B2B and FInancial Services Marketing

About John Refford

Marketing and Technology executive with Financial Service industry experience in leading global teams and projects. Expertise in developing B2B Marketing strategies, Social Media and Marketing Technology platforms. Most recently built out Natixis’ Marketing platform allowing Marketing to target customer segments, generate qualified leads and have a single, integrated view of the customer.

Entries by John Refford

Account Based Marketing, B2B, Marketing Automation, Revenue Growth, Revenue Systems, Sales Enablement, Technology & Websites

Chatbots – Can A Robot Be Your Best MarTech Friend?

Chatbots aren’t just for Facebook, Amazon and Apple. Smart brands are adding artificial intelligence and natural language processing technology to their marketing mix for a very good reason. When done well, a chatbot delivers tangible value for the brand, and moreover, an excellent buyer engagement experience for customer. An actual win-win!

February 28, 2018 /0 Comments/by John Refford

B2B, Buyer Engagement, Closed loop Marketing, Financial Advisors, Investment Management, Revenue Growth, Revenue Programs, Technology & Websites

Top Marketing Automation Strategies for Converting Financial Advisor Prospects

Financial Advisors are an amazingly difficult prospect to engage. They are incredibly busy and already have a wealth of resources already available to them – do they even need to engage with wholesalers? The best way to convert financial advisors to customers is to build your marketing automation program around them. Lead generation starts with […]

December 6, 2017 /0 Comments/by John Refford

About John Refford

Entries by John Refford

Chatbots – Can A Robot Be Your Best MarTech Friend?

Top Marketing Automation Strategies for Converting Financial Advisor Prospects

Resources

Service Offerings

SUPPORTING