Remove Cybersecurity Remove Finance Remove Marketing
article thumbnail

GDPR & Cold Calling: How to Stay Compliant

Hubspot Sales

But one area that escaped me was how businesses marketing by phone could continue to do so. After jumping into the fine print , I learned there are two legal bases that businesses can use to justify processing personal data for direct marketing: legitimate interest and consent. Was B2B cold calling still legal? Offer easy opt-outs.

article thumbnail

Be more strategic – A metaphor: Analyse, join and align the dots

Red Star Kim

Delegates were from legal and accountancy firms with roles as varied as marketing, digital marketing, business development, PR and key accounts (executives, managers and a director). Many use a situational analysis or marketing audit. And we analyse the analytics from our digital marketing performance.

article thumbnail

Software for Financial Services Companies: What’s Your Tech Stack?

Nutshell

Customer relationship management (CRM) Financial management Risk management Cybersecurity Trading and portfolio management Financial planning and analysis (FP&A) Data analytics and business intelligence Compliance and regulatory reporting Document management and collaboration Wealth management What software is used in financial services?

article thumbnail

Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

Red Star Kim

Delegates from accounting and law firms were in client service, marketing/business development and fee-earning roles. Telephone Confidentiality Some forms of communication are known to be confidential – for example: email (assuming good cybersecurity) and WhatsApp (encryption).

article thumbnail

20 Innovative CRM Trends to Pay Attention to in 2022

Hubspot Sales

Here are some of our top predictions for CRM in the upcoming year, including rising CRM use from new markets, powerful features and integrations, and the impact of wider tech trends on CRM. Even though Salesforce's share of the CRM market is over 19% , there's a huge range of tools competing for consumer attention. Salesforce.

CRM 136
article thumbnail

The Ultimate Guide to Startup Accelerators

Hubspot Sales

Some accelerators work with marketing technology companies, while others specialize in finance technology. Others focus on cybersecurity, retail food-tech, or big data. IIDF focuses on companies in cybersecurity, adtech, big data, IOT, and more. Internet Initiatives Development Fund (IIDF) , Moscow, Russia.

Investors 110
article thumbnail

Financial Technology (Fintech) Industry Value Chain: Deep Dive

Flevy

According to Deloitte, the global Fintech market is projected to grow at a CAGR of 24.8% Maintaining a robust value chain in the Fintech sector is crucial for ensuring the seamless integration of various components, from market research and product development to customer support and data security.