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Portfolio

Account Based Marketing

ABM 1-1 Client Expansion Campaign

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.

Highspot
ABM Sales Enablement Center

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.

Product Marketing

Product Launch Webinar
7 Supply Chain Red Flags: When to Recognize, React, or Run!

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.

Avetta Product Launch Webinar
The Chutes & Ladders Challenge: How to Win at Contractor Safety

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...

Avetta Product Launch Webinar
What's Behind the Smoke Screen? How Everyday Work Can Spark Supply Chain Disruption

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...

Product Launch Webinar
Overthrow the Status Quo: The Road to Supply Chain Resiliency in 2023

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

Deluxe Corporation Blog
Can Treasury Management Survive Digital Darwinism?

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.

Deluxe Corporation Blog
How We Pay: Breaking Down Card Payments

"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.

Event Content

Private Executive Event
Artificial Intelligence: From the Lab to Your Bank

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.

Private Executive Event
The Executive Summit

Annual networking dinner for senior-level commercial banking and treasury executives, bespoke roundtable experience discussing commoditization challenges in treasury services.

Public Relations & Earned Media

Public Relations Partner
The Hoffman Agency

The Hoffman Agency is a Silicon Valley-based PR agency with high-touch service, a global presence & award-winning pedigree.

Public Relations Partner
Edelman

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.

Rockville Nights
Rockville banking firm wins national award

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.

NEACH Innovating Payments Conference
How Remote Deposit Capture Produces Productive Data for Customers

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

LinkedIn
LinkedIn Strategy Samples

Featuring executive personal branding, pre-trade show demand generation, content promotion and client engagement.

Client Relations & Case Studies

Event Content
Going Beyond Lockbox: Citizens Bank's Approach to Integrated Receivables

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.

Event Content
Bank of New York Mellon's Early A.I. Adoption Edge

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.

Event Content
The Digital Transformation of Outbound Payments: Achieving a Successful Journey

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.

Event Content
Rolling in a New Remittance Portfolio: Strategies & Considerations

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,...

Event Content
Delivering (And Getting Paid For) Advice

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.

Event Content
Small Business RDC: Removing Barriers to Accommodate Large-Scale Demand

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.

Event Content
Outsourced Payment Processing: Real Risk or Real Rewards?

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...

Event Content
Blazing New Leadership Trails in Banking

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.

Event Content
Achieving a Golden State of Automation

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.

Event Content & Case Study
Grow-Getters: Inventive New Deposit-Building Tactics

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.

Event Content
Driving Go-To-Market Success

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...

Event Content
Blazing New Leadership Trails in Banking

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.

Event Content
Women Paving The Way: Impactful Insights from Female Leaders

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.

Analyst Relations

Analyst Relations Report
Verdantix Smart Innovators

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...

Consulting Firm
Strategic Treasurer

Strategic Treasurer is a leading consulting firm in the area of treasury and risk management for corporate clients, banks, and technology providers.

Analyst Relations
Strategy Meets Action

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.

Analyst Relations
Verdantix

Vertandix research provides unparalleled depths of coverage of a range of technologies and services across six distinct areas of expertise.

Analyst Relations
Celent

Celent is the leading research and advisory firm focused on technology for financial institutions globally.

Analyst Relations
Datos Insights

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.

Management Consulting
Capital Performance Group

Experienced management consultants, strategic planning, marketing, distribution, risk management, finance.

Analyst Relations
Gartner

Gartner provides actionable insights, guidance, and tools that enable faster, smarter decisions and stronger performance on an organization's mission-critical priorities.

Analyst Relations
Forrester

Forrester is a leading global market research company that helps organizations exceed customer demands and excel with technology. Learn how Forrester can help.

Advisory Consulting
Javelin Strategy & Research

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

Account Based Marketing Platform
Alyce 🎁

Alyce is a corporate gifting platform for B2B marketing, sales & and customer service teams to attract, win, and retain more customers.

Account Based Marketing Platform
Demandbase

Demandbase is a leader in ABM, GTM Tools, B2B Advertising Platform, and B2B Data.

Sales Enablement
Highspot

Highspot delivers the industry's best sales enablement platform and tools for increasing marketing effectiveness, sales efficiency, and revenue.

Sales Enablement
Seismic

Seismic is an AI-powered enablement, training, and coaching solution enables sales and marketing teams to engage buyers and grow revenue.

Design
Canva

Canva is a code-free online graphic design tool used to create social media posts, presentations, posters, videos, logos and more.

Video Marketing
Wistia

Wistia is the video marketing platform where businesses can create, edit, host, market and measure the impact of their videos.

SEO & Content Marketing Platform
BrightEdge

BrightEdge is a leading SEO solution and content performance marketing platform that helps businesses generate more organic traffic.

Project Management
monday.com

monday.com is a project management platform designed to help teams manage tasks, projects, and processes to fuel collaboration and efficiency at scale.

Business & Team Collaboration
Microsoft Teams

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.