Customer Experience, Marketing Automation and Strategy

There’s No Secret Sauce: Put Financial Services Customer First, and You Too Will Grow

Perficient

JANUARY 26, 2022

TD emphasized that this elevated focus on the customer experience has proven essential to their business strategy and that they are continuing to invest in marketing and technology to ensure their preparedness for continuous growth. “As

Customer Experience

Customer Experience Strategy Digital Strategies Analytics

There is No Secret Sauce: Put Financial Services Customers First and You Will Grow

Perficient

JANUARY 26, 2022

TD emphasized that this elevated focus on the customer experience has proven essential to their business strategy and that they are continuing to invest in marketing and technology to ensure their preparedness for continuous growth. “As

Customer Experience

Customer Experience Strategy Digital Strategies Analytics

Perficient Included in Gartner’s 2020 Marketing Technology Vendor Guide

Perficient

DECEMBER 2, 2020

Selecting the right martech solutions for your needs – and finding partners to aid in strategy, implementation, integration, and managed services – is critically important to overall success. Inclusion in this report highlights Perficient’s expertise in implementing and integrating marketing technology.

Technology

Technology Marketing Houston Marketing Automation

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

MORE WEBINARS

How Can Regional Insurance Carriers Harness the Power of AI?

Perficient

JULY 19, 2023

By harnessing the power of AI, regional insurance carriers can streamline their operations, enhance customer experience, and make more informed decisions. AI enables these carriers to automate processes, improve risk assessment, personalize customer interactions, and optimize pricing strategies.

Regional

Regional Customer Experience Strategy Policies

Zycus Ramps Up Customer Outreach In India With Salesforce

PYMNTS

JUNE 21, 2018

Source-to-pay solutions provider Zycus is teaming up with CRM software firm Salesforce to enhance its own digital transformation strategy, the companies announced Wednesday (June 20). Zycus said it will use Salesforce’s marketing automation solution Pardot to enhance customer engagement and acquisition in India.

Marketing Automation

Marketing Automation Customer Experience Marketing Software

Market your community bank with first-party data

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

Community Bank Community Marketing Data

Revel Systems And Punchh Team Up To Enhance iPad POS

PYMNTS

SEPTEMBER 7, 2016

6) it is partnering with Punchh , a provider of mobile engagement, CRM and marketing automation technologies for restaurant chains. According to the company, it is partnering with Punchh because mobile engagement is becoming crucial for companies to enhance the customer experience via personalized features.

System

System Customer Experience Marketing Automation Software

2018 Top MarTech Trends: Top Pain Points and Spending Priorities for CMOs

Payments Source

JANUARY 1, 2018

Marketing pain points: Bad data, consistent customer experience, and tracking campaign results. We asked: “Please indicate your Marketing department’s major initiatives in the next 6-12 months.”. Three areas caused the most distress in Q3 2017: Dated or inaccurate data impedes effectiveness of marketing operations.

Trends

Trends Customer Experience Survey Data

PSA: Technology Is For Us Too, CTOs Aren’t the Only Ones with Tech in Their Budget

William Mills

NOVEMBER 1, 2016

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. Marketing technology goes beyond an operational element. Content marketing.

Technology

Technology US Customer Experience Marketing

FinovateSpring 2017 Live Blog – Day 2

William Mills

APRIL 27, 2017

ALL LENDERS whether banks, credit unions or independent mortgage bankers MUST step up their customer experience and reduce costs with new technology from companies like BeSmartee. Again, another great UI show how a loan officer can work faster creating a better customer experience. infocorpgroup. www.infocorpgroup.com.

San Francisco

San Francisco social media San Jose Customer Experience

Cisco Financial Services welcomes imimobile

Cisco

MAY 5, 2021

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. Futureproof your CX strategy.

Customer Experience

Customer Experience Branding Tools Strategy

The Rise of the Hybrid Consumer in Banking … And Why It Matters

The Financial Brand

JANUARY 26, 2021

The hybrid banking consumer uses multiple channels to engage and expects marketing communication to be personalized across their journey. The post The Rise of the Hybrid Consumer in Banking … And Why It Matters appeared first on The Financial Brand.

Branding

Branding Marketing Marketing Automation Big Data

Banking’s CRM Conquerors

Gonzobanker

JUNE 26, 2019

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. Just imagine the impact if all of the aforementioned use cases were found in a single financial institution!

Idaho

Idaho Michigan System Lending

Community Banking Brief

There’s No Secret Sauce: Put Financial Services Customer First, and You Too Will Grow

There is No Secret Sauce: Put Financial Services Customers First and You Will Grow

Webinars

Trending Sources

Perficient Included in Gartner’s 2020 Marketing Technology Vendor Guide

Webinars

How Can Regional Insurance Carriers Harness the Power of AI?

Zycus Ramps Up Customer Outreach In India With Salesforce

Market your community bank with first-party data

Revel Systems And Punchh Team Up To Enhance iPad POS

2018 Top MarTech Trends: Top Pain Points and Spending Priorities for CMOs

PSA: Technology Is For Us Too, CTOs Aren’t the Only Ones with Tech in Their Budget

FinovateSpring 2017 Live Blog – Day 2

Cisco Financial Services welcomes imimobile

The Rise of the Hybrid Consumer in Banking … And Why It Matters

Banking’s CRM Conquerors

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