Capital, Customer Experience, Marketing Automation and Security

Addressing the Need for Personalization in the Financial Services Industry

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. Elements of Delivering a Personalized Experience.

Industry

Industry Branding Customer Experience Marketing Automation

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

Perficient

JULY 21, 2023

Data Cloud can be used to unify data from a variety of sources, such as CRM systems, marketing automation platforms, and third-party data providers. This can help businesses gain a 360-degree view of their customers and make better decisions about marketing, sales, and customer service.

Industry

Industry Data Training Technology

Community Banking Brief

Addressing the Need for Personalization in the Financial Services Industry

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

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