Perficient

FEBRUARY 22, 2023

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

Trends North Carolina Customer Experience Charlotte 474

PYMNTS

JUNE 21, 2018

Source-to-pay solutions provider Zycus is teaming up with CRM software firm Salesforce to enhance its own digital transformation strategy, the companies announced Wednesday (June 20). Zycus said it will use Salesforce’s marketing automation solution Pardot to enhance customer engagement and acquisition in India.

Marketing Automation 123

Marketing Automation Customer Experience Marketing Software 123

Cisco

MAY 5, 2021

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.

Customer Experience 122

Customer Experience Branding Tools Strategy 122

PYMNTS

SEPTEMBER 7, 2016

6) it is partnering with Punchh , a provider of mobile engagement, CRM and marketing automation technologies for restaurant chains. According to the company, it is partnering with Punchh because mobile engagement is becoming crucial for companies to enhance the customer experience via personalized features.

System 100

System Customer Experience Marketing Automation Mobile 100

Independent Banker

FEBRUARY 28, 2023

“The key is to understand the profiles of the best and [more challenging] customers, which can then impact who you target for solicitation,” says Stephenie Williams, vice president, financial institution marketing product and strategy at marketing solutions company Vericast in San Antonio. Prioritize data accuracy.

Community Bank 129

Community Bank Community Marketing Data 129

PYMNTS

MAY 26, 2017

The dashboard displays data in a friendly way to help brands with concept testing, brand health tracking, usability testing, price point determination, and media and content evaluation, no matter what industry they’re in (because every business has customers!). PYMNTS: What’s next? What does the future look like?

Branding 103

Branding Community Survey Data 103

Gonzobanker

JUNE 26, 2019

Two years after the revival of CRM software in banking, the trend of implementation challenges continues. 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. Lessons Learned.

Idaho 119

Idaho Michigan System Lending 119