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Financial Services Salesforce Announces Marketing Cloud Growth to Empower SMBs
This week, Salesforce announced Marketing Cloud Growth, a new edition of Marketing Cloud aimed at small and medium B2B companies to drive growth efficiently with CRM, AI, and data. It is the first iteration of Marketing Cloud built on the Einstein 1 platform, enabling marketers to reach customers...
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Banking Business Banking Marketing Strategies to Enhance Experiences
A bank’s relationship manager (RM) plays a pivotal role in helping its business customers reach their financial goals. However, according to interviews that McKinsey conducted with executives at more than 15 banks, a majority of their relationship managers are acquiring less than five new clients a...
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Financial Services 6 Steps to a Successful Marketing Cloud Personalization Implementation
According to 2,500 global marketing decision-makers surveyed in the Salesforce Marketing Intelligence Report, the top desired improvement they want in the customer experience over the next year is more personalized content and offers. They realize the benefits that personalization brings, like more...
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Financial Services Pardot vs. Marketing Cloud: Which Solution is Right for You?
In one corner, you have Team Marketing Cloud Account Engagement, a B2B platform, and in the other, you have Team Marketing Cloud, a B2C platform. These two often battle it out for the hearts and minds of Salesforce users everywhere. However, we propose a fresh perspective where everyone can emerge...
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Financial Services What is Salesforce Marketing Cloud Personalization?
Today, we experience personalization in many areas of our lives, from customizing furniture fabrics to adding heated seats to a new car. So why shouldn’t your marketing messages also be tailored to customer preferences? Personalization makes us feel acknowledged and understood by treating...
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Wealth How to Help Customers Navigate the Great Wealth Transfer
Every family has a different approach when it comes to talking about money. Sometimes it comes up in conversation at every family gathering. Others know it will lead to arguments over the Thanksgiving turkey and avoid the topic all together. According to a Wells Fargo report, an estimated 26% of...
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Insurance How to Improve Customer Experiences in Volatile Markets
Look up “volatile” in the thesaurus, and you’ll likely see synonyms like unstable, unpredictable, and precarious – all of which are perfect adjectives for the flux of today’s markets. Rising inflation and other financial crises are wreaking havoc on the interest rate environment and impacting the...
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Media & Entertainment Harnessing the Power of Salesforce Data Cloud for Marketing
Publishing companies are soon facing the loss of Google Chrome’s third-party cookies support, which will most likely stop by the end of 2024. Without those cookies, it will be harder for publishers to gather user data, sell targeted segments to advertisers, and deliver on personalization....
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Media & Entertainment 4 Generative AI Use Cases to Drive Ad Sales
One of the first instances of AI showing up in the advertising industry was with a Lexus commercial. It was 2018, and Lexus used IBM Watson to create the first commercial entirely scripted by AI. The car company leveraged IBM Watson to analyze 15 years of car and luxury brand campaigns that had won...
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Wealth 4 Ways Wealth Advisors Can Capitalize on Graduation Season
One of the most traditional graduation gifts is money. And students will need it, considering that over the last 20 years, the average tuition at private schools has increased by nearly 150% and is expected to continue to climb. According to U.S. News, tuition and fees for the 2022-2023 school year...
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Healthcare & Life Sciences Healthcare Marketing Automation: 3 Ways to Drive the Bottom Line
Today’s healthcare landscape is in flux, but why? There are several key factors driving this change. In today’s article, we will take the perspective of change being driven by two primary forces: Consumers/patients/members demand a better healthcare experience, something similar to their local...
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Provider The Traditional vs. Modern Healthcare Marketer: 6 Key Differences
The role of a traditional marketer within a healthcare organization and today’s modern digital healthcare marketer differ significantly due to the rapid advancement of technology and changing consumer behavior. If you’re part of a healthcare team tasked with driving organizational change...
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