Perficient

DECEMBER 8, 2020

Today, healthcare marketing and IT leaders are facing a series of big decisions: Do they keep their current legacy CRM decision-engine or opt to build an enterprise CRM that serves the entire organization? One-to-One Relationship Management. Just for review- CRM stands for Customer Relationship Management.

Marketing 332

Marketing Tools Marketing Automation Management 332

Independent Banker

FEBRUARY 28, 2022

Kathy Strasser of IncredibleBank is evaluating marketing campaign management platforms. We asked several banking leaders how they’ve employed fintech to ramp up their marketing campaigns, hone their analytic strategies and gain new patrons in the process. IncredibleBank’s valuable customer data.

Fintech 136

Fintech Marketing Community Bank Community 136

Perficient

JULY 12, 2022

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? Understand and navigate your vast digital data to make smarter, more informed business decisions.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

Gonzobanker

SEPTEMBER 21, 2018

As banks and credit unions pour gasoline on their direct outreach, Adobe’s announced acquisition of Marketo shows us just how hot digital marketing automation is right now. For those not in the know, Marketo is a system vendor that automates lead management including email, mobile, social, digital ads, web management and analytics.

Marketing Automation 113

Marketing Automation San Francisco Conference Marketing 113

Perficient

AUGUST 21, 2020

As you start to research what’s available in the market, you find that there are hundreds of potential systems, all at different price points and all that claim to be the best solution. Digital Asset Managment. Enterprise Content Management. Event Management. Master Data Management Platforms.

System 332

System Meeting Management Analysis 332

PYMNTS

FEBRUARY 22, 2018

Without a doubt, small businesses (SMBs) have more choice than ever before when adopting new technologies, and many of those new tools, from accounting to customer relationship management (CRM), are streaming in as Software-as-a-Service (SaaS). Last year, data from Harmon.ie

Tools 135

Tools Software Data Analysis 135

Perficient

JULY 21, 2023

Salesforce Data Cloud is a real-time, unified data platform that helps businesses connect, harmonize, and engage with their customers. Data Cloud is powered by artificial intelligence (AI) and machine learning (ML), which help companies to automate tasks, improve decision-making, and drive revenue growth.

Industry 221

Industry Data Training Technology 221

Gonzobanker

JUNE 26, 2019

One of a handful of organizations to start with implementation in the contact center, Elevations worked diligently through data and integration challenges with some third-party services and even more internal development. Digital & Marketing. Sales & Referrals. The success rate of referrals increased from 17% to 33%.

Idaho 140

Idaho Michigan System Lending 140

Gonzobanker

MAY 14, 2018

Financial Brand Forum , an exponentially growing event now in its fifth year – targeted at the morphing worlds of financial marketing, sales and service – is a well-oiled machine with several coats of highly buffed wax. MX was talking up very specific data cleansing capabilities and its focus through partnerships like Q2 and First Data.

Branding 127

Branding Industry Apple Marketing 127

FICO

NOVEMBER 29, 2022

Rising risk exposure, changing personal circumstances and a continually evolving financial picture mean they need to adapt at speed, at scale, as their market dictates - or even quicker. But many firms are already constrained by siloed insights, data and conventional thinking. Why Insurance Microservices Count in a World of Monoliths.

Customer Experience 52

Customer Experience Meeting Analytics System 52

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. CASE STUDY] Data-Agnostic?

Trends 72

Trends Customer Experience Survey Data 72

FICO

JULY 15, 2022

Replacing human bias with data-driven science. As a data scientist working on credit models in the late 80s, it was a mission to help replace human bias with data-driven science. This was one of the contributors to the tremendous market expansion during the 90s which has continued to present day. Vice President, Scores.

Analytics 52

Analytics Data Lending Innovation 52

Gonzobanker

OCTOBER 13, 2020

For these institutions, digital strategy should be focused on a disciplined allocation of resources and a management team obsessed with understanding performance, competition and the voice of the digital customer. Best practice institutions are not managing the digital shift in a reactive fashion.

Strategy 158

Strategy Digital Banking Digital Strategies Mobile 158

Gonzobanker

DECEMBER 5, 2018

And it follows a string of Q2 acquisitions over the last few years, including: Centrix brought cash management functions of positive pay, fraud prevention and risk assessment as well as dispute management. UnBill brought a payments consolidation software allowing end users to manage their direct payment relationships.

Fraud 111

Fraud Austin Fintech Lending 111

Fintech Labs Insights

JUNE 15, 2016

Market intelligence is the tool for this kind of “know your customer,” but for many small and medium-sized banks the challenge of turning raw customer data into actionable market intelligence has been both pricey and technically prohibitive. This is where Race Data comes in. ” Company facts. .

Community Bank 12

Community Bank Data Community Marketing 12

The Financial Brand

FEBRUARY 11, 2015

Financial institutions struggle to access, manage and analyze data across fragmented technologies. Content and customer data is often managed across siloed systems, and overlapping technologies aren’t integrated with existing marketing automation and CRM systems. Marketing' This […].

