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Passing The Middle-Market Automation Exam

PYMNTS

Though many financial institutions recognize the opportunity to help middle-market businesses automate their AP payments, they have not been able to fully capitalize on the opportunity. Here the elusive payments opportunity meets or, in fact, doesn’t meet, the elusive audience: accounts payable automation for middle-market firms.

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Can fintechs enhance your bank’s marketing campaign?

Independent Banker

Kathy Strasser of IncredibleBank is evaluating marketing campaign management platforms. We asked several banking leaders how they’ve employed fintech to ramp up their marketing campaigns, hone their analytic strategies and gain new patrons in the process. Their ability to market and add banking functionality … is a natural fit.”.

Fintech 136
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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.

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Introducing Salesforce Data Cloud and Einstein GPT for the Financial Services Industry

Perficient

Data Cloud can be used to unify data from a variety of sources, such as CRM systems, marketing automation platforms, and third-party data providers. This can help businesses gain a 360-degree view of their customers and make better decisions about marketing, sales, and customer service. Generate personalized content.

Industry 221
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GonzoBanker Awards 2017

Gonzobanker

Rainbolt has quietly built a community bank in the past 20 years that is closing in on $2 billion of market cap. For 35 years, Wilmers led M&T with creativity, integrity and the “old-school” wisdom of a community banker who created a $26 billion market cap company. GonzoBanker of the Year – Large Banks.

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Finovate Debuts: Race Data Helps Community Banks Turn Customer Data into Market Intelligence

Fintech Labs Insights

“Know Your Customer” is a good axiom when it comes to authentication and security. The Canadian analytics company specializes in providing community banks and credit unions with powerful data management, database and behavioral analytics, marketing automation, and one-to-one communications solutions. Founded in 2013.

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Q2 Acquires Gro Solutions: So What?

Gonzobanker

Security: Sentinel (fka Risk and Fraud Analytics, RFA) and Patrol, both designed to monitor and challenge behavior and events determined to be outside normal user behavior. Marketing: Q2Smart being a first step toward marketing automation, aligning bank products and user behavior to create audiences to more effectively target offers.

Fraud 111