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Introducing Salesforce Data Cloud and Einstein GPT for the Financial Services Industry

Perficient

Data Cloud can be used to unify data from a variety of sources, such as CRM systems, marketing automation platforms, and third-party data providers. This can help businesses gain a 360-degree view of their customers and make better decisions about marketing, sales, and customer service.

Industry 221
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Market your community bank with first-party data

Independent Banker

“We can look at people who got a new mortgage within the last one to two years and make over X amount of dollars in income and meet whatever other qualifications,” Catalano says. We can take that data and we can reach that person online,” Catalano says. “If Take online banking, for example. Prioritize data accuracy.

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Jumpstart Your Platform Selection and Avoid Lengthy RFP

Perficient

We have developed an online system to quickly generate a variety of reports so you can understand how each vendor performs and you can narrow down to one or two vendors that best meet your needs. So, we can tailor the Platform Select Jumpstart to meet your needs. Our company requires an RFP, so how can the jumpstart help?

System 332
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Building a Discipline to Drive Digital Banking Strategy

Gonzobanker

These metrics monitor activity across a bank’s website; marketing automation, digital account and loan origination platforms; and digital banking platforms. To ensure an effective digital customer feedback process, banks should: Utilize a surveying system that can easily be linked from a mobile app, online, and on your website.

Strategy 156
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Can fintechs enhance your bank’s marketing campaign?

Independent Banker

Kathy Strasser of IncredibleBank is evaluating marketing campaign management platforms. Customized, well-thought-out interactions—especially in the online banking space—are integral to wooing new customers and retaining existing ones. Photo by Janimal Photography. Coconut Software’s queue buster. IncredibleBank in Wausau, Wis.,

Fintech 136
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FinovateSpring 2015 Sneak Peek: Part 8

Fintech Labs Insights

Register today to see and meet these innovators in person on May 12 and 13 at our upcoming conference in San Jose, California. Onovative’s powerfully simple marketing automation software helps financial institutions meet the challenge of cross-selling current customers. Today marks our final Sneak Peek preview.

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Surviving The Retail Apocalypse: The Technologies And Trends That Can Help Brick-And-Mortar Thrive Again

CB Insights

E-commerce sales growth is pulling ahead of total retail sales ( 17% vs. 6% for year-over-year in Q4’17), and Amazon is controlling upwards of 40% of online sales in the US, according to the US Department of Commerce and Slice Intelligence, respectively. ” — Alistair Davidson, CFO, Ikea. Its membership fee revenue grew 12.6%

Retail 59