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Addressing the Need for Personalization in the Financial Services Industry

Perficient

Your brand is the beacon of authenticity for a personal experience. 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. Learn – Preferences and Interactions.

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FinovateSpring 2017 Live Blog – Day 2

William Mills

William Mills Agency will be live blogging at FinovateSpring 2017. ALL LENDERS whether banks, credit unions or independent mortgage bankers MUST step up their customer experience and reduce costs with new technology from companies like BeSmartee. Mills-Grimes is the Digital Marketing Manager at William Mills Agency.

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

William Mills

Personally, I found two other findings more exciting because of how they validated what I have observed among my peers and clients: CMOs having added responsibilities that may include tasks falling within customer experience or sales, for example; and. Our inside sales team is, in effect, part of our marketing team.