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| financial services marketing automation: Marketing Automation For Dummies Mathew Sweezey, 2014-04-14 Multiply the effectiveness of your campaigns with marketing automation Marketing automation technology has been shown to dramatically increase lead conversions and average deal sizes as well as improving forecasting and customer segmentation. A subset of CRM, it focuses on defining, scheduling, segmenting, and tracking marketing campaigns. This friendly book demystifies marketing automation in straightforward terms, helping you leverage the tools and handle the processes that will enable a seamless integration with your CRM program. Learn to establish a buyer profile, assess your needs, select tools, create a lead scoring model, and much more. Marketing automation is a next-generation, CRM-related tool for increasing lead conversions and improving forecasting and customer segmentation This book provides an easy-to-understand introduction to the tools and technology, helping you evaluate your current processes, choose the appropriate tools, and follow best practices in making the most of them Written by Mathew Sweezey, Marketing Automation Evangelist at Pardot (ExactTarget), a leading provider of marketing automation solutions Covers working with the marketing lifecycle, evaluating your assets, integrating marketing automation with CRM and with other processes, nurturing your leads, and using marketing automation to reach buyers via e-mail, social media, and more Marketing Automation For Dummies is the ideal guide to get you up and running with marketing automation, putting your business on the cutting edge and enhancing your competitiveness. |
| financial services marketing automation: Marketing of Financial Services Dr. Swati Agrawal, Dr. Monika Shrimali, 2024-04-15 Marketing of Financial Services is a detailed handbook that delves into the complexities of marketing in the dynamic and ever-changing world of finance. This book addresses a broad variety of issues important to professionals in banking, investment management, insurance, fintech, and other financial industries. Readers will learn the fundamentals of marketing and how to use them successfully in the financial services industry. From constructing strong brand identities and exploiting digital channels to establishing trust with customers and overcoming legal limits, this book provides readers with the information and skills they need to design effective marketing campaigns and drive company development. Drawing on the most recent research, real-world case studies, and expert insights, Marketing of Financial Services provides a mix of theoretical frameworks and practical implementations. Whether you're a marketer, a financial professional, or an entrepreneur trying to disrupt the sector, this book is a reliable guide on the path to marketing excellence in financial services. Throughout the book, readers will discover effective tactics for attracting new consumers, strengthening current connections, and differentiating services in a competitive economy. With its focus on innovation, originality, and practical outcomes, Marketing of Financial Services is a wonderful resource for anybody looking to flourish in the fast-paced world of financial marketing. |
| financial services marketing automation: Financial Services Marketing Christine Ennew, Nigel Waite, 2007-01-18 Financial Services Marketing: an international guide to principles and practice contains the ideal balance of marketing theory and practice to appeal to advanced undergraduates and those on professional courses such as the Chartered Institute of Banking. Taking an international and strategic view of an increasingly important and competitive sector, Financial Services Marketing adopts a fresh approach in terms of structure, and is organised around the core marketing activities of marketing for acquisition and marketing for retention. Financial Services Marketing features: * Strong international focus: case studies and vignettes representing Asia-Pacific, Europe and the US. * Comprehensive coverage, focusing on both B2B and B2C marketing. * Expert insights into the latest innovations in the sector, from technological developments, CRM and customer loyalty to issues of social responsibility. Financial Services Marketing will help both the student and the practitioner to develop a firm grounding in the fundamentals of: financial services strategy, customer acquisition, and customer development. Reflecting the realities of financial services marketing in an increasingly complex sector, it provides the most up-to-date, international and practical guide to the subject available. |
| financial services marketing automation: Marketing Automation: Concepts and Strategies , 2024-10-26 Designed for professionals, students, and enthusiasts alike, our comprehensive books empower you to stay ahead in a rapidly evolving digital world. * Expert Insights: Our books provide deep, actionable insights that bridge the gap between theory and practical application. * Up-to-Date Content: Stay current with the latest advancements, trends, and best practices in IT, Al, Cybersecurity, Business, Economics and Science. Each guide is regularly updated to reflect the newest developments and challenges. * Comprehensive Coverage: Whether you're a beginner or an advanced learner, Cybellium books cover a wide range of topics, from foundational principles to specialized knowledge, tailored to your level of expertise. Become part of a global network of learners and professionals who trust Cybellium to guide their educational journey. www.cybellium.com |
| financial services marketing automation: The 4-hour Workweek Timothy Ferriss, 2011 How to reconstruct your life? Whether your dream is experiencing high-end world travel, earning a monthly five-figure income with zero management, or just living more and working less, this book teaches you how to double your income, and how to outsource your life to overseas virtual assistants for $5 per hour and do whatever you want. |
