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Marketing automation teams mired in execution, neglecting strategic priorities


A recent study of senior Marketo managers reveals their marketing automation teams are small, highly productive and focus predominantly on executing campaigns. Nearly 75% of respondents said they execute more than 30 campaigns in a year, and 74% said they manage a team of 0-3 employees. The focus on executing campaigns means strategic priorities, like […]

How Community Banks Can Use AI to Improve Sales and Marketing


Adopting artificial intelligence can be daunting for community banks and credit unions, so it’s important to identify key use cases and start from there. Here are some tactics that have led to blockbuster results for smaller financial institutions that have deployed AI in their sales and marketing efforts. Artificial intelligence and machine learning have become […]

Orion Supercharges RIA Marketing Tech Suite with the Launch of Redtail Campaigns


Orion Advisor Solutions announces the launch of Redtail Campaigns, the industry’s first CRM-centric advisor marketing suite. Powered by Snappy Kraken, an industry-leading marketing platform tool for financial advisors, Redtail Campaigns builds upon Orion’s legacy Market*r tool, empowering advisors and firms to drive new business and deepen client relationships through hyper-personalized marketing campaigns launched right from […]