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Rebecca Key

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How to Choose and Implement the Right CRM

Posted by Rebecca Key

10-minutes-with-David-Acevedo

Customer relationship management (CRM) platforms continue to be a staple in sales and marketing departments across financial institutions. According to the 2018 Guide to Financial Marketing, 54% of organizations have a CRM, and 22% intend to have one within the next 12-18 months.

For those 22% looking to implement a CRM platform, there are a lot of factors that go into making a decision and then actually implementing the system. In a recent interview with St. Meyer and Hubbard, 360 View Senior Vice President and National Sales Director David Acevedo shared his thoughts on how to select and implement the right CRM for your business.

Here’s what he had to say:

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Topics: Sales & Marketing, CRM

Revamping Your Mobile Marketing Strategy

Posted by Rebecca Key

revamp-mobile-marketing

Mobile marketing used to be a rarity, something that would set a business apart among its competitors. Not anymore. Now, mobile is necessary for maintaining a strong presence or implementing a successful marketing strategy in any industry.

In 2017, smartphone unit shipments didn’t increase for the first time ever, as market penetration was maximized. Not only that, but consumers are now spending approximately 3.3 hours a day consuming digital media on their mobile devices. It’s been a long time since phones were only used to make calls or send text messages.

You can’t afford to miss opportunities to reach your customers where they spend so much of their time. Consider these tips for revamping your mobile marketing strategy to remain competitive in the digital age.

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Topics: Sales & Marketing, Customer Experience

Facebook Marketing for Banks & Credit Unions: What You Need to Know

Posted by Rebecca Key

facebook-marketing-banks-credit-unions

A lot has changed in social media marketing over the last five years, but Facebook - the original social media king - still remains one of the most effective ways to reach financial customers. In fact, according to The Financial Brand, nine out of 10 financial institutions currently use Facebook as part of their marketing strategy.

Below are three tips to keep in mind as you look to maximize your bank’s Facebook presence:

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Topics: Sales & Marketing

Bank Branding Dos & Don'ts

Posted by Rebecca Key

bank-branding-dos-and-donts.jpg

Remember how disruptive the first automated teller machines were for banks? Neither do we. Whether we recall it or not, the arrival of ATMs did set off a kind of brand disruption for financial institutions, and point toward a list of branding dos and don’ts that remain relevant today.

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Topics: Customer Experience, Sales & Marketing, CRM

Building a Culture of Innovation

Posted by Rebecca Key

Eric Ryan

According to Eric Ryan, Co-Founder of Method, brand marketing starts with people and then extends to products. No matter your industry, if you can get authentic culture and great products right, marketing becomes much easier.

After years of experience working in advertising and marketing, where he saw the influence of culture over brand marketing, Ryan wanted to take his understanding of consumer motivations and apply it to a tired, unsexy category: cleaning products. “Cleaning products” represent an enormous category yet it’s a sea of sameness, making it ripe for disruption (much like the financial industry). Ryan saw an opportunity to apply his marketing expertise to create a new product that could go up against incumbents like Proctor & Gamble and Tide. That’s how Method was born.

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Topics: In the News, Sales & Marketing