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The Importance of Digital Experience in 2023

The Importance of Digital Experience in 2023

by Santiago Quiroga Medina | Sep 29, 2023 | Marketing, Revenue Operations, Sales

An excellent digital experience is more important for the financial services industry than ever before, especially for financial advisors and their traditional, face-to-face way of doing business. Nowadays, more than 70% of customers expect businesses to leverage...
Lead Source is a Bad Field. We Should Stop Using It.

Lead Source is a Bad Field. We Should Stop Using It.

by Nate Strong | Nov 11, 2022 | Marketing

If you’d like to discuss our Revenue Attribution services and get a free attribution audit, head here. If I had a nickel for every time someone asked me “What is the source of this lead?” I might be able to buy a gallon of gas by now (yes, cheap inflation...
Back to Basics: Why the Third Party Cookies Deprecation Should Re-Activate our URL Parameters

Back to Basics: Why the Third Party Cookies Deprecation Should Re-Activate our URL Parameters

by Nate Strong | Sep 26, 2022 | Marketing

Introduction Most marketers and sales folks are aware of the impending doom of third party cookies from our lives. While some may herald this as victory and others are agonizing over the future of a cookie-less (or at least third party cookie-less) world, ultimately...

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