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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. True or false: The ROI of card programs is unappealing to middle-market businesses.

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Hip On HIPAA: The Secret Sauce to Successful Marketing Campaigns

Perficient

My hope is that we can eventually agree on three points around marketing and HIPAA-compliance: Your marketing calendar is not the best data source to tell us the right time to communicate to individual consumers about their health. The patient EMR can be one of those sources of truth… if you know how to use it.

Marketing 508
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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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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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There’s No Secret Sauce: Put Financial Services Customer First, and You Too Will Grow

Perficient

TD emphasized that this elevated focus on the customer experience has proven essential to their business strategy and that they are continuing to invest in marketing and technology to ensure their preparedness for continuous growth. “As We’d love for you to join us.

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Legacy Healthcare CRM: Understanding Why It Needs to be Different

Perficient

Real people that know about us, are able to identify our unique need at a specific time and who will reach out proactively. To be clear, today’s Enterprise CRM platforms have extremely robust marketing capabilities with highly evolved targeting and tracking tools. ” and you’re probably right.

Marketing 332
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PSA: Technology Is For Us Too, CTOs Aren’t the Only Ones with Tech in Their Budget

William Mills

Our agency is no stranger to technology, its evolution and its expanding impact on all of our lives. We live and breathe it each day through our clients, who have partnered with us (in most cases) for one reason: to help tell their technology story to the right people. But what about technology spending for your CMO?