Bluespire Marketing partners with financial services institutions to provide comprehensive consumer engagement solutions through the integration of strategy, technology and content. Relying on our 30+ years of experience in the financial industry, we’ll help you create digital-first experiences, grow share-of-wallet and retain customers, all the while accelerating your speed to market for new solutions.
Bing is the intelligent search engine from Microsoft that helps people save time and money. Bing reaches a global audience of 500 million searchers, making over 10 billion searches worldwide every month, and powers search results on Yahoo to AOL, Apple to Amazon, and enables unique experiences including Cortana, the truly personal assistant. Investments in machine learning and artificial intelligence are making search more pervasive, predictive and personal so you can build more meaningful connections with your customers. Bing Network. Intelligent Search.
Albert is the first-ever artificial intelligence marketing platform for the enterprise, driving fully autonomous digital marketing campaigns for some of the world’s leading brands. Albert’s mission is to liberate businesses from the complexities of digital marketing – not just by replicating their existing efforts, but by executing them at a pace and scale not previously possible. He serves as a highly intelligent and sophisticated member of brands’ marketing teams, wading through mass amounts of data, converting this data into insights, and autonomously acting on these insights, across channels, devices and formats, in real time. This eliminates the manual and time-consuming tasks that currently limit the effectiveness and results of modern digital advertising and marketing. Brands such as Harley Davidson, EVISU, Cosabella, and Dole credit Albert with significantly increased sales, an accelerated path to revenue, the ability to make more informed investment decisions, and reduced operational costs.
Exagens works with banks and other financial institutions to help humanize their digital channels via Max, its personal financial assistant. Max is the future of conversational virtual agents.
Advanced artificial intelligence, behavioral analytics, and machine-learning technologies enable the exagens Max platform to learn and understand the specifics of each client, and respond in real time, with contextually engaging, pertinent and actionable assistance, tips and guidance. It makes each interaction with a financial institution more convenient, individualized, and memorable resulting in increased loyalty, customer satisfaction and improved financial results.
Exagens was founded with the goal of being at the center of it all – assisting financial institutions in navigating and shaping this exciting future and bridging relationships in a digital world.
ON24 is on a mission to empower data-driven marketers with the engagement they need to succeed in the digital world. Through the company’s engagement marketing platform, over 1,600 businesses, including athenahealth, PwC and Microsoft, deliver 120,000 webinars annually, engaging nearly 20 million prospects, customers and employees for a total of one billion minutes per year. Integrated with all leading marketing automation and CRM platforms, ON24 transforms engagement into behavioral data helping marketers better qualify leads, accelerate sales pipeline and drive revenue. Additional applications for the ON24 technology portfolio include virtual training, talent development and town hall meetings. The company is headquartered in San Francisco with offices in Charlotte, New York City, London, Singapore, and Sydney. For more information, visit http://www.on24.com.
Flybits hides the complexity of data intelligence and contextualization. Our solution unifies disparate sources of proprietary, public and sensory data, enabling enterprises to create and deliver highly personalized customer experiences that drive digital engagement. Flybits gives you the ability to deliver the right content to the right consumer, where and when they need it. For more information, visit www.flybits.com and follow us at @flybitsinc.
Wpromote is The Challenger Agency. With a digital-first approach, we urge our clients to challenge convention in order to grow market share, increase customer lifetime value, and achieve transformational results. We push our clients to grow their businesses. We know no other way; we have no other goal. Wpromote’s Financial Services practice has helped sector leaders like CIT, UBS, United Bank, Aberdeen, and Silicon Valley Bank define their missions, articulate their goals, acquire customers, and drive deposit volume. We have the knowledge, the capability, and the flexibility to help our financial service clients thrive in an intensely competitive, highly regulated, ever-changing environment. Driving conversions through multi-channel, content-centric campaigns, Wpromote believes that perfection is found at the intersection of technology and human expertise. Our investments in tools and talent reflect that belief. From paid search to SEO, social to email, and web design to development, our team of 350+ experts manages every channel. We create campaigns for hundreds of clients of all stages and sizes, from startup Davids to Fortune 500 Goliaths. Named one of the Best Places to Work in the U.S. by Ad Age two years running, Wpromote continues to attract talented colleagues and sophisticated clients.
