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Empowering Your Financial Advisors With Salesforce

Perficient

Tax season was approaching, and Jane, a Financial Advisor employed by Faux Advisors Group, wanted to target clients and prospects that would benefit from using tax-aware asset allocation (moving high-yield assets to a tax-deferred or exempt account to help decrease taxable income).

Taxes 294
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Insights and understanding – the key to customer experience?

NCR

Customer experience and the relationships consumers have with their banks have never been more important. They also offer a genuine alternative to established financial institutions, which must respond by showing they are not being left behind in the customer experience stakes. trillion) in 2017.

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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. The post Financial Brand Forum 2018: 7 Takeaways in 7 Minutes appeared first on Gonzobanker. Digital First Now!

Branding 121
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Death, Taxes And Digitizing Insurance Payments 

PYMNTS

If death and taxes are sureties, insurance payments rank up there, as people insure homes and autos and apartments against any number of calamitous scenarios. said an industry shift to digital makes sense, as there is “a brutal combination for insurance carriers right now,” where brand loyalty is on the decline.

Taxes 101
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Virtual Mall Platform Finds Traction

PYMNTS

It connects shoppers to more than 18,000 leading international and local brands. For brands and sellers,” the company says, “LazMall offers an opportunity to create a customized experience for their customers.”.

Groups 153
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COVID and Commerce: Why a Pandemic Will Compel B2B Businesses to Adopt B2C Models

Perficient

How are you handling sales tax in various states that you might serve through a B2C channel? Customer experiences will be lacking, your employees will struggle, and your technology won’t be able to support this new business venture. At Perficient, it’s our job to fill in the gaps.

Analytics 332
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Walgreens Fights Promotion Abuse With Digital Tracking

PYMNTS

Twenty-two percent of Americans have reported being targeted by pandemic-related fraud, for example, such as schemes involving fake personal protective equipment (PPE) merchants or fraudsters impersonating tax officials.

Fraud 255