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5 Things Your Financial Services CRM Needs to Have

Salesforce Marketing Cloud

What if your financial services team could find the perfect tool to acquire new customers, deliver exceptional service, and drive growth? Rated as a leader by The Forrester Wave Report™: Financial Services CRM , Salesforce knows service — of any kind. Financial services CRMs are changing and so are the needs of customers.

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Sendoso launches a freemium eGifting service

Martech

Sendoso, the corporate branded gifting service, this week announced the launch of a freemium offering, Sendoso Express. It will allow businesses to send unlimited eGift cards from well-known vendors, paying only for the value of the cards themselves. With no contracts, subscriptions or fees, it is aimed at the SMB market.

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How Lego Bocks Explain Why Bloomreach Bought Exponea

Customer Experience Matrix

It also recalls other recent CDP acquisitions including Acquia buying AgilOne, Chapsvision buying NP6, SAP buying Emarsys, and Wunderkind buying SmarterHQ. Of course, the biggest CDP acquisition of all, Twilio’s purchase of Segment, doesn’t fit this mold. Simply put, the vendors assembling these suites are betting that vision is wrong.

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What Happens When Everyone Has a CDP?

Customer Experience Matrix

SessionM/Mastercard: most CDP acquisitions have been made by companies that are not primarily marketing software vendors. I believe the reason for these deals is that the buyers want to offer services that depend on unified customer data, but find it’s easier and cheaper to buy the necessary technology than to develop it internally.

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A snapshot of the email service provider landscape

Litmus

While there are clear market share leaders in the email service provider (ESP) and marketing automation platform (MAP) industry, brands still have a long list to choose from. Three years ago, there were 20 used by at least 1%—which goes to show how the ESP landscape is constantly changing with mergers, acquisitions, and new players.

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Financial services are missing the mark with customers — Here’s why

Salesforce Marketing Cloud

Financial services customers have a message for their providers: They like doing business online — and they aren’t going back to pre-pandemic habits. That’s the good news from a deep dive Salesforce took into financial services trends and the state of banking, insurance, and wealth management. The not-as-good news?

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Your Guide to Choosing a B2B Data Provider

Zoominfo

Users can meticulously target audiences and find leads fit to purchase a product or service. This engagement activity suggests interest or demand from an audience that they want to purchase a product or service. Accuracy: Generally speaking, the closer a vendor is to the data source — the more accurate the data will be.