Account Based Marketing
Account Based Marketing
Drove $5M new revenue with 1-1 ABM expansion campaign targeting 20 utility client subsidiary units. Served unit-level Environmental Health personas with personalized email cadence, landing page and digital professional development opportunities.
Sample of top-performing 6Sense digital display advertisements for various ABM programs.
Infographic summarizes the downstream effects of the manufacturing industry's historic skilled worker shortage.
A digital self-serve ABM Sales Pitch Center built within Highspot contained 250+ content assets organized into streamlined outreach cadences tailored by market vertical, buyer persona, tech stack, regulatory challenge and sales stage to support enterprise and mid-market seller prospecting efforts.
ABM program targeting facility managers at a national trade show.
Product Marketing
In an era marked by unprecedented global challenges and heightened environmental consciousness, the role of sustainability in supply chains has never been more critical. In this episode, Avetta experts and MIT University's Dr. David Correll discuss groundbreaking new research and regulatory trends that will shape the next era of compliance.
Supply chain incidents and disruptions can occur at breakneck speeds - and create an avalanche of challenges for your business. Recognizing those risks isn't always easy, and it's difficult to know what to do next. What risks can be mitigated or managed? When do you cut ties with a high-risk supplier or contractor? In this episode, learn from a panel of industry experts on top red flags to watch out for, how to take corrective action, and when it's time to pivot.
When it comes to contractor safety and compliance, it may feel like you’re in a constant game of Chutes & Ladders. Too many businesses and operational units are rolling the dice and leaving safety to chance. Many suppliers, contractors, and subcontractors arriving to work are not prepared to navigate unique job site hazards and safety protocols. Seemingly innocent decisions can lead to consequences that sends your safety culture and business down the chute. In this episode, learn how...
Reviews how Avetta's mobile app helps high-risk industries achieve safer, smarter, more productive operations across the world.
Labor shortages, rising costs and budget cuts have forced businesses and suppliers alike to rely on outsourcing to a mix of temp workers, contractors, suppliers, subcontractors, vendors and more. These persistent challenges act as smokescreens that blur leaders' abilities to see new a gamut of risks - from health and safety to financial to operational - even cyber risk. And where there’s smoke, there’s fire. Today’s daily scramble to do more with less can spark supply chain disruptions...
American Banker thought leadership webinar smashed it out of the park, boasting 766 registrants, 368 attendees and a 48% attendee conversion rate.
Reviews how the AvettaOne platform helps enterprise businesses answer growing market demand for DE&I within the supply chain.
A looming recession…inflation and market instability...geopolitical turbulence...evolving sanctions. Today, uncertainty is the only certainty when it comes to supply chain disruption. The risks are high and the cost to your business’s bottom line is higher. What will it take to build a resilient supply chain network for whatever 2023 has in store? Forward-thinking professionals are ready to overthrow the status quo in favor of proactive supply chain resiliency strategies. This episode...
Thought Leadership
Property and Casualty insurance carriers face growing demand from claimants for faster funds. Digital payment platforms offer a new window of opportunity to achieve faster, more secure payments.
Our society views Artificial Intelligence with equal parts fear and fascination.
Google recently blew Silicon Valley's collective mind when it debuted its digital assistant. Its voice is so human, filled with "ums" and hip expressions and human flaws, that it's impossible to tell you're talking to a machine.
Select leaders from large and small financial institutions share in-depth perspectives on the future of treasury management in this proprietary research report produced by Deluxe and Capital Performance Group.
Nearly all small businesses accept checks. Case and point, my favorite seasonal, mom-and-pop ice cream store has a rabid fan following that includes yours truly.
Few industries are more competitive than insurance. The first of this two-part blog series explores how P&C insurers are increasing their edge by embracing new digital payment options.
If Americans love anything, it’s the freedom of choice. But when it comes to how American consumers and businesses receive their bills, they don’t have much of a say.
"Cash, check, debit or credit?" When it comes to doing business, U.S. merchants and consumers enjoyed a simple, straightforward framework of payment methods for more than 50 years.
Thanks to Amazon, digitally-savvy insurance customers expect cutting-edge speed and payment convenience.
Click here to learn about how preserving check workflows can ease business to business payments digitization.
If you're having trouble remembering what a cash register sounds like - you're not alone.
Tom Reuter of Deluxe discusses how P&C insurance carriers can ensure business continuity and security as they transition to digital disbursements.
While there are many attractive benefits to running a cashless business, it's also important to acknowledge potential drawbacks.
Event Content
Reserved for senior-level treasury and commercial bank leaders, this roundtable offered executives a deep discussion and outside expertise around the role of A.I. in business banking.
