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.

System 100

System Customer Experience Marketing Automation Software 100

Perficient

AUGUST 21, 2020

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. Evaluating vendors and systems against those requirements can be challenging when you only get surface-level information from the vendors.

System 332

System Meeting Management Analysis 332

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? Integrate and optimize your systems and processes, and use the right tools to enhance productivity.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

Gonzobanker

SEPTEMBER 21, 2018

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.

Marketing Automation 113

Marketing Automation San Francisco Conference Marketing 113

William Mills

JANUARY 14, 2016

Content marketing has rapidly emerged as a key marketing strategy within the fintech industry in a relatively short time. I vividly remember my content marketing conversations with clients in early 2014. Our clients had no idea what content marketing or HubSpot encompassed. 2015 was a content marketing tsunami.

Marketing 41

Marketing Fintech Marketing Automation Marketing Strategies 41

FICO

NOVEMBER 29, 2022

Rising risk exposure, changing personal circumstances and a continually evolving financial picture mean they need to adapt at speed, at scale, as their market dictates - or even quicker. Instead, it’s time to embrace new ways of working and doing business, to flex and adapt with changing global markets and customer expectations.

Customer Experience 52

Customer Experience Meeting Analytics System 52

Gonzobanker

JANUARY 29, 2018

According to recent research What’s Going On In Banking 2018, 64% of mid-size bank and credit union executives don’t believe their marketing strategies are future ready. Let’s define delivery here as the way the customer interacts with sales, marketing and service processes across the bank. What’s to be done?

Analytics 110

Analytics Resources Strategy Marketing Strategies 110

Gonzobanker

MAY 14, 2018

Financial Brand Forum , an exponentially growing event now in its fifth year – targeted at the morphing worlds of financial marketing, sales and service – is a well-oiled machine with several coats of highly buffed wax. Marketing automation provider Marquis and its clients were talking up execution capabilities from its recent DocuMatix.

Branding 127

Branding Industry Apple Marketing 127

Gonzobanker

OCTOBER 13, 2020

For these institutions, digital strategy should be focused on a disciplined allocation of resources and a management team obsessed with understanding performance, competition and the voice of the digital customer. Best practice institutions are not managing the digital shift in a reactive fashion.

Strategy 158

Strategy Digital Banking Digital Strategies Mobile 158

The Financial Brand

FEBRUARY 11, 2015

Financial institutions struggle to access, manage and analyze data across fragmented technologies. Content and customer data is often managed across siloed systems, and overlapping technologies aren’t integrated with existing marketing automation and CRM systems. Marketing' This […].

Marketing 12

Marketing Marketing Automation System Management 12

Gonzobanker

DECEMBER 19, 2017

Endless CRM and data management projects that shook our foundations and gutted our PMOs. Rainbolt has quietly built a community bank in the past 20 years that is closing in on $2 billion of market cap. It will never regain its IPO value and it trades at one-third the market cap of LendingTree. FinTech threats and distractions.

Conference 101

Conference Industry Community Bank Community 101

FICO

OCTOBER 24, 2018

The leading decision management applications help businesses visually model their decisions before deploying them. Decision management systems should empower business users to create, maintain and control business policies and procedures.

Industry 40

Industry Analytics Strategy Policies 40

William Mills

NOVEMBER 1, 2016

We mostly expect CIOs and CTOs to expand their technology infrastructure each year, even if modestly, to address new industry challenges, widen their growth potential or enter into new market opportunities. For your marketing and PR teams? A true academic by trade, he currently oversees the marketing strategy for the Wilmington, N.C.-based

Technology 40

Technology US Customer Experience Marketing 40

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.

Industry 221

Industry Data Training Technology 221

Fintech Labs Insights

JUNE 15, 2016

Market intelligence is the tool for this kind of “know your customer,” but for many small and medium-sized banks the challenge of turning raw customer data into actionable market intelligence has been both pricey and technically prohibitive. This is where Race Data comes in. ” Company facts.

Community Bank 12

Community Bank Data Community Marketing 12

Gonzobanker

JUNE 26, 2019

Financial institutions looking for tangible value from a new CRM platform should know two things: 1) real-world stories of lessons learned and successes of early adopters are a great source of intelligence and guidance, and 2) implementing a CRM system will prove more challenging than anyone expects. Digital & Marketing.

Idaho 140

Idaho Michigan System Lending 140

Cisco

MAY 5, 2021

Earlier this year Cisco completed its acquisition of imimobile, adding an enterprise-grade, digital-first client interaction management platform to Cisco’s industry-leading collaboration and contact center solution portfolio. Siloed systems and business departments or units that break customer journeys.

Customer Experience 129

Customer Experience Branding Tools Strategy 129

Gonzobanker

DECEMBER 5, 2018

And it follows a string of Q2 acquisitions over the last few years, including: Centrix brought cash management functions of positive pay, fraud prevention and risk assessment as well as dispute management. UnBill brought a payments consolidation software allowing end users to manage their direct payment relationships.

Fraud 111

Fraud Austin Fintech Lending 111

CB Insights

AUGUST 31, 2017

In this briefing we will cover the future of cybersecurity as it relates to the implementation of artificially intelligent systems for preventative digital defense. Shanghai-based NIO (蔚来汽车, formerly NextEV), a manufacturer of smart, electronic, and autonomous vehicles, is aiming for Tesla-style success in the Chinese market.

California 61

California Capital Company Industry 61

Fintech Labs Insights

APRIL 30, 2015

Sneak Peek Part 4: Currency Cloud, Dream Payments, Hip Pocket, INETCO Systems, LoanNow, WealthForge, and Yodlee. Sneak Peek Part 6: Credit Sesame, Hip Pocket, itBit, Kofax, Mitek, NAMU Systems, Persistent Systems. Sneak Peek: Aurora Financial Systems and Mistral Mobile. Why it’s great. Founded: 2015. Founded: 2011.

San Jose 12

San Jose Las Vegas California Tucson 12

FICO

DECEMBER 15, 2020

Since the FCC’s 2015 broad definition of Automatic Telephone Dialing System (ATDS) was struck down by the DC Court of Appeals, a steady stream of class action lawsuits have resulted in a number of conflicting decisions and a split among the courts. Focus will be placed on corporate governance as it relates to managing AI development and use.

Policies 52

Policies Washington DC Regulation 52