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Integrate Sales and Marketing Software to Streamline Processes

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And marketing teams depend on a solid marketing automation platform (MAP) to deliver personalized content at scale. Visibility into CRM data will help marketers segment and personalize content, such as delivering emails from their assigned sales rep. Get lunch (in-person or virtual). And by magic, we mean smooth handoffs.)

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Marketing Automation for Financial Services Marketers

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This technology allows finance marketers to personalize their communications while standardizing their operations at scale. While organizations may achieve different levels of financial services marketing automation maturity over time , the core goals remain the same: streamlining and personalizing customer experiences at scale.

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5 Best Practices for Setting Up Email Nurturing Campaigns

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The opposite end of the spectrum is highly personalized email nurturing that guides prospects throughout their journey. People get lost in long emails; better to present content in list form, such as “Top 10” lists, “3 Things Your Competitors Are Doing,” etc. Take it slow! Also, less is more when delivering content.