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Passing The Middle-Market Automation Exam

PYMNTS

Visa would look at that continuum but focus on process and technology, said King. Formalized processes tend to take root, along with automation, as firms grow, he said, especially along units and activities involving finance or accounting. Another barrier lies with the perception that suppliers will not accept the cards.

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Hip On HIPAA: Pushing Back to Use Patient Data

Perficient

We even know that a phone call from a hospital VIP because their spouse received a personalized post card on weight-loss surgery can be a career altering event (true story). In tandem with implementing the new platform, my role was to create marketing-automation strategies designed to jump-start key service lines that had slowed during Covid.

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Market your community bank with first-party data

Independent Banker

From these actions, community banks receive data on their income, home address, email address, credit card debt, employer and financial products they want to learn more about. 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.

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How Financial Technology Partners can Help with Customer Acquisition Campaigns

FICO

For credit unions and smaller banks in North America, the challenge of how to compete with their bigger counterparts is a constant and pressing matter. For many of these smaller players a partnership approach can be beneficial by leveraging resources and solutions made available through a technology partner.

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How Credit Unions and Regional Banks Can Execute Strong Customer Acquisition Campaigns

FICO

For credit unions and smaller banks in North America, the challenge of how to compete with their bigger counterparts is a constant and pressing matter. For many of these smaller players a partnership approach can be beneficial by leveraging resources and solutions made available through a technology partner.