From Sign-Up to Stickiness: Designing a Customer Experience That Nudges FinServ Users to Act

by Shawna Lachmansingh | Jun 13, 2025 | Customer Experiences, UX Design

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

Your Email Newsletter Is Boring—Turn It Into A Mini-App

by Isaac Ferreira | May 20, 2025 | Email Marketing, UX Design

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

Stop Paying Rent on Your Audience—Own the Inbox Before Wall Street Owns You

by Isaac Ferreira | May 8, 2025 | Email Marketing, Go-to-Market Strategy Development

Data Over Trends: Building a Modern Marketing Omni-Channel Strategy with AI

by Cathy Grendus | Apr 22, 2025 | AI, Email Marketing

The Communications You Send are Often the Difference Between Retention and Regret

by Isaac Ferreira | Apr 9, 2025 | Email Marketing, Messaging & Positioning

Love it or List it, Marketing Automation Platform (MAP) Edition

by Kim Allen | Mar 26, 2025 | MarTech Optimization, Needs & Gap Analysis, Platform Migration & Implementation, Process & Workflow Design, Technology Architecture & Design, Technology Rollouts, Technology Strategy

The Secret to Successful Enterprise Tech? Change Management

by Christina Mastrocola | Mar 26, 2025 | AI, Change Management, MarTech Optimization, Needs & Gap Analysis, Revenue Operations, ROI, Technology Rollouts

AI is the New OS: Prepare for a Marketing Revolution

by Arturo Mendiola | Mar 25, 2025 | AI, Audience Intelligence, Data Strategy & Design, Digital Transformation Roadmap, Shift Insights, Technology & Data Architecture, Technology Architecture & Design