Perficient

JULY 12, 2022

What does your brand portray to the market? In the financial services industry, security, stability, and protection are foundational brand values from which to deliver customer experiences. From these key values, customer journeys and the experiences they deliver bring these brand values to life for the consumer.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

Perficient

JULY 19, 2023

By harnessing the power of AI, regional insurance carriers can streamline their operations, enhance customer experience, and make more informed decisions. Personalized Customer Interactions AI-powered systems enable regional insurance carriers to deliver personalized customer experiences.

Regional 221

Regional Customer Experience Strategy Policies 221

Independent Banker

FEBRUARY 28, 2023

It all forms what is referred to as first-party data, or information that organizations own and collect themselves, and it’s generally considered more valuable and accurate than information that outside providers collect, or third-party data. In addition, many marketers don’t have tools for capturing customer information themselves.

Community Bank 129

Community Bank Community Marketing Data 129

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.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

William Mills

NOVEMBER 1, 2016

American Banker , through SourceMedia research, recently surveyed more than 300 chief information officers from various financial institutions about their 2017 budgets. CMOs allocating more of their marketing budget toward the use of technology – 27 percent, exactly. Our inside sales team is, in effect, part of our marketing team.

Technology 40

Technology US Customer Experience Marketing 40

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. The growth is more intuitive as “next best product” suggestions and easy referral capabilities are implemented.

Idaho 131

Idaho Michigan System Lending 131