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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. Learn – Preferences and Interactions.

Industry 294
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Revel Systems And Punchh Team Up To Enhance iPad POS

PYMNTS

Revel Systems , the maker of an iPad point-of-sale management tool for brick-and-mortar retailers, food businesses and other industries, announced on Tuesday (Sept. 6) it is partnering with Punchh , a provider of mobile engagement, CRM and marketing automation technologies for restaurant chains.

System 100
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Market your community bank with first-party data

Independent Banker

These models could predict which products individual customers will need next, for example, and which customers are likely to leave the bank and should be put in retention programs, says Ryan Wilson, vice president of client relationships at Aunalytics. The South Bend, Ind.-based Prioritize data accuracy.

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Insurance Microservices Provide Needed Agility Today

FICO

Microservices are precisely segmented processes adopted to replace large legacy applications typically developed to meet the needs of a mass market. The reason for microservices’ growing adoption is the need to build more flexible, independently deployable insurance systems.

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Financial Brand Forum 2018: 7 Takeaways in 7 Minutes

Gonzobanker

It turns out that a conference about storytelling, design, customer experiences, applied data and delivery is a nice team fit. The most constructive general session I attended was by Content Marketing Institute ’s Joe Pulizzi who laid out a useful “how to” including how to “content tilt” to get messages to stand out for real.

Branding 127
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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.

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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