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Addressing the Need for Personalization in the Financial Services Industry

Perficient

In the financial services industry, security, stability, and protection are foundational brand values from which to deliver customer experiences. From these key values, customer journeys and the experiences they deliver bring these brand values to life for the consumer. Elements of Delivering a Personalized Experience.

Industry 294
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Introducing Salesforce Data Cloud and Einstein GPT for the Financial Services Industry

Perficient

Data Cloud and Einstein GPT are two powerful tools that help businesses improve their data management, customer engagement, and operational efficiency. The following are examples of how businesses can use Data Cloud and Einstein GPT to improve their operations: Unify disparate data sets. Generate personalized content.

Industry 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.