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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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How to Solve for Missing Data in Marketo

Perficient

So you’ve purchased Marketo Engage to improve your marketing-to-sales relationship and are eager to start implementing the system, but your missing key data points, like email addresses. How do you solve for this missing data and still reap the benefits of your Marketo system?

How To 340
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Revel Systems And Punchh Team Up To Enhance iPad POS

PYMNTS

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
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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. King asked. “In

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Addressing the Need for Personalization in the Financial Services Industry

Perficient

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

Industry 294
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Jumpstart Your Platform Selection and Avoid Lengthy RFP

Perficient

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
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Hip On HIPAA: Pushing Back to Use Patient Data

Perficient

Let your leaders know how other health systems are gaining a competitive advantage and market-share by using PHI to be data-driven. My last blog talked about how HIPAA expertise can provide the “secret sauce” of successful marketing, but this isn’t much of a secret. Because they absolutely are.

Data 493