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A Bank Automation Summit Preview: Key 2023 Banking Automation Trends

Perficient

Perficient is looking forward to bringing our unique combination of automation technical know-how along with financial services and payments industry expertise to the Banking Automation Summit in Charlotte, North Carolina on March 2-3. Next, we’re observing a continuously increased focus on customer experience.

Trends 474
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Passing The Middle-Market Automation Exam

PYMNTS

Visa would look at that continuum but focus on process and technology, said King. Formalized processes tend to take root, along with automation, as firms grow, he said, especially along units and activities involving finance or accounting. King asked. “In True or false: All card programs are created equal. False, said King.

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Introducing Salesforce Data Cloud and Einstein GPT for the Financial Services Industry

Perficient

Data Cloud is powered by artificial intelligence (AI) and machine learning (ML), which help companies to automate tasks, improve decision-making, and drive revenue growth. It can be used to create personalized content for customers, automate tasks, and generate predictions. This is where Data Cloud and Einstein GPT come in.

Industry 221
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How Can Regional Insurance Carriers Harness the Power of AI?

Perficient

In today’s rapidly evolving technological landscape, artificial intelligence (AI) has emerged as a game-changer for various industries. Regional insurance carriers, often operating in a highly competitive market, face numerous challenges in attracting and retaining customers, such as a lack of brand awareness and distribution breadth.

Regional 221
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How Financial Technology Partners can Help with Customer Acquisition Campaigns

FICO

For many of these smaller players a partnership approach can be beneficial by leveraging resources and solutions made available through a technology partner. In general, the latest software solutions are expensive and in many cases beyond the reach of organizations of this size, which is where a technology partner can help.

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Market your community bank with first-party data

Independent Banker

“When we have first-party data, we can target much more precisely and can obviously reach those individuals one-to-one,” says Andrew Catalano, chief innovation officer of digital marketing agency Austin Williams in Long Island, N.Y. Banks can also employ first-party data to build predictive models that can inform their marketing efforts.

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Hip On HIPAA: Pushing Back to Use Patient Data

Perficient

In tandem with implementing the new platform, my role was to create marketing-automation strategies designed to jump-start key service lines that had slowed during Covid. Put together a plan to get the resources you need to transform your marketing. Do your homework. Driving your personalization journey.

Data 493