Management Marketing Automation Security Technology 
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. In the financial services industry, security, stability, and protection are foundational brand values from which to deliver customer experiences.
PYMNTS
DECEMBER 16, 2016
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.
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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.,
PYMNTS
FEBRUARY 22, 2018
Without a doubt, small businesses (SMBs) have more choice than ever before when adopting new technologies, and many of those new tools, from accounting to customer relationship management (CRM), are streaming in as Software-as-a-Service (SaaS). There are also security risks associated with this influx of SaaS.
Perficient
JULY 21, 2023
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.
Gonzobanker
DECEMBER 19, 2017
Endless CRM and data management projects that shook our foundations and gutted our PMOs. These ventures show credit unions are not standing still when it comes to technological disruption, and we hope much is learned from these early risk-taking efforts. THE TECHNOLOGY AWARDS. This year brought us: Mergers out the yin-yang.
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.
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