Capital Management Marketing Automation 
PYMNTS
DECEMBER 16, 2016
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. These are factors that bring basic benefits and an ROI to mid-market firms as well. Maybe not a hard concept, but not so easy.
Perficient
JULY 12, 2022
Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. Consider: Marketing automation through Salesforce Marketing Cloud extends the capabilities of the Financial Services Cloud across digital touchpoints.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Perficient
JULY 21, 2023
The ability to unify disparate data sets, generate personalized content, and automate tasks will drive accelerated value from the Salesforce platform and its industry clouds. Data Cloud and Einstein GPT are two powerful tools that help businesses improve their data management, customer engagement, and operational efficiency.
Independent Banker
FEBRUARY 28, 2023
In addition, many marketers don’t have tools for capturing customer information themselves. They may not have customer relationship management (CRM) software, which can store customer data and handle tasks like segmenting customers and tracking leads. There could be other factors at play beyond the technical. Prioritize data accuracy.
Cisco
MAY 5, 2021
Earlier this year Cisco completed its acquisition of imimobile, adding an enterprise-grade, digital-first client interaction management platform to Cisco’s industry-leading collaboration and contact center solution portfolio. You already have a CRM, a Marketing Automation platform, or Call Center software.
CB Insights
AUGUST 31, 2017
The trend is poised to reach an all-time high in 2017: in the first half of this year, the venture capital arms of corporations participated in $1.8B Corporate Investors in the Round: Baidu Capital, Lenovo Ventures Group, Tencent Holdings. Corporate Investors in the Round: Intel Capital, Microsoft Ventures, Tencent Holdings.
Fintech Labs Insights
APRIL 30, 2015
Finaeos automates the back-office and capital raise compliance. Money Amigo makes managing money fast, fair, and friendly. Onovative’s powerfully simple marketing automation software helps financial institutions meet the challenge of cross-selling current customers. See you in San Jose! Why it’s great.
Expert insights. Personalized for you.
100 
Let's personalize your content