The Software Solution for the Future of Banking and Mortgage

Marketing Operating Systems (MOS) not only allow you to capture your customers’ and prospects’ contact information so your salespeople can track their interactions with their personal brand, but they allow you to centralize your entire technology stack to empower salespeople to work in a way that helps them grow their books of business – and your bottom line.

MOS solutions can vary in ease of use and sophistication, so we’ve put together a list of the nine core components every MOS needs if you want to successfully recruit and retain a top producing team.

  1. Personalization
  2. Modern, Built-In Contact Management and CRM
  3. Customer Management
  4. Personal and Local Branding Within the Enterprise
  5. Speed to Market
  6. Customer Analytics and Reporting
  7. Compliance Framework
  8. Open API & Robust Integrations
  9. Relentless Focus on Customer Success

Financial services organizations are racing  to modernize the customer or member journey to meet evolving consumer expectations.

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It’s a huge win when a consumer makes their first transaction to become a customer or member of your financial brand.

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How CMOs Can Attract & Retain Creative Data Experts

Posted by: Joe Welu

On: May 07, 2019

I’ve been making the case here for a while that the role of the CMO is changing in the financial services industry.

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