Join us and Think Like A Challenger!
Analytic Partners is a global marketing analytics company that leverages adaptive modeling techniques and tools to help companies generate better marketing ROI, drive growth and, ultimately, grow closer to their customers. We work with marketers to build deep knowledge about brands, customers and competitors that is converted into sound strategies aimed at improving business performance.
Pathmatics provides actionable insights that change the way brands, agencies, adtech, and publishers execute, track, buy, and sell digital advertising. With Pathmatics’ advertising intelligence platform, ad buyers use competitive intel to optimize their advertising, and ad sellers increase revenue with data informed prospecting and proposals. Pathmatics provides unprecedented transparency through access to creatives, impressions, spend, along with unique data on where and how ads are delivered. Tracking over 80k advertisers, 32k publishers, 800 ad services, and 46M creatives, Pathmatics is the must-have intelligence platform for advertisers and ad sellers looking to optimize performance.
K2 Digital offers digital transformation solutions & services that provoke new thinking, helping companies envision and accelerate growth in an increasingly complex, digitally connected world. Our sole focus is to drive results for our clients by balancing the inseparable organizational components of digital experience and digital operations to bridge the gaps of where your business performance is now, and where it will need to be to succeed and thrive in the future.
Independently held, K2 Digital is a part of the Klick Inc. family. Established in 1997, Klick has teams throughout North America, including New York, Los Angeles, and Toronto.
Merkle is a leading data-driven, technology-enabled, global performance marketing agency that specializes in the delivery of unique, personalized customer experiences across platforms and devices. For more than 25 years, Fortune 1000 companies and leading nonprofit organizations have partnered with Merkle to maximize the value of their customer portfolios. The agency’s heritage in data, technology, and analytics forms the foundation for its unmatched skills in understanding consumer insights that drive people-based marketing strategies. When combined with its strength in performance media, Merkle creates customer experiences that drive improved marketing results and shareholder value. With more than 3,400 employees, Merkle is headquartered in Columbia, Maryland with 15 additional offices in the US and offices in Barcelona, London, Shanghai, and Nanjing. In 2016, the agency joined the Dentsu Aegis Network.
For more information, contact Merkle at 1-877-9-Merkle or visit www.merkleinc.com
Only Evergage’s real-time personalization platform delivers The Power of 1, enabling digital marketers to transform the dream of 1:1 customer engagement into reality.
Combining in-depth behavioral analytics with customer data, Evergage provides the one platform you need to systematically understand and interact with each person that visits your site or uses your app – one at a time, “in the moment” and at scale – to deliver a maximally relevant, individualized experience.
Personalization is the future of digital marketing, and we believe it should be easy for marketers – without theneed for developers or IT – to understand their audiences and respond in real time with the most engaging experiences and the most relevant recommendations. Our customers delight their visitors, prospects and customers every day, building valuable relationships that lead to greater revenues and customer loyalty.
Evergage has delivered personalized experiences to more than 1 billion web visitors and users of over 150 organizations. Our platform is used by some of the world’s largest financial and insurance companies to present the most relevant content and offers to different audiences based on their unique interests and intent, and to do so across channels – website, web application, mobile app and email.
