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Give payments the attention they deserve, and you can gain a competitive advantage; ignore them and they become a bottleneck that limits growth.

Our latest guide explores how financial services companies can approach payments strategy with a view to driving and measuring business impact.

The in-depth guide includes:

How to delight customers with an improved payment experience

How to reduce missed payments and loan delinquency

How to build a healthy cash flow with smarter payments

How to stay lean and reduce payment costs

Key metrics for measuring payments strategy

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From banking and credit, to trading and insurance, there is a practically endless list of new financial services, all reinventing classic business models or bringing something new to the market.

But how does the next potential fintech unicorn navigate all the challenges of scaling and growth?

To find the answer, we spoke to founders, C-suite executives and other industry visionaries about key strategic aspects of the fintech scaling journey.

We spoke to the likes of Funding Circle, TransferWise, Monzo and more to bring you over 30 actionable quotes on:

How to keep delivering a great customer experience at scale

How to stay agile when all around you get bloated and slow

How to fully embrace the best technology available to enterprise businesses

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This report gives you:

What to look for in a CRM for financial services organizations

Key features and benefits explained

Top 4 banking CRM systems compared

Expert recommendations and pricing

Get this practical report today to find out which system is best for you.

Need help with your shortlist? Connect with SelectHub to expedite your CRM software acquisition. Get recommendations, selection tools and software pricing based on your specific needs. More than 200 CRM software evaluations are available.

The SelectHub platform contains expert software analysis across key criteria and vendor data. These built-in analyst ratings are combined with subjective user ratings to create SelectHub ratings reports—which allow us to provide you with highly accurate recommendations and pricing.

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The foundation of a successful advisory firm includes three critical components: knowledgeable financial advisors, a robust marketing strategy, and back-office technology that supports an incredible client experience. But that final piece of the puzzle — the back office — can be difficult to build, manage, and maintain. And a poorly functioning back office can mean a host of issues with compliance, billing, reporting, and more. 

Download this infographic now to learn how to create a back office designed to address your business’s unique needs. You’ll discover:

What challenges come with building your back office in-house

How to determine what you should value most

What the (right) price is to pay for business growth

An efficient back office is essential for firm growth as it helps deliver exceptional client service and support. Take steps now to streamline your back office so you can focus on building client relationships.

  0310-FTJFC-5/17/2019

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Sophisticated technology strategies continue to improve experiences when working with service providers across industries — and the financial advisory business is no exception. Advisors today must not only provide their clients with a complete financial picture, but deliver a personalized experience suited to their unique needs and interactions. 

Listen to this on-demand webcast now to find out how the right technology can help you innovate your client experience to build better relationships and ultimately grow your business. You will also learn:

What your clients expect from you

How you can show your value through technology

How the rise of robo-advisors impacts your client interactions

Make sure your business meets all your clients where they are, using tools that make it easier for you to help them, and avoiding a clunky digital experience.

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Yet only 17 percent of North American consumers believe brands truly care about them after the point of purchase, which might be an accurate reflection of the importance that acquisition-centric marketers place on the aftermarket service and support that drive and solidify satisfaction, loyalty and advocacy.

This CMO Council report confirms that the aftermarket ownership experience remains dramatically under-served by most retailers and manufacturers in a landscape in which chief marketers are more focused on demand generation, customer acquisition and product sales—despite the fact that the aftermarket has shown to be a lucrative area of ongoing value creation, revenue growth, higher profit margin, relationship building, referral and customer enrichment.

Elevate the ownership and enrich the customer experience with this insightful report. 

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Increasingly discerning consumers expect – if not demand – that the materials brands present across sales, marketing and service touch points are timely, relevant and reflect the customer’s unique context. Yet despite a keen recognition of the need to more effectively deliver market-localized materials, many CMOs are stymied by the costs, time pressures and process inefficiencies of supporting adaption across a growing multitude of regions. The challenges of handling the logistics of localization at scale are exacerbated by a growing number of digital channels and increasingly expanding target markets.

This report demonstrates that global organizations are having trouble keeping pace with both the rate of change and increasingly demanding expectations in their creative delivery process. It goes on to outline best practices to be followed for the modern adaptive marketing leader, and highlights new tools, strategies and partnerships that must be engaged in order to accelerate adaptive marketing initiatives. 

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However, recent headlines and pronouncements by leading brand marketers highlight the significant limitations in this technology-driven ad buying process, with image-sensitive brands appearing next to offensive or irrelevant digital and video content. As a result of this digital content infection, nearly half of all consumers indicate they would rethink purchasing from brands, or even boycott products, if the ads from these brands appeared alongside digital content that offended them.

The report assesses the impact of digital advertising experiences on consumer perceptions and purchase intent. It demonstrates that consumers are punishing even preferred brands if they don’t use trusted media platforms or take active steps to control the integrity of their ad environments. It highlights consumer responses to brand misplacement in crowdsourced content channels, as well as their level of satisfaction with digital advertising effectiveness, economics, efficiency and transparency.  

