Benefits of Marketing Automation in Financial Services Companies

Marketing Automation is a low key affair in Financial Services companies.  Marketing automation allows financial companies to use customer data (of course with consent from customers) to deliver personalized engagements, develop a deeper understanding of customers’ needs, get ahead of their fellow competitors and more importantly maximize their marketing investment.  Every financial company needs marketing: …


A Tip A Day #28 – Salesforce Einstein Features

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #28 - Salesforce Einstein Features Read all other tips of the blog series here - A Tip A Day, daily dosage of learning!