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Passing The Middle-Market Automation Exam

PYMNTS

They fail to explain the ROI of the program, which comes with a reduced need to write checks, for example, or reissue them when they are lost. Krishna agreed, stating that smaller firms become larger and mid-market tend to keep some biases intact when it comes to payments and even as they grow. False, said King.

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Market your community bank with first-party data

Independent Banker

“When we have first-party data, we can target much more precisely and can obviously reach those individuals one-to-one,” says Andrew Catalano, chief innovation officer of digital marketing agency Austin Williams in Long Island, N.Y. Banks can also employ first-party data to build predictive models that can inform their marketing efforts.

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Hip On HIPAA: Pushing Back to Use Patient Data

Perficient

Customer relationship management is about earning and cultivating that loyalty. A CRM database can be the tool that (just as its name describes) helps you to manage these patient relationships. Put together a plan to get the resources you need to transform your marketing. If they can do it, you can too! Do your homework.

Data 493
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How The API Revolution Fuels Corporates’ SaaS Fatigue

PYMNTS

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). This increase in choice and quality of B2B FinTech solutions is also, undoubtedly, a good thing.

Tools 135
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Are Banks Missing the Mark on Message?

Gonzobanker

A good example recently published in American Banker is how some banks coordinated helpful webinar content to guide small businesses and treasury prospects. In the Future Ready Marketing poll, although more bankers felt they had strong content than felt they had strong delivery, neither was felt to be strong by a majority.

Analytics 102
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Financial Inclusion Using Analytics

FICO

For example, in Mexico with our partner Círculo de Crédito we jointly launched the FICO® Extended Score , which analyzes information on a credit applicant’s household credit history, to offer more context and insight and score people with no credit history who might otherwise find it hard to get credit. How can we improve financial inclusion?

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Introducing Salesforce Data Cloud and Einstein GPT for the Financial Services Industry

Perficient

Data Cloud and Einstein GPT are two powerful tools that help businesses improve their data management, customer engagement, and operational efficiency. The following are examples of how businesses can use Data Cloud and Einstein GPT to improve their operations: Unify disparate data sets.

Industry 221