Salesforce Marketing Cloud

DECEMBER 6, 2023

5 things a next-gen financial services CRM must have Bank on this: You’ll need a data-first dashboard, automation, and AI to thrive these days. Get top industry CRM insights See how The Forrester Wave™: Financial Services CRM, Q3 2023 report evaluates financial services CRM platforms – and why Salesforce is a Leader.

Work Management 102

Work Management Marketing Management CRM Service 102

Martech

OCTOBER 3, 2023

Citizens Bank is a regional business with approximately 1,200 branches in major northeast markets. Meeting customers where they are and supporting ‘feet on the street’ Lori Dillion serves as head of enterprise marketing at Citizens Bank, with 30 years of experience at the company. Dillon discussed the new sales and marketing approach.

Digital Asset Management 100

Digital Asset Management Enterprise Management Paid Search Agency Content 100

Bannerflow

FEBRUARY 17, 2021

The increasing requirement for digital transformation in the banking and financial services industries can be attributed to several factors. The COVID-19 pandemic has accelerated the already-established decline of in-branch banking, creating the necessity to evolve or fail. The decline of in-branch banking.

Digital Transformation 104

Digital Transformation Work Management Marketing Management Service 104

Zoominfo

FEBRUARY 13, 2021

So we pay close attention to the data and business analytics leaders making an impact in every industry. Steve Kozek, Citizens Bank. Steve is Senior Vice President and Head of Commercial Excellence with Citizen’s Bank. Steve is Senior Vice President and Head of Commercial Excellence with Citizen’s Bank.

Analytics 246

Analytics Business Digital Transformation Merchandising 246

Salesforce Marketing Cloud

JANUARY 19, 2023

This instability, paired with changing customer expectations from banks, means you must focus more on personalizing your customer service engagements and offering more proactive advice. Doing so can help bridge a growing customer expectation gap, while helping your bank run more efficiently.

Work Management 97

Work Management Customer Satisfaction Customer Surveys Lead Scoring 97

Martech

APRIL 16, 2024

digital advertising industry continued its growth trajectory in 2023,” said IAB CEO David Cohen, in a release. Recently, JP Morgan Chase announced Chase Media Solutions , the first bank-led platform of this kind. Top channels included CTV, retail media and audio, which all saw double-digit growth in 2023. Why we care.

Advertisements 104

Advertisements Advertising Paid Search Agency Privacy 104

Webbiquity

SEPTEMBER 28, 2020

It stands for Payment Card Industry Data Security Standard. The first version of PCI DSS was released in 2004, when MasterCard, Visa, American Express, Discover, and JCB aligned their individual security policies to create the Payment Card Industry Data Security Standard. Read on to see many of the most common questions answered.

FAQ 253

FAQ Enterprise Management Marketing Management Business 253

Marketing Insider Group

SEPTEMBER 15, 2020

Pop-ups at local festivals, craft shows, industry events, or marketplaces are an awesome way to engage with your audience. Banks face a catch-22: Customers complete most banking online, but 50% of people prefer visiting in-person branches for certain services. . Some may be relevant to B2C but not B2B.

Examples 358

Examples Planning Work Management B2B Thought Leadership 358

Valasys

JUNE 23, 2023

Banking application testing is a process that is used to verify the functionality, performance, security, and usability of software applications that are used in the banking industry. This type of testing is critical to ensure that banking software meets the high standards and regulations of the industry.

Terms and Conditions 52

Terms and Conditions Software Cost High Quality Lead 52

Sprout Social

AUGUST 16, 2023

It was a scene out of futuristic fiction—a decades-old bank collapsing mere hours after a social media post went viral. In what was supposed to be a non-event, Silicon Valley Bank (SVB) announced they were selling securities to raise capital. Soon, subsequent Tweets questioning the health of SVB went viral.

Work Management 75

Work Management Marketing Management Social Media Service 75

Contently

JULY 12, 2021

“Investment banking is just glorified content marketing.” In banking, you’re selling your unique insights. This makes sense; compliance approvals for content marketing are a notorious challenge in the industry. The investment bank had 96 of the top 100 B2B pieces of content in our analysis. Chen’s right.

Process 172

Process Planning Work Management Marketing Management 172

Acrolinx

OCTOBER 9, 2023

The era of personalized banking has arrived In the financial services industry, effective communication is pivotal. Beyond quality products, conveying value matters. So content creation becomes crucial.

Product 52

Product Content Service Effectiveness 52

Vision Edge Marketing

SEPTEMBER 13, 2022

Verticals can include industries as broad as medical devices or financial services or can specify a subsegment of a larger group, such as community banks within the larger market of financial services. Niche markets refer to a selection of customers with specific needs that are not necessarily in the same industry.

