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Improve Engagement with Web Push Notifications and Sitecore Marketing Automation

Perficient

It adds end to end support for running push notification campaigns, from capturing and storing subscription details in an xDB custom contact facet to sending notifications through Sitecore’s Marketing Automation toolset. The SXA component allows content authors to select the goal using a custom experience button.

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Addressing the Need for Personalization in the Financial Services Industry

Perficient

What does your brand portray to the market? In the financial services industry, security, stability, and protection are foundational brand values from which to deliver customer experiences. From these key values, customer journeys and the experiences they deliver bring these brand values to life for the consumer.

Industry 294
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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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Financial Brand Forum 2018: 7 Takeaways in 7 Minutes

Gonzobanker

It turns out that a conference about storytelling, design, customer experiences, applied data and delivery is a nice team fit. Wall Street vet Sallie Krawcheck implored a male-centric industry to say something in the language that won’t make customers feel like outsiders or dumb. there were some great nuggets in there.

Branding 119
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Banking’s CRM Conquerors

Gonzobanker

Frontline employees are presented with an easy-to-find prioritized list of recommended offers tailored to each member. The credit union also used marketing automation to collect data and develop journeys that deliver educational marketing materials both digitally and via direct mail campaigns.

Idaho 126
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FinovateSpring 2017 Live Blog – Day 2

William Mills

We’ve worked with MX (then MoneyDesktop) in the past and these folks have ALWAYS done terrific presentations at Finovate. ALL LENDERS whether banks, credit unions or independent mortgage bankers MUST step up their customer experience and reduce costs with new technology from companies like BeSmartee. 12:38 pm MX. infocorpgroup.