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Empowering Your Financial Advisors With Salesforce

Perficient

Across industries, so much of marketing effectively comes down to timing — appealing to the right person, at the right place, at the right time. Timing for marketing financial services and products as a financial advisor is especially crucial, as many financial needs follow the timeline of milestones in an individual’s life.

Taxes 294
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Deep Dive: Safeguarding B2B eCommerce And The Corporate Customer Experience

PYMNTS

Business identity theft is used to launch everything from purchasing plan scams to tax and credit card application fraud, and it caused an estimated $137 million in damages in 2017. Merchants can also turn to their card networks for support when deflecting card-not-present (CNP) fraud, preventing interruption to customer experiences.

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Insights and understanding – the key to customer experience?

NCR

Customer experience and the relationships consumers have with their banks have never been more important. They also offer a genuine alternative to established financial institutions, which must respond by showing they are not being left behind in the customer experience stakes.

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Steal This 5-Step Banking Innovation Playbook from Gentle Monster

South State Correspondent

Gentle Monster Background Founded in 2011 by Kim, Gentle Monster initially struggled to break through against large brands like Luxottica which controls an estimated 30% of the US market, and is behind almost every single designer eyeglass brand you can think of, including Ray-Ban, Oakley, Armani, Ralph Lauren, Chanel, Prada and many more.

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Interview: Gary Johnson on How COVID-19 Can Power the Electric Vehicle Market

Perficient

They also found that the customer experience is often just as good, if not better. This shift has caused customers’ expectations to increase, and companies to adjust to what many believe will be the new norm. What about the tax incentives and credits?

Marketing 309
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Death, Taxes And Digitizing Insurance Payments 

PYMNTS

If death and taxes are sureties, insurance payments rank up there, as people insure homes and autos and apartments against any number of calamitous scenarios. In an interview with PYMNTS, Colin Zalewski, senior product marketing manager for One, Inc., In one example, One, Inc.

Taxes 101
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Why Digitization Isn't Enough For A Positive B2B eCommerce Experience

PYMNTS

Indeed, business-to-business (B2B) eCommerce is a thriving market that, today, is growing even more quickly as a result of the coronavirus crisis. Estimates from from Frost & Sullivan earlier this year forecast the B2B eCommerce market to hit more than $6.6 trillion generated in the business-to-consumer market.