Perficient

FEBRUARY 22, 2023

An example is the know your customer (KYC) process in which intelligence agents can sense an event using natural language processing (NLP), machine learning (ML), robotic process automation (RPA)/digital process automation (DPA), query data, proactively make a decision, and act without approval while continuing to learn and improve.

Trends 474

Trends North Carolina Customer Experience Charlotte 474

PYMNTS

JUNE 21, 2018

Source-to-pay solutions provider Zycus is teaming up with CRM software firm Salesforce to enhance its own digital transformation strategy, the companies announced Wednesday (June 20). Zycus said it will use Salesforce’s marketing automation solution Pardot to enhance customer engagement and acquisition in India.

Marketing Automation 123

Marketing Automation Customer Experience Marketing Software 123

Independent Banker

FEBRUARY 28, 2023

First-party data for targeted marketing campaigns Community banks can use their first-party data to upsell and cross-sell to existing customers with highly relevant messages. In addition, many marketers don’t have tools for capturing customer information themselves. Prioritize data accuracy. Take measures to protect data.

Community Bank 129

Community Bank Community Marketing Data 129

Cisco

MAY 5, 2021

Before 2020, traditional financial enterprises were already focusing on digital transformation initiatives—both as an effort to improve customer experiences and a need to adapt to survive. Meeting customers where they are has been a common phrase and goal that customers share with us.

Customer Experience 126

Customer Experience Branding Tools Strategy 126