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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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LinkedIn restores service after global outage

Martech

Try going back to the previous page or see our Help Center for more information.” LinkedIn started investigating the issue at 4.25pm ET on March 6, and managed to restore services as usual by approximately 4.45pm ET. Read LinkedIn’s Status Page for more information. When did it start? What LinkedIn is saying. Get MarTech!

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How To Get Started With Customer Service Automation

Salesforce Marketing Cloud

Are your service agents drowning in mundane daily tasks? Then your business might be a good candidate for customer service automation. Customer service automation isn’t a switch you simply flip. Our guide reveals how high-performing service orgs make it happen. That’s where a service workflow process map comes in.

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Redefining the CDP: 8 Data-Driven Designs for Successful Customer Journeys

In this guide, discover 8 use cases for how a customer data platform can tackle common challenges faced by marketing, commerce, service, and sales teams.

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

Martech

The race has begun for email service providers to develop plug-ins and advancements. In 2024, I expect that companies will not tolerate inefficient tech or services that keep them from accomplishing their business goals. Blocklist services like Spamhaus or SURBL will tighten rules on filtering spam and other unwanted email.

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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!

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Maximizing Marketing Efforts: Benefits of Personalizing Online Experience

Speaker: Kate Marx, VP of State Street Global Advisors; Tara Quehl, Marketing Director at Demandbase; Lee Zucker, Global Head of GTM & Revenue Strategy at Drift

The world of financial services is shifting as clients demand online experiences that feel similar to those in B2C. What’s the key to meeting their expectations? Humanizing their experience on your website. By personalizing your client’s online experience, your firm can build more trust and value into every interaction.

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Put Your Data to Work: The Complete Playbook

From search engines to navigation systems, data is used to fuel products, manage risk, inform business strategy, create competitive analysis reports, provide direct marketing services, and much more. They rely on data to power products, business insights, and marketing strategy.

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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.