Marketing 12

Marketing Marketing Automation System Management 12

William Mills

APRIL 27, 2017

They use “continuous data validation” to verify each data element as it is input, for example it verifies the telephone number as soon as it is entered. Seems like a pretty straightforward application of marketing automation and predictive marketing. @BeSmartee www.besmartee.com ^William. infocorpgroup.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

William Mills

NOVEMBER 1, 2016

We mostly expect CIOs and CTOs to expand their technology infrastructure each year, even if modestly, to address new industry challenges, widen their growth potential or enter into new market opportunities. For your marketing and PR teams? A true academic by trade, he currently oversees the marketing strategy for the Wilmington, N.C.-based

Technology 40

Technology US Customer Experience Marketing 40

Gonzobanker

DECEMBER 19, 2017

Endless CRM and data management projects that shook our foundations and gutted our PMOs. Rainbolt has quietly built a community bank in the past 20 years that is closing in on $2 billion of market cap. It will never regain its IPO value and it trades at one-third the market cap of LendingTree. Payments chaos.

Conference 101

Conference Industry Community Bank Community 101

FICO

OCTOBER 24, 2018

Adopt a decision-first approach: Rather than start with data, forward-looking insurers are defining their most critical business objectives and decision models before considering data and analytic requirements. a carrier can assess data sources in order to gain customer insights and make decision at the exact right moment.

Industry 40

Industry Analytics Strategy Policies 40

FICO

JULY 9, 2021

Financial technology providers can service these organizations by extending their suite of offerings to include prescreening software solutions that provide access to the latest in data and analytics, to deliver smart and personalized campaigns aligned to customer risk.

Financial Technology 52

Financial Technology Technology Software Analytics 52

FICO

JULY 9, 2021

Financial technology providers can service these organizations by extending their suite of offerings to include prescreening software solutions that provide access to the latest in data and analytics, to deliver smart and personalized campaigns aligned to customer risk.

Regional 52

Regional Software Analytics Resources 52

CB Insights

APRIL 24, 2018

Retailers are leveraging technology, such as artificial intelligence and augmented reality, to enhance operational visibility and personalize their customer service, a new necessity in fast-changing and demanding consumer market. Kohl’s can move into smaller markets where a larger store may not fit. We happen to be in both.”

Retail 59

Retail Trends Technology Branding 59

CB Insights

AUGUST 31, 2017

Shanghai-based NIO (蔚来汽车, formerly NextEV), a manufacturer of smart, electronic, and autonomous vehicles, is aiming for Tesla-style success in the Chinese market. Advertising/Marketing AI. That round, financed by Baidu for an undisclosed sum, was strategically focused on the Chinese market. in total funding. Company: Taboola.

California 61

California Capital Company Industry 61

Fintech Labs Insights

DECEMBER 4, 2015

As we head into the final four weeks of 2015, private investment into the fintech sector is just under $18 billion for the year (or $24 billion including the First Data, Worldpay and Square IPOs). Onovative : The financial services marketing automation provider brought in $1 million. Automated trading tools.

New York City 12

New York City Company Fintech Louisville 12

Fintech Labs Insights

APRIL 30, 2015

Money Amigo makes managing money fast, fair, and friendly. Onovative’s powerfully simple marketing automation software helps financial institutions meet the challenge of cross-selling current customers. Whodini helps merchants engage customers using social media marketing, reaching loyal customers with targeted offers.

San Jose 12

San Jose Las Vegas California Tucson 12

FICO

OCTOBER 23, 2019

Of course, we are not the only ones talking about how to be successful at customer engagement, which is why I decided to take I recently read a book by marketing thought-leader Paul Greenberg ( @pgreenbe ) called “The Commonwealth of Self Interest: Business Success Through Customer Engagement”.

Customer Experience 40

Customer Experience Case Study Analytics Marketing 40

FICO

OCTOBER 23, 2019

Of course, we are not the only ones talking about how to be successful at customer engagement, which is why I decided to take I recently read a book by marketing thought-leader Paul Greenberg ( @pgreenbe ) called “The Commonwealth of Self Interest: Business Success Through Customer Engagement”.

Customer Experience 40

Customer Experience Case Study Analytics Marketing 40

FICO

OCTOBER 23, 2019

Of course, we are not the only ones talking about how to be successful at customer engagement, which is why I decided to take I recently read a book by marketing thought-leader Paul Greenberg ( @pgreenbe ) called “The Commonwealth of Self Interest: Business Success Through Customer Engagement”.

Customer Experience 40

Customer Experience Case Study Analytics Marketing 40

FICO

DECEMBER 15, 2020

Duguid before the end of June 2021, I believe the court will not only provide some clarity on what an ATDS is but, in doing so, will further facilitate the use by banks and other businesses of legitimate, non-marketing automated or prerecorded voice and text messages to the mobile phones of customers who have the provided requisite consent.

Policies 52

Policies Washington DC Regulation 52