Corrie Mieszczak — March 20, 2018 — March 20, 2018 There are all kinds of reasons companies are changing their approach to data management—and the customer experience is as powerful as any. You may ask, “What does data management have to do with our customer relationships, let alone their perception of our brand?” Quite a … Continue reading For the Customer’s Sake, Financial Services Companies Need to Blow Up Their Data Silos
Katie Sweet — February 9, 2018 Follow @misskatiehrdy — February 9, 2018 Personalization is such a hot topic in the world of marketing these days. But personalization isn’t just another marketing buzzword — it’s a critical strategy for delivering a better experience for prospects and customers. Every person that visits your site, uses your app, … Continue reading The Importance of Personalization for Financial Services [Infographic]
Meredith Wood — May 9, 2017 Follow @fundera— May 9, 2017 You’ve done hours of online research, compared dozens of options, and finally, you’ve found it—the perfect loan for your small business. But then, as you finally go to apply, there is a problem. As it turns out, your perfect lender isn’t licensed to fund … Continue reading Where is Your Business Located? The Answer Could Affect Your Loan Options
Nathan Ive — February 10, 2017 — February 10, 2017 5 Trends Impacting the Financial Services Industry in 2017 Today, nearly every financial activity is being reimagined in some way, from banking, to lending, to wealth management. Tasks and transactions that once involved human interaction and paper money have overwhelmingly moved into the digital world, … Continue reading 5 Trends Impacting the Financial Services Industry in 2017
by Amity Kapadia June 17, 2016 Follow @amitykapadiaJune 17, 2016 Think about the last time that you took out a loan or used an accountant to prepare your taxes. Even if your experience was positive, was it exciting enough to inspire you to refer the company to your friends, family, or colleagues? Did you run … Continue reading What the Data Says About Financial Services and Referral Marketing [Report]
by Alessandra Ceresa June 12, 2016 Follow @MissAleCristinaJune 12, 2016 Don’t they look happy they are using a CRM? CRM for financial services has significantly evolved. It is no longer just about client management, but it is about relationship management and developing deeper relationships between firms and their clients. Here are a couple of reasons … Continue reading CRM for Financial Services
by Judy Caroll January 5, 2016 Follow @www.twitter.com/judycaroll1January 5, 2016 Businesses today are seeking for savvy solutions to manage specific functions. In terms of managing their finances, merchant service companies and investment banking firms need low cost solutions in terms of processing and organizing a large amount of data. These activities can be properly handled … Continue reading Social Media Promotion as an Effective Tool for Financial Services Marketing
by Michelle Weidner November 29, 2015November 29, 2015 We all want to believe that hard work speaks for itself—but that isn’t always the case. Sometimes the hardest-working people in an organization unintentionally fly under the radar. If you often find yourself not getting credit for your achievements and successes, perhaps you need these tips to … Continue reading Subtly Tooting Your Own Horn to Get the Credit You Deserve
by Jay Palter November 8, 2015 Follow @jaypalterNovember 8, 2015 It wasn’t that long ago when we would call a travel agent up when we wanted to book air travel and visit a music store when we wanted to hear the latest release from our favorite band. In less than 30 years, digital technology has … Continue reading How to Survive and Thrive in the Digital Age of Financial Services
Thomas MillerNovember 6, 2015 Winter Is Coming. And So Is Social Banking. Millennials are just about done being weaned off their parents’ bank accounts. So what are they bringing to the bank? Social. Today, we are already seeing forms of what is to come next for financial services: social banking. It started with at home … Continue reading Why Financial Services Have to Embrace the Social Customer
