Tag Archives: Marketing Automation

3 keys to improving your quarter-end process

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businessman planning strategy for success

I recently completed an RFP that posed this question:

“Describe the factsheet production cycle and timeline for your most efficient client and your least efficient client.”

This got me thinking: What really drives efficiency in marketing document production?  Over the past 25 years, I have seen just about every variation on technology and process models that can exist to support factsheet production. I’ve seen firms that have embraced technology and process to improve their efficiency ten-fold. On the flipside, I’ve seen firms that seem to do everything in their power to undermine the efficiency of a technology or process they’ve paid good money for.  (more…)

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Social Business Innovation Summit Recap 2014

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Many financial services firms aren't yet taking advantage of social tools.

By Emilie Totten

The Social Business Innovation Summit wound down earlier this May, after an exciting few days of discussions. Sponsored by Hearsay Social, a social media marketing management platform, the annual conference is a meeting of industry leaders in the technology and financial services sphere. Industry and thought leaders traveled from across the globe to join in the conversation in San Francisco. The conference put individuals from different areas in touch, creating vibrant discussion inspired by the speakers.

Hearsay Social CEO Clara Shih started off the summit with a presentation on how social media enhances human capital rather than replacing it. Customers are finding more information online and expect to be able to use multiple devices. They often want personalized service and the ability to interact with companies in the way they choose.

(more…)

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