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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. The connection between technology and consumers in financial services has never been more relevant.

Industry 294
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FinovateSpring 2017 Live Blog – Day 2

William Mills

William Mills Agency will be live blogging at FinovateSpring 2017. With the Fannie Mae and Freddie Mac still in recovery there has not been great investment in mortgage technology. These folks are may be one of the companies that bring 21st Century technology to the industry. Check back for new updates throughout the day.

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Data Is Key Across the Sales Enablement Platform

Perficient

My previous blog analyzed how technology and the right team can improve your sales enablement program. This blog explores the benefits that data can bring to your sales enablement program. It may drive marketing automation and other transformative solutions and bring marketing and sales to work together more.

Data 322
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Hip On HIPAA: The Secret Sauce to Successful Marketing Campaigns

Perficient

My previous blogs looked at the importance of understanding how legacy healthcare CRMs differ from the enterprise platforms that drive so much of the business world. These days, I spend quite a bit of time strategizing with marketing leaders to leverage these platforms for marketing automation. It’s Not About You.

Marketing 508
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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
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Legacy Healthcare CRM: Understanding Why It Needs to be Different

Perficient

My previous blog pointed out that the Legacy CRM systems that have been a mainstay in healthcare for decades are quite different from the Enterprise platforms that have become the norm. To be clear, today’s Enterprise CRM platforms have extremely robust marketing capabilities with highly evolved targeting and tracking tools.

Marketing 332
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Jumpstart Your Platform Selection and Avoid Lengthy RFP

Perficient

Elaine Hunt, a Principal Consultant at Forrest blogged about the demise of the traditional RFP: RIP, RFP – This Is Not Your 1990s Vendor Selection Process. Contact Center Technology. We also provide a structured process for vendor demonstrations, calculating the total cost of ownership, and enterprise architectures.

System 332