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31 August 2026
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Tag: Finance

Lead Scoring in Finance – How Automation Helps Qualify Credit and Insurance Leads
Articles

Lead Scoring in Finance – How Automation Helps Qualify Credit and Insurance Leads

Matylda Zielezny
August 6
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Marketing Automation in Insurance: Automating Policy Renewals as the Key to LTV
Articles

Marketing Automation in Insurance: Automating Policy Renewals as the Key to LTV

Jakub Wyciślik
May 12
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Marketing Automation in Finance: Personalization of Credit Offers Within the Restrictive Limits of GDPR
Articles

Marketing Automation in Finance: Personalization of Credit Offers Within the Restrictive Limits of GDPR

Jakub Wyciślik
April 23
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Automation in Finance: How Transaction Notifications and Alerts Build the Image of a Solid Brand
Articles

Automation in Finance: How Transaction Notifications and Alerts Build the Image of a Solid Brand

Alicja Kuźmińska
October 9
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How to get customers to ask for a loan meeting themselves? This automation does 80% of the work for you
Articles

How to get customers to ask for a loan meeting themselves? This automation does 80% of the work for you

Ela Ciernicka
September 11
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Most financial companies only sell. See how to educate on a large scale to make customers want to buy from you themselves
Articles

Most financial companies only sell. See how to educate on a large scale to make customers want to buy from you themselves

Ela Ciernicka
July 29
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Discover iPresso Enterprise
Articles iPresso system

Discover iPresso Enterprise

Maciej Mazurkiewicz
March 30
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