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Addressing the Need for Personalization in the Financial Services Industry

Perficient

What does your brand portray to the market? In the financial services industry, security, stability, and protection are foundational brand values from which to deliver customer experiences. From these key values, customer journeys and the experiences they deliver bring these brand values to life for the consumer.

Industry 294
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Cisco Financial Services welcomes imimobile

Cisco

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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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.

Industry 221
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Insurance Microservices Provide Needed Agility Today

FICO

Monolithic architecture hinders the evolution of cloud-hosted platforms — microservices are proving more effective at meeting insurers' demands for agility. Do they meet the needs of anything other than mass-markets, or on the flip side, the specific niche-uses they were designed for? FICO Admin. Tue, 07/02/2019 - 02:45.

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Market your community bank with first-party data

Independent Banker

For example, instead of sending 20,000 mailers about a home equity line of credit to everyone within a certain radius of a branch, a bank could focus the campaign on only customers in its database who it deems may be in-market for one. “We They can supercharge those efforts with first-party data. Prioritize data accuracy.