PYMNTS

DECEMBER 16, 2016

Though many financial institutions recognize the opportunity to help middle-market businesses automate their AP payments, they have not been able to fully capitalize on the opportunity. These are factors that bring basic benefits and an ROI to mid-market firms as well. Maybe not a hard concept, but not so easy.

Marketing Automation 100

Marketing Automation Marketing Cards Payments 100

Perficient

JULY 12, 2022

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. What does your brand portray to the market? Your brand is the beacon of authenticity for a personal experience.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

Perficient

JULY 21, 2023

The ability to unify disparate data sets, generate personalized content, and automate tasks will drive accelerated value from the Salesforce platform and its industry clouds. Data Cloud and Einstein GPT are two powerful tools that help businesses improve their data management, customer engagement, and operational efficiency.

Industry 221

Industry Data Training Technology 221

CB Insights

AUGUST 31, 2017

The trend is poised to reach an all-time high in 2017: in the first half of this year, the venture capital arms of corporations participated in $1.8B Corporate Investors in the Round: Baidu Capital, Lenovo Ventures Group, Tencent Holdings. Corporate Investors in the Round: Intel Capital, Microsoft Ventures, Tencent Holdings.

California 61

California Capital Company Industry 61

Gonzobanker

DECEMBER 19, 2017

Endless CRM and data management projects that shook our foundations and gutted our PMOs. The Get Outta Dodge (and Focus) Award – Goes to Capital One for exiting a significant mortgage business to focus on cards and direct banking. New Hot Category Award : Marketing Automation. Heavy core conversions weighing us down.

Conference 91

Conference Industry Community Bank Community 91

Fintech Labs Insights

APRIL 30, 2015

Sneak Peek Part 7: Avoka, CBW Bank, Cloud Lending Solutions, Context Relevant, Dealstruck, DriveWealth, Dwolla, Dynamics, Encap Security, EyeBuy, FIS Mobile, Kabbage, Knox Payments, Lending Tree, LendKey. Finaeos automates the back-office and capital raise compliance. Money Amigo makes managing money fast, fair, and friendly.

San Jose 12

San Jose Las Vegas California Tucson 12