The pressures of reaching short-term marketing goals and limited budgets have kept many financial marketers from using digital prescreen approaches for prospecting. There are clear reasons why this practice can improve both marketing performance and customer experience.

It is important to audit analytics practices and maintain flexibility in your tactical approach to adapt to market conditions and technology that could affect results.

Many B2B marketers are hesitant to incorporate artificial intelligence into their ABM campaigns, and with good reason. Perception and organizational barriers often challenge the implementation of new and untested technology. When implemented properly, however, AI has the power to parse vast amounts of data, in order to bring efficiency to every phase of a B2B buyer’s journey.

The credit card market is dominated by large national issuers with deep pockets, national scale, and many products. The competition is formidable, but not unbeatable. Community and regional financial institutions have their own advantages, including local, personal data. If they leverage those advantages, they can succeed beyond expectations.

With the sunshine of summer finally upon us it seems silly to focus on the colder months ahead, but marketers know that future success depends on plans made today. Leveraging the strategies outlined below, take the first steps to reach your target audience during fourth quarter’s major marketing milestones.

The donor giving path today is very different from that of the past. Not so long ago you could draw a straight line from the mailbox to a donation. But for modern constituents—the Baby Boomers, Gen Xers and Millennials alike—their journey is far more tangled.