mobile engagement strategies, which, in turn, allows our clients to gain valuable insight about their customers.”.

System 100

System Customer Experience Marketing Automation Software 100

The Financial Brand

DECEMBER 7, 2020

Insights on digital ads, hiring priorities, content marketing, process automation and reaching Millennial consumers for the year ahead. The post 5 Essentials for Bank & Credit Union Marketing Budgets appeared first on The Financial Brand.

Marketing 43

Marketing Millennials Branding social media 43

PYMNTS

FEBRUARY 8, 2017

It also works to solve a problem that many brick-and-mortar restaurants and retailers are currently experiencing in the mobile app space, said Prem Kiran, Fishbowl’s chief strategy officer. Founded in 2000, Fishbowl began as a first-generation marketing company focused primarily on email and email-related services, said Kiran.

Mobile 100

Mobile Google Retail Marketing Automation 100

Perficient

AUGUST 21, 2020

As you start to research what’s available in the market, you find that there are hundreds of potential systems, all at different price points and all that claim to be the best solution. A lot has changed in the portal space since that time and you want to consider a new platform to support your ongoing digital transformation efforts.

System 332

System Meeting Management Analysis 332

PYMNTS

FEBRUARY 22, 2018

Average valuations range from $500 million to $4 billion, reports last year said, and while individual floats may not be high value, Malay Mail analysis found they account for most of the tech IPO market. Venture capitalists have remained a close ally of SaaS startups too. APIs Add to the Exhaustion.

Tools 135

Tools Software Data Analysis 135

William Mills

AUGUST 23, 2018

Lead generation is a key goal in every company’s marketing strategy, but focusing all of your attention on generating leads may actually cause you to miss out on opportunities. With the right lead nurturing strategy, you can offer value to your contacts and provide your sales team with leads that are more qualified and ready to buy.

How To 42

How To Strategy Case Study Marketing 42

Perficient

OCTOBER 20, 2020

With Acquia Engage 2020 underway, the morning started with some exciting news about Acquia Drupal Cloud , but there are some big new things coming to the Acquia Marketing Cloud as well. The Acquia Marketing Cloud is the suite of tools that enable extended marketing functionality like personalization and marketing automation.

Marketing 294

Marketing Analytics Analysis Marketing Automation 294

William Mills

APRIL 5, 2016

William Mills Agency, the largest independent public relations and content marketing firm specializing in the financial industry, announced today that it has achieved gold level status as a HubSpot certified agency partner. HubSpot ($HUBS) is the world’s leading inbound marketing and sales platform.

social media 40

social media Software Marketing Automation Marketing Strategies 40

FICO

OCTOBER 24, 2018

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. This speed to deploy new strategies and predictive models helps insurers respond rapidly to internal or external policy changes and expedites time-to-market.

Industry 40

Industry Analytics Strategy Policies 40

William Mills

NOVEMBER 1, 2016

We mostly expect CIOs and CTOs to expand their technology infrastructure each year, even if modestly, to address new industry challenges, widen their growth potential or enter into new market opportunities. For your marketing and PR teams? A true academic by trade, he currently oversees the marketing strategy for the Wilmington, N.C.-based

Technology 40

Technology US Customer Experience Marketing 40

Payments Source

JANUARY 1, 2018

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. What pain points keep CMOs up at night?

Trends 72

Trends Customer Experience Survey Data 72

Gonzobanker

DECEMBER 19, 2017

Rainbolt has quietly built a community bank in the past 20 years that is closing in on $2 billion of market cap. For 35 years, Wilmers led M&T with creativity, integrity and the “old-school” wisdom of a community banker who created a $26 billion market cap company. GonzoBanker of the Year – Large Banks. At a banking conference.

Conference 101

Conference Industry Community Bank Community 101

William Mills

APRIL 27, 2017

Seems like a pretty straightforward application of marketing automation and predictive marketing. From their web site: Unison is the market leader in home ownership investment. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

The Financial Brand

JANUARY 26, 2021

The hybrid banking consumer uses multiple channels to engage and expects marketing communication to be personalized across their journey. The post The Rise of the Hybrid Consumer in Banking … And Why It Matters appeared first on The Financial Brand.

Branding 41

Branding Marketing Marketing Automation Big Data 41

Cisco

MAY 5, 2021

Implementing the digital hub you need without the risk and expense of “rip and replace” strategies: A modular and tech-stack agnostic approach eliminates “rip and replace” scenarios and promotes a “plays nice with others” strategy while delivering digital customer experiences across any channel.

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

Marketing: Q2Smart being a first step toward marketing automation, aligning bank products and user behavior to create audiences to more effectively target offers. So How Does Gro Fit In? . Gro brings a solid digital account opening platform, something Q2 was pursuing internally.

Fraud 111

Fraud Austin Fintech Lending 111

Gonzobanker

JUNE 26, 2019

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. And the long-term return will only improve considering the substantial one-time costs associated with implementations.

Idaho 140

Idaho Michigan System Lending 140

Fintech Labs Insights

JULY 22, 2015

CoreIQ is a marketing automation system developed by Onovative that speeds onboarding and broadens cross-selling opportunities for community banks and credit unions. ” From the main CoreIQ dashboard (above), a marketing team has insight into every client in the bank or credit union. Raised $400,000 in capital.

Technology 12

Technology Marketing San Jose Community Bank 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. Then you work on strategy later, and that’s where we are.” streamlining the supply chain .

Retail 59

Retail Trends Technology Branding 59