Remove Customer Experience Remove Data Remove Marketing Automation Remove Operations
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A Bank Automation Summit Preview: Key 2023 Banking Automation Trends

Perficient

AI is increasingly being used to automate a variety of tasks in financial services institutions, including customer service, fraud detection, and loan applications. Banks are using AI to analyze large amounts of data, make predictions, and automate complex processes.

Trends 474
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Addressing the Need for Personalization in the Financial Services Industry

Perficient

Fueled by consumers’ willingness to share their data in return for timely and relevant experiences, personalization requires continually learning about the customer and applying this knowledge into the relationship and creating authentic, individualized experiences. Elements of Delivering a Personalized Experience.

Industry 294
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How Can Regional Insurance Carriers Harness the Power of AI?

Perficient

By harnessing the power of AI, regional insurance carriers can streamline their operations, enhance customer experience, and make more informed decisions. Process Automation AI allows regional insurance carriers to automate various time-consuming and repetitive tasks, such as claims processing and underwriting.

Regional 221
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Insurance Microservices Provide Needed Agility Today

FICO

Rising risk exposure, changing personal circumstances and a continually evolving financial picture mean they need to adapt at speed, at scale, as their market dictates - or even quicker. But many firms are already constrained by siloed insights, data and conventional thinking. Fractured Customer Experiences Can Be Fixed.

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2018 Top MarTech Trends: Top Pain Points and Spending Priorities for CMOs

Payments Source

Whether you sell into the Marketing Department or you are marketer, check out our predictions for marketing spend in 2018, based on trends from year-over-year survey results. The first round of questions posed in our marketing survey relate to pain points, allows us to gauge where spending will take place in upcoming months.

Trends 72
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Introducing Salesforce Data Cloud and Einstein GPT for the Financial Services Industry

Perficient

Salesforce Data Cloud is a real-time, unified data platform that helps businesses connect, harmonize, and engage with their customers. It provides a single view of the customer across all channels, enabling businesses to deliver real-time personalized experiences.

Industry 221
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PSA: Technology Is For Us Too, CTOs Aren’t the Only Ones with Tech in Their Budget

William Mills

Personally, I found two other findings more exciting because of how they validated what I have observed among my peers and clients: CMOs having added responsibilities that may include tasks falling within customer experience or sales, for example; and. Our inside sales team is, in effect, part of our marketing team.