Perficient

MARCH 1, 2021

My hope is that we can eventually agree on three points around marketing and HIPAA-compliance: Your marketing calendar is not the best data source to tell us the right time to communicate to individual consumers about their health. We know not to email patient data with Gmail or download it onto our own laptop.

Marketing 508

Marketing Training Data US 508

Perficient

DECEMBER 2, 2020

Inclusion in this report highlights Perficient’s expertise in implementing and integrating marketing technology. Perficient has capabilities across content management, digital asset management, customer experience orchestration, marketing automation, email marketing, data solutions, and analytics.

Technology 322

Technology Marketing Houston Marketing Automation 322

Perficient

JULY 21, 2023

Salesforce Data Cloud is a real-time, unified data platform that helps businesses connect, harmonize, and engage with their customers. Data Cloud is powered by artificial intelligence (AI) and machine learning (ML), which help companies to automate tasks, improve decision-making, and drive revenue growth.

Industry 221

Industry Data Training Technology 221

Perficient

JUNE 15, 2020

Creating reports to showcase the ROI of your marketing automation platform is imperative, yet many people struggle to report accurately. Out-of-the-box’ reporting in Marketo can be really useful if configured properly, but many people are unsure how to take the standard Marketo reports and customize them to get meaningful data.

Report 322

Report Marketing Automation Groups Data 322

Perficient

NOVEMBER 2, 2020

Before you send any email or build up an automation regarding the same, you need to have some chunks of content so that you use this to create an efficient and attractive email for targeting the right audiences. It lets you upload images and other required data you need from your system to the Salesforce Marketing Cloud environment.

Marketing 482

Marketing Groups Tools Data 482

Perficient

OCTOBER 20, 2020

With Acquia Engage 2020 underway, the morning started with some exciting news about Acquia Drupal Cloud , but there are some big new things coming to the Acquia Marketing Cloud as well. The Acquia Marketing Cloud is the suite of tools that enable extended marketing functionality like personalization and marketing automation.

Marketing 294

Marketing Analytics Analysis Marketing Automation 294

Perficient

JULY 12, 2022

Fueled by consumers’ willingness to share their data in return for timely and relevant experiences, personalization requires continually learning about the customer and applying this knowledge into the relationship and creating authentic, individualized experiences. Elements of Delivering a Personalized Experience.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

Independent Banker

FEBRUARY 28, 2023

Illustration by The Laundry Room/Stocksy Customer data fuels efficient and effective marketing these days. Community banks own an enviable amount of data, but not all are leveraging it to its fullest extent. By Mindy Charski People share important data about themselves with their community bank in myriad ways.

Community Bank 129

Community Bank Community Marketing Data 129

Perficient

FEBRUARY 22, 2023

AI is increasingly being used to automate a variety of tasks in financial services institutions, including customer service, fraud detection, and loan applications. Banks are using AI to analyze large amounts of data, make predictions, and automate complex processes.

Trends 474

Trends North Carolina Customer Experience Charlotte 474

Perficient

DECEMBER 8, 2020

Ongoing uploads of encounter data allowed for a much more precise way of tracking results. To be clear, today’s Enterprise CRM platforms have extremely robust marketing capabilities with highly evolved targeting and tracking tools. They offer state-of-the-art marketing automation and online performance metrics.

Marketing 332

Marketing Tools Marketing Automation Management 332

PYMNTS

DECEMBER 16, 2016

The National Center for the Middle Market must have a definition of what the term is so that they can do data analytics and sample and survey these firms. Visa prefers to define mid-market as a set of needs and a set of customer behaviors, he said. And both the needs and behaviors change as firms grow, he said.

Marketing Automation 100

Marketing Automation Marketing Cards Payments 100

Perficient

JANUARY 26, 2022

“As always, we will stay focused on our long-term strategy and continue to execute on our enterprise priorities, delivering more value for customers across our distribution channels, leveraging our data, analytics and AI capabilities to elevate the customer experience, transforming the way we work to achieve better, faster outcomes,” said TD Bank Group (..)

