Martech
Adopting advanced marketing technologies is transforming how firms engage with clients, develop their brands, and gain a competitive advantage. High-growth accounting firms are at the forefront of this revolution, leveraging cutting-edge digital tools and data-driven strategies to craft marketing campaigns that are innovative and highly effective in attracting and retaining…
When did the digital transformation of marketing communications start? A good guess would be 1999 when the power of Web 2.0 encouraged users to provide and share data. This means it has been a quarter century from the earliest days of developing client-directed content to today’s comprehensive array of automation…
With new marketing solutions and artificial intelligence bombarding us at every turn, personalization in email marketing has emerged as must-have. It’s not just a fleeting trend but a value-adding strategy that enhances communication and engagement with clients. Leveraging personalization correctly can lead to increased open rates and stronger customer relationships.…
In a recent AAM! High Webinar, “Five Ways to Build a MarTech Stack That Actually Works for You,” Warren Averett’s Joy Abbott, Marketing Technology Manager, and Sunny Ricks, Director of Marketing Communications, covered how to choose the right marketing technology tools, integrate them effectively and scale your MarTech strategy to…
On March 13th, AAM hosted an AAM High! webinar on Maximizing CRM Impact: Real-World Examples for Firm Growth. Three veteran accounting marketing leaders shared how they’re using their CRM systems to help achieve their firms’ goals. Redpath and Company recently launched a new outsourced CFO/Controller service. This puts the firm…
The constant launch of new AI tools and techniques can be overwhelming. Many accounting marketers have found that using AI to assist with content production is a practical way to get started. A recent AAM High! Webinar—From Hype to Practical Application: AI for Accounting Marketers offered actionable techniques for using AI…
When Google launched GA4 in 2023, one show-stopping feature was data deprecation. Gak! You might have scrambled to save data from your Universal Analytics account or simply followed the best practice guidance of setting your user and event data retention to 14 months—one of the defaults. But now you’re finding…
As accounting firms continue to bring a previously paper-heavy world into the digital space, a logical next step would be to consider adding virtual business cards into the mix. Of course, any time you usher in new tech, you can also add more complexity. Is more technology necessarily better? Should…
Hinge Marketing’s Karl Feldman, Managing Partner, and Austin McNair, Senior Marketing Manager, presented an AAM High webinar on generative AI and “How Accounting Marketers Can Navigate the Opportunity and Obstacles of ChatGPT.” Below is a summary (written mainly by ChatGPT) of the presentation on how accounting marketers can navigate the…
Artificial intelligence (AI) has the potential to reshape the professional world, including public accounting and accounting marketing. Its transformative power cuts across a wide swath of professional functions, from data analysis to copy generation. Using AI can save time and reduce costs, but as with any new transformative tool, there…
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Beyond the Database: Building a CRM That Fuels Business Development
Nikki Burgeson | UHY-US
In this episode, Chris Camara speaks with Nikki Burgeson about the critical role of CRM systems in business development, particularly within professional services.