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A Bank Automation Summit Preview: Key 2023 Banking Automation Trends

Perficient

Perficient is looking forward to bringing our unique combination of automation technical know-how along with financial services and payments industry expertise to the Banking Automation Summit in Charlotte, North Carolina on March 2-3. Next, we’re observing a continuously increased focus on customer experience.

Trends 474
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Passing The Middle-Market Automation Exam

PYMNTS

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. True or false: Visa and MineralTree are helping middle-market businesses solve these problems.

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Addressing the Need for Personalization in the Financial Services Industry

Perficient

In the financial services industry, security, stability, and protection are foundational brand values from which to deliver customer experiences. The connection between technology and consumers in financial services has never been more relevant. As digital natives begin to make up the majority of the U.S.

Industry 294
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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
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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. That’s really bad and we can use technology to improve that.”. We have always been very campaign focused.

San Diego 100
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Can fintechs enhance your bank’s marketing campaign?

Independent Banker

To increase security, Avenu uses cloud-native architecture that integrates a ledger, customer identification, transactional fraud monitoring, BSA and AML monitoring, ACH account identification, report writing and an integrated complaint management system, Dick says. “One FI Works’ intelligent targeting. FI Works in Little Rock, Ark.,

Fintech 136
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How The API Revolution Fuels Corporates’ SaaS Fatigue

PYMNTS

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.

Tools 135