Red Star Kim

DECEMBER 18, 2023

Integrating marketing and sales strategies There were several occasions where the need for better integration between marketing (driven by campaigns from the marketing and digital marketing teams) and selling (supported by business developers but often led by fee-earners) was mentioned.

Marketing 130

Marketing Strategic Thinking Artificial Intelligence Stakeholders 130

Red Star Kim

JUNE 16, 2022

Whilst digital and virtual communications are efficient and inexpensive, when building relationships there is no substitute for face-to-face communication. So there may need to be some action to break people out of their digital comfort zones. 50% legal, 25% financial services and 25% other. Sector represented?

Management 130

Management Key Account Management Digitalization Communication 130

ACT

AUGUST 24, 2022

In the financial services industry , where timing is often critical, you can’t afford to overlook an important investment decision for your clients simply because you didn’t have easy access to their portfolio and contact information. But email marketing isn’t going away any time soon. billion by 2027, up from just $7.5

CRM 52

CRM Financial Services Client Relationships Media 52

Red Star Kim

JULY 17, 2023

It was really well received by delegates from law and financial services firms well as from legal government departments. Earlier in July I was excited to facilitate a new workshop with MBL on confidence. This post is intended as an additional learning resource for delegates. Poll results are shown below.

Communication 130

Communication Meetings Financial Services Government 130

Red Star Kim

OCTOBER 16, 2023

Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services. This had been exacerbated by Covid and working from home practices.

Management 130

Management Emotional Intelligence Onboarding Communication 130

Red Star Kim

APRIL 24, 2023

There have been many requests recently for inhouse training on telephone skills to support client service and selling both for fee-earners and support staff. Earlier in April I ran a public MBL “Pick up the phone – Client service and sales opportunities for professionals in the digital age” online training workshop.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Cybersecurity 26

CMOE

MARCH 6, 2023

Research shows that organizations that offer a learning culture, which can help build strategic skills, knowledge, and competencies, are 92% more likely to create original products and services. To get started, begin bookmarking these 21 best business strategy blogs. and the impact of their decisions.”

Finance 98

Finance e-Learning Innovation Leadership 98

SBI

MARCH 14, 2019

During Jim’s two decades at PeopleFluent in senior product management, product strategy and sales roles, the company experienced double-digit growth and differentiated its learning solution by responding to and anticipating client needs—including video, mobile, and social capabilities. Blog Article. Meredith Odgers. Buying Technology.

Account Planning 29

Account Planning Innovation Financial Services Healthcare 29

Red Star Kim

JUNE 7, 2023

The figures for this year’s survey show Republic of Ireland fee income rose by 12 per cent in 2021, compared with just 1% in 2020 Finance-Magazine.com – Ireland’s top accountancy firms roar back to double-digit growth in 2021 Accountancies and Tax Consultants revenue is expected to expand at a compound annual rate of 1.3%

Artificial Intelligence 130

Artificial Intelligence Transportation Digital Transformation Innovation 130

SmartKarrot

AUGUST 12, 2021

Over the last few years, the digital revolution has changed the way businesses relate to customers. With the increasing expectations of customers, companies need to look out for new ways to interact and improve their processes and service quality. Therefore, you need to think about how AI can help you enhance CX for the longer run.

Customer Experience 11

Customer Experience Artificial Intelligence Decision-making e-Learning 11

SBI

FEBRUARY 15, 2019

Seven of the 10 largest financial services providers, eight of the top 15 medical device makers and multiple top 10 technology firms use Allego to ensure their sales teams make the most of every customer interaction. Resources All Blog Article Industry News Interview Video Video Reviews. Blog Article. Industry News.

Financial Services 6

Financial Services Banking Account Planning Healthcare 6

ACT

MARCH 21, 2023

That, in turn, implies further struggles for the professional services industry. In this blog, we’ll delve deeper into the current professional services market and discuss a few noteworthy industry trends. This could minimise its dependence on professional website development and digital marketing companies.

Digital Transformation 52

Digital Transformation Remote Working Artificial Intelligence Client Relationships 52

Red Star Kim

AUGUST 18, 2022

During Covid, everyone realised the greater importance of digital marketing and the dearth of digital talent became apparent. There are often different techniques for B2B (business-to-business) and B2C (business-to-consumer) marketing – as well as for products and services. There are pros and cons of both approaches.

Marketing 130

Marketing Digitalization Investors B2C 130

Deep Insight

FEBRUARY 19, 2020

This is actually a personal blog post about global organisational structures and why companies sometimes change them to serve the customer better. What triggered me to write this blog was today’s announcement of a new global organisation structure for Atos , a client of ours and a true leader in the IT and digital world.

