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5 best CRMs for finance companies in 2025

Hubspot Marketing

Finance companies face unique challenges that require specialized CRM solutions. The right CRM streamlines operations while maintaining the security and compliance standards that finance professionals require. Table of Contents What is a CRM for finance?

Finance 77
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Unlocking the power of marketing mix modeling solutions

Martech

This article was co-authored by Matt Wakeman , Weicong Zhao and Joseph Enever , analysts in the Gartner Marketing Practice , covering marketing data and analytics. Reflecting its growing importance in marketing analytics, Gartner found that 64% of senior marketing leaders have adopted MMM solutions.

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How to clarify marketing metrics to impress the C-suite

Martech

Most analytical solutions in the market, with or without AI, often default to generic measures such as views or downloads. Enhancing CMO-CFO collaboration To foster better collaboration with finance, marketing should focus on communicating the financial impact of marketing activities in terms that resonate with the finance team.

Finance 126
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Why marketing benefits when it provides forecasted guidance

Martech

Speaking different languages: A common disconnect Recently, I participated in a roundtable discussion with finance and data science leaders. For finance teams, predictive means causal forecasting — what’s expected to happen given specific variables.

Finance 120
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2025 GTM forecast: Key shifts redefining the future of go-to-market strategy

Martech

The evidence underscores the need for a strong analytics partner who can help model the effectiveness and efficiency gains driven by genAI adoption. Without clear data to back up these improvements, teams will struggle to demonstrate their value to finance and risk missing out on the credit they deserve. But this won’t last.

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Why the MQL model is failing B2B marketing and what to use instead

Martech

Finance teams have lost confidence in marketing-driven revenue forecasts. AI and advanced analytics are exposing the MQL’s flaws AI-powered systems can now reveal which marketing activities truly drive revenue, cutting through the noise of vanity metrics. Sales teams have long disliked chasing low-intent MQLs. Pipeline velocity.

Transform 125
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Optimizing LLMs for B2B SEO: An overview

Martech

For example, a rich blog post for a fintech company could be titled What is embedded finance? For example, a business offering AI-powered analytics can create content like: What is predictive analytics in B2B? and provide direct answers such as: Predictive analytics uses historical data to forecast future trends.

SEO 114