Independent Banker
FEBRUARY 28, 2023
Illustration by The Laundry Room/Stocksy Customer data fuels efficient and effective marketing these days. Andrew Catalano, Austin Williams While most community banks aren’t yet using first-party data for marketing purposes to grow revenue and retain customers, experts say those willing to invest in the effort can reap big rewards. “To
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.
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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. By automating these processes, carriers can significantly reduce operational costs and improve efficiency.
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.”. So what’s a modern, data-driven marketer to do? This is a tough one. HIPAA is serious.
Perficient
FEBRUARY 22, 2023
An example is the know your customer (KYC) process in which intelligence agents can sense an event using natural language processing (NLP), machine learning (ML), robotic process automation (RPA)/digital process automation (DPA), query data, proactively make a decision, and act without approval while continuing to learn and improve.
Perficient
DECEMBER 7, 2020
Talk to brokers, employers, members, and your sales and marketing teams to gather this intel. In the case of my friend, who leads a B2B health plan marketing team at her organization, her pain points revolve around not having insight into the clients currently receiving a quote or approaching renewal. Where does most of the pain exist?
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.
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