Remove Customer Experience Remove Examples Remove Marketing Automation
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A Bank Automation Summit Preview: Key 2023 Banking Automation Trends

Perficient

An example is the know your customer (KYC) process in which intelligence agents can sense an event using natural language processing (NLP), machine learning (ML), robotic process automation (RPA)/digital process automation (DPA), query data, proactively make a decision, and act without approval while continuing to learn and improve.

Trends 474
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How Can Regional Insurance Carriers Harness the Power of AI?

Perficient

By harnessing the power of AI, regional insurance carriers can streamline their operations, enhance customer experience, and make more informed decisions. Process Automation AI allows regional insurance carriers to automate various time-consuming and repetitive tasks, such as claims processing and underwriting.

Regional 221
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Introducing Salesforce Data Cloud and Einstein GPT for the Financial Services Industry

Perficient

By combining these tools, businesses can gain a deeper understanding of their customers, create more personalized experiences, and automate tasks to free up employees to focus on more strategic initiatives. For example, cloud-based security solutions protect financial security systems and detect and prevent cyber threats.

Industry 221
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Market your community bank with first-party data

Independent Banker

“When we have first-party data, we can target much more precisely and can obviously reach those individuals one-to-one,” says Andrew Catalano, chief innovation officer of digital marketing agency Austin Williams in Long Island, N.Y. Banks can also employ first-party data to build predictive models that can inform their marketing efforts.

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Cisco Financial Services welcomes imimobile

Cisco

Before 2020, traditional financial enterprises were already focusing on digital transformation initiatives—both as an effort to improve customer experiences and a need to adapt to survive. Meeting customers where they are has been a common phrase and goal that customers share with us. Futureproof your CX strategy.

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FUEL CYCLE Fuels B2C Relationships

PYMNTS

Our SaaS-based online community platform connects brands directly with their customers to drive meaningful engagement that helps businesses gather accurate, real-time insights that fuel growth and success. Please provide some client examples. PYMNTS: Can you show me some data or proof points on how the company has helped retailers?

Branding 103
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Banking’s CRM Conquerors

Gonzobanker

As a quick disclaimer, none of the examples in this article are an endorsement of any specific software; multiple CRM solutions have been implemented across various Conquerors. The contacts in this case are an example of a “center of influence” similar to how others might view real estate agents and developers. Lessons Learned.

Idaho 119