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

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Image Works Direct

AUGUST 23, 2017

At this point, you’ve probably at least heard of Marketing Automation. And if you’re one of our many clients already utilizing this powerful tool, then this post is for you. Let’s talk about how to take Marketing Automation one step further (with minimal work – leave that to us!)

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Marketing Automation Marketing Trends Tools 39

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. We are always looking for new and innovative tools to connect with her and we will not stop looking for new ways to surprise her, to delight her, and to serve her.”.

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Mobile Marketing Marketing Automation Customer Experience 169

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.”.

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Fintech Marketing Community Bank Community 136

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.

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Marketing Tools Marketing Automation Management 332

PYMNTS

JANUARY 30, 2019

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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Tools Marketing Automation Training Operations 115

Perficient

JULY 12, 2022

What does your brand portray to the market? With an increasing comfort with digital technology within financial services, firms must challenge traditional operating models and leverage digital tools to create an authentic relationship and earn (and retain) trust. Your brand is the beacon of authenticity for a personal experience.

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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.

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US Marketing Automation Marketing System 522

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. Acquia Cloud IDE.

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Conference Tools Marketing Automation Marketing 294

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.

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Data Marketing Community System 493

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. Data Analysis. Data Governance.

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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?

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Marketing Automation Marketing Trends Tools 31

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.

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Perficient

DECEMBER 7, 2020

Talk to brokers, employers, members, and your sales and marketing teams to gather this intel. Brokers may complain that there aren’t enough self-service tools. Her team uses a cloud-based automation tool, but it has no connectivity to their on-prem CRM. Where does most of the pain exist? Step 4: Get Others On Board.

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Groups Comparison Industry Tools 294

The Paypers

MAY 3, 2021

US-based marketing automation platform Mailchimp has announced the launch of two ecommerce features as part of its all-in-one marketing platform: Stores and Appointments.

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Tools Marketing Automation US Marketing 31

Perficient

NOVEMBER 2, 2020

Salesforce provides different types of clouds and Marketing Cloud is one of them. Marketing Cloud is a platform that has multiple tools designed for an organization to interact with their customers or potential customers across various channels. Image 01: Home Page of Marketing Cloud. Image 03: Content builder Tools.

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Marketing Groups Tools Data 482

PYMNTS

MARCH 15, 2018

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. But chargebacks, she said, had been exempt from the automation game. Those are the factors that will hold them back.

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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.

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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). First off is simply choosing the right tool.”. APIs Add to the Exhaustion.

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Tools Software Data Analysis 135

PYMNTS

MAY 17, 2017

To add to that marketing enigma — if a merchant does make it down the conversion path, if the payment process is complicated, consumers may still abandon the transaction altogether. All in all, finding success as an online merchant today is complicated business. Turning Traffic into Transactions.

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Tools Google Online Payments 122

Gonzobanker

MAY 14, 2018

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. Marketing automation provider Marquis and its clients were talking up execution capabilities from its recent DocuMatix.

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Branding Industry Apple Marketing 127

Fintech Labs Insights

MARCH 16, 2017

is a library of customizable, pre-packaged customer insights, along with a built-in marketing automation tool, which empowers marketers to build their own marketing campaign. Above: Customer insight tool for frequent travelers. Above: Marketers can build their own campaigns with W.UP’s automation tool.

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Tools Marketing Automation Analytics Digital Banking 19

William Mills

JANUARY 18, 2018

Marketing has evolved over the years from strictly brand awareness to include more lead generation and sales nurturing activities. A recent HubSpot report supports this, with 63 percent of marketers indicating that generating traffic and leads is their top challenge, essentially the Holy Grail for marketers.

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eBook Marketing Automation Marketing social media 41

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

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. While automation is a great tool to scale your email activity, don’t simply set up your lead nurturing workflows and then never look back.

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How To Strategy Case Study Marketing 42

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

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.

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Industry Data Training Technology 221

Perficient

JUNE 15, 2020

Creating reports to showcase the ROI of your marketing automation platform is imperative, yet many people struggle to report accurately. Use this to collaboratively design marketing programs, like targeted whitepapers, events, etc. If needed, you can also leverage outside tools for visitation, i.e. excel, Power BI, Tableau.

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Fintech Labs Insights

JUNE 15, 2016

Market intelligence is the tool for this kind of “know your customer,” but for many small and medium-sized banks the challenge of turning raw customer data into actionable market intelligence has been both pricey and technically prohibitive. This is where Race Data comes in. ” Company facts.

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Community Bank Data Community Marketing 12

William Mills

APRIL 27, 2017

There is also a backend workflow tool, as well as a portal for realtors. ^SR. 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. 12:28 pm Infocorp. Ana, CEO is speaking. “20 infocorpgroup.

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San Francisco social media San Jose Customer Experience 68

FICO

OCTOBER 24, 2018

This speed to deploy new strategies and predictive models helps insurers respond rapidly to internal or external policy changes and expedites time-to-market. Your rules platform should be cloud-ready, if not already deployed in the cloud, to help you rapidly operationalize your investments in data, analytics and optimization tools.

Industry 40

Industry Analytics Strategy Policies 40

Cisco

MAY 5, 2021

By configuring across the existing tech stack and being non-disruptive to existing processes, financial organizations are pleased to learn that we can enhance existing tools and processes on a budget while accelerating the time-to-value of digital CX investments. Automation is one of the essential parts of any digital strategy.

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Customer Experience Branding Tools Strategy 129

FICO

JULY 9, 2021

These solutions provide great benefits once an account has been originated, however they lack effective tools for the acquisition stage of the lifecycle. This is where the latest prescreening solutions can help by offering easy-to-access, cloud-based solutions that provide the necessary tools for personalized and targeted customer campaigns.

Financial Technology 52

Financial Technology Technology Software Analytics 52

FICO

JULY 9, 2021

These solutions provide great benefits once an account has been originated, however they lack effective tools for the acquisition stage of the lifecycle. This is where the latest prescreening solutions can help by offering easy-to-access, cloud-based solutions that provide the necessary tools for personalized and targeted customer campaigns.

Regional 52

Regional Software Analytics Resources 52

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.

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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