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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.

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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Cisco Financial Services welcomes imimobile

Cisco

Before 2020, traditional financial enterprises were already focusing on digital transformation initiatives—both as an effort to improve customer experiences and a need to adapt to survive. Meeting customers where they are has been a common phrase and goal that customers share with us. Real-time SMS communications.

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Zycus Ramps Up Customer Outreach In India With Salesforce

PYMNTS

Zycus said it will use Salesforce’s marketing automation solution Pardot to enhance customer engagement and acquisition in India. The company added that Salesforce’s technology enables Zycus to “blur the lines between sales, marketing, customer support, operations and even IT.”

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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.