crm-for-financial-services Blog CRM Differentiation 
Vision Edge Marketing
SEPTEMBER 17, 2024
They define customer-centricity as “a strategy that aligns a company’s development and delivery of its products and services with the current and future needs of a select set of customers in order to maximize their long-term financial value to the firm.” Use this data to drive continuous improvement initiatives.
Marketing Insider Group
JULY 1, 2020
Content marketing, when you peel away all the layers of techniques, trends, and possibilities, is a business opportunity. At its core, it’s a tool businesses can use for growth. Content marketing is the kind of marketing that delivers ROI you can measure. And that’s important – now more than ever. It funds itself. And then some.
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Customer Experience Matrix
FEBRUARY 9, 2012
NurtureHQ hopes to differentiate itself as “dead easy marketing automation”, which it arguably is. The case was made yet again this week in an excellent blog post by Joby Blume, describing his former company’s struggles with marketing automation. (Be Howard Sewell of Spear Marketing Group made a similar point on his own blog.
Vision Edge Marketing
JANUARY 30, 2024
This ensures that your products and services remain relevant and competitive in the market. It encourages business leaders to never settle and to keep looking for ways to enhance products, services, and the overall customer experience. It often involves tactics like price adjustments, loyalty programs, and improving customer service.
Convince & Convert
MARCH 18, 2010
Maybe social media isn’t the new television, but rather the new telephone and CRM? If we integrate our CRM and social media, we can use our social interactions with customers to learn more about their needs and desires, and improve the relevancy of our email communications and offers.
Zoominfo
FEBRUARY 13, 2019
Today’s blog post answers your most pressing questions about email list segmentation and explains why you should segment your lists today. For smaller companies, it makes more sense to choose just one or two significant differentiators, such as industry and company size. Unfamiliar with the term? What is Email List Segmentation?
Customer Experience Matrix
JANUARY 18, 2007
Somehow a paper published in 2005 by IBM’s financial services CRM group, “Creating a 20/20 customer experience: From customers to advocates,” recently found its way to my desk. Click here here for a copy.) This struck me as an interesting proposition, even though I’m not sure I agree. So let’s look a little closer.
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