Remove Customer Experience Remove Management Remove Marketing Automation Remove Meeting
article thumbnail

Addressing the Need for Personalization in the Financial Services Industry

Perficient

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. What does your brand portray to the market? Elements of Delivering a Personalized Experience.

Industry 294
article thumbnail

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

Perficient

The ability to unify disparate data sets, generate personalized content, and automate tasks will drive accelerated value from the Salesforce platform and its industry clouds. Data Cloud and Einstein GPT are two powerful tools that help businesses improve their data management, customer engagement, and operational efficiency.

Industry 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

Cisco Financial Services welcomes imimobile

Cisco

Earlier this year Cisco completed its acquisition of imimobile, adding an enterprise-grade, digital-first client interaction management platform to Cisco’s industry-leading collaboration and contact center solution portfolio. Meeting customers where they are has been a common phrase and goal that customers share with us.

article thumbnail

Market your community bank with first-party data

Independent Banker

For example, instead of sending 20,000 mailers about a home equity line of credit to everyone within a certain radius of a branch, a bank could focus the campaign on only customers in its database who it deems may be in-market for one. “We In addition, many marketers don’t have tools for capturing customer information themselves.

article thumbnail

Insurance Microservices Provide Needed Agility Today

FICO

Monolithic architecture hinders the evolution of cloud-hosted platforms — microservices are proving more effective at meeting insurers' demands for agility. Do they meet the needs of anything other than mass-markets, or on the flip side, the specific niche-uses they were designed for? FICO Admin. Tue, 07/02/2019 - 02:45.