Customer Experience Management Marketing Automation System 
Perficient
JULY 12, 2022
Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. What does your brand portray to the market? Elements of Delivering a Personalized Experience. Learn – Preferences and Interactions.
PYMNTS
SEPTEMBER 7, 2016
Revel Systems , the maker of an iPad point-of-sale management tool for brick-and-mortar retailers, food businesses and other industries, announced on Tuesday (Sept. 6) it is partnering with Punchh , a provider of mobile engagement, CRM and marketing automation technologies for restaurant chains.
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Perficient
JULY 21, 2023
The ability to unify disparate data sets, generate personalized content, and automate tasks will drive accelerated value from the Salesforce platform and its industry clouds. Data Cloud and Einstein GPT are two powerful tools that help businesses improve their data management, customer engagement, and operational efficiency.
Independent Banker
FEBRUARY 28, 2023
These models could predict which products individual customers will need next, for example, and which customers are likely to leave the bank and should be put in retention programs, says Ryan Wilson, vice president of client relationships at Aunalytics. The South Bend, Ind.-based Prioritize data accuracy.
Cisco
MAY 5, 2021
Earlier this year Cisco completed its acquisition of imimobile, adding an enterprise-grade, digital-first client interaction management platform to Cisco’s industry-leading collaboration and contact center solution portfolio. Meeting customers where they are has been a common phrase and goal that customers share with us.
FICO
NOVEMBER 29, 2022
Microservices are precisely segmented processes adopted to replace large legacy applications typically developed to meet the needs of a mass market. The reason for microservices’ growing adoption is the need to build more flexible, independently deployable insurance systems.
Gonzobanker
JUNE 26, 2019
Financial institutions looking for tangible value from a new CRM platform should know two things: 1) real-world stories of lessons learned and successes of early adopters are a great source of intelligence and guidance, and 2) implementing a CRM system will prove more challenging than anyone expects. Sales & Referrals.
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