Perficient

JULY 12, 2022

With an increasing comfort with digital technology within financial services, firms must challenge traditional operating models and leverage digital tools to create an authentic relationship and earn (and retain) trust. The connection between technology and consumers in financial services has never been more relevant.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

Perficient

MARCH 1, 2021

Over the years, I’ve sat through (or participated in) countless digital platform/CRM presentations. I’m hard-pressed to think of one presentation that didn’t include the phrase “the right message, to the right person, at the right time.” The challenge is really understanding when the right time is.

Marketing 508

Marketing Training Data US 508

FICO

JULY 15, 2022

in 1989, it meant lenders of all sizes could leverage the technology of scoring and open up credit to consumers that they might not have lent to in the past. This was one of the contributors to the tremendous market expansion during the 90s which has continued to present day. For FICO, it means taking the technology global.

Analytics 52

Analytics Data Lending Innovation 52

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.

Industry 221

Industry Data Training Technology 221

William Mills

JANUARY 14, 2016

We spent the better part of 2014 educating our prospects and clients on content marketing (also known as inbound marketing); how to use these tactics to build brand awareness and generate leads; and the importance of marketing automation systems. 2015 was a content marketing tsunami. My, how things have changed!

Marketing 41

Marketing Fintech Marketing Automation Marketing Strategies 41

Gonzobanker

JUNE 26, 2019

Frontline employees are presented with an easy-to-find prioritized list of recommended offers tailored to each member. The credit union also used marketing automation to collect data and develop journeys that deliver educational marketing materials both digitally and via direct mail campaigns.

Idaho 131

Idaho Michigan System Lending 131

William Mills

APRIL 27, 2017

We’ve worked with MX (then MoneyDesktop) in the past and these folks have ALWAYS done terrific presentations at Finovate. With the Fannie Mae and Freddie Mac still in recovery there has not been great investment in mortgage technology. These folks are may be one of the companies that bring 21st Century technology to the industry.

San Francisco 68

San Francisco social media San Jose Customer Experience 68