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ANNUITAS

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How Financial Services Companies Can Connect with Customers Both On and Offline

ANNUITAS

Our current world environment has proven the need for companies to build marketing strategies that can withstand pivots when necessary. Financial services companies have long relied on sales to do the heavy lifting when it comes to connecting with prospects. What’s the problem with sales and marketing in financial institutions today?

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Why Companies Don’t Market to Their Customers

ANNUITAS

I was recently onsite with a prospect and was told that if this company could simply add $10,000 to every customer renewal each year they would add $400,000,000 in incremental revenue to the bottom line. For marketing leaders that want to make a profound impact to their companies’ revenue, data analysis should be made a top priority.

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Salesforce Deepens AI Integration, Targets Employee Productivity for Initial GTM Enhancements

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But at its last month’s Dreamforce event in San Francisco, the company took the AI concept and ran with it — with AI being the central theme of this year’s conference. New unified profiles view give a contextual view of the customer or contact across the entire journey. This allows for improved and more usable results.

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Understanding the Generational Divide in B2B Decision Making

ANNUITAS

Yes, Millennials are well established as decision makers in B2B companies, and even if not the decision maker, research shows that others are highly likely to seek a Millennial’s input. Companies can’t seem to reach all audiences without alienating one group or another. This presents a challenge.

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The End of Forms as We Know It

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To correctly qualify a lead, sales and marketing need to know: Is the company the right fit? Is the contact at the company the right person with the authority to move a deal forward? Knowing the company, company size, industry, location, etc. How big is the deal potential and when will it likely close?

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Adobe Marketing Automation Updates 2023 | Research Brief

ANNUITAS

And the company noted that it is seeing strong uptake for the feature set: with more than. ANNUITAS finds this significantly important as we see more companies take a Converged Growth approach to creating a perpetual Growth Engine across both traditional pre-sales and post-sales steps in the customer journey. conversations to date.

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Real World Results of Demand Marketing Strategy Shifts During the COVID-19 Crisis

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One of those most interesting finds we uncovered during this research period was that companies are underutilizing paid search right now. Nearly a quarter of companies surveyed by the Interactive Advertising Bureau paused all advertising spending through the second quarter and another 45% are reducing budgets. Paid Search.