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Who will run the AI in banking?

Posted by Ianai Urwicz on Jul 2, 2019 11:02:00 AM

Since the dawn of human civilization we've been developing technologies to improve or ease our productivity. If we take a quick look at history we can see that from time to time there have been crucial moments during which the appearance of a new technology had such a profound impact that it brought huge expectations, and a bit of chaos.

In times like those old methodologies can suddenly be perceived obsolete and everything has to be learned again.

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Topics: IA, financial institutions, Digital Banking

Marketing in retail banks: all generations, a single campaign

Posted by Ianai Urwicz on Jun 6, 2019 10:45:00 AM

Not long ago I was having a conversation with a friend who is 63 years old and a retired teacher. She was telling me that the night before, having dinner with her husband and two more couples was taken aback when she realized that she was the only one at the table who used homebanking. I was surprised too.

These are all college educated people, 60 to 70 years old, professionals, university teachers, creatives, cultured people, some with managerial positions. They constitute the perfect example for discussing Age Agnosticism: they remain active in their professions, they want to contribute to society, take care of their health, travel as much as they can.

The new kind of mature consumers that no longer have a passive attitude towards aging.

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Topics: Banking, Marketing Automation, financial institutions, Digital Banking

The B2B Buyer Journey in Corporations and Financial Institutions (part 2)

Posted by Felipe Gil on May 28, 2019 9:27:00 AM

Most corporations and FIs are, at one and the same time, both suppliers and purchasers. As the supplier of goods or services, the corporation or FI  marketing team has to understand and anticipate the information sought by its clients´ procurement departments during the stages of problem identification, solution exploration, and requirements building.

As buyers, they expect the sellers to facilitate their investigations at every turn, to pre-empt their needs and to provide ideas, solutions and information in real time.

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Topics: Prisma Campaigns, financial institutions, Digital Banking

The B2B Buyer Journey in Corporations and Financial Institutions (part 1)

Posted by Felipe Gil on May 22, 2019 9:08:00 AM

B2B buyers research mostly online nowadays.  A recent Forrester study found that more than half B2B buyers research the supplying companies themselves as their major source of information. 

Buyers, inevitably, consult with colleagues, even competitors, refer back to previous investigations and experience. But these merely echo chambers to the plethora of information found online.

Therefore whatever information is online about a product or service has to be complete, accurate and positive.

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Topics: Prisma Campaigns, financial institutions, Digital Banking

Why AI is the best way to market your FI

Posted by Felipe Gil on Mar 20, 2019 9:05:00 AM

Artificial Intelligence is transforming data management and marketing is no stranger to this trend. It is a great option to achieve the degree of personalization that financial institution clients demand. 

The concept of Artificial intelligence dates back to the mid-1950s and it was not until 2006 and 2010 that it reached the level of development necessary to begin making a reality what until then was only theory. How is it being applied in marketing?

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Topics: Prisma Campaigns, IA, financial institutions

How to increase your ROI with digital marketing

Posted by Ianai Urwicz on Feb 27, 2019 9:02:00 AM

The measurement of ROI: how much it can be improved.

The results of HubSpot's research study on the State of Inbound,  indicate that the majority of marketing professionals worldwide are mainly focused on...

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Topics: Marketing Automation, Prisma Campaigns, Digital marketing Campaign, financial institutions, Digital Banking

Why your bank's marketing plan needs innnovation

Posted by Ianai Urwicz on Jan 22, 2019 8:58:00 AM

Have a look at the marketing emails that come in from your bank or FI.  Are they on your wave-length?

If they are, you no doubt read them enthusiastically. Most banks and FIs have spent a great deal of money and effort setting up their automation processes, including digital marketing.  But, if they leave it at that, as if digital marketing is set like a jelly, then, in very short order, they are out of date compared with what their competitors are doing.

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Topics: Marketing Automation, Digital marketing Campaign, financial institutions

 

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