| financial services marketing automation: Digital Marketing Excellence Dave Chaffey, PR Smith, 2022-07-22 Now in its sixth edition, the hugely popular Digital Marketing Excellence is a practical guide to creating and executing integrated digital marketing plans, combining established approaches to marketing planning with the creative use of new digital models and digital tools. Written by two highly experienced digital marketing consultants, the book shows you how to: Draw up an outline integrated digital marketing plan Evaluate and apply digital marketing principles and models Integrate online and offline communications Implement customer-driven digital marketing as part of digital transformation Reduce costly trial and error Measure and enhance your digital marketing Learn best practices for reaching and engaging your audiences using the key digital marketing platforms. This new edition has been streamlined to seamlessly integrate the latest developments in digital analytics, ethics and privacy, Predictive Analytics, Machine Learning and Artificial Intelligence. Including new international case studies and up-to-date examples throughout, this book cuts through the jargon to show marketers how to leverage data and digital technologies to their advantage. Offering a highly structured and accessible guide to a critical and far-reaching subject, Digital Marketing Excellence, 6th edition, provides a vital reference point for all digital marketing students, and managers involved in digital marketing strategy and implementation. Online resources have been fully updated for the new edition and include a new set of PowerPoint slides and a full test bank of questions and exercises. |
| financial services marketing automation: Maximizing Lead Generation Ruth Stevens, 2012 The Hands-On, Up-to-the-Minute Guide to Generating Better-Qualified, Quicker-to-Close B2B Leads! Lead generation is Job One: B2B marketers' single most important objective. Maximizing Lead Generation brings together everything you need to know to do it right. Fast-paced and 100% practical, it will help you achieve outstanding results in any B2B marketplace from enterprise technology to industrial equipment to professional services. World-renowned expert Ruth P. Stevens helps you bring science and systematization to all facets of lead generation, building on process, best practices, continuous testing, and ongoing improvement. You'll learn how to maximize the value of tried-and-true B2B tools and the newest social, web, and search technologies. Stevens offers indispensable insights for the entire lead lifecycle, including qualification, nurturing, measurement, and tracking. Organized for clarity, usability, and speed, this book will help you supercharge salesforce productivity and company profits. You'll Learn How To: · Develop and refine rules that consistently lead to higher-quality leads · Gain deeper insights into your customers and their buying processes · Build sophisticated, accurate marketing databases · Identify the media most likely to work for you · Execute highly effective campaigns · Drive huge ROI improvements · Use BANT and other qualification criteria · Apply new nurturing techniques to convert duds into diamonds · Track results and quantify the business value of campaigns · Utilize best practices content marketing and marketing automation · Integrate continuous improvement into lead generation · Discover 10 trends that will transform the way you prospect |
| financial services marketing automation: Robo-Advisory Peter Scholz, 2020-12-28 Robo-Advisory is a field that has gained momentum over recent years, propelled by the increasing digitalization and automation of global financial markets. More and more money has been flowing into automated advisory, raising essential questions regarding the foundations, mechanics, and performance of such solutions. However, a comprehensive summary taking stock of this new solution at the intersection of finance and technology with consideration for both aspects of theory and implementation has so far been wanting. This book offers such a summary, providing unique insights into the state of Robo-Advisory. Drawing on a pool of expert authors from within the field, this edited collection aims at being the vital go-to resource for academics, students, policy-makers, and practitioners alike wishing to engage with the topic. Split into four parts, the book begins with a survey of academic literature and its key insights paired with an analysis of market developments in Robo-Advisory thus far. The second part tackles specific questions of implementation, which are complemented by practical case studies in Part III. Finally, the fourth part looks ahead to the future, addressing questions of key importance such as artificial intelligence, big data, and social networks. Thereby, this timely book conveys both a comprehensive grasp of the status-quo as well as a guiding outlook onto future trends and developments within the field. |
| financial services marketing automation: Powering the Digital Economy: Opportunities and Risks of Artificial Intelligence in Finance El Bachir Boukherouaa, Mr. Ghiath Shabsigh, Khaled AlAjmi, Jose Deodoro, Aquiles Farias, Ebru S Iskender, Mr. Alin T Mirestean, Rangachary Ravikumar, 2021-10-22 This paper discusses the impact of the rapid adoption of artificial intelligence (AI) and machine learning (ML) in the financial sector. It highlights the benefits these technologies bring in terms of financial deepening and efficiency, while raising concerns about its potential in widening the digital divide between advanced and developing economies. The paper advances the discussion on the impact of this technology by distilling and categorizing the unique risks that it could pose to the integrity and stability of the financial system, policy challenges, and potential regulatory approaches. The evolving nature of this technology and its application in finance means that the full extent of its strengths and weaknesses is yet to be fully understood. Given the risk of unexpected pitfalls, countries will need to strengthen prudential oversight. |
| financial services marketing automation: Bank 4.0 Brett King, 2018-12-17 Winner of best book by a foreign author (2019) at the Business Book of the Year Award organised by PwC Russia The future of banking is already here — are you ready? Bank 4.0 explores the radical transformation already taking place in banking, and follows it to its logical conclusion. What will banking look like in 30 years? 50 years? The world’s best banks have been forced to adapt to changing consumer behaviors; regulators are rethinking friction, licensing and regulation; Fintech start-ups and tech giants are redefining how banking fits in the daily life of consumers. To survive, banks are having to develop new capabilities, new jobs and new skills. The future of banking is not just about new thinking around value stores, payment and credit utility — it's embedded in voice-based smart assistants like Alexa and Siri and soon smart glasses which will guide you on daily spending and money decisions. The coming Bank 4.0 era is one where either your bank is embedded in your world via tech, or it no longer exists. In this final volume in Brett King's BANK series, we explore the future of banks amidst the evolution of technology and discover a revolution already at work. From re-engineered banking systems, to selfie-pay and self-driving cars, Bank 4.0 proves that we're not on Wall Street anymore. Bank 4.0 will help you: Understand the historical precedents that flag a fundamental rethinking in banking Discover low-friction, technology experiences that undermine the products we sell today Think through the evolution of identity, value and assets as cash and cards become obsolete Learn how Fintech and tech disruptors are using behaviour, psychology and technology to reshape the economics of banking Examine the ways in which blockchain, A.I., augmented reality and other leading-edge tech are the real building blocks of the future of banking systems If you look at individual technologies or startups disrupting the space, you might miss the biggest signposts to the future and you might also miss that most of we've learned about banking the last 700 years just isn't useful. When the biggest bank in the world isn't any of the names you'd expect, when branch networks are a burden not an asset, and when advice is the domain of Artificial Intelligence, we may very well have to start from scratch. Bank 4.0 takes you to a world where banking will be instant, smart and ubiquitous, and where you'll have to adapt faster than ever before just to survive. Welcome to the future. |
