Perficient

JULY 12, 2022

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. Customers engage with companies that demonstrate authentic knowledge of their relationship.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

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 115

Tools Marketing Automation Training Operations 115

Perficient

JULY 21, 2023

Data Cloud and Einstein GPT are two powerful tools that help businesses improve their data management, customer engagement, and operational efficiency. The following are examples of how businesses can use Data Cloud and Einstein GPT to improve their operations: Unify disparate data sets. Generate personalized content.

Industry 221

Industry Data Training Technology 221

Cisco

MAY 5, 2021

Operational bottlenecks that slow down the ability to change (agile methodologies are now all the rage). You already have a CRM, a Marketing Automation platform, or Call Center software. Grow business with existing clients, and realize operational efficiencies that provide exponential multiples on your investments.

Customer Experience 117

Customer Experience Branding Tools Strategy 117

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.

California 61

California Capital Company Industry 61

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. Raised $400,000 in capital. “We bring data from all their systems and keep it behind their firewall. It’s part of the fun of being a startup.”

Technology 12

Technology Marketing San Jose Community Bank 12

Gonzobanker

DECEMBER 19, 2017

The Get Outta Dodge (and Focus) Award – Goes to Capital One for exiting a significant mortgage business to focus on cards and direct banking. New Hot Category Award : Marketing Automation. The Not Using the Marketing Automation Well Award – Goes to marketing automation providers themselves.

Conference 97

Conference Industry Community Bank Community 97