Perficient

MARCH 15, 2021

As we continue our series of posts on making HIPAA work for you, I am going to address a common problem we hear from health care marketers: “My board/boss/CMO/Legal Counsel says we cannot use patient data for marketing communications.”. Some organizations have a zero-risk tolerance of using data. This is a tough one.

Data 493

Data Marketing Community System 493

Perficient

FEBRUARY 24, 2021

This blog explores the benefits that data can bring to your sales enablement program. In addition to the technology and having the right teams involved, data – where and how it is sourced, stored, stewarded, refreshed, and enriched – is critical. Here are the key data-oriented success criteria considerations: Data Acquisition/Sourcing.

Data 322

Data Analysis Tools Management 322

Perficient

FEBRUARY 10, 2021

You need a sophisticated system that can take that buyer’s abandoned cart information and move it through a nurture program of marketing activities that are personalized to them. To create a nurturing campaign, your marketing automation plan cannot simply be sending emails. Marketo and Magento. Value of Connection. Next Steps.

Marketing Automation 340

Marketing Automation Marketing Community System 340

PYMNTS

DECEMBER 16, 2016

Though many financial institutions recognize the opportunity to help middle-market businesses automate their AP payments, they have not been able to fully capitalize on the opportunity. Here the elusive payments opportunity meets or, in fact, doesn’t meet, the elusive audience: accounts payable automation for middle-market firms.

Marketing Automation 100

Marketing Automation Marketing Cards Payments 100

The Paypers

JULY 28, 2023

Marketing platform Klaviyo has gained access to Mollie ’s set of APIs and transaction and order data to allow its customers to personalise and automate communications with consumers.

Marketing Automation 36

Marketing Automation Marketing Data 36

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. Their ability to market and add banking functionality … is a natural fit.”.

Fintech 136

Fintech Marketing Community Bank Community 136

Perficient

JULY 12, 2022

Fueled by consumers’ willingness to share their data in return for timely and relevant experiences, personalization requires continually learning about the customer and applying this knowledge into the relationship and creating authentic, individualized experiences. What does your brand portray to the market?

Industry 294

Industry Branding Customer Experience Marketing Automation 294

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? This is traditionally the realm of marketing , but in the past healthcare marketing has had some real challenges.

Marketing 332

Marketing Tools Marketing Automation Management 332

Perficient

JULY 19, 2023

Regional insurance carriers, often operating in a highly competitive market, face numerous challenges in attracting and retaining customers, such as a lack of brand awareness and distribution breadth. The mix of different types of new data sources and AI will be a powerful combination that today is in its infancy.

Regional 221

Regional Customer Experience Strategy Policies 221

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 484

Customer Experience Strategy Digital Strategies Analytics 484

Abrigo

DECEMBER 31, 2015

Undoubtedly, many accounting firms providing periodic reviews of their marketing budgets seek ways to get more out of what they are investing in marketing. This doesn’t necessarily mean they are looking to cut expenditures on marketing. percent, according to the 2015 Association for Accounting Marketing Benchmark Survey.

Strategy 150

Strategy Marketing Survey Marketing Automation 150

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 131

Marketing Automation San Francisco Conference Marketing 131

Perficient

FEBRUARY 22, 2023

AI is increasingly being used to automate a variety of tasks in financial services institutions, including customer service, fraud detection, and loan applications. Banks are using AI to analyze large amounts of data, make predictions, and automate complex processes.

Trends 474

Trends North Carolina Customer Experience Charlotte 474

BankNXT

JULY 11, 2017

A data-driven approach to marketing – interview with Tommy Kearns on BankNXT. John Best discusses analytics and technology with Tommy Kearns from Xtremepush.

Marketing 46

Marketing Data Analytics Technology 46

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 221

Customer Experience Strategy Digital Strategies Analytics 221

Digital Growth Institute

AUGUST 2, 2023

Data , a term that holds various interpretations across different individuals within a financial organization. The value of "thick data": Qualitative insights that help understand the motivations and emotions of people. The value of "thick data": Qualitative insights that help understand the motivations and emotions of people.

