Remove Industry Remove Management Remove Marketing Automation Remove Technology
article thumbnail

Addressing the Need for Personalization in the Financial Services Industry

Perficient

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. What does your brand portray to the market? The connection between technology and consumers in financial services has never been more relevant.

Industry 294
article thumbnail

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Legacy Healthcare CRM: Understanding Why It Needs to be Different

Perficient

One-to-One Relationship Management. Just for review- CRM stands for Customer Relationship Management. The optimal form of Customer Relationship Management in any industry is a one-to-one interaction with a person that knows you. One-to-Many Relationship Management. ” and you’re probably right.

Marketing 332
article thumbnail

Adobe to Acquire Marketo: So What?

Gonzobanker

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.

article thumbnail

Jumpstart Your Platform Selection and Avoid Lengthy RFP

Perficient

We rely on industry/system experts for answers, not just the vendors. Digital Asset Managment. Enterprise Content Management. Event Management. Master Data Management Platforms. Product Information Management Systems. Product Information Management Systems. Contact Center Technology.

System 332
article thumbnail

Revel Systems And Punchh Team Up To Enhance iPad POS

PYMNTS

Revel Systems , the maker of an iPad point-of-sale management tool for brick-and-mortar retailers, food businesses and other industries, announced on Tuesday (Sept. 6) it is partnering with Punchh , a provider of mobile engagement, CRM and marketing automation technologies for restaurant chains.

System 100
article thumbnail

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

Perficient

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. It can be used to create personalized content for customers, automate tasks, and generate predictions. This is where Data Cloud and Einstein GPT come in.

Industry 221