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Addressing the Need for Personalization in the Financial Services Industry

Perficient

Fueled by consumers’ willingness to share their data in return for timely and relevant experiences, personalization requires continually learning about the customer and applying this knowledge into the relationship and creating authentic, individualized experiences. What does your brand portray to the market?

Industry 294
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How Can Regional Insurance Carriers Harness the Power of AI?

Perficient

By harnessing the power of AI, regional insurance carriers can streamline their operations, enhance customer experience, and make more informed decisions. AI enables these carriers to automate processes, improve risk assessment, personalize customer interactions, and optimize pricing strategies.

Regional 221
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Financial Brand Forum 2018: 7 Takeaways in 7 Minutes

Gonzobanker

Financial Brand Forum , an exponentially growing event now in its fifth year – targeted at the morphing worlds of financial marketing, sales and service – is a well-oiled machine with several coats of highly buffed wax. What could possibly go wrong? As it turns out, a LOT can go right. Digital First Now! Expo Hall Surprises.

Branding 127
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FUEL CYCLE Fuels B2C Relationships

PYMNTS

FUEL CYCLE equips businesses to engage with customers through gamification and gamified rewards, surveys, group discussions, live chats, etc. The data collected through these online communities gives brands the insights they need to make real-time decisions that serve the commerce king: the customer. Started with # (who?)

Branding 103
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FinovateSpring 2017 Live Blog – Day 2

William Mills

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. Again, another great UI show how a loan officer can work faster creating a better customer experience. BeSmartee www.besmartee.com ^William.

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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.

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The Rise of the Hybrid Consumer in Banking … And Why It Matters

The Financial Brand

The hybrid banking consumer uses multiple channels to engage and expects marketing communication to be personalized across their journey. The post The Rise of the Hybrid Consumer in Banking … And Why It Matters appeared first on The Financial Brand.