crm-for-financial-services 2016 Analytics Marketing Automation Services Segmentation 
ClearVoice
AUGUST 16, 2023
The Power of Personalization in Content Marketing Personalized content goes beyond addressing a customer by their first and last name. This is where additional resources such as an agency, alongside their expertise and automation can help to personalize your content efforts to each individual.
Customer Experience Matrix
FEBRUARY 7, 2016
I’ve seen a lot of attribution vendors recently. Bizible also popped up recently although I don’t recall the occasion; possibly something related to their interesting survey on “pipeline marketing” and attribution methods. This question disqualified a few vendors that look only at online interactions.
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Customer Experience Matrix
JUNE 17, 2019
Adobe, Salesforce and Oracle all made announcements regarding Customer Data Platform products this week. None are world-changing: Salesforce described a planned extension of Customer 360 ; Abobe announced triggered journey campaigns that draw on its “real time CDP”, and Oracle described CDP services from systems integrators.
Vidyard
FEBRUARY 22, 2016
By using personalized videos within email and content marketing campaigns: Act-On increased video engagement by 182 percent and time-on-page by 62 percent Cetera Financial Group saw a 600-percent increase in email click-through rates Lenovo boosted click-through rates by 4.5 Video by itself helps their messages get noticed.
Vidyard
FEBRUARY 22, 2016
Personalization helps Act-On, Cetera Financial Group, Lenovo and Tradeshift get – and keep – audience attention in crowded email inboxes . By using personalized videos within email and content marketing campaigns: Act-On increased video engagement by 182 percent and time-on-page by 62 percent. Personalized video compels action.
Vidyard
FEBRUARY 22, 2016
By using personalized videos within email and content marketing campaigns: Act-On increased video engagement by 182 percent and time-on-page by 62 percent Cetera Financial Group saw a 600-percent increase in email click-through rates Lenovo boosted click-through rates by 4.5 “Video by itself helps their messages get noticed.
FMG Suite
JUNE 14, 2019
CRM for Financial Advisors Builds Stronger Relationships. Client relationship management (CRM) is a category of software solutions for managing your firm’s relationships and interactions with prospects and clients. A CRM system helps you stay connected to clients, streamline processes, and improve profitability.
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