Deluxe Exchange is an exclusive event for business leaders responsible for market growth.
Deluxe Exchange is an exclusive event for business leaders responsible for market growth.
Annual networking dinner for senior-level commercial banking and treasury executives, bespoke roundtable experience discussing commoditization challenges in treasury services.
Public Relations & Earned Media
The Hoffman Agency is a Silicon Valley-based PR agency with high-touch service, a global presence & award-winning pedigree.
Edelman is an award-winning global PR and marketing consultancy firm that partners with businesses to evolve, promote and protect their brands and reputations. Edelman is the largest public relations firm in the world by revenue, with 60 global offices.
Three Avetta Executives Honored for Business and Product Innovation in Supply Chain Risk Management
Judges note Avetta’s "impressive" platform helps companies improve ESG performance across the entire supply chain.
Aite Group recognizes innovative financial institutions leveraging best-in-class technology at awards presentation during Innovation in Cash Management & Payments Forum in New York City.
Capital Bank N.A. honored for innovative use of Deluxe Treasury Management Remote Deposit Capture technology aimed at untapped small-and-midsize business market.
Capital Bank N.A., a Rockville-based national commercial banking association, has received a national award for its innovative services in the small-and-medium size business sector.
Scan or snap a photo of a check, click done, and a bank deposit is finalized in moments. A capability that solves one problem but seems to be a lost opportunity in so many ways. All those checks. With all that data.
Capital Bank has taken what many in the industry believe to be a commoditized product and used innovation to deliver new value to new clients.
Hear how a commercially focused national bank grew their RDC client base by 40% in a mature market by capturing essential payment data. In this session, Capital Bank’s Vice President of Product shares how their team took what many banks view to be a commoditized product and found new tactics to the changing needs of its business clients.
B2B Social Media Strategy
Featuring executive personal branding, pre-trade show demand generation, content promotion and client engagement.
One of three featured industry experts quoted on B2B social media strategy.
Client Relations & Case Studies
In-depth interviews with Citizens Commercial Bank executives Head of Product Solutions and Senior Vice President Receivables Segment Head focused on the drivers behind the bank’s investment in Integrated Receivables and how it fits into overall product portfolio strategy. Executives shared how Integrated Receivables is a foundational piece of the bank’ s strategy to serve as their clients primary receivables bank.
Many banks question their ability to efficiently and accurately process payments in an ever-challenging environment of reduced paper payments. Early adoption of the latest workflow automation technologies creates an opportunity to grow processing volumes, maintain operational scale and improve quality. In this session, BNY Mellon executives shared how being an early A.I. adopter has improved operational efficiencies and processing quality.
Enhanced functionality curbs FX risk and eliminates stranded items.
Every digital transformation journey is unique, but many challenges of digitizing outbound payments are universal. As the need for digital interaction increases and focus on customer satisfaction becomes tied to these interactions, digital payment alternatives have become a priority. Leaders from Hanover Insurance Group and Alight Solutions have successfully leveraged technology and innovation to digitize outbound payments and delight their customers and business partners.
Formulating a remittance processing strategy isn't getting any easier. Ongoing volume declines, rising labor costs, large investments to upgrade scanning and technology make it difficult to justify in-house lockbox operations. But for utility providers, robust M&A activity is the norm - and outsourcing isn’t a cut-and-dry decision. CenterPoint Energy’s Vice President of Finance shared the business's approach to rolling in an acquired remittance portfolio of 300,000 extra items per month,...
Bank Leumi USA (now Valley Commercial Bank) National Head of Corporate Banking discussed how banks can leverage Integrated Receivables technology to help clients improve working capital, financial and accounting activities. Peers discussed how to leverage technology to create value for their bank and their clients.
Time-starved small businesses demand convenience and self-service capabilities from their banks. But success in this under-served market isn’t without challenges. Huntington Bank’s Vice President of Product Management shares how the bank leverages RDC as part of their holistic digital relationship with small business customers. Learn how the bank plans to navigate common technical, logistical and support barriers to success against large-scale opportunities.
Lockbox is a top five revenue generator for many bank cash management groups, but the need for continued investment has created a tug-of-war. Technology upgrades, rising labor costs and client demands for A.I.-driven receivables enhancements make it difficult to justify client preferences for in-house operations. Citibank’s Senior Vice President of Product Management and Managing Director of Public Sector Product shared their views on lockbox and how they weighed the risks and rewards of...
Women represent 46% of the financial services industry, but only 15% occupy an executive-level role. TD Bank’s Vice President, Funds Movement Product Group Manager and KeyBank’s Senior Vice President & Director of Key4Women share perspectives on the state of women in banking today, reflect on their unique experiences in the journey to secure a seat at the table, and what’s necessary to ensure a future filled with more leadership diversity in banking.
