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There’s No Secret Sauce: Put Financial Services Customer First, and You Too Will Grow

Perficient

TD emphasized that this elevated focus on the customer experience has proven essential to their business strategy and that they are continuing to invest in marketing and technology to ensure their preparedness for continuous growth. “As

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There is No Secret Sauce: Put Financial Services Customers First and You Will Grow

Perficient

TD emphasized that this elevated focus on the customer experience has proven essential to their business strategy and that they are continuing to invest in marketing and technology to ensure their preparedness for continuous growth. “As

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Perficient Included in Gartner’s 2020 Marketing Technology Vendor Guide

Perficient

Selecting the right martech solutions for your needs – and finding partners to aid in strategy, implementation, integration, and managed services – is critically important to overall success. Inclusion in this report highlights Perficient’s expertise in implementing and integrating marketing technology.

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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. AI enables these carriers to automate processes, improve risk assessment, personalize customer interactions, and optimize pricing strategies.

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Zycus Ramps Up Customer Outreach In India With Salesforce

PYMNTS

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.

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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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Market your community bank with first-party data

Independent Banker

“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.