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How Much Should CMOs Spend On Mobile, Social and Digital Efforts In 2014? (Part 3 of 7)

How Much Should CMOs Spend On Mobile, Social and Digital Efforts In 2014? (Part 3 of 7)

Daniel Rodriguez
Written by Daniel Rodriguez November 14, 2013

In Part 3 of 7 in our Q&A with Steven Holstein, former CMO of Guardian, we take a look at how investments should be made in mobile, social and digital mediums in 2014. We

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Marketing Performance, Technology & Data
The Polls Are Open: Seismic Needs Your Vote!

The Polls Are Open: Seismic Needs Your Vote!

Daniel Rodriguez
Written by Daniel Rodriguez November 14, 2013

This year, Seismic has been nominated in the Top Sales Productivity Tools category. The 2013 Top Sales & Marketing Awards will be hosted on Dec. 17 at 1:00 p.m. EST online by Top Sales World

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Marketing Performance, Sales Enablement
LinkedIn Profile Creation Tips For Financial Advisors

LinkedIn Profile Creation Tips For Financial Advisors

Daniel Rodriguez
Written by Daniel Rodriguez November 13, 2013

Everyone from prospective clients to industry experts turns to LinkedIn for a professional platform to share opinions, educational resources and tips for keeping up with evolving trends. But what if you don

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Asset Management, Wealth Management, Marketing Performance
Dreamforce 2013: Seismic's Daily Raffle and Booth Locations

Dreamforce 2013: Seismic's Daily Raffle and Booth Locations

Daniel Rodriguez
Written by Daniel Rodriguez November 12, 2013

Seismic is participating in the event at the Moscone Center between November 18-21 in San Francisco, Calif. Additionally, we will be holding daily raffles and offering in-ear Bose headphones as the prize for the winners.

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Sales Enablement, Technology & Data
Corporate Objective Alignment Can Guarantee Company Success: Part 2 of 7

Corporate Objective Alignment Can Guarantee Company Success: Part 2 of 7

Daniel Rodriguez
Written by Daniel Rodriguez November 7, 2013

In Part 2 of 7 of our Q&A with Steven Holstein, former CMO of Guardian, we dive deeper into how the C-Suite and Financial Services CMO of the future will need to work closer together to drive company success.

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Asset Management, Wealth Management
Four Trends Reshaping The Role Of The Financial Services CMO: Part 1 of 7

Four Trends Reshaping The Role Of The Financial Services CMO: Part 1 of 7

Daniel Rodriguez
Written by Daniel Rodriguez November 4, 2013

Recently, we had an opportunity to interview Steven Holstein, the former Chief Marketing Officer of Guardian. He

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Asset Management, Wealth Management, Marketing Performance
Mobile Field Technology: Q&A With Insurance Industry Expert

Mobile Field Technology: Q&A With Insurance Industry Expert

Daniel Rodriguez
Written by Daniel Rodriguez October 22, 2013

What are 2014 budgets for field technology looking like? How should CRM be used? What are the most common mistakes when rolling tablets out to the field? Insurance industry expert Matthew Josefowicz shares his insights in this exclusive Q&A.

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Sales Enablement, Technology & Data
10 Successful Traits of Modern Financial Services Marketing

10 Successful Traits of Modern Financial Services Marketing

Daniel Rodriguez
Written by Daniel Rodriguez October 10, 2013

What makes a financial services marketing team successful in the rapidly evolving world that we live in? Three panelists at the 15th Annual PAICR Conference for marketing and communications professionals in financial services shared their insights. The speakers included Sue Matteson-King, Global Head of Marketing at Morgan Stanley Investment Management, Maureen Bromwell, Managing Director at Munder Capital Management and Jim Link, CMO at PFM Asset Management.

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Marketing Performance
10 Portfolio Manager Presentation Tips to Wow Investment Boards

10 Portfolio Manager Presentation Tips to Wow Investment Boards

Daniel Rodriguez
Written by Daniel Rodriguez October 3, 2013

Your PM is a brilliant researcher and has built a rock solid investment strategy. But if he or she can

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Asset Management, Wealth Management, Marketing Performance
Technology Trends Shaping Microsoft Dynamics CRM Development

Technology Trends Shaping Microsoft Dynamics CRM Development

Daniel Rodriguez
Written by Daniel Rodriguez September 19, 2013

The CRM world is evolving quickly, and Microsoft Dynamics remains at the forefront of that evolution. Doug Adams, Director of CRM for Microsoft, delivered the keynote address at the Customer Effective conference last week in Greenville, SC to an excited group of attendees.

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Sales Enablement, Technology & Data