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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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Decoding Data: Harnessing the Power of Your Financial Brand's Online Presence

Digital Growth Institute

A step-by-step approach to optimizing your digital presence using data: These steps include integrating a marketing automation platform to your website, segmenting data, gathering thick data through interviews, creating targeted ads, and optimizing digital real estate with personalized user experiences.

Data 15
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FUEL CYCLE Fuels B2C Relationships

PYMNTS

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. Currently the market is incredibly volatile and uncertain,” CEO Bahram Nour-Omid told PYMNTS. According to Forrester, brands face a 50 percent higher revenue risk in 2017.

Branding 103
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Modernizing the Health Plan Business Process

Perficient

Create marketing automation based on where a broker/employer is in their sales cycle to keep them moving on their journey. Replace paper-based processes for submitting tax forms, providing payment, and signature. Gain the ability to messages in the broker/employer portal or via email with enrollment status and next steps.

Groups 294