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The Secrets to Virtual Selling for Financial Services

Vidyard

Financial services is an industry that’s on the brink of a new day. From customer service to new client contracts, everything is going digital—even selling. The financial services industry is recognizing a digital change that clients have wanted for a long time. 4 Types of Videos for Financial Services 2.1

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The 10 Best Examples of Thought Leadership Content Marketing

Marketing Insider Group

60% also said that this type of content had directly convinced them to buy a product or service they hadn’t previously considered. The enterprise cloud services market is extremely crowded, so it’s important for providers to differentiate themselves from the competition. Avoid direct sales messages in this type of content.

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CDP Overview: How We Got Here, Where We're Going, and What Could Get in the Way

Customer Experience Matrix

Has anyone asked you recently about the past, present, and future of Customer Data Platforms? It’s eleven years since the term “customer data platform” appeared in 2013. Then, they grew more common in financial services, hospitality, and telecom, which are all industries that traditionally had pretty good customer data systems.

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Vidyard Study Finds 87% of Financial Services Professionals Say Their Technology at Work is in “The Dark Ages”

Vidyard

23, 2022 – According to the second part of a future of work study released today by Vidyard and Atomik Research , 87% of financial services professionals said that their technology at work is in “the dark ages.” The findings were included in the report titled “ The Future of Work in Financial Services: Remote or In-Office?

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Vidyard Study Finds 96% of Financial Services Professionals Would Take a Pay Cut to Permanently Work from Home

Vidyard

KITCHENER, Ontario – January 19, 2022 – To better understand the evolving preferences of financial services professionals in today’s remote-first business world, Vidyard and Atomik Research today released a new study examining how these individuals feel about working from home versus returning to the office in the months ahead.

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What is an identity resolution platform?

Martech

An identity resolution platform is software that integrates consumer identifiers across channels and devices in a way that is accurate, scalable and privacy compliant to create a persistent and addressable individual profile. Why are these platforms important? Proprietary identity graph. Client ownership of first-party data.

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FMG Achieves 400% Growth in Enterprise Relationships, Enhances Offering

FMG Suite

May 16, 2023 – FMG Suite, a leading SaaS company specializing in marketing content, automation, and websites for financial advisors, today announced that it has achieved 400% growth of its enterprise business relationships since 2021. FMG’s platform surpassed our expectations in so many ways. SAN DIEGO, Calif.,