Analysis, Marketing Automation and Technology

There’s No Secret Sauce: Put Financial Services Customer First, and You Too Will Grow

Perficient

JANUARY 26, 2022

TD emphasized that this elevated focus on the customer experience has proven essential to their business strategy and that they are continuing to invest in marketing and technology to ensure their preparedness for continuous growth. “As

Customer Experience

Customer Experience Strategy Digital Strategies Analytics

Data Is Key Across the Sales Enablement Platform

Perficient

FEBRUARY 24, 2021

My previous blog analyzed how technology and the right team can improve your sales enablement program. In addition to the technology and having the right teams involved, data – where and how it is sourced, stored, stewarded, refreshed, and enriched – is critical. Data Analysis. Part of it is technology, and part of it is data.

Data

Data Analysis Tools Management

Jumpstart Your Platform Selection and Avoid Lengthy RFP

Perficient

AUGUST 21, 2020

You really want an expert analysis of how well each vendor really implements your requirements. Contact Center Technology. Platform Selection Process. Evaluating vendors and systems against those requirements can be challenging when you only get surface-level information from the vendors. Event Management. Social Networks.

System

System Meeting Management Analysis

Webinars

Book of Secrets on the Month-End Close

MORE WEBINARS

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

Perficient

JULY 21, 2023

Data Cloud is powered by artificial intelligence (AI) and machine learning (ML), which help companies to automate tasks, improve decision-making, and drive revenue growth. It can be used to create personalized content for customers, automate tasks, and generate predictions. This is where Data Cloud and Einstein GPT come in.

Industry

Industry Data Training Technology

There is No Secret Sauce: Put Financial Services Customers First and You Will Grow

Perficient

JANUARY 26, 2022

TD emphasized that this elevated focus on the customer experience has proven essential to their business strategy and that they are continuing to invest in marketing and technology to ensure their preparedness for continuous growth. “As

Customer Experience

Customer Experience Strategy Digital Strategies Analytics

Modernizing the Health Plan Business Process

Perficient

DECEMBER 7, 2020

Our experts are working with health insurers to leverage front and middle office automation using Salesforce Industries (formerly Vlocity). There are numerous benefits to this cloud-based technology. If possible, work with your SI partner or technology provider to calculate a return-on-investment analysis. count on us.

Groups

Groups Comparison Industry Tools

Accenture Debuts SynOps Automation Tool To Reallocate Human Talent

PYMNTS

JANUARY 30, 2019

Corporate consulting company Accenture is debuting its SynOps enterprise automation technology five years in the making, a tool that reports said could accelerate some organizations’ shift away from human capital or re-allocate human talent to more strategic roles.

Tools

Tools Marketing Automation Training Operations

Adobe to Acquire Marketo: So What?

Gonzobanker

SEPTEMBER 21, 2018

As banks and credit unions pour gasoline on their direct outreach, Adobe’s announced acquisition of Marketo shows us just how hot digital marketing automation is right now. For those not in the know, Marketo is a system vendor that automates lead management including email, mobile, social, digital ads, web management and analytics.

Marketing Automation

Marketing Automation San Francisco Conference Marketing

How The API Revolution Fuels Corporates’ SaaS Fatigue

PYMNTS

FEBRUARY 22, 2018

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). The company dubbed this trend “SaaS Chaos,” but FinTech innovation slows down for no one.

Tools

Tools Software Data Analysis

William Mills Agency adds Lauren de Gourville, Kathryn-Amelia Simms, Amber Estes, Mallory Griffin, Haleigh Tomasek, Matthew Morris to Agency

William Mills

MAY 25, 2016

William Mills Agency , a financial public relations and content marketing services company, announces the addition of Lauren de Gourville as digital marketing coordinator, Kathryn-Amelia Simms as content marketing coordinator and Amber Estes, Mallory Griffin, Haleigh Tomasek and Matthew Morris as account coordinators.

Georgia

Georgia social media Omaha Nebraska

William Mills Agency adds Lauren de Gourville, Kathryn-Amelia Simms, Amber Estes, Mallory Griffin, Haleigh Tomasek, Matthew Morris to Agency

William Mills

MAY 25, 2016

William Mills Agency , a financial public relations and content marketing services company, announces the addition of Lauren de Gourville as digital marketing coordinator, Kathryn-Amelia Simms as content marketing coordinator and Amber Estes, Mallory Griffin, Haleigh Tomasek and Matthew Morris as account coordinators.

Georgia

Georgia social media Omaha Nebraska

Where Major Corporations Like Salesforce And NVIDIA Are Investing In Artificial Intelligence

CB Insights

AUGUST 31, 2017

A few key trends emerged from our analysis: for one, many of the largest deals in each AI subsector happened at the Series C or D stage, and/or represented the first time the startup saw CVC or corporate participation — suggesting that corporates and CVCs are jumping in at the mid- to late-stage point in the startup lifecycle.

California

California Capital Company Industry

Finovate Debuts: Onovative’s CoreIQ Brings Automated Marketing Technology to Banks

Fintech Labs Insights

JULY 22, 2015

CoreIQ is a marketing automation system developed by Onovative that speeds onboarding and broadens cross-selling opportunities for community banks and credit unions. Onovative sees its technology as a challenge to the Salesforces of the World, and similar platforms.

Technology

Technology Marketing San Jose Community Bank

FinovateSpring 2015 Sneak Peek: Part 8

Fintech Labs Insights

APRIL 30, 2015

Onovative’s powerfully simple marketing automation software helps financial institutions meet the challenge of cross-selling current customers. Slice’s technology provides item-level purchase data across the largest base of online consumers (two million and counting). Why it’s great. Founded: 2011.

San Jose

San Jose Las Vegas California Tucson

Community Banking Brief

There’s No Secret Sauce: Put Financial Services Customer First, and You Too Will Grow

Data Is Key Across the Sales Enablement Platform

Webinars

Trending Sources

Jumpstart Your Platform Selection and Avoid Lengthy RFP

Webinars

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

There is No Secret Sauce: Put Financial Services Customers First and You Will Grow

Modernizing the Health Plan Business Process

Accenture Debuts SynOps Automation Tool To Reallocate Human Talent

Adobe to Acquire Marketo: So What?

How The API Revolution Fuels Corporates’ SaaS Fatigue

William Mills Agency adds Lauren de Gourville, Kathryn-Amelia Simms, Amber Estes, Mallory Griffin, Haleigh Tomasek, Matthew Morris to Agency

William Mills Agency adds Lauren de Gourville, Kathryn-Amelia Simms, Amber Estes, Mallory Griffin, Haleigh Tomasek, Matthew Morris to Agency

Where Major Corporations Like Salesforce And NVIDIA Are Investing In Artificial Intelligence

Finovate Debuts: Onovative’s CoreIQ Brings Automated Marketing Technology to Banks

FinovateSpring 2015 Sneak Peek: Part 8

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