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Passing The Middle-Market Automation Exam

PYMNTS

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. In looking at working-capital terms versus card-based payments, some of the advantages are similar, such as with extended payments.

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Addressing the Need for Personalization in the Financial Services Industry

Perficient

Successful financial services firms will capitalize on their robust sets of operational data to create actionable insights across a connected digital ecosystem and deliver integrated, seamless, tailored customer experiences. Customers engage with companies that demonstrate authentic knowledge of their relationship.

Industry 294
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Market your community bank with first-party data

Independent Banker

Or, they may lack a marketing automation system, which can help banks manage their emails and send automated messages based on how recipients engage with content. Change management is a huge deal with these solutions,” says Crystal Steinbach, digital and marketing automation manager at Mills Marketing.

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Accenture Debuts SynOps Automation Tool To Reallocate Human Talent

PYMNTS

Corporate consulting company Accenture is debuting its SynOps enterprise automation technology five years in the making, a tool that reports said could accelerate some organizations’ shift away from human capital or re-allocate human talent to more strategic roles.

Tools 115
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Foursquare Makes Software That Leverages Location Available To Third-Party Apps

PYMNTS

While Pilgrim has been running on Foursquare City Guide and Swarm for quite some time (the technology which sends users push notifications when at a new restaurant or recommendations when in a new city), it is now being offered to marketers and developers who want to use it in their own apps.

Software 100
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GonzoBanker Awards 2017

Gonzobanker

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. The Not Using the Marketing Automation Well Award – Goes to marketing automation providers themselves.

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

Perficient

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 221