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Plugging the Enterprise Revenue Leak: Unifying Customer Experience to Drive Growth Across Financial Services

Plugging the Enterprise Revenue Leak: Unifying Customer Experience to Drive Growth Across Financial Services

by Isaac Ferreira | Jun 10, 2025 | Customer Experiences, Customer lifecycle, Experience Design, Journey Mapping, Process & Workflow Design

Squiggly is the New Linear: Navigating Complex Lead Lifecycles

Squiggly is the New Linear: Navigating Complex Lead Lifecycles

by Kim Allen | May 19, 2025 | Customer lifecycle, Customer Relationship Management, Data Strategy & Design, Lead Management, Salesforce, Technology Strategy

Marketing ROI: A Simple Guide to Marketing Attribution Tracking

Marketing ROI: A Simple Guide to Marketing Attribution Tracking

by Natsha Ness | Feb 13, 2025 | Analytics Ecosystem, Attribution, Business Intelligence, Customer lifecycle, Data Science & Modeling, Data Strategy & Design, Reporting & Dashboards

Keeping Your Lead Management Flowing: Why Optimization Matters

Keeping Your Lead Management Flowing: Why Optimization Matters

by Erica Sante | Nov 5, 2024 | Customer lifecycle, Lead Management, MarTech Optimization, Segmentation & Prioritization, Technology Architecture & Design

Working Towards Loyalty

Working Towards Loyalty

by Cathy Grendus | Jun 21, 2024 | Campaign Performance, Customer lifecycle, Customer Marketing, Journey Mapping, Testing & Optimization

Predictive Analytics: Anticipating Customer Behavior and Optimizing Strategies

Predictive Analytics: Anticipating Customer Behavior and Optimizing Strategies

by John Shelton | Apr 10, 2024 | AI, Analytics Ecosystem, Customer lifecycle, Data Strategy & Design

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Recent Posts

  • From Sign-Up to Stickiness: Designing a Customer Experience That Nudges FinServ Users to Act
  • Plugging the Enterprise Revenue Leak: Unifying Customer Experience to Drive Growth Across Financial Services
  • Your Email Newsletter Is Boring—Turn It Into A Mini-App
  • Squiggly is the New Linear: Navigating Complex Lead Lifecycles
  • Stop Paying Rent on Your Audience—Own the Inbox Before Wall Street Owns You

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