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Addressing the Need for Personalization in the Financial Services Industry

Perficient

With an increasing comfort with digital technology within financial services, firms must challenge traditional operating models and leverage digital tools to create an authentic relationship and earn (and retain) trust. Integrate and optimize your systems and processes, and use the right tools to enhance productivity.

Industry 294
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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. Visa would look at that continuum but focus on process and technology, said King. Maybe not a hard concept, but not so easy.

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Market your community bank with first-party data

Independent Banker

based company can tap into bank databases, including the core processing system, to generate advanced analytics and insights. A big reason is because those valuable insights are often siloed away in a core system that marketers can’t access. Making the investment On top of that, he says many balk at the cost of the technologies.

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

Perficient

Data Cloud is powered by artificial intelligence (AI) and machine learning (ML), which help companies to automate tasks, improve decision-making, and drive revenue growth. It can be used to create personalized content for customers, automate tasks, and generate predictions. This is where Data Cloud and Einstein GPT come in.

Industry 221
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GonzoBanker Awards 2017

Gonzobanker

The checking account also lets its banking customers track their sustainability score by monitoring where they spend money and checking it against a sustainability monitoring and scoring system that Aspiration created.” Why does this remind us of Petloversbank.com and BancBowie from the dot.com era 18 years ago?

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Cisco Financial Services welcomes imimobile

Cisco

Cisco’s guiding principle is to deliver architecturally integrated platforms that enable institutions to build resilient digital businesses – and with the inclusion of imimobile we’re as excited as our customers to build next generation client interaction systems with them. Automation is one of the essential parts of any digital strategy.