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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. In looking at working-capital terms versus card-based payments, some of the advantages are similar, such as with extended payments.

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Addressing the Need for Personalization in the Financial Services Industry

Perficient

Successful financial services firms will capitalize on their robust sets of operational data to create actionable insights across a connected digital ecosystem and deliver integrated, seamless, tailored customer experiences. Customers engage with companies that demonstrate authentic knowledge of their relationship.

Industry 294
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Personalization without Segmentation: The Power of Velocity Scripting

Perficient

Adding a Velocity Script Token can allow your team to remove the unintended space in your greeting, and it can also properly format the capitalization of that First Name token when it does exist. Nothing shoots personalization in the foot like an obvious lack of personalization when the email greeting outputs my form input of, “Hey rYaN!”.

Montana 348
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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. .

Industry 221
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Accenture Debuts SynOps Automation Tool To Reallocate Human Talent

PYMNTS

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 115
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Market your community bank with first-party data

Independent Banker

Or, they may lack a marketing automation system, which can help banks manage their emails and send automated messages based on how recipients engage with content. Change management is a huge deal with these solutions,” says Crystal Steinbach, digital and marketing automation manager at Mills Marketing.

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Foursquare Makes Software That Leverages Location Available To Third-Party Apps

PYMNTS

While Pilgrim has been running on Foursquare City Guide and Swarm for quite some time (the technology which sends users push notifications when at a new restaurant or recommendations when in a new city), it is now being offered to marketers and developers who want to use it in their own apps.

Software 100