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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. Your brand is the beacon of authenticity for a personal experience.

Industry 294
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Hip On HIPAA: The Secret Sauce to Successful Marketing Campaigns

Perficient

My previous blogs looked at the importance of understanding how legacy healthcare CRMs differ from the enterprise platforms that drive so much of the business world. These days, I spend quite a bit of time strategizing with marketing leaders to leverage these platforms for marketing automation. It’s Not About You.

Marketing 508
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ClientWhys Introduces SMB Marketplace

PYMNTS

ClientWhys , a provider of marketing automation software and marketplace for cloud accounting and tax industries, has launched a new small business accounting marketplace. According to CPA Practice Advisor , CountingWorks will help U.S. Through Aug.

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Salesforce Marketing Cloud: Introduction to Email Studio 102

Perficient

In the previous blog we discussed the basics of Email Studio in the Salesforce Marketing Cloud. In Marketing Cloud , you can easily encrypt or decrypt a file that is found in the Marketing Cloud’s enhanced FTP directory. We have covered: Content creation. Subscriber behavior. various methods of creating lists.

Marketing 322