| financial services marketing automation: Operations in Financial Services Michael Pinedo, Yuqian Xu, 2017-12-21 Operations in Financial Services establishes a framework for this research area from an operations management perspective. The first section presents an introduction and provides an overview of the topic. The second section establishes links between the current state of the art in relevant areas of operations management and operations research and three of the more important aspects of operations in financial services - (i) financial product design and testing, (ii) process delivery design, and (iii) process delivery management. The third section focuses on the current issues that are important in the financial services operations area. These issues center primarily on mobile online banking and trading in a global environment. The fourth section discusses operational risk aspects of financial services. The final section concludes with a discussion on research directions that may become of interest in the future. |
| financial services marketing automation: Digital and Social Media Marketing Nripendra P. Rana, Emma L. Slade, Ganesh P. Sahu, Hatice Kizgin, Nitish Singh, Bidit Dey, Anabel Gutierrez, Yogesh K. Dwivedi, 2019-11-11 This book examines issues and implications of digital and social media marketing for emerging markets. These markets necessitate substantial adaptations of developed theories and approaches employed in the Western world. The book investigates problems specific to emerging markets, while identifying new theoretical constructs and practical applications of digital marketing. It addresses topics such as electronic word of mouth (eWOM), demographic differences in digital marketing, mobile marketing, search engine advertising, among others. A radical increase in both temporal and geographical reach is empowering consumers to exert influence on brands, products, and services. Information and Communication Technologies (ICTs) and digital media are having a significant impact on the way people communicate and fulfil their socio-economic, emotional and material needs. These technologies are also being harnessed by businesses for various purposes including distribution and selling of goods, retailing of consumer services, customer relationship management, and influencing consumer behaviour by employing digital marketing practices. This book considers this, as it examines the practice and research related to digital and social media marketing. |
| financial services marketing automation: The Definitive Guide to Marketing Automation Jon Miller, 2013-02-12 |
| financial services marketing automation: Artificial Intelligence in Banking Introbooks, 2020-04-07 In these highly competitive times and with so many technological advancements, it is impossible for any industry to remain isolated and untouched by innovations. In this era of digital economy, the banking sector cannot exist and operate without the various digital tools offered by the ever new innovations happening in the field of Artificial Intelligence (AI) and its sub-set technologies. New technologies have enabled incredible progression in the finance industry. Artificial Intelligence (AI) and Machine Learning (ML) have provided the investors and customers with more innovative tools, new types of financial products and a new potential for growth.According to Cathy Bessant (the Chief Operations and Technology Officer, Bank of America), AI is not just a technology discussion. It is also a discussion about data and how it is used and protected. She says, In a world focused on using AI in new ways, we're focused on using it wisely and responsibly. |
| financial services marketing automation: The AI Book Ivana Bartoletti, Anne Leslie, Shân M. Millie, 2020-06-29 Written by prominent thought leaders in the global fintech space, The AI Book aggregates diverse expertise into a single, informative volume and explains what artifical intelligence really means and how it can be used across financial services today. Key industry developments are explained in detail, and critical insights from cutting-edge practitioners offer first-hand information and lessons learned. Coverage includes: · Understanding the AI Portfolio: from machine learning to chatbots, to natural language processing (NLP); a deep dive into the Machine Intelligence Landscape; essentials on core technologies, rethinking enterprise, rethinking industries, rethinking humans; quantum computing and next-generation AI · AI experimentation and embedded usage, and the change in business model, value proposition, organisation, customer and co-worker experiences in today’s Financial Services Industry · The future state of financial services and capital markets – what’s next for the real-world implementation of AITech? · The innovating customer – users are not waiting for the financial services industry to work out how AI can re-shape their sector, profitability and competitiveness · Boardroom issues created and magnified by AI trends, including conduct, regulation & oversight in an algo-driven world, cybersecurity, diversity & inclusion, data privacy, the ‘unbundled corporation’ & the future of work, social responsibility, sustainability, and the new leadership imperatives · Ethical considerations of deploying Al solutions and why explainable Al is so important |