Insurance 52

Insurance Financial Services Banking Leadership 52

Hubspot Sales

MAY 12, 2022

Social media accounts, websites, digital portfolios, blog articles, and the various ways you communicate all contribute to your unique identity and image. Once you've decided on a keyword or two, insert them into your LinkedIn profile, Twitter bio, blog, resume, website, and any other online or social media spaces you're involved in.

Emotional Intelligence 136

Emotional Intelligence Transportation Value Proposition Financial Services 136

SBI

SEPTEMBER 30, 2019

(XINN) the maker of the XINN SaaS platform that delivers intelligent data-driven document automation and enhanced presentation experiences for global leading enterprise customers, adding to Bigtincan’s existing leadership in sales enablement and adding specific expansion into financial services. David Keane, CEO of Bigtincan.

Financial Services 22

Financial Services Acquisition Account Planning Sales 22

ReviewTrackers

MARCH 15, 2019

The data all points to the fact that digital platforms are a must-have for any bank. However, national and local banks alike shouldn’t throw all of their resources on a single digital approach. The Forrester report noted that 70 percent of consumers think that banks already perform well in terms of customer service.

Banking 34

Banking Customer Experience Finance Digitalization 34

SalesGlobe

JULY 13, 2022

So is it working with major accounts, middle market accounts, small accounts, certain sectors, you know, financial services, health care, that type of thing. And so they acquired a financial services company to do that. The buy shipping that buys financial services big. Mark Donnolo. Is it end to end?

Acquisition 52

Acquisition Sales Account Management Financial Services 52

PandaDoc

JUNE 20, 2018

Syncing sales and marketing teams is crucial, but integrating a digital content management platform better enables sales automation and document management, and increases overall productivity. Industry/vertical (financial services, healthcare, retail, etc.). How to boost sales productivity. Company size (midmarket, enterprise).

Sales 68

Sales Digitalization Financial Services Healthcare 68

Insightly

SEPTEMBER 19, 2023

However, there are some general strategies by industry/vertical that we will examine in this blog post. They do this through various channels, such as referrals, networking events, and digital marketing. In the finance sector, trust, personalized service, and efficient operations are paramount.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

However, there are some general strategies by industry/vertical that we will examine in this blog post. They do this through various channels, such as referrals, networking events, and digital marketing. In the finance sector, trust, personalized service, and efficient operations are paramount.

CRM 52

CRM Insurance Healthcare Manufacturing 52

SalesGlobe

APRIL 27, 2022

And our packaging salespeople are just going to go in and they’re going to offer financial services to the customers as well. I heard somebody talk about a BGR business development rep and they were talking about that being an inside sales function that, you know, does this digital marketing lead qualification.

Acquisition 52

Acquisition Sales Account Management Organization 52

SBI

JUNE 25, 2019

Showpad is the world’s largest sales enablement software provider, with more than 1,000 customers worldwide spanning a breadth of industries including manufacturing, healthcare, technology, and financial services. Resources All Awards & Recognition Blog Article Industry News Interview Video Video Reviews Webinars.

Investors 29

Investors Account Planning Banking Finance 29

SmartKarrot

FEBRUARY 3, 2022

Ambar is a Brazilian SaaS company that offers digital solutions to companies operating in the construction industry. The company has several products offering digital solutions. The cloud-based eCommerce platform allows businesses to sell digital goods.It Here’s the list for you –. Founded in: 2011. CEO: Tiago Dalvi.

e-Learning 10

e-Learning Banking Transportation Financial Services 10

ReviewTrackers

APRIL 20, 2021

The ways that customers shop for banks and financial services providers have changed. Add an appointment booking option or link to your digital application forms on your Facebook business Page and Instagram bio. Digital channels are important, but branches still play a big role. Customer Acquisition: Banking Strategies.

Banking 49

Banking Acquisition Media Advertising 49

ReviewTrackers

APRIL 12, 2019

The ways that customers shop for banks and financial services providers have changed. Add an appointment booking option or link to your digital application forms on your Facebook business Page and Instagram bio. Digital channels are important, but branches still play a big role. Customer Acquisition: Banking Strategies.

Banking 36

Banking Acquisition Media Advertising 36

Hubspot Sales

MAY 22, 2018

The financial services industry has many different niches. Some advisors provide general investment services. Content Creation Templates - 100 social media image templates, 8 PowerPoint presentation templates, 50 call-to-action templates, 15 infographic templates, 5 ebook templates, 5 blog post templates, and more.

Finance 145

Finance Business Planning Small Business Investors 145