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Addressing the Need for Personalization in the Financial Services Industry

Perficient

With an increasing comfort with digital technology within financial services, firms must challenge traditional operating models and leverage digital tools to create an authentic relationship and earn (and retain) trust. Industry-specific workflows and built-in document tracking give you a complete solution using Salesforce Industries.

Industry 294
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Generative AI – 7 Lessons That Tate Taught Us

South State Correspondent

Tate ingests currently approved documents and provides natural language answers to our employees. Our current state is an intranet built on ServiceNow , allowing employees to search for various documents to answer questions. Poorly structured documents cause the bulk of generative AI inaccuracies. That is an 11.6x

US 195
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Today In B2B: Amex Enhances Early B2B Payment, Paylocity Buys Samepage

PYMNTS

Through the deal, Paylocity will expand its “product functionality” in the areas that Samepage’s software focuses on, “task management, file sharing” and “real-time document collaboration,” the companies said in the release. 16) to continue helping modernize cloud operations, according to a press release. 16) press release.

Payments 144
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Increasing Digital Banking Options Put Pressure On Big Lenders To Adapt

PYMNTS

Banks are good at creating pain points by making customers sign several forms and documents, Dimon told Sibos attendees. “We unveiled its next generation of operating software for ATMs, designed to integrate the now decades-old cash-dispensing machines into the digital age. We've got to do more of it.”. On Monday (Oct. 5) NCR Corp.

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Brazil’s Nubank On The Universal Pain Points Of Small Business Banking

PYMNTS

While the company may be operating in a different market than the U.K., Those opportunities are particularly impactful in an era of banking where customer service and end-user experiences are often the defining factor of whether a customer is loyal or not. Europe, U.S. Finding Financial Inclusion.

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The top lending & credit risk blogs of the year

Abrigo

As 2023 winds down, community banks and credit unions have worked hard to attract new customers and members and retain existing ones by streamlining processes and improving the end-user experience. But the benefits of automation are a key part of the customer experience. Community lending software can help get you there.

Lending 221
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How next-generation technologies are transforming governance, risk and compliance

Insights on Business

Today, governance, risk and compliance (GRC) is being transformed by not only rapidly-evolving regulatory standards and growing costs of non-compliance, but also by the clear and present need for greater GRC adoption/engagement – by the first line of defense – while delivering added value by empowering business users.