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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, Data Analytics, CRM

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

What’s on Deck for 2019: Financial Marketing Trend Predictions

Posted by David Acevedo

2019-financial-marketing-trend-predictions

Another year has almost come and gone, and now it’s time to start looking ahead to what 2019 will bring. With emerging technologies and evolving customer expectations in the financial industry, community banks and credit unions need to be prepared to adapt their approaches to marketing, sales, and customer service in the coming year.

Here’s what we predict will be the top four financial marketing trends in 2019 — stay focused on these to get the most ROI from your marketing efforts this year.

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Topics: Sales & Marketing

How to Grow Your Corporate Customer Base

Posted by Keith Twisdale

grow-corporate-customers

For community banks and credit unions, commercial marketing can and should look very different from retail marketing.

That’s because these two customer types have different banking needs, priorities, and preferences. If you’re looking to grow your corporate customer base, you need to have a clear understanding of all of these factors so you can effectively reach your targets.

Follow these three tips as you create and execute your corporate marketing strategy.

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Topics: Sales & Marketing

Don’t Lose Sight of Your Brand

Posted by Rebecca Key

dont-lose-sight-of-brand

Technology has changed the way financial institutions conduct their operations and market to customers, and it’s nearly impossible for banks and credit unions to be successful without it. With new innovations in artificial intelligence, data analytics, virtual reality, and more, there are a lot of possibilities for tapping into customer behavior and executing more targeted marketing strategies.

But, it can be easy to get too focused on the prospect of new technology and insights that the core of your company - your brand - gets lost. That’s why your IT decisions must align with your overall brand strategy.

Consider these tips for how you can use technology not only to expand your customer base, but to enhance your brand awareness and achieve broader marketing goals.

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Topics: Sales & Marketing