Perficient

FEBRUARY 22, 2023

An example is the know your customer (KYC) process in which intelligence agents can sense an event using natural language processing (NLP), machine learning (ML), robotic process automation (RPA)/digital process automation (DPA), query data, proactively make a decision, and act without approval while continuing to learn and improve.

Trends 474

Trends North Carolina Customer Experience Charlotte 474

Perficient

MARCH 15, 2021

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). So what’s a modern, data-driven marketer to do? We know breaches happen. So, that aversion to risk isn’t unfounded. HIPAA is serious.

Data 493

Data Marketing Community System 493

Gonzobanker

MAY 14, 2018

Financial Brand Forum , an exponentially growing event now in its fifth year – targeted at the morphing worlds of financial marketing, sales and service – is a well-oiled machine with several coats of highly buffed wax. The event included a mix of CLOs, COOs, CEOs and board members, not mainly CMOs anymore.

Branding 121

Branding Industry Apple Marketing 121

Gonzobanker

DECEMBER 19, 2017

New Hot Category Award : Marketing Automation. Horizontal applications Marketo, HubSpot and Salesforce Marketing Cloud are duking it out for who will drive your next email, drip and web page campaign. The Not Using the Marketing Automation Well Award – Goes to marketing automation providers themselves.

Conference 91

Conference Industry Community Bank Community 91

William Mills

APRIL 27, 2017

Seems like a pretty straightforward application of marketing automation and predictive marketing. From their web site: Capsilon provides comprehensive digital mortgage solutions that enable mortgage companies to increase productivity and lower costs, while ensuring compliance. @infocorpgroup. www.infocorpgroup.com.

San Francisco 69

San Francisco social media San Jose Customer Experience 69