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Passing The Middle-Market Automation Exam

PYMNTS

He described mid-market as more of a continuum, with some firms at the lower end and some at the higher end of that continuum. The payments need and compliance needs of larger companies, said Krishna, are necessarily different from those of smaller firms. Visa would look at that continuum but focus on process and technology, said King.

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Finastra Hires Mark Miller as CFO

Bank Innovation

Banking technology giant Finastra has hired Mark Miller as chief financial officer. Miller previously served as chief financial officer at Marketo, a marketing automation software company that was acquired by Adobe in October 2018. He replaces Rob Binns, who recently stepped down from the role.

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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. 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.

Industry 221
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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. Customers engage with companies that demonstrate authentic knowledge of their relationship.

Industry 294
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There’s No Secret Sauce: Put Financial Services Customer First, and You Too Will Grow

Perficient

On its earnings call, the company elaborated that this in part was due to its dedicated, people-oriented approach to business. GM Financial will share how it continues to focus on the customer, while Adobe will discuss what all financial services companies can do to become “experience makers.” We’d love for you to join us.

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Data Is Key Across the Sales Enablement Platform

Perficient

My previous blog analyzed how technology and the right team can improve your sales enablement program. In addition to the technology and having the right teams involved, data – where and how it is sourced, stored, stewarded, refreshed, and enriched – is critical. Sales data can add value to non-sales teams in the company as well.

Data 322
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Hip On HIPAA: The Secret Sauce to Successful Marketing Campaigns

Perficient

These days, I spend quite a bit of time strategizing with marketing leaders to leverage these platforms for marketing automation. In a consumer-driven, data-rich healthcare market, it’s kind of mind-blowing that we think the best time to initiate a conversation with someone about their heart-health is February.

Marketing 508