Multiple systems and manual data entry motivated the San Francisco City & County Office of the Treasurer & Tax Collector to find a better way to process payments. Learn how the county achieved a ‘golden’ state of automation - streamlining the processing of 1.7 million tax payments helping 110,000 new businesses register and pay fees online.
Building deposits in a hyper-competitive environment requires treasury teams to pursue a culture of creativity and innovation. First Midwest Bank’s Assistant Vice President of Treasury Management & Receivables Products discusses forward-thinking and unconventional tactics to attract new deposits and build a robust pipeline of business prospects without taxing internal resources.
Treasury management continues to evolve and banks must compete for business with a diverse group of Fintechs. Today’s banks must find new ways to deliver value to their clients, and many are looking to do so through an advisory sales process that prioritizes uncovering prospect needs. Deluxe Director of Treasury Advisory Services will delve into go-to-market capabilities required to deliver an advisory sale. Comerica’s Vice President of Payments Receivables Product Manager offers real-world...
Women represent 46% of the financial services industry, but only 15% occupy an executive-level role. TD Bank’s Vice President, Funds Movement Product Group Manager and KeyBank’s Senior Vice President & Director of Key4Women share perspectives on the state of women in banking today, reflect on their unique experiences in the journey to secure a seat at the table, and what’s necessary to ensure a future filled with more leadership diversity in banking.
Industries like technology, financial services and insurance lack women in leadership roles. But what’s it like for the small number of women who occupy a space near the top of the org chart? This panel examines the unique experiences of three women who have grown into their leadership roles in male-dominated industries. Discover the insights they've learned during their journeys and learn what they believe needs to happen to pave the way for more female leaders.
The Deluxe Payment Exchange platform transformed the non-profit's AP process with a newer, more sophisticated way to work and a convenient, digital replacement for paper checks.
Analyst Relations
In the last three years, sustainability-aligned performance in the supply chain has become a key factor in meeting corporates’ ESG goals. Supply chain sustainability digital tools help firms improve visibility of their low-tier suppliers, assess exposure to hidden risks and ensure collaboration with suppliers on sustainability matters. The market for supply chain sustainability software is highly diverse, with vendors entering from multiple backgrounds, such as EHS, governance, risk and...
Strategic Treasurer is a leading consulting firm in the area of treasury and risk management for corporate clients, banks, and technology providers.
SMA is now a part of ReSource Pro consulting. ReSource Pro consulting provides insurance organizations with a suite of services that enables them to clarify their strategic goals, refine their operations, and achieve success with new business models and distribution channels.
Vertandix research provides unparalleled depths of coverage of a range of technologies and services across six distinct areas of expertise.
Celent is the leading research and advisory firm focused on technology for financial institutions globally.
Formerly Aite, Novarica, Datos Insights is the advisor of choice to the banking, insurance, securities, and retail technology industries-both the financial institutions and the technology providers who serve them.
Experienced management consultants, strategic planning, marketing, distribution, risk management, finance.
Gartner provides actionable insights, guidance, and tools that enable faster, smarter decisions and stronger performance on an organization's mission-critical priorities.
Forrester is a leading global market research company that helps organizations exceed customer demands and excel with technology. Learn how Forrester can help.
A trusted source for strategic insights and advisory consulting services in the areas of payments, digital banking, fraud & security, and wealth management.
Technology Stack Experience
Alyce is a corporate gifting platform for B2B marketing, sales & and customer service teams to attract, win, and retain more customers.
Demandbase is a leader in ABM, GTM Tools, B2B Advertising Platform, and B2B Data.
Gong captures customer interactions then delivers insights at scale, empowering teams to make decisions based on data instead of opinions.
Highspot delivers the industry's best sales enablement platform and tools for increasing marketing effectiveness, sales efficiency, and revenue.
Seismic is an AI-powered enablement, training, and coaching solution enables sales and marketing teams to engage buyers and grow revenue.
Canva is a code-free online graphic design tool used to create social media posts, presentations, posters, videos, logos and more.
Wistia is the video marketing platform where businesses can create, edit, host, market and measure the impact of their videos.
BrightEdge is a leading SEO solution and content performance marketing platform that helps businesses generate more organic traffic.
monday.com is a project management platform designed to help teams manage tasks, projects, and processes to fuel collaboration and efficiency at scale.
Microsoft Teams makes working together easier. Tools and files are always available in one place that's designed to help everyone connect naturally, stay organized and bring ideas to life.