article thumbnail

A Bank Automation Summit Preview: Key 2023 Banking Automation Trends

Perficient

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
article thumbnail

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
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Market your community bank with first-party data

Independent Banker

“When we have first-party data, we can target much more precisely and can obviously reach those individuals one-to-one,” says Andrew Catalano, chief innovation officer of digital marketing agency Austin Williams in Long Island, N.Y. Banks can also employ first-party data to build predictive models that can inform their marketing efforts.

article thumbnail

FUEL CYCLE Fuels B2C Relationships

PYMNTS

Our SaaS-based online community platform connects brands directly with their customers to drive meaningful engagement that helps businesses gather accurate, real-time insights that fuel growth and success. Please provide some client examples. PYMNTS: Can you show me some data or proof points on how the company has helped retailers?

Branding 103
article thumbnail

FinovateSpring 2017 Live Blog – Day 2

William Mills

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.

article thumbnail

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.

article thumbnail

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

Perficient

By combining these tools, businesses can gain a deeper understanding of their customers, create more personalized experiences, and automate tasks to free up employees to focus on more strategic initiatives. For example, cloud-based security solutions protect financial security systems and detect and prevent cyber threats.

Industry 221