ReviewTrackers

APRIL 20, 2021

Customer Acquisition: Banking Strategies. The ways that customers shop for banks and financial services providers have changed. So, therefore, have the methods and strategies for customer acquisition in banking. And what can banks and financial marketers do to influence the decision-making process?

Banking 49

Banking Acquisition Media Advertising 49

SalesGlobe

JULY 13, 2022

We’re talking about mergers and acquisitions today. We also know that technology acquisitions is leading the way. We have other acquisitions, mergers that have happened before that. And there’s three different types of synergies that are the focus of the acquisition. I’m not sure. Mark Donnolo.

Acquisition 52

Acquisition Sales Account Management Financial Services 52

ReviewTrackers

APRIL 12, 2019

Customer Acquisition: Banking Strategies. The ways that customers shop for banks and financial services providers have changed. So, therefore, have the methods and strategies for customer acquisition in banking. And what can banks and financial marketers do to influence the decision-making process?

Banking 36

Banking Acquisition Media Advertising 36

Zendesk

FEBRUARY 3, 2023

Customer experience (CX) in banking is how customers feel about every interaction with your financial service, at all stages of the customer lifecycle. In fact, 72 percent of customers rate personalization as “highly important” for financial services. Use self-service to scale Zendesk benchmark data revealed a 5.4x

Banking 52

Banking Customer Experience Digitalization Financial Services 52

Zendesk

JULY 27, 2021

Financial services & fintech. Shifting to a digital-first model became imperative for financial services companies this past year, and many struggled with the change. Ninety-one percent of financial services leaders report that making changes to customer service at their institution is a challenge.

Financial Services 52

Financial Services Healthcare Manufacturing Retail 52

Sales Outcomes

JANUARY 17, 2022

We work with sales leaders across a range of industries – logistics, software, technology hardware, telecommunications, healthcare, financial services, automotive, and education, to name some – yet one of the top challenges we heard in 2021 with their sales teams was consistent.

Telecommunications 52

Telecommunications Logistics Facilitation Sales 52

ProlifIQ

FEBRUARY 23, 2024

Below is a breakdown: 48% were from companies with 1-500 employees 31% from companies with 501-5,000 employees 21% from companies with over 5,000 employees The industries represented included software, manufacturing, financial services, healthcare, retail, and others.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52