Perficient

JULY 12, 2022

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.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

Perficient

JULY 19, 2023

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

Regional Customer Experience Strategy Policies 221

William Mills

APRIL 27, 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. Again, another great UI show how a loan officer can work faster creating a better customer experience. infocorpgroup. www.infocorpgroup.com.

San Francisco 69

San Francisco social media San Jose Customer Experience 69

William Mills

NOVEMBER 1, 2016

American Banker , through SourceMedia research, recently surveyed more than 300 chief information officers from various financial institutions about their 2017 budgets. CMOs allocating more of their marketing budget toward the use of technology – 27 percent, exactly. Our inside sales team is, in effect, part of our marketing team.

Technology 40

Technology US Customer Experience Marketing 40