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Passing The Middle-Market Automation Exam

PYMNTS

Visa would look at that continuum but focus on process and technology, said King. Formalized processes tend to take root, along with automation, as firms grow, he said, especially along units and activities involving finance or accounting. These are factors that bring basic benefits and an ROI to mid-market firms as well.

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

William Mills

Our agency is no stranger to technology, its evolution and its expanding impact on all of our lives. We live and breathe it each day through our clients, who have partnered with us (in most cases) for one reason: to help tell their technology story to the right people. But what about technology spending for your CMO?

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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 includes addressing SaaS in a step-by-step manner.

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 110
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Financial Inclusion Using Analytics

FICO

in 1989, it meant lenders of all sizes could leverage the technology of scoring and open up credit to consumers that they might not have lent to in the past. This was one of the contributors to the tremendous market expansion during the 90s which has continued to present day. For FICO, it means taking the technology global.