Invoca helps the modern marketer optimize for the most important step in the customer journey: the phone call. With Invoca’s Voice Marketing Cloud, marketers can get granular campaign attribution to understand why customers are calling, gain real-time intelligence about who’s calling and analyze what’s being said in conversations. Marketers can put this data to work directly in the Voice Marketing Cloud by automating the ideal customer experience before, during and after each call. With an ecosystem of over 30 technology partners, marketers can inject call intelligence into their existing technology stack, giving them the ability to orchestrate a true omnichannel customer journey. Invoca is backed by Morgan Stanley Alternative Investment Partners, Accel Partners, Upfront Ventures, Rincon Venture Partners, Salesforce Ventures, and Stepstone. For more information, please visit www.invoca.com.
Infor Customer Experience suite helps organizations integrate customer data, accelerate customer engagement and gain a complete view of their customers. Visit http://www.infor.com/solutions/customer-experience/ to find out how you can deliver on the promise of an exceptional customer experience throughout the entire customer journey.
DotCMS is a Java-based, open source CMS developed by the Miami-based vendor and solution provider of the same name, dotCMS . The newest version of dotCMS is 3.5, which was released in Spring 2016 that now has a customized rules engine and personas.
Not well known in Europe, dotCMS’ customers are predominantly in the USA. The company first launched the product into the higher education market. Long-term customers include the universities of Arkansas, Maryland, Colorado and Texas – and in healthcare – Novartis and HCA. Recently, the company has seen its largest growth in banking, insurance and financial services industries with clients such as Royal Bank of Canada, S&P and Central Bank of Italy.
Digital Agent, a product by Veriday, is an innovative digital marketing tool developed to solve Advisor and Enterprise compliance and branding challenges. Digital Agent simplifies the digital marketing and compliance process so that Advisors can focus on engaging their target market, and increasing leads and revenue with the latest digital marketing techniques.
Crownpeak is the proven cloud-first Digital Experience Management (DXM) platform that’s designed to help global companies successfully manage their hundreds of digital experiences across multiple touchpoints. Crownpeak provides a complete solution for DXM featuring content management, personalization, search and hosting, in addition to fully integrated Digital Quality Management (DQM) to ensure brand integrity, industry best practices and meet compliance standards. More than 180 leading companies rely on Crownpeak to deliver engaging experiences that delight customers, promote loyalty and deliver results.
InvestingChannel is the most innovative and scalable marketing platform in financial media. Our deep industry expertise, proprietary technology and specialized services uniquely surface and combine expert content and rich data for marketers, publishers and financial audiences to engage and profit.
Persado’s artificial intelligence platform that generates “smart content” for brands: the precise words, phrases, emotions and images for direct marketing channels, designed to inspire people to take an action. The platform eliminates the random process behind traditional message development and arms marketers with content that maximizes engagement with any audience, at scale, while delivering unique insight into the specific triggers that drive action.
RPM uses the power of predictive analytics, innovative digital/direct marketing strategies and unmatched subject matter expertise to identify and acquire profitable customers for insurance companies—producing over $6 billion of profitable premiums since our founding in 2001. Over the years our team has successfully launched customer acquisition programs for major brands as well as digital startups.
Inlet: where online bill pay meets marketing opportunity. Inlet is a secure digital document delivery platform that reaches more than 90% of the nation’s banks and credit unions and today’s major digital destinations such as Google Drive, Amazon Drive, Dropbox and more. Inlet increases customer engagement, paperless adoption rates and enables faster payments. To learn more about Inlet, a joint venture between Broadridge and Pitney Bowes, visit www.InletDigital.com.
Comment Ground is a social media consultancy firm helping financial services and b2b brands use social media to reach business goals. Unlike working with a revolving-door agency, your team benefits from having a dedicated partner with a hype-free, results-driven approach. From content audits and competitor insights to behind-the-scenes team operations and campaign measurement, we strengthen your entire social spectrum.
ReviewTrackers is the award-winning customer feedback software that helps businesses transform the customer experience. The platform collects review data from 85+ review sites to surface customer insights that enable brands to listen, comprehend and make data-driven decisions about what their customers truly need or want.
Trusted by 30,000+ businesses, ReviewTrackers helps busy professionals save time, money and resources so they can focus on what matters most: their customers.
