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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. Understand and navigate your vast digital data to make smarter, more informed business decisions. Learn – Preferences and Interactions.

Industry 294
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Hip On HIPAA: Pushing Back to Use Patient Data

Perficient

But … if you have the courage, you may also have a chance to change the hearts and minds of those zero-riskers by providing some new information. Let your leaders know how other health systems are gaining a competitive advantage and market-share by using PHI to be data-driven. As stated above, you may be out of luck.

Data 493
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Jumpstart Your Platform Selection and Avoid Lengthy RFP

Perficient

As you start to research what’s available in the market, you find that there are hundreds of potential systems, all at different price points and all that claim to be the best solution. As you get lost in the overwhelming amount of information or a lengthy RFP, you decide you need some expert help on the topic. Event Management.

System 332
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Market your community bank with first-party data

Independent Banker

It all forms what is referred to as first-party data, or information that organizations own and collect themselves, and it’s generally considered more valuable and accurate than information that outside providers collect, or third-party data. In addition, many marketers don’t have tools for capturing customer information themselves.

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How Financial Technology Partners can Help with Customer Acquisition Campaigns

FICO

For many of these smaller players a partnership approach can be beneficial by leveraging resources and solutions made available through a technology partner. In general, the latest software solutions are expensive and in many cases beyond the reach of organizations of this size, which is where a technology partner can help.

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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.

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Are Banks Missing the Mark on Message?

Gonzobanker

Let’s define delivery here as the way the customer interacts with sales, marketing and service processes across the bank. Let’s define content as knowledgeable and interactive information put together to stimulate action. Don’t just sample check loan preapproval offer letters with an eye toward managing credit risk.

Analytics 128