Data 15

Data Branding Online Marketing Automation 15

Perficient

NOVEMBER 2, 2020

Salesforce provides different types of clouds and Marketing Cloud is one of them. Marketing Cloud is a platform that has multiple tools designed for an organization to interact with their customers or potential customers across various channels. Image 01: Home Page of Marketing Cloud. Image 03: Content builder Tools.

Marketing 482

Marketing Groups Tools Data 482

Perficient

DECEMBER 7, 2020

Health plan organizations must conquer mountains of data, increasing regulations, and escalating consumer expectations. Talk to brokers, employers, members, and your sales and marketing teams to gather this intel. Her team uses a cloud-based automation tool, but it has no connectivity to their on-prem CRM.

Groups 294

Groups Comparison Industry Tools 294

Image Works Direct

OCTOBER 7, 2020

Previously Anna Fischer, our beloved Marketing Automation and Data Director tied the knot in August 2020 to her now husband, Justin. Introducing … Mrs. Anna Lecher! Despite the effects of COVID, they were still able to have a beautiful ceremony with close family and friends.

Marketing Automation 36

Marketing Automation Data Marketing 36

PYMNTS

JANUARY 30, 2019

Corporate consulting company Accenture is debuting its SynOps enterprise automation technology five years in the making, a tool that reports said could accelerate some organizations’ shift away from human capital or re-allocate human talent to more strategic roles.

Tools 115

Tools Marketing Automation Training Operations 115

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

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 146

Branding Industry Apple Marketing 146

PYMNTS

FEBRUARY 22, 2018

Last year, data from Harmon.ie Software developers saw a huge year in 2017 in terms of initial public offerings (IPOs), with data from Reuters finding more than a dozen B2B software companies going public last year. The report also highlighted potential security risks and wasted spending.

Tools 135

Tools Software Data Analysis 135

PYMNTS

MARCH 2, 2017

In an effort to help developers and marketers offer their services to consumers at the right time and place, Foursquare has introduced Pilgrim SDK, a software development kit that can help third-party apps study and leverage the location of its users, sending them notifications anywhere in the world.

Software 100

Software Marketing Automation Study Marketing 100

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

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. Master Data Management Platforms. Artificial Intelligence for Chatbot, Machine Learning, NLP, and Image Recognition platforms. Event Management.

System 332

System Meeting Management Analysis 332

PYMNTS

FEBRUARY 8, 2017

Founded in 2000, Fishbowl began as a first-generation marketing company focused primarily on email and email-related services, said Kiran. Marketing has become much more data-centric in recent years,” Kiran said. In 2014, the company shifted its focus toward the growing digital landscape.

Mobile 100

Mobile Google Retail Marketing Automation 100

PYMNTS

MAY 26, 2017

The data collected through these online communities gives brands the insights they need to make real-time decisions that serve the commerce king: the customer. Currently the market is incredibly volatile and uncertain,” CEO Bahram Nour-Omid told PYMNTS. — as if they were on a social network. Please provide some client examples.

Branding 103

Branding Community Survey Data 103

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

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 […]. This […].

Marketing 12

Marketing Marketing Automation System Management 12

Perficient

MARCH 3, 2021

In the previous blog we discussed the basics of Email Studio in the Salesforce Marketing Cloud. data extensions. Likewise, in A/B testing for Email Studio we send two versions of your Marketing Cloud Email Studio communication to two different test audiences from your subscriber lists. We have covered: Content creation.

Marketing 322

Marketing Data Groups Maine 322

Perficient

OCTOBER 20, 2020

With Acquia Engage 2020 underway, the morning started with some exciting news about Acquia Drupal Cloud , but there are some big new things coming to the Acquia Marketing Cloud as well. The Acquia Marketing Cloud is the suite of tools that enable extended marketing functionality like personalization and marketing automation.

Marketing 294

Marketing Analytics Analysis Marketing Automation 294

Gonzobanker

OCTOBER 13, 2020

These metrics monitor activity across a bank’s website; marketing automation, digital account and loan origination platforms; and digital banking platforms. Banks should also review how well their digital platform capabilities compare to others in the market such as NCR, Q2, Alkami, Fiserv, FIS, Jack Henry and Temenos.

Strategy 158

Strategy Digital Banking Digital Strategies Mobile 158

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. FinTech threats and distractions.

Conference 117

Conference Industry Community Bank Community 117

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