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Software for Financial Services Companies: What’s Your Tech Stack?

Nutshell

This blog post covers everything you need to know about building your financial service tech stack, including the core software categories, top options per category, and how to get started. Explore Nutshell’s Features Cybersecurity Investing in cybersecurity software is a must to protect your business assets and those of your clients.

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System review: CogniClick for instant, personalised research reports using AI

Red Star Kim

I had the pleasure of meeting Helen Kensett at the recent PM Forum Conference. Another valuable AI-powered tool for the MarTech armoury. So here’s a brief system review: CogniClick for instant, personalised research reports using AI.

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Startup Due Diligence: What it Is & Why it Matters

Hubspot Sales

A detailed organizational chart with roles and responsibilities clearly listed An easy way for investors to get a hold of your staff to schedule meetings or for a quick conversation (think calendar invites, emails, etc.) Pro Tip: Check out this blog on different organizational skills ever startup leader should have.

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Be more strategic – A metaphor: Analyse, join and align the dots

Red Star Kim

This short article explains why humans are so good at noticing patterns (and even better than AI algorithms) and outliers: Why the Human Brain Is So Good at Detecting Patterns | Psychology Today Join the dots We take our data, information and insights and talk to people in our firm in meetings and workshops.

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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

At the end of January, I enjoyed meeting delegates (at the Novotel at Tower Hill) on the MBL “Developing more work from referrers and intermediaries” workshop. Cross-pollination could be achieved by having people attend meetings for different departments.

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Campaigns, thought leadership and project management – Early engagement, scoping and risk management

Red Star Kim

(hubspot.com) Other points of interest Preferred content formats Updating various research results shared at the session, the Semrush State of Content Marketing Report 2023 shows the preferred content formats for digital marketing to be: 45% Video 37% Short form articles 28% Success stories 24% Long form blog posts 19% Case studies 18% Webinars and (..)

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4 Ways Companies Are Shifting Their Selling Strategies in the Wake of COVID-19

Showpad

A software company focused on data protection and cybersecurity required a way to help its remote sales team more effectively demonstrate the value of its products. A metal wholesaler that provides tens of thousands of products in addition to processing and fabrication capabilities was forced to halt in-person meetings.