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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. Salesforce Financial Services Cloud is purpose built to meet the needs of the financial services industry.

Industry 294
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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
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Market your community bank with first-party data

Independent Banker

For example, instead of sending 20,000 mailers about a home equity line of credit to everyone within a certain radius of a branch, a bank could focus the campaign on only customers in its database who it deems may be in-market for one. “We There could be other factors at play beyond the technical. Prioritize data accuracy.

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Cisco Financial Services welcomes imimobile

Cisco

Meeting customers where they are has been a common phrase and goal that customers share with us. We are at a pivotal inflection point that will transform the Contact Center for financial brands struggling to meet and serve customers in a timely and efficient way. Now that imimobile is a Cisco company, we are the bridge to possible.

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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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FinovateSpring 2015 Sneak Peek: Part 8

Fintech Labs Insights

Register today to see and meet these innovators in person on May 12 and 13 at our upcoming conference in San Jose, California. Finaeos automates the back-office and capital raise compliance. Today marks our final Sneak Peek preview. And now let us introduce you to the final fourteen companies of FinovateSpring 2015.