Verticals 224

Verticals Work Management Marketing Management Marketing Strategy 224

Valasys

FEBRUARY 19, 2024

Understanding Fintech’s Evolution Fintech is no longer just a buzzword; the revolution in money management impacts the way banks operate, investment strategies, and much more. Digital Banking and Neobanks: The rapid expansion of e-banks redefines customer requirements, offering consumers more convenience and lower fees.

Marketing AI 45

Marketing AI Peer-to-peer Marketing Management Best Practices 45

Salesforce Marketing Cloud

FEBRUARY 22, 2024

The good news is that field service is a dynamic industry, which means new opportunities will continuously arise. We asked three Trailblazers to provide their top field service career tips for a fulfilling and rewarding Service Career Path as the industry evolves and technologies emerge.

Work Management 52

Work Management Service Practices Tips 52

Salesforce Marketing Cloud

MAY 8, 2023

Recent events in the banking industry — such as the fall of Silicon Valley Bank (SVB) — have caused commotion and uncertainty among customers. Earning that trust back will take a proactive approach to managing risks in banking and improving how banks communicate with their customers. Is your crisis plan up to date?

Transparency 52

Transparency Marketing Management Segmentation Trust Marketing 52

Contently

APRIL 20, 2021

When you first land on Means and Matters , it doesn’t seem like a publication run by a bank. ” Yet, Means and Matters—a new website filled with “Stories of Money and Sustainability”—is run by Bank of the West, a subsidiary of BNP Paribas. “It was a very bank-y blog,” she explained.

Storytelling 84

Storytelling Paid Social Agency Content Differentiation 84

Webbiquity

JANUARY 19, 2021

It began in the 2000s when industry analyst Doug Laney characterized the collection and harnessing of extremely large amounts of data into three V’s: Volume : Refers to the amount of data being processed. Banks and financial institutions use big data to prevent cyber crimes and fraud. Fraud detection. Precision medicine.

Marketing AI 282

Marketing AI Marketing Analytics Tools Terms and Conditions Work Management 282

Martech

SEPTEMBER 26, 2022

Transactions that once required a drive to the bank can now be done with the tap of a virtual button. Neo-banking. The digital revolution has given rise to online-only banks without a physical branch anywhere in the world. The fintech industry is no exception. Just how big is the market size of the fintech industry?

Work Management 108

Work Management Marketing & Strategy Marketing Strategy Practices 108

Marketing Insider Group

MAY 1, 2023

Content foundations are must-have artifacts like buyer profiles, industry and competitor data, search keyword analysis, content performance data, and key marketing messages. The developers are thwarted by the banking industry (enemy), which spreads misinformation about blockchain (trial) because it threatens their power.

Content Marketing 257

Content Marketing Planning Paid Search Agency Content 257

Seismic

AUGUST 17, 2020

With the integration of these two tools, bankers have a streamlined, turnkey place to arm themselves with the industry-specific content they need to interact with their customers in a more profound and engaging way. What’s more, the PowerPoint slides contain the bank’s name and branding as well. The future of relationship banking.

Efficiency 105

Efficiency SMB Verticals API 105

illumin

JANUARY 9, 2024

Retail has been resilient this past year, holding on to revenue when so many other industries were at best seeing a halt in growth and a worst experienced a decline. billion on digital ads in 2024 alone and that the industry will make up 27.9% eMarketer predicts that retail will spend $73.55 of total digital ad spending in the US.

Top of Funnel 105

Top of Funnel Advertising Agencies Funnel Advertising Emarketing 105

Valasys

MARCH 21, 2024

(NASDAQ: One of the businesses AMD (Advanced Micro Device), a leading designer and manufacturer of high-end processors and graphics cards also, lost a part of their stock due to the sales order from Moody National Bank Trust Division. The sale came without the disclosure of details, an intriguing mystery that still remains unveiled.

Opinions 40

Opinions Transparency Trust Marketing Pricing 40

Valasys

APRIL 25, 2024

All our activities, whether shopping or banking, are digitized. Banking Banking and financial institutions are another industrial application of AI and ML technologies. We are living in an era where everything is digital and done via the internet. Those with high risk scores need to undergo extra authentication.

