article thumbnail

Addressing the Need for Personalization in the Financial Services Industry

Perficient

Consider: Marketing automation through Salesforce Marketing Cloud extends the capabilities of the Financial Services Cloud across digital touchpoints. The ability to create branded customer portals through Salesforce Experience Cloud enables self-service and a deeper connect with your customer.

Industry 294
article thumbnail

Modernizing the Health Plan Business Process

Perficient

Create marketing automation based on where a broker/employer is in their sales cycle to keep them moving on their journey. Replace paper-based processes for submitting tax forms, providing payment, and signature. Gain the ability to messages in the broker/employer portal or via email with enrollment status and next steps.

Groups 294
Insiders

Sign Up for our Newsletter

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

article thumbnail

Decoding Data: Harnessing the Power of Your Financial Brand's Online Presence

Digital Growth Institute

A step-by-step approach to optimizing your digital presence using data: These steps include integrating a marketing automation platform to your website, segmenting data, gathering thick data through interviews, creating targeted ads, and optimizing digital real estate with personalized user experiences.

Data 15
article thumbnail

Can An ‘Agnostic’ Platform Help eCommerce Merchants Make It?

PYMNTS

The company currently offers email marketing automation software from companies like HubSpot and Google, along with a range of consumer experience features and shipping app integrations. BigCommerce’s big takeaway?

Tools 122
article thumbnail

FUEL CYCLE Fuels B2C Relationships

PYMNTS

BNO: When I took over as CEO in 2010, I truly believed in the company’s overall vision, but I also saw an opportunity to completely overhaul the platform and improve the user experience. We’re always testing emerging forms of communication so we can help companies engage with their customers more meaningfully and efficiently.

Branding 103