Perficient

JULY 21, 2023

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

Industry Data Training Technology 221

Payments Source

JANUARY 1, 2018

And what are the existing and emerging technologies that marketing teams will be spending more on in 2018? Whether you sell into the Marketing Department or you are marketer, check out our predictions for marketing spend in 2018, based on trends from year-over-year survey results. Customer experience solutions.

Trends 72

Trends Customer Experience Survey Data 72

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.

Community Bank 129

Community Bank Community Marketing Data 129

Gonzobanker

JUNE 26, 2019

Two years after the revival of CRM software in banking, the trend of implementation challenges continues. Sales and pipeline management has been the bread and butter of CRM, but setting it up in an integrated and user-friendly way has been grossly oversimplified. Sales & Referrals.

Idaho 140

Idaho Michigan System Lending 140

William Mills

NOVEMBER 1, 2016

It’s our responsibility to have a finger on the pulse of fintech trends and how financial institutions’ spending and preferences for IT change year over year. 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