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While programmatic ad spend continues to increase exponentially year over year, the risk of digital display ads appearing next to offensive or objectionable content is becoming a top concern for marketers. In fact, this study—conducted in partnership with Dow Jones—reveals that 72 percent of marketers are concerned about brand integrity and control when it comes to their programmatic investments, and more than a quarter have actually experienced incidents where their content appeared alongside compromising content. 

This report is fundamentally about trust...or more specifically, the trust that has been lost in the state of digital advertising today. The key findings that follow are a clear call to action to the agencies entrusted with buying and monitoring advertising performance and to the media partners displaying and engaging with customers. 

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To date, the customer experience mandate of the CMO has focused on creating an experience that will surprise and delight their consumers up to the point of purchase; unfortunately, the aftermarket for far too many is an afterthought. Yet with the rise of IoT-enabled service-oriented business models, and a savvy consumer that can quickly share feedback through any number of social channels about their experience, manufacturers and retailers alike must make the aftermarket a priority.

For CMOs looking to create a superior customer journey, there is still much to be done after the point customers go home with their product to ensure they feel they are still getting that superior experience. This imperative must extend beyond the individual retailer or manufacturer to the entire ecosystem that is involved in delivering superior customer service, whether that includes servicing, parts replacement or even tips and tricks. 

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These reports are also a call for greater transparency and more reliable reporting on rich media contributions. According to this CMO Council study - conducted in partnership with ViralGains - more than 70 percent of marketers surveyed admit that negative news headlines have impacted video spend, with 21 percent reducing investments in specific channels. This negative outlook of the digital media landscape comes as marketers intend to boost investments in online video advertising - a channel that 28 percent of respondents believe is more important than other media investments and that 40 percent say is growing in importance.

The study is based on insights from an online survey of 233 marketing leaders and qualitative interviews with brand leaders at Keurig, PepsiCo, Nestle Waters, Cox Communications and more. 

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Chief marketing officers are struggling to keep up with new digitally driven ways to engage, satisfy and enrich the experience of more mobile, savvy and fickle consumers. According to this study from the CMO Council, 75 percent of CMOs believe their jobs are on the line if their customer experience strategies are unsuccessful. Moreover, nearly half of marketing respondents believe it is possible their jobs will be at risk should technology investments fail, even though there are other factors that have a direct impact on the role.

The report that follows is based on insights from more than 200 senior marketing executives in primarily consumer-facing industries, including retail, consumer products, food and beverage, retail banking, consumer insurance, and travel and hospitality. Some 70 percent of respondents have a title of CMO, general manager of marketing or senior vice president of marketing, and 57 percent hail from organizations with annual revenues of more than $1 billion.

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CMOs are beginning to move past the traditional role of brand storytellers to embrace the benefits of strategy leadership to become growth drivers. Still, they have hurdles to overcome to drive strategic long-term growth, and are far less comfortable with key aspects of driving growth such as architecting the customer experience and acting as revenue science practitioners.

This report reveals key findings around key topics such as:

How organizations define growth and how that stacks up to how marketers define growth

Where and how CMOs are impacting or influencing growth, and where are they not yet involved

The greatest partners and champions to the marketer’s growth agenda and key points of alignment

Ways marketers intend to influence the growth agenda and how they see their role as a growth-driver

Key challenges that threaten to derail growth goals

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What’s your EQ? We’re talking about your Event Quotient. As it stands, most businesses limit their event reporting to the number of contacts generated at the booth – the equivalent of determining the value of a library by merely counting the number of loaned out books. In this webinar, atEvent and SiriusDecisions provide strategies for raising your EQ so you can reach your event marketing goals, capture qualified sales leads and prove ROI. Watch the replay to gain an action plan for:

Pre-event strategy

At-event lead generation

Post-event sales tactics

This webinar is a must-watch for B2B marketers who are wanting to increase event performance and accelerate sales. 

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Events continue to be one of the most effective marketing and sales channels with customers, prospects, and targeted accounts. But events continue to be managed in an analog manner, lacking the same modern technology structure and planning as our digital channels, leaving valuable data out of Enterprise ABM strategy.

Watch our on-demand webinar with SiriusDecisions and atEvent to learn how to incorporate data from your events into your Account-Based Marketing strategy to augment contextual account and lead insights, improve workflow, and accelerate sales.

Watch the replay to gain an action plan for:

Event marketing tips for connecting with target accounts at events

At-event lead generation

Key data and metrics you should focus on to optimize your ABM strategy

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To help you assess your webinar program’s potential and understand what makes for a successful webinar program, download the ON24 Webinar Benchmarks Report 2019. You'll learn:

Best practices for promoting, running and repurposing webinars

Average registration and attendee rates across industries

How and why marketers are using webinar programs

See how your webinars stack up -- download this report now!

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A quick trip down memory lane reminds us that the 1990s saw a massive rise in the practice of offshoring call centers. With the convergence of economic factors and technological advancement, it was seen as the cheap alternative for companies who required basic customer support solutions.

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