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Passing The Middle-Market Automation Exam

PYMNTS

Though many financial institutions recognize the opportunity to help middle-market businesses automate their AP payments, they have not been able to fully capitalize on the opportunity. Some observers will define this market as $10 million in the top line to $1 billion. Maybe not a hard concept, but not so easy.

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Market your community bank with first-party data

Independent Banker

Illustration by The Laundry Room/Stocksy Customer data fuels efficient and effective marketing these days. Andrew Catalano, Austin Williams While most community banks aren’t yet using first-party data for marketing purposes to grow revenue and retain customers, experts say those willing to invest in the effort can reap big rewards. “To

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Addressing the Need for Personalization in the Financial Services Industry

Perficient

What does your brand portray to the market? Successful financial services firms will capitalize on their robust sets of operational data to create actionable insights across a connected digital ecosystem and deliver integrated, seamless, tailored customer experiences. Your brand is the beacon of authenticity for a personal experience.

Industry 294
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GonzoBanker Awards 2017

Gonzobanker

Rainbolt has quietly built a community bank in the past 20 years that is closing in on $2 billion of market cap. For 35 years, Wilmers led M&T with creativity, integrity and the “old-school” wisdom of a community banker who created a $26 billion market cap company. GonzoBanker of the Year – Large Banks.

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Introducing Salesforce Data Cloud and Einstein GPT for the Financial Services Industry

Perficient

Data Cloud can be used to unify data from a variety of sources, such as CRM systems, marketing automation platforms, and third-party data providers. This can help businesses gain a 360-degree view of their customers and make better decisions about marketing, sales, and customer service. Generate personalized content.

Industry 221
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Cisco Financial Services welcomes imimobile

Cisco

Meeting customers where they are has been a common phrase and goal that customers share with us. We are at a pivotal inflection point that will transform the Contact Center for financial brands struggling to meet and serve customers in a timely and efficient way. Now that imimobile is a Cisco company, we are the bridge to possible.

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Surviving The Retail Apocalypse: The Technologies And Trends That Can Help Brick-And-Mortar Thrive Again

CB Insights

Retailers are leveraging technology, such as artificial intelligence and augmented reality, to enhance operational visibility and personalize their customer service, a new necessity in fast-changing and demanding consumer market. Kohl’s can move into smaller markets where a larger store may not fit.

Retail 59