The RevJet Creative Side Platform (CSP) is the first and only comprehensive enterprise platform for digital ad creative, empowering marketers and agencies to effortlessly produce, personalize, serve and optimize digital ad creatives to drive twice the customers and double the brand impact from the ad impressions they’re already buying.
Piwik PRO provides a fully integrated marketing technology suite that includes Web Analytics, Tag Management and Content Personalization. Our main products can be deployed both On-Premises and in Cloud ensuring our partners full data ownership. To meet the demands of data-sensitive industries, Piwik PRO offers additional solutions for enhanced data security including highly secure servers. What’s more, Piwik PRO was designed to adhere to strict data protection laws in the US, the EU, China, and Russia, including the General Data Protection Regulation (GDPR). Our approach to data has been recognized by leading data privacy organizations.
Ovative/group drives improved marketing performance through enterprise marketing optimization. We do this through advanced omni-channel measurement and innovative, flawless activation of digital media. We combine our deep industry expertise, proven processes, and technology to analyze, measure and optimize marketing efforts across digital and traditional media channels.
Ceros is an interactive content creation platform that empowers marketers and designers to create rich, engaging content, without any coding.
The Ceros cloud-based design studio makes it easy to collaborate on stunning, unique digital projects in real time and publish with the click of a button. Distributing your content is as simple as sharing a link or dropping an embed code on your site. After you publish, Ceros analytics allow you to explore viewer interactions on a granular level so you can understand exactly what’s working.
Connecting and powering calls from campaign to conversion. Call Intelligence provides real-time, actionable insight into what makes the phone ring, for marketers to optimize campaigns and call centers to maximize the value of sales. The phone is an integral part of your customer’s buying journey, make every call count!
SmarterHQ is the leading multi-channel behavioral marketing platform, empowering B2C marketers to personalize individual customer interactions in real-time. We work with some of the world’s largest brands – such as Bloomingdales, eBags, Chico’s, and Finish Line to drive phenomenal business results. We’ve been recognized by Forbes as technology to push B2C companies into a new era of personalization and Forrester’s Total Economic Impact study to deliver 667% in ROI. Visit SmarterHQ.com for more information.
A Global Technology and Analytics Consulting Company
Verndale is a global marketing technology agency headquartered in Boston. We design, build and evolve digital experiences that unite brands with their always-on audiences. We dream big, play nice, know that great work takes work and together works better.
Hootsuite Enterprise empowers Financial Services organizations to execute compliant business strategies for the social media era. As the world’s most widely used social relationship platform with more than 11 million users globally, Hootsuite Enterprise enables over 1800 organizations including Primerica, Interactive Brokers & UBS AG to scale social media activities across multiple teams, departments, and business units. We allow legal and compliance professionals to work with their marketing and partner members to build programs and systems to build meaningful relationships with their clients and customers. Our versatile and secure platform supports a thriving ecosystem of more than 100 technology integrations, allowing businesses to extend social media into existing systems, workflow and programs. Innovating since day one, we continue to help businesses pioneer the social media landscape and accelerate their success through education and professional services.
The world’s largest online social media magazine, Social Media Examiner helps businesses discover how to best use social media, blogs and podcasts to connect with customers, drive traffic, generate more brand awareness and increase sales. Our mission is to help you navigate the constantly changing social media jungle.
More than 480,000 email subscribers and 1.3M monthly readers look forward to our daily original content. Our editorial team works with the world’s top social media pros to bring you original and comprehensive articles, expert interviews, innovative case studies, reviews of the latest industry research and the news you need to know to improve your social media marketing. Social Media Examiner hosts the popular Social Media Marketing Podcast, a top 10 marketing podcast on iTunes, the industry’s leading physical conference, Social Media Marketing World, the largest online conference Social Media Success Summit and the membership learning platform, Social Media Marketing Society.