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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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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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Banking’s CRM Conquerors

Gonzobanker

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. Enterprise Unification & Workflow. A longtime poster child for Salesforce, $108 billion Huntington Bank isn’t exactly a mid-size community bank.

Idaho 140
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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
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Cisco Financial Services welcomes imimobile

Cisco

Before 2020, traditional financial enterprises were already focusing on digital transformation initiatives—both as an effort to improve customer experiences and a need to adapt to survive. Meeting customers where they are has been a common phrase and goal that customers share with us.

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Finding Business Success Through Customer Engagement

FICO

This highlights an opportunity that exists for credit unions and smaller lenders in the market to use technology to level the playing field. The bank announced a multiyear plan to revamp its operating model to improve customer satisfaction and reduce the bank’s costs by 35 percent.