| financial services marketing automation: Buyer Personas Adele Revella, 2015-02-24 Named one of Fortune Magazine’s “5 Best Business Books” in 2015 See your offering through the buyer's eyes for more effective marketing Buyer Personas is the marketer's actionable guide to learning what your buyer wants and how they make decisions. Written by the world's leading authority on buyer personas, this book provides comprehensive coverage of a compelling new way to conduct buyer studies, plus practical advice on adopting the buyer persona approach to measurably improve marketing outcomes. Readers will learn how to segment their customer base, investigate each customer type, and apply a radically more relevant process of message selection, content creation, and distribution through the channels that earn the buyers' trust. Rather than relying on generic data or guesswork to determine what the buyer wants, the buyer persona approach allows companies to ask the buyer directly and obtain more precise and actionable guidance. Buyer personas are composite pictures of the people who buy solutions, services or products, crafted through a unique type of interview with the people the marketer wants to influence. This book provides step-by-step guidance toward implementing the buyer persona approach, with the advice of an internationally-respected expert. Learn who buys what, and why Understand your buyer's goals and how you can address them Tailor your marketing activities to your buyer's expectations See the purchase through the customer's eyes A recent services industry survey reports that 52 percent of their marketers have buyer personas, and another 28 percent expect to add them within the next two years – but only 14.6 percent know how to use them. To avoid letting such a valuable tool go to waste, access the expert perspective in Buyer Personas, and craft a more relevant marketing strategy. |
| financial services marketing automation: AI and Data Engineering Solutions for Effective Marketing Alla, Lhoussaine, Hmioui, Aziz, Bentalha, Badr, 2024-07-17 In the world of contemporary marketing, a challenge exists — the relationship between data engineering, artificial intelligence, and the essential elements of effective marketing. Businesses find themselves at a crossroads, grappling with the imperative to navigate this complex landscape. This challenge serves as the backdrop for the exploration in AI and Data Engineering Solutions for Effective Marketing, a comprehensive reference tailored for academic scholars. Seamlessly integrating theoretical models with real-world applications, the book delves into critical facets of strategic and operational marketing. From the adoption of data science techniques to grappling with big data's vast potential, it offers a guide for academics seeking profound insights into the future of marketing strategies and their efficient execution. Designed for researchers, practitioners, and students with an interest in the intersection of artificial intelligence, data engineering, and marketing, this book serves as a guide for implementing new marketing management solutions and optimizing their operational efficiency. While the primary audience is researchers and practitioners in the field, the book is also tailored to benefit students seeking a deep understanding of the latest developments in marketing. |
| financial services marketing automation: Machine-to-Machine Marketing (M3) via Anonymous Advertising Apps Anywhere Anytime (A5) Jesus Mena, 2016-04-19 In today's wireless environment, marketing is more frequently occurring at the server-to-device level-with that device being anything from a laptop or phone to a TV or car. In this real-time digital marketplace, human attributes such as income, marital status, and age are not the most reliable attributes for modeling consumer behaviors. A more effe |
| financial services marketing automation: Integrating AI-Driven Technologies Into Service Marketing Nadda, Vipin, Tyagi, Pankaj Kumar, Singh, Amrik, Singh, Vipin, 2024-08-29 In an era marked by rapid technological advancements and the increasing integration of artificial intelligence (AI) into various sectors, the intersection of AI technologies with service marketing stands as a pivotal frontier. It is essential to explore the intricate nexus between AI technologies and service marketing strategies. Integrating AI-Driven Technologies Into Service Marketing elucidates the transformative impact of AI on key facets of service marketing, ranging from customer engagement and relationship management to market segmentation and product customization. It underscores the imperative for stakeholders in emerging economies to harness the power of AI technologies in crafting innovative and adaptive service marketing strategies. The book navigates the complexities of AI adoption while offering pragmatic recommendations for fostering responsible and inclusive AI-driven service marketing ecosystems. Covering topics such as customer engagement, influencer marketing, and sentiment analysis, this book is an excellent resource for scholars, researchers, educators, business professionals, managers, academicians, postgraduate students, and more. |
| financial services marketing automation: Sales Force Management Joseph F. Hair, Jr., Rolph Anderson, Rajiv Mehta, Barry Babin, 2020-09-16 The second edition of Sales Force Management prepares students for professional success in the field. Focused on the areas of customer loyalty, customer relationship management, and sales technology, this practical resource integrates selling and sales management while highlighting the importance of teamwork in any sales and marketing organization. The text presents core concepts using a comprehensive pedagogical framework—featuring real-world case studies, illustrative examples, and innovative exercises designed to facilitate a deeper understanding of sales management challenges and to develop stronger sales management skills. Supported with a variety of essential ancillary resources for instructors and students, Sales Force Management, 2nd Edition includes digital multimedia PowerPoints for each chapter equipped with voice-over recordings ideal for both distance and in-person learning. Additional assets include the instructor's manual, computerized and printable test banks, and a student companion site filled with glossaries, flash cards, crossword puzzles for reviewing key terms, and more. Integrating theoretical, analytical, and pragmatic approaches to sales management, the text offers balanced coverage of a diverse range of sales concepts, issues, and activities. This fully-updated edition addresses the responsibilities central to managing sales people across multiple channels and through a variety of methods. Organized into four parts, the text provides an overview of personal selling and sales management, discusses planning, organizing, and developing the sales force, examines managing and directing sales force activities, and explains effective methods for controlling and evaluating sales force performance. |
