Management Marketing Automation Operations Security 
Perficient
JULY 12, 2022
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? Your brand is the beacon of authenticity for a personal experience.
Perficient
JULY 10, 2020
Achieving these commitments will require clinical, marketing, and operations teams partnering more closely together and in a way they never have before. Revenue recovery efforts offered a necessary but insufficient first step – we urge you not to be complacent if you’re fortunate to have managed through a first wave.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Independent Banker
FEBRUARY 28, 2022
Kathy Strasser of IncredibleBank is evaluating marketing campaign management platforms. We asked several banking leaders how they’ve employed fintech to ramp up their marketing campaigns, hone their analytic strategies and gain new patrons in the process. Photo by Janimal Photography. IncredibleBank in Wausau, Wis.,
Perficient
JULY 21, 2023
The ability to unify disparate data sets, generate personalized content, and automate tasks will drive accelerated value from the Salesforce platform and its industry clouds. Data Cloud and Einstein GPT are two powerful tools that help businesses improve their data management, customer engagement, and operational efficiency.
Gonzobanker
DECEMBER 19, 2017
Endless CRM and data management projects that shook our foundations and gutted our PMOs. The Just Kidding About the Whole Bank Thing Award – Goes to Fintech darling SoFI , whose management shakeup amid “behavioral issues” shifted the legal efforts from charter application to lawsuit and damage control. FinTech threats and distractions.
Fintech Labs Insights
JUNE 15, 2016
“Know Your Customer” is a good axiom when it comes to authentication and security. The Canadian analytics company specializes in providing community banks and credit unions with powerful data management, database and behavioral analytics, marketing automation, and one-to-one communications solutions.
CB Insights
AUGUST 31, 2017
California-based CrowdStrike offers a suite of AI-powered cybersecurity products through its SaaS platform, including anti-virus protection, endpoint detection/response, managed threat hunting, and IT hygiene. California-based Stem (formerly Powergetics) operates an intelligent IoT energy storage network.
Expert insights. Personalized for you.
294 
Let's personalize your content