Customer Experience 484

Customer Experience Strategy Digital Strategies Analytics 484

Perficient

MARCH 3, 2021

In the previous blog we discussed the basics of Email Studio in the Salesforce Marketing Cloud. data extensions. Interactions in Email studio contain the communications and data processes that is used to build and support your relationship with customers. The actions that can be performed under Activity : Data extraction.

Marketing 322

Marketing Data Groups System 322

Perficient

JUNE 29, 2020

A more complicated example is the use of personalization with custom object data. If your team uses Marketo Custom Objects the only way to present that data to your users is via Velocity Script Tokens. It might feel like using a lead token, but with custom objects the data can be looped through or only presented in certain cases.

Montana 348

Montana Examples Data Marketing 348

Gonzobanker

SEPTEMBER 21, 2018

As banks and credit unions pour gasoline on their direct outreach, Adobe’s announced acquisition of Marketo shows us just how hot digital marketing automation is right now. For those not in the know, Marketo is a system vendor that automates lead management including email, mobile, social, digital ads, web management and analytics.

Marketing Automation 110

Marketing Automation San Francisco Conference Marketing 110

Perficient

JULY 19, 2023

AI algorithms can analyze vast amounts of data, including historical claims, customer profiles, and external factors, to assess risk more accurately. The mix of different types of new data sources and AI will be a powerful combination that today is in its infancy.

Regional 221

Regional Customer Experience Strategy Policies 221

Perficient

DECEMBER 7, 2020

Health plan organizations must conquer mountains of data, increasing regulations, and escalating consumer expectations. Here are some examples of use cases that can be solved by using Salesforce Industries: Automate screener process and census capture, and store data on employer’s account. Step 4: Get Others On Board.

Groups 294

Groups Comparison Industry Tools 294

Perficient

AUGUST 21, 2020

Master Data Management Platforms. Artificial Intelligence for Chatbot, Machine Learning, NLP, and Image Recognition platforms. Commerce platforms. Event Management. Social Networks. We also have many other platform types in the works, including. Product Information Management Systems. Contact Center Technology.

System 332

System Meeting Management Analysis 332

Perficient

JANUARY 26, 2022

“As always, we will stay focused on our long-term strategy and continue to execute on our enterprise priorities, delivering more value for customers across our distribution channels, leveraging our data, analytics and AI capabilities to elevate the customer experience, transforming the way we work to achieve better, faster outcomes,” said TD Bank Group (..)

Customer Experience 221

Customer Experience Strategy Digital Strategies Analytics 221

PYMNTS

FEBRUARY 22, 2018

Last year, data from Harmon.ie Software developers saw a huge year in 2017 in terms of initial public offerings (IPOs), with data from Reuters finding more than a dozen B2B software companies going public last year. The report also highlighted potential security risks and wasted spending.

Tools 135

Tools Software Data Analysis 135

PYMNTS

JANUARY 30, 2019

So far, about 100 Accenture clients have deployed the solution for procurement, while 20 are testing the tool to automate finance. A handful of clients have deployed SynOps for marketing automation, Bloomberg reports said.

Tools 115

Tools Marketing Automation Training Operations 115

The Paypers

JULY 28, 2023

Marketing platform Klaviyo has gained access to Mollie ’s set of APIs and transaction and order data to allow its customers to personalise and automate communications with consumers.

Marketing Automation 36

Marketing Automation Marketing Data 36

PYMNTS

MARCH 2, 2017

While Pilgrim has been running on Foursquare City Guide and Swarm for quite some time (the technology which sends users push notifications when at a new restaurant or recommendations when in a new city), it is now being offered to marketers and developers who want to use it in their own apps.

Software 100

Software Marketing Automation Study Marketing 100

Abrigo

DECEMBER 31, 2015

They are spending money on creating content that showcases the firm’s expertise and on marketing automation and data to guide the most effective efforts. For that reason, she expects marketing technology will continue to explode as more firms adopt it.

Strategy 150

Strategy Marketing Survey Marketing Automation 150

Gonzobanker

MAY 14, 2018

It turns out that a conference about storytelling, design, customer experiences, applied data and delivery is a nice team fit. MX was talking up very specific data cleansing capabilities and its focus through partnerships like Q2 and First Data. Buzzword converter/muffler devices are nice-to-haves, though.).

