On-Demand Webinar

The Secret to Account-Based for Financial Services

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Financial services teams well know the challenges of introducing new technology. There is already so much of the legacy stuff, often woven throughout the many businesses in a network of perilous dependencies. Pull out the much-reviled DOS-based quoting tool and who knows what might happen.

Yet something must change. Enter, Account-based Marketing.

Join James Meono, Director, Digital Marketing at Union Bank and Alex Pavia, RVP, Enterprise Sales at Demandbase as they dive into how to get started with ABM, tips and tricks to success, and hard learned lessons.

In this webinar you’ll learn how to:

  • Create internal buy-in for an account-based pilot
  • Align Marketing and Sales for success
  • Identify in-market accounts
  • Leverage technology to scale your pilot


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