Category Archives: Marketing Automation

Marketing Automation for Financial Services

The Practical Benefits of Marketing Automation for Financial Services

In an increasingly competitive market, it is becoming more and more important for financial services to differentiate themselves from one another. Moreover, today's…
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CRM Hedge Fund: Better engage your investors with personalized Marketing

Benefit N°3 – CRM M&A : Better engage customers with personalized Marketing

Align Marketing and Sale to retain & gain more customers The customer servicing team needs to regularly distribute information to Customers. Information such…
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Main Benefits of Marketing Cloud for Financial Services

Main Benefits of Marketing Cloud for Financial Services

Seducing investors for investment funds is not an easy task To speak of Marketing Cloud is to allude to marketing automation. Undoubtedly, a…
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3 keys to a successful Marketing Automation strategy for Asset Managers

3 keys to a successful Marketing Automation strategy for Asset Managers

Do you already know the 3 keys to a successful Marketing Automation strategy for Asset Managers? Without a doubt, we are in a…
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