| financial services marketing automation: The SAGE Handbook of Digital Marketing Annmarie Hanlon, Tracy L. Tuten, 2022-06-10 Digital marketing changes the dynamics of traditional routes to market, augments conversations and facilitates the measurement of activities by organisations and consumers alike. This Handbook strives to advance the study and understanding of this domain and provides a digital marketing journey that flows from methods and methodologies. It moves from the fundamentals to the different aspects of digital marketing strategy, tactics, metrics and management, and ethics. This Handbook brings together the critical factors in digital marketing as the essential reference set for researchers in this area of continued growth. It is essential reading for postgraduate students, researchers, and practitioners in a range of disciplines exploring digital marketing. Part 1: Foundations of Digital Marketing Part 2: Methodologies and Theories in Digital Marketing Part 3: Channels and Platforms in Digital Marketing Part 4: Tools, Tactics and Techniques in Digital Marketing Part 5: Management and Metrics in Digital Marketing Part 6: Ethical Issues in Digital Marketing |
| financial services marketing automation: The Ultimate Sales Accelerator Amit Agarwal, 2022-12-26 ONE SALES STRATEGY TO WIN IN BOTH BUSINESS AND LIFE There are 7.7 billion sales owners in the world. Everyone is selling either a product, a service or an idea. The fact that everyone is selling brings its own unique challenges and possibilities. How can high-growth companies and start-ups win clients amid unprecedented competition? How can one close large deals virtually? How does one become a great storyteller and influence others? How can one communicate effectively in life scenarios such as parenting, hiring or asking for a raise? What is the higher purpose of sales? Sharing forty-two practical business, consumer and real-life experiences, this book reveals one simple and powerful sales strategy that is the perfect answer to all the above questions. In an engaging manner, Amit provides you with a clear and easy-to-implement blueprint for this strategy. The Updated and Expanded Edition includes Virtual Selling Readers' Case Studies 10 Videos Embedded as QR codes |
| financial services marketing automation: Uncomparable Kristen Luke, 2023-07-25 The Financial Advisor’s Definitive Guide to Niche Marketing In Uncomparable, veteran financial services marketing consultant Kristen Luke challenges the traditional concept of striving to be the best financial advisor in the industry. Instead, encourages financial advisors to become uncomparable by owning a niche and establishing themselves as an expert in solving one problem for one type of client. In this book, Luke argues that being better than the competition is not enough because you can be surpassed by other financial advisors who add just one additional service or implement a slightly superior approach. In contrast, by positioning yourself as unique and focusing on developing and promoting your expertise to a narrow set of clients, you become uncomparable and stand out as a leader in your space. This book offers practical advice to help you identify your niche and build your marketing strategy to attract your ideal clientele. With a refreshing perspective on business differentiation and actionable steps for standing out in a crowded marketplace, Uncomparable will allow you to find your path to marketing success. |
| financial services marketing automation: SMACing the Bank Balaji Raghunathan, Rajashekara Maiya, 2017-11-15 The formula for the Future of Work is called SMAC - social, mobile, analytics and cloud on one integrated stack where each function enables another to maximize its effect. This is the new enterprise IT model delivering an organization that is more connective, collaborative, real time and productive. This book provides a comprehensive view of how SMAC Technologies are impacting the entire banking eco-system as well as the key stakeholders, namely customers, employees and partners. |
| financial services marketing automation: Hyperautomation in Business and Society Darwish, Dina, 2024-07-17 The demand for efficiency and intelligent decision-making has become paramount, prompting a crucial examination of the limitations of traditional automation. Organizations find themselves at a crossroads, searching for a transformative solution that transcends conventional approaches. Enter the era of Hyperautomation an innovative paradigm that goes beyond simple automation by integrating artificial intelligence, robotic process automation, and advanced techniques such as cognitive computing and data mining. Hyperautomation in Business and Society is a comprehensive exploration of how Hyperautomation addresses the complexities of modern challenges, offering a compelling solution to propel businesses and society into a new era of efficiency and intelligent decision-making. This book sets out to achieve a dual purpose: to enlighten and to guide. Starting with a breakdown of intelligent automation, the book progresses to dissect the latest IA technologies, platforms, and the intricate ways in which it optimizes workflows. Spanning diverse applications across sectors such as logistics, marketing, finance, and customer care, it paints a vivid picture of IA's transformative influence. Notably, it addresses the challenges faced by IA implementation, offering a nuanced exploration of real-world applications and their impact on businesses. Geared towards undergraduate and postgraduate students, researchers, and practitioners, this book is a compass for those navigating the ever-changing landscape of intelligent automation. |
| financial services marketing automation: Customer Relationship Management Strategies in the Digital Era Nas?r, Süphan, 2015-03-31 In today’s global economy, social media and technological advances have changed the way businesses interact with their clientele. With new forms of communication and IT practices, companies seek innovative practices for maintaining their consumer loyalty. Customer Relationship Management Strategies in the Digital Era blends the literature from the fields of marketing and information technology in an effort to examine the effect that technological advances have on the interaction between companies and their customers Through chapters and case studies, this publication discusses the importance of achieving competitive advantage through implementing relationship marketing practices and becoming consumer-centric. This publication is an essential reference source for researchers, professionals, managers, and upper level students interested in understanding customer loyalty in a technology-focused society. |
