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The Marketing Book Podcast: “Social Media Strategy” by Julie Atherton

The Forward Observer

Social Media Strategy delivers a long-term solution for maximizing social media-led business development. Having worked both agency and client-side, she has a wealth of knowledge on delivering marketing, brand, and business strategy across almost every sector.

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FMG Recognized as Practice Management Solutions Provider of the Year by Wealth Solutions Report

FMG Suite

Feb 21, 2024 – FMG, an industry-leading SaaS company specializing in marketing software and services for financial advisors and insurance agents, has been recognized as a Practice Management Solutions Provider of the Year by Wealth Solutions Report’s (WSR) Wealth Exemplar Awards. SAN DIEGO, Calif.,

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Influencer Marketing in B2B: How to Collaborate with Industry Thought Leaders

Webbiquity

Today, they have transcended those glittering confines and entered the lofty corridors of the B2B realm, bestowing their unique brand of persuasive charm on industry segments that have traditionally taken a more reserved marketing approach. But how do you go about creating and managing such partnerships?

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5 Things Your Financial Services CRM Needs to Have

Salesforce Marketing Cloud

Pre-built CRM solutions tailored for financial services 70% of executives cannot consistently offer personalized interactions. Pre-built CRM solutions allow the banker or service agent to view their customer’s portfolio holistically and provide personalized advice and guidance to their customers versus a generic CRM lacking rich data.

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Martech’s moment of truth: Why product excellence beats slick sales pitches

Martech

The beat drops, the lights flash and a charismatic salesperson struts across the stage, extolling the virtues of their latest martech solution. Today’s consumers are digital detectives with a wealth of information at their fingertips. But those days are over. We need a revolution, an injection of genuine creativity.

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Win as One: The future of financial services teams 

Seismic

Our journey as a leader in the enablement space began over a decade ago, with financial services customers across banking, wealth management and insurance. We’ve partnered closely with industry giants, sharing our expertise and developing technology and plans that address the unique needs of Financial Services clients.

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What Is a Serviceblazer? Here’s What Community Members Told Us

Salesforce Marketing Cloud

The Salesforce Serviceblazer Community is an online platform that brings together contact center professionals, industry experts, and Salesforce enthusiasts from around the globe. Through discussions, forums, and virtual meet-ups, members can tap into a wealth of insights and experiences. What is the Serviceblazer Community?