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.
Independent Banker
FEBRUARY 28, 2023
“The key is to understand the profiles of the best and [more challenging] customers, which can then impact who you target for solicitation,” says Stephenie Williams, vice president, financial institution marketing product and strategy at marketing solutions company Vericast in San Antonio. Prioritize data accuracy.
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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.
Gonzobanker
JUNE 26, 2019
The credit union also used marketing automation to collect data and develop journeys that deliver educational marketing materials both digitally and via direct mail campaigns. SchoolsFirst Federal Credit Union creatively applied CRM relationship and event tracking capabilities to “in the field” business development activities.
William Mills
APRIL 27, 2017
ALL LENDERS whether banks, credit unions or independent mortgage bankers MUST step up their customer experience and reduce costs with new technology from companies like BeSmartee. Again, another great UI show how a loan officer can work faster creating a better customer experience. infocorpgroup. www.infocorpgroup.com.
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