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Win as One: The future of financial services teams 

Seismic

At Shift 2023, experts from our award-winning Professional Services team led breakout sessions designed to help our customers navigate complex enablement journeys. Our journey as a leader in the enablement space began over a decade ago, with financial services customers across banking, wealth management and insurance.

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Expert Local SEO Services for Accountants

Go Beyond SEO

Welcome to our guide on expert local SEO services for accountants ! When potential clients are looking for accounting services in their area, they turn to search engines like Google. In this article, we will explore the strategies and techniques involved in local SEO services specifically tailored for accountants.

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3 Ways to Take Your Self-Service Customer Service From ‘Meh’ to Marvelous — Quickly

Salesforce Marketing Cloud

How much do your customers like their self-service customer service experience with your business? Self-service lets your customers find the answers they need on their own time, without the help of an agent. What you’ll learn: What is self-service customer service?

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Keeping your business alive and relevant: Digital Disruption for Professional Services Marketing

Hinge Marketing

The secret sauce is relevance. Digital just helps bring instant, 24×7, no travel required, cost effective visibility to that relevance. While firms in this high-performing category have different business models, serve different audiences, and span across all of professional services (i.e.

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Loyalty Auctions: The Next Reward For B2B Markets

If you are unfamiliar with loyalty auctions, the concept is amazingly simple: Use an auctions platform to set up online auctions with a specific pool of rewards, products, services or prizes. For a complete Guide to Loyalty Auction Best Practices complete the download form below and we’ll automatically send you the information.

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2023 in review: 3 key trends to inform your 2024 marketing plan

Martech

In the early 2000s, thought leaders emerged in the email marketing community to preach the gospel of relevant content, one-to-one email campaigns and lifecycle messaging. At the center of all this discussion was the desire for email marketers to send highly relevant emails that their customers would see in the inbox, open and act on.

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What Is a Customer Service Star? Find Out What Top Trailblazers Told Us

Salesforce Marketing Cloud

When you’re a customer Service Star, staying ahead of the curve isn’t just an advantage — it’s an absolute necessity. You get the pivotal role technology plays in shaping the future of customer service. Table of contents What is a customer Service Star? What is the Service Trailblazer Community? The answer is yes!