| financial services marketing automation: Account-Based Marketing For Dummies Sangram Vajre, 2016-04-25 Grow your account list with an effective account-based marketing strategy Buyers have changed the B2B marketing game. Account-Based Marketing For Dummies is here to give you the tools to transform your current approach to find, reach, and engage with your potential customers on their terms to meet their ever-changing demands. Packed with expert tips and step-by-step instructions, this book shows you how to analyze current data to identify the accounts with the biggest ROI opportunities and execute effective, account-specific techniques that get results. This practical guide takes the intimidation out of account-based marketing in today's highly digitized world. You'll be armed with the knowledge you need to increase your reach in real time, giving you greater exposure to other decision-makers and influencers within an account. You'll discover how, through a combination of marketing technology and online advertising, your messages can be displayed where and when your customers already engage online. Align your sales and marketing teams for greater success in your ABM efforts Analyze data to identify key accounts Target your messages for real-time interaction Integrate your campaign with marketing automation software If you're a member of a sales or marketing team already using a CRM tool who's looking to increase your reach, Account-Based Marketing For Dummies has you covered! Account-Based Marketing For Dummies clears away the confusion surrounding this much-hyped topic. It offers simple, direct explanations of what account-based marketing is, why it's important, and how to do it. Any business marketing professional will benefit from a look at this book. —David Raab, Founder at Raab Associates If you're reading this book and just getting started with ABM, welcome to the future of what b-to-b marketing can be: insight-led, technology-enabled and, above all, customer focused. Our clients are delighted with the business impact they deliver using account-based marketing, and you will be, too. —Megan Heuer, Vice President and Group Director, SiriusDecisions Like a Hollywood agent, marketing's job is to get sales the 'audition,' not the part. Account-based marketing is the key to maximizing the number of the 'right' auditions for your sales team, and Account-Based Marketing For Dummies explains how. —Joe Chernov, VP of Marketing at InsightSquared Ever-advancing marketing technology is enabling a new generation of sales and marketing strategies to thrive, changing the playing field for companies of all sizes. This modern wave of account-based marketing has tremendous potential to improve your business, and Sangram Vajre is an insightful and enthusiastic guide to show you how. —Scott Brinker, Author of Hacking Marketing Account-based marketing is shifting how businesses use customer insights to capture more upmarket revenue. This book teaches a new wave of data-driven marketers how to embrace an enlightened quality-vs-quantity approach and execute a scalable ABM strategy that delivers real results. —Sean Zinsmeister, Senior Director of Product Marketing, Infer The book may be titled '...for dummies', but ABM is proving to be a smart approach for B2B marketers charged with generating sales pipeline and acquiring and delighting customers. Use this book to help you get started and advance your account-based marketing strategies and tactics that will thrill your sales colleagues, executive team and customers alike. —Scott Vaughan, CMO, Integrate |
| financial services marketing automation: Services Marketing Management Peter Mudie, Angela Pirrie, 2012-06-25 Services Marketing Management builds on the success of the previous editions, formally entitled 'The Management and Marketing of Services', to provide an easily digestible approach to the service industry with a specific focus on the management and marketing elements. This new edition has been thoroughly revamped to include pedagogical features such as exercises and mini cases throughout the text to consolidate learning and make it more student friendly. New content has been incorporated to bring the subject matter thoroughly up to date, for example featuring more on the Internet, the inclusion of material on call centres in respect of service delivery and service encounter; additional material on customer relationship management (CRM); consideration of frontline employees and internal marketing; and a discussion of revenue management issues in managing demand and capacity. Particularly suitable for students on marketing, business and hospitality courses who require a good grounding in the principles of services marketing, the practical implications are shown clearly and effectively demonstrate how the principles are applied in the real world. A web based lecturer resource accompanies the text. |
| financial services marketing automation: Careers in Marketing Eric Siebert, 2016 'Careers in Marketing' is divided into four sections based on the key activities of marketing: Marketing Insights, Marketing Planning, Marketing Execution and Marketing Optimization. The most relevant digital and traditional marketing roles are described across each of these activities. Each role includes detailed descriptions of both traditional and digital marketing roles including key job responsibilities and an 'insider view' of the day to day realities of the job. The pros and cons of each role is also described along with key success criteria, salary information, a typical career path as well as guidance on how to land one's first job.-Publisher description. |
| financial services marketing automation: CIO , 2006-01-15 |
| financial services marketing automation: Cloud Security Sirisha Potluri, Katta Subba Rao, Sachi Nandan Mohanty, 2021-07-19 This book presents research on the state-of-the-art methods and applications. Security and privacy related issues of cloud are addressed with best practices and approaches for secure cloud computing, such as cloud ontology, blockchain, recommender systems, optimization strategies, data security, intelligent algorithms, defense mechanisms for mitigating DDoS attacks, potential communication algorithms in cloud based IoT, secure cloud solutions. |
| financial services marketing automation: Microsoft Certified: Power Platform Developer Associate (PL-400) Cybellium, Welcome to the forefront of knowledge with Cybellium, your trusted partner in mastering the cutting-edge fields of IT, Artificial Intelligence, Cyber Security, Business, Economics and Science. Designed for professionals, students, and enthusiasts alike, our comprehensive books empower you to stay ahead in a rapidly evolving digital world. * Expert Insights: Our books provide deep, actionable insights that bridge the gap between theory and practical application. * Up-to-Date Content: Stay current with the latest advancements, trends, and best practices in IT, Al, Cybersecurity, Business, Economics and Science. Each guide is regularly updated to reflect the newest developments and challenges. * Comprehensive Coverage: Whether you're a beginner or an advanced learner, Cybellium books cover a wide range of topics, from foundational principles to specialized knowledge, tailored to your level of expertise. Become part of a global network of learners and professionals who trust Cybellium to guide their educational journey. www.cybellium.com |
