Customer Experience Innovation Marketing Automation Strategy 
Perficient
JULY 19, 2023
By harnessing the power of AI, regional insurance carriers can streamline their operations, enhance customer experience, and make more informed decisions. AI enables these carriers to automate processes, improve risk assessment, personalize customer interactions, and optimize pricing strategies.
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.
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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. They may not have customer relationship management (CRM) software, which can store customer data and handle tasks like segmenting customers and tracking leads.
William Mills
APRIL 27, 2017
ALL LENDERS whether banks, credit unions or independent mortgage bankers MUST step up their customer experience and reduce costs with new technology from companies like BeSmartee. Again, another great UI show how a loan officer can work faster creating a better customer experience. 12:28 pm Infocorp. CapsilonCorp.
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. Futureproof your CX strategy.
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