Branding 125

Branding Industry Apple Marketing 125

Gonzobanker

JUNE 26, 2019

One of a handful of organizations to start with implementation in the contact center, Elevations worked diligently through data and integration challenges with some third-party services and even more internal development. In a session that was sadly limited to 20 minutes, DuPré shared what Elevations did right and where it missed the mark.

Idaho 138

Idaho Michigan System Lending 138

PYMNTS

MAY 26, 2017

The data collected through these online communities gives brands the insights they need to make real-time decisions that serve the commerce king: the customer. PYMNTS: Can you show me some data or proof points on how the company has helped retailers? — as if they were on a social network. Please provide some client examples.

Branding 103

Branding Community Survey Data 103

Independent Banker

FEBRUARY 28, 2022

IncredibleBank’s valuable customer data. Without the proper use of the data, we know we are missing opportunities to grow our customer relationships. Getting our arms around the data is our next step, and we are looking at fintech solution providers to help us do this.”. IncredibleBank in Wausau, Wis.,

Fintech 136

Fintech Marketing Community Bank Community 136

PYMNTS

FEBRUARY 8, 2017

Marketing has become much more data-centric in recent years,” Kiran said. In mid-2016, Fishbowl launched a restaurant automation platform, said Kiran, that brought together restaurant guest location intelligence, ordering and purchase data, payment data and more to offer omnichannel marketing capabilities for restaurant chains.

Mobile 100

Mobile Google Retail Marketing Automation 100

BankNXT

JULY 11, 2017

A data-driven approach to marketing – interview with Tommy Kearns on BankNXT. John Best discusses analytics and technology with Tommy Kearns from Xtremepush.

Data 46

Data Marketing Analytics Technology 46

Gonzobanker

AUGUST 15, 2024

Through the remainder of this decade, banks that truly distinguish themselves as high performers will get serious about building digitally powered, data-driven and repeatable systems that enable them to scale to more “hyper efficient” levels. Building great systems requires design thinking, cultural change and a ton of hard work.

System 78

System Analytics Management Compliance 78

Gonzobanker

OCTOBER 13, 2020

These metrics monitor activity across a bank’s website; marketing automation, digital account and loan origination platforms; and digital banking platforms. By integrating performance and competitive customer data at the top of the house, leaders can truly drive and influence better outcomes from the digital channel.

Strategy 158

Strategy Digital Banking Digital Strategies Mobile 158

Payments Source

JANUARY 1, 2018

Whether you sell into the Marketing Department or you are marketer, check out our predictions for marketing spend in 2018, based on trends from year-over-year survey results. The first round of questions posed in our marketing survey relate to pain points, allows us to gauge where spending will take place in upcoming months.

Trends 72

Trends Customer Experience Survey Data 72

PYMNTS

MAY 17, 2017

The company currently offers email marketing automation software from companies like HubSpot and Google, along with a range of consumer experience features and shipping app integrations.

Tools 122

Tools Google Online Payments 122

Image Works Direct

OCTOBER 7, 2020

Previously Anna Fischer, our beloved Marketing Automation and Data Director tied the knot in August 2020 to her now husband, Justin. Introducing … Mrs. Anna Lecher! Despite the effects of COVID, they were still able to have a beautiful ceremony with close family and friends.

Marketing Automation 36

Marketing Automation Data Marketing 36

Gonzobanker

DECEMBER 5, 2018

Marketing: Q2Smart being a first step toward marketing automation, aligning bank products and user behavior to create audiences to more effectively target offers. Gro brings an interesting approach to leveraging cellular providers to ease data gathering during an account opening process.

Fraud 109

Fraud Austin Fintech Lending 109

FICO

JULY 9, 2021

Financial technology providers can service these organizations by extending their suite of offerings to include prescreening software solutions that provide access to the latest in data and analytics, to deliver smart and personalized campaigns aligned to customer risk.

Financial Technology 52

Financial Technology Technology Software Analytics 52