| financial services marketing automation: Current Affairs Banking Notes : A Complete Current Affairs Preparation Book for All Banking Related Exams | SBI, IBPS , RRB | Topic-wise Edugorilla Prep Experts, 2022-09-15 • Best Selling Book For Current Affairs For All Bank Related Exams as per the latest syllabus. • Increase your chances of selection by 16X. • The Banking Notes Book For Current Affairs contains a well-structured & up-to-date syllabus that is essential for exam success. • Score high on exams using content that is thoroughly researched by experts. |
| financial services marketing automation: The AI Marketing Playbook Mark Lamplugh, 2024-10-07 Explore the transformative world of AI-driven marketing by integrating Artificial Intelligence into modern marketing strategies. This book is designed to help businesses optimize their operations, personalize customer experiences, and harness the full potential of AI to drive growth and innovation. You will learn the foundational concepts of AI and machine learning, discover best practices for data hygiene, structuring, and optimization, and explore how AI tools can transform customer data into actionable insights, enhancing your ability to create personalized and effective marketing campaigns. The book is tailored for marketing professionals, business owners, and digital strategists who are eager to integrate AI into their marketing practices. It is equally valuable for beginners and experienced marketers who want to stay at the forefront of the rapidly evolving digital marketing landscape. FEATURES Includes step-by-step guides for implementing AI tools in SEO, social media, and email Covers the use of AI to analyze customer behavior, benefits of chatbots, and AI-powered customer service Features real-world cases from leading companies like Netflix, Amazon, and Spotify Uses AI tools to transform customer data into actionable insights for more effective campaigns TABLE OF CONTENTS 1: Introduction to AI Marketing. 2: Understanding AI and Machine Learning. 3: Preparing Your Data for AI. 4: Using AI to Analyze Customer Behavior. 5: Personalization with AI. 6: Chatbots and AI-Powered Customer Service. 7: Image and Video Recognition with AI. 8: Using AI for Social Media Marketing. 9: Predictive Analytics with AI. 10: Email Marketing with AI. 11: Search Engine Optimization with AI. 12: Using AI for Content Marketing. 13: Marketing Automation with AI. 14: Using AI for Sales Enablement. 15: Ethical Considerations and the Future of AI in Marketing. |
| financial services marketing automation: Digital Marketing Excellence Dave Chaffey, PR Smith, 2022-07-22 Now in its sixth edition, the hugely popular Digital Marketing Excellence is a practical guide to creating and executing integrated digital marketing plans, combining established approaches to marketing planning with the creative use of new digital models and digital tools. Written by two highly experienced digital marketing consultants, the book shows you how to: Draw up an outline integrated digital marketing plan Evaluate and apply digital marketing principles and models Integrate online and offline communications Implement customer-driven digital marketing as part of digital transformation Reduce costly trial and error Measure and enhance your digital marketing Learn best practices for reaching and engaging your audiences using the key digital marketing platforms. This new edition has been streamlined to seamlessly integrate the latest developments in digital analytics, ethics and privacy, Predictive Analytics, Machine Learning and Artificial Intelligence. Including new international case studies and up-to-date examples throughout, this book cuts through the jargon to show marketers how to leverage data and digital technologies to their advantage. Offering a highly structured and accessible guide to a critical and far-reaching subject, Digital Marketing Excellence, 6th edition, provides a vital reference point for all digital marketing students, and managers involved in digital marketing strategy and implementation. Online resources have been fully updated for the new edition and include a new set of PowerPoint slides and a full test bank of questions and exercises. |
| financial services marketing automation: The Definitive Guide to Data Integration Pierre-Yves BONNEFOY, Emeric CHAIZE, Raphaël MANSUY, Mehdi TAZI, 2024-03-29 Learn the essentials of data integration with this comprehensive guide, covering everything from sources to solutions, and discover the key to making the most of your data stack Key Features Learn how to leverage modern data stack tools and technologies for effective data integration Design and implement data integration solutions with practical advice and best practices Focus on modern technologies such as cloud-based architectures, real-time data processing, and open-source tools and technologies Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionThe Definitive Guide to Data Integration is an indispensable resource for navigating the complexities of modern data integration. Focusing on the latest tools, techniques, and best practices, this guide helps you master data integration and unleash the full potential of your data. This comprehensive guide begins by examining the challenges and key concepts of data integration, such as managing huge volumes of data and dealing with the different data types. You’ll gain a deep understanding of the modern data stack and its architecture, as well as the pivotal role of open-source technologies in shaping the data landscape. Delving into the layers of the modern data stack, you’ll cover data sources, types, storage, integration techniques, transformation, and processing. The book also offers insights into data exposition and APIs, ingestion and storage strategies, data preparation and analysis, workflow management, monitoring, data quality, and governance. Packed with practical use cases, real-world examples, and a glimpse into the future of data integration, The Definitive Guide to Data Integration is an essential resource for data eclectics. By the end of this book, you’ll have the gained the knowledge and skills needed to optimize your data usage and excel in the ever-evolving world of data.What you will learn Discover the evolving architecture and technologies shaping data integration Process large data volumes efficiently with data warehousing Tackle the complexities of integrating large datasets from diverse sources Harness the power of data warehousing for efficient data storage and processing Design and optimize effective data integration solutions Explore data governance principles and compliance requirements Who this book is for This book is perfect for data engineers, data architects, data analysts, and IT professionals looking to gain a comprehensive understanding of data integration in the modern era. Whether you’re a beginner or an experienced professional enhancing your knowledge of the modern data stack, this definitive guide will help you navigate the data integration landscape. |
