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Jim Eup
Jim is an accomplished marketing leader with a strong track record of success in product and solution marketing. Currently, he leads the Financial Services Marketing team at Salesforce. Together, they inspire Trailblazers in the financial services industry to transform their businesses to thrive in the age of the Fourth Industrial Revolution.
Every year, the world’s most innovative minds come to Dreamforce to inspire, excite, and motivate attendees. This year is no different, except that we’ll also be welcoming our largest group of financial services attendees ever — over 5,000 professionals from insurance, banking, lending, wealth...
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Salesforce's Connections is shaping up to be the digital marketing, commerce, and customer service event of the year. Happening in Chicago, June 12-14, the content of this event will provide leaders from an array of industries with actionable insights and access to industry experts, innovative...
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The next five years will be busy for the mortgage industry: Up to 17 million first-time home buyers will join the housing market by 2023. Most will be between 20 and 39. That’s a majority of eager house hunters who live constantly connected to services, friends, and brands via technology. When they...
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In the financial services industry, one chink in the armor of a customer journey can spell disaster. While corporate marketing teams develop and approve on-brand communications, financial advisors, insurance agents, and brokers don’t always follow suit. These people on the front lines, who aren’t...
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With so many mobile and online banking companies arising, you might think that brick-and-mortar bank branches are dying. They’re not completely dead, but there’s still a continuous rise in alternate forms of banking (namely in the fintech category). Salesforce’s 2017 Connected Banking Customer...
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Danish insurance and banking institution Alm. Brand was founded in 1792. Today, the financial services group is flourishing in the age of the connected consumer. What’s the secret to such longevity — and adaptability? The company not only has a long history, but it's "mastering the digital...
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Does this sound familiar: A determined team of marketers needs more data to build up its email acquisition campaign, but the resources for a program upgrade just aren’t there.
That’s no problem, the Trailblazers at Upstart told a crowd of insurance, banking, fintech, and wealth management...
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Dreamforce 2017 had more strategic content and Trailblazer use cases for financial services marketers than ever before. Couldn’t make it to the conference? Missed that special breakout session? We’ve got you covered. This blog is part of financial services session recaps. Check out the rest of our...
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Tracey McMullen (Director, Marketing Automation) and Nicole Eggleston (Director, CRM Platform) of Fidelity Investments are the dynamic marketing duo leading a team of Trailblazers at Fidelity. The online trading brokerage of choice, Fidelity offers its clients confidence and assistance on the road...
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