article thumbnail

Passing The Middle-Market Automation Exam

PYMNTS

Eventually, firms must settle on a few things: what process will be used to make a payment, how to know that the payment (and the card) “is secure … [that] the person that I want to pay is going to get paid at the time that I expect them to get paid, and how do I get the benefits?” Krishna said.

article thumbnail

A Bank Automation Summit Preview: Key 2023 Banking Automation Trends

Perficient

Blockchain technology is being used to create secure, decentralized ledger systems that can store and transfer data in a transparent and secure manner. In the banking industry, blockchain can help improve the speed and efficiency of cross-border payments and remittances and enhance the security of financial transactions.

Trends 474
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Addressing the Need for Personalization in the Financial Services Industry

Perficient

What does your brand portray to the market? In the financial services industry, security, stability, and protection are foundational brand values from which to deliver customer experiences. Your brand is the beacon of authenticity for a personal experience.

Industry 294
article thumbnail

Recovery Has Passed Us By – We Need Hospitals to Be Resilient

Perficient

Hospitals need to provide the next best action for that person, and the deployment of a marketing automation tool is the only way to deliver these 1-to-1 conversations at scale. Before the pandemic, automation was primarily valuable for its ability to drive conversions for elective procedures and interest in service-line content.

US 522
article thumbnail

Hip On HIPAA: The Secret Sauce to Successful Marketing Campaigns

Perficient

These days, I spend quite a bit of time strategizing with marketing leaders to leverage these platforms for marketing automation. In a consumer-driven, data-rich healthcare market, it’s kind of mind-blowing that we think the best time to initiate a conversation with someone about their heart-health is February.

Marketing 508
article thumbnail

ClientWhys Introduces SMB Marketplace

PYMNTS

ClientWhys , a provider of marketing automation software and marketplace for cloud accounting and tax industries, has launched a new small business accounting marketplace. According to CPA Practice Advisor , CountingWorks will help U.S. Through Aug.

article thumbnail

Charity Crowdfunding Startup Classy Raises $30M

PYMNTS

San Diego-based charity crowdfunding startup Classy secured $30 million to provide its software-as-a-service offering to nonprofits that need help raising online donations and keeping donors engaged over time. We have always been very campaign focused.

San Diego 100