Management Marketing Automation Operations Tools 
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. Integrate and optimize your systems and processes, and use the right tools to enhance productivity. Learn – Preferences and Interactions.
Perficient
FEBRUARY 24, 2021
With the growing number of data sources and feeds about client contacts, sales and transactions – and market data from the company’s internal and external sources – the data acquisition life cycle needs to continuously be streamlined, standardized, consolidated, and monitored. Client Data Hub – Sales Intelligence. Data Analysis.
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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.
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’s valuable customer data.
PYMNTS
MARCH 15, 2018
Businesses that hope to make 2018 a big growth year must start by asking themselves: “Which of my business operations are non-scalable?” Pallavi Kuppa-Apte, head of Sales and Marketing for the startup Chargehound , said that’s the question many of the company’s clients have been asking themselves in the past few months.
PYMNTS
SEPTEMBER 7, 2016
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.
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.
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