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Addressing the Need for Personalization in the Financial Services Industry

Perficient

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. Elements of Delivering a Personalized Experience.

Industry 294
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Introducing Salesforce Data Cloud and Einstein GPT for the Financial Services Industry

Perficient

Data Cloud and Einstein GPT are two powerful tools that help businesses improve their data management, customer engagement, and operational efficiency. The following are examples of how businesses can use Data Cloud and Einstein GPT to improve their operations: Unify disparate data sets. Generate personalized content.

Industry 221
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Banking’s CRM Conquerors

Gonzobanker

Frontline employees are presented with an easy-to-find prioritized list of recommended offers tailored to each member. 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.

Idaho 131