Finance

Dailysalestracker

Daily Sales Tracking for Financial Analytics

Financial analysts are often looking for a daily tracker of their organization’s sales. Daily sales tracking requires bench-marking against budgets and forecasts. However, it is often the case that plans are defined at a higher level compared to actuals. In addition, while actuals are available from ERP, plans are maintained in a separate application for […]

How Financial Services Companies Create Unique Buyer Experiences with Marketo Engage

Financial services companies are focusing more closely than ever on creating unique buyer experiences with the help of marketing automation platforms like Marketo Engage. The end result is these companies are delighting their buyers and driving more revenue. Today we’re going to look at a few ways financial services companies can create unique buyer experiences […]

Financial Services Trends of 2017: Customer Experience

Companies of all shapes and sizes (and industries) strive to provide a better, more consistent, customer experience. Generally speaking, some industries are ahead of others. While there are certainly outliers, many financial services companies said they’ve yet to reach “maturity” in their approach to customer experience. Couple this with the fact that, according to Edelman’s […]

Adobe Summit: Reimagining Digital Marketing in Financial Services

Christopher Young from Adobe kicked off this session by talking about these top challenges in Financial Services: Compliance – 84% Data Security & Privacy – 82% Difficulty Personalizing – 80% Fragmented Data – 78% Incompatible Marketing Solutions – 74% Three takeaways: You are only as good as your analytics Tom improve the experience, understand your […]