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Data Management Outsourcing: 2019 Financial Marketing Trends [Part 3]

Posted by David Acevedo

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How are you managing your data?

That’s the question of the hour for banks and credit unions in 2019. And we’re going to tell you why in this third installment of our 2019 Financial Services Marketing Trends blog series covering data management outsourcing.

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Topics: Sales & Marketing, Data Analytics, Digital Banking

The Importance of System Integration: 2019 Financial Marketing Trends [Part 2]

Posted by David Acevedo

Financial System Integrations

In the second installment of our 2019 Financial Marketing Trends blog series, we want to explore what system integration via open architecture will look like for community banks and credit unions this year and beyond.

The financial industry is currently experiencing a transition from using all-in-one technology to focusing more on third-party partnerships. This means rather than relying on one system for everything, financial institutions are tapping multiple systems for varying functions.

As a result, they require robust system integration built on open APIs. This open architecture allows systems to speak to each other so information can easily flow throughout the bank.

What are the benefits of this approach to system integration in 2019?

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Topics: Sales & Marketing, CRM, Data Analytics

A Closer Look at Data Analytics: 2019 Financial Marketing Trends [Part 1]

Posted by David Acevedo

Financial Marketing Analytics

At the end of last year, we gave our predictions of the top four financial marketing trends that will impact banks and credit unions in 2019. We thought we’d dive a bit deeper into each trend, so you can prepare your organization to make the most of your marketing efforts this year.

First up is increased data analytics capabilities. As data analytics continues to grow in importance, financial institutions will have more opportunities to embrace artificial intelligence (AI) and machine learning, which will require an elevated data analyst role and robust CRM integrations.

What does this mean for financial marketers who choose to focus more on data analytics?

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Topics: Sales & Marketing, Data Analytics

How to Use Data Analytics for the Right Actions

Posted by Joyce Colin

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Data analytics has come to be a widely accepted and necessary part of any marketing strategy in any industry. In fact, according to the 2017 Big Data Analytics Market Study, big data adoption reached 53% in 2017 for all companies interviewed, with finance and telecom leading the way.

As the finance industry has been quick to adopt big data, now is the time for banks and credit unions to take it one step further and use analytics to guide business decisions. The following guidelines can help you move beyond baseline analytics so you can take the right actions for your business.

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Topics: CRM, Data Analytics