Allocation 40

Allocation Work Management Phishing Training 40

Zoominfo

OCTOBER 2, 2019

It specializes in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. It is also the world’s most valuable bank by market capitalization. JPMorgan Chase & Co. Revenue: $131.4 Revenue: $67.2

Paid Search Agency 100

Paid Search Agency Work Management Marketing Management Companies 100

Tony Zambito

MARCH 4, 2022

We now live in a global economy where the ties to everyday life and industry involve some form of inter-country or inter-region commerce. As the arc of the Russian invasion wreaks destruction and humanitarian crises, B2B buyers and brands will be confronted with moral and activism choices. It is how things get supplied and made.

Activities 231

Activities B2B Buyer Personas B2B Marketing 231

Martech

MAY 25, 2022

Gartner analyzed over 1,300 brands across 15 industries, including non-Gartner clients, with inclusion in the survey being based on volume of digital activity. Retail Banking: Capital One, Chase Bank, Discover Bank. Beauty and Personal Care: L’Oréal Paris. Food & Beverage: Ben & Jerry’s, Folgers, Red Bull.

Gartner 93

Gartner Brand Identity Branding Multi-Channel 93

Oktopost

MAY 26, 2020

They have to compete for eyeballs and wallets against banking giants, disruptive startups, and wildcards like cryptocurrency payment apps. A quick look at the banking and finance category in your mobile app store will show you how crowded the field is right now. Banking can feel cold and clinical at times. Humanize Your Brand.

Social Media 141

Social Media Social Marketing Media Planning 141

Salesforce Marketing Cloud

JUNE 23, 2022

That’s the good news from a deep dive Salesforce took into financial services trends and the state of banking, insurance, and wealth management. In the past year, digital adoption has increased in varying degrees across banking, insurance, and wealth management. The not-as-good news? Dive deep into the facts. Read our report.

Work Management 98

Work Management Service Customer Surveys Transparency 98

ClearVoice

MARCH 6, 2023

Numerous online publications quote the World Bank as saying there are currently 1.57 World Bank Group analysts predict that a sharp slowdown in global growth will happen this year. In their analysis, World Bank Group says, “Any adverse developments risk pushing the global economy into recession.” billion freelancers.

Work Management 98

Work Management Peer-to-peer Marketing Management Analysis 98

Valasys

OCTOBER 23, 2023

The banking industry is crowded with imposters who take shortcuts to profit quickly. Insurance companies and banks are preliminary targets for scammers as they regularly interact with them. Service providers provide sophisticated KYC processes to keep the banking system safe.

Ideal Customer Profiles 40

Ideal Customer Profiles Rules Startups Validation 40

Sprout Social

FEBRUARY 26, 2024

So this month we scoured the internet looking for brands across industries—from pet products to business software to car insurance—who shine when responding on social. PNC Bank: Finance industry-approved customer care For brands in regulated industries like financial services , social can be a perilous place.

Enterprise Management 66

Enterprise Management Brand Identity Branding Work Management 66

Launch Marketing

APRIL 19, 2023

Creating case studies that address an array of challenges in many industries, gives you a library of content to show prospects in the decision-making stage. Plus, these types of events can allow you to personalize the experience more closely to prospect challenges and depending on their industry or potential usage of the product.

Top of Funnel 118

Top of Funnel Tactics B2B Marketing Work Management 118

Valasys

JULY 24, 2023

Let’s delve into the world of RPA, starting with its definition and overview, followed by an exploration of its growing importance across various industries along with how to implement RPA in business. By automating routine tasks, banks can provide faster, more accurate services, minimize operational costs, and improve regulatory compliance.

Work Management 52

Work Management Customer Satisfaction Business Allocation 52

Salesforce Marketing Cloud

DECEMBER 2, 2021

On March 13, 2020, we sent 85% of our colleagues at City National Bank home and told everyone to work remotely for the next few weeks. And while life slowed down for many Americans, the passing of the CARES Act quickly launched the financial industry into high gear. Linda Duncombe, City National Bank.

Lead Scoring 98

Lead Scoring Lead Ranking Leads Lead 98

Martech

AUGUST 4, 2021

Even digital banking apps only keep 10% of its users a month after download. Obviously, Aisle is banking on Venmo’s retention rate being higher than the industry average. And take a look at these low app retention rates broken down by category. Various shopping apps range from 5.6%

Creativity 120

Creativity Brand Identity Branding SMS 120

Contently

FEBRUARY 24, 2022

There is a glut of VC funding flowing through the industry. Case studies are criminally overlooked in fintech, an industry where products are so complex that customers and potential buyers struggle to understand what exactly they do. They didn’t want to name the bank. Fintech is buzzing. The case for fintech case studies.

Case Studies 108

Case Studies Case Study Studies Peer-to-peer 108