| financial services marketing automation: Strategic Information Systems: Concepts, Methodologies, Tools, and Applications Hunter, M. Gordon, 2009-08-31 This 4-volume set provides a compendium of comprehensive advanced research articles written by an international collaboration of experts involved with the strategic use of information systems--Provided by publisher. |
| financial services marketing automation: The Digital Marketer Larry Weber, Lisa Leslie Henderson, 2014-04-14 Big data. Digital loyalty programs. Predictive analytics. Contextualized content. Are you ready? These are just a few of the newest trends in digital marketing that are part of our everyday world. In The Digital Marketer: Ten New Skills You Must Learn to Stay Relevant and Customer-Centric, digital marketing guru Larry Weber and business writer and consultant Lisa Leslie Henderson explain the latest digital tools and trends used in today's marketing initiatives. The Digital Marketer explains: The ins and outs of this brave new world of digital marketing The specific techniques needed to achieve high customer engagement The modern innovations that help you outperform the competition The best targeting and positioning practices for today's digital era How customer insights derived from big and small data and analytics, combined with software, design, and creativity can create the customer experience differential With the authors' decades of combined experience filling its pages, The Digital Marketer gives every marketer the tools they need to reinvent their marketing function and business practices. It helps businesses learn to adapt to a customer-centric era and teaches specific techniques for engaging customers effectively through technology. The book is an essential read for businesses of all sizes wanting to learn how to engage with customers in meaningful, profitable, and mutually beneficial ways. |
| financial services marketing automation: Unlock! Abhijeet Khadilkar , 2020-07-05 What if there was a template you could follow to map your own career success in these disruptive times? The world is filled with smart, talented, and hardworking people whose careers get stuck. Are you feeling like one of them? Despite what most career self-help books would tell you, getting unstuck is about more than motivation. For the past decade, Silicon Valley executive and leadership coach Abhijeet Khadilkar has been helping some of the most driven, entrepreneurial and creative people in the world to unlock their potential and accelerate their careers. In this book, he reveals what it really takes to find your own North Star for personal growth. Unlock! is filled with templates, guides and a framework for the seven crucial steps anyone can use to unlock their potential as a leader, even during a recession (or a global pandemic). From a guide to learning how to take advantage of market trends to advice on how to build on your existing strengths, the insights in this book will help you start turning the flywheel of career growth to create value for your organization, community, AND yourself. Written in an easy-to-access style, Unlock! includes strategies, work examples, and practical exercises as well as reflections useful at any stage of your career. The path to building a more fulfilling career is ahead, and this book is the guide you need to unlock your true leadership potential. Unlock’s 7 Step Process shows you how to set your career goals, yet make them adaptable to the ever-changing business world. They show you how to become a stronger leader in the workplace, contributing to advancement and opportunities you never would have thought possible. * The North Star guides you toward what you really want to do and who you would like to become. Once you complete this step, you’ll have a strong light to point out your path to success. * Discovery allows you to uncover new career opportunities based on your existing skills and new skills you may acquire in the future. You’ll have a lens to re-imagine the bucket of skills and experience you already have. * Horizon shows you how to align your career path with market trends. Discover near term and long range trends that move you from chasing the market to leading it. * Resolve prompts you to make decisions based on facts and commit to those decisions professionally and emotionally. You’ll know how to include the most important factors of your life into your career decisions. * Moniker demonstrates how to build a professional brand, both online and off. You’ll be able to control other people’s perceptions of who you are—even before they meet you. * Elevate provides a roadmap for your first 90 days in your new career or company position. Through a series of recurring activities, you’ll accelerate your career growth and expertise using a compounding effect. * Reinvent allows you to take some time to reflect and regroup. You’ll have a plan to prepare for that all-important annual review, as well as being able to analyze what is working and what isn’t, and adjust accordingly. These seven steps guide you in an unerring direction to your own personal north star of career success. By examining yourself using the templates provided to you via a QR code, you can create a career that is satisfactory on many different levels. Unlock! is the book you need right now to unlock your true potential. Full of powerful exercises for you to transform yourself into an exception leader, the book is also easy to read and follow. If you are ready to accelerate your life and career, RIGHT NOW, grab this book and get going! |
| financial services marketing automation: Marketing in Practice 2007-2008 Tony Curtis, 2007 BH CIM Coursebooks are crammed with a range of learning objective questions, activities, definitions and summaries to support and test your understanding of the theory. The 07/08 editions contains new case studies which help keep the student up to date with changes in Marketing Environemnt strategies. Carefully structured to link directly to the CIM syllabus, this Coursebook is user-friendly, interactive and relevant. Each Coursebook is accompanied by access to MARKETINGONLINE (www.marketingonline.co.uk), a unique online learning resource designed specifically for CIM students which can be accessed at any time. *Written specially for the Marketing Environment module by the Senior Examiners * The only coursebook fully endorsed by CIM * Crammed with a range of learning objectives, cases, questions and activities to test your understanding of the theory |
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