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Addressing the Need for Personalization in the Financial Services Industry

Perficient

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. What does your brand portray to the market? The connection between technology and consumers in financial services has never been more relevant.

Industry 294
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A Bank Automation Summit Preview: Key 2023 Banking Automation Trends

Perficient

Perficient is looking forward to bringing our unique combination of automation technical know-how along with financial services and payments industry expertise to the Banking Automation Summit in Charlotte, North Carolina on March 2-3. Next, we’re observing a continuously increased focus on customer experience.

Trends 474
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Introducing Salesforce Data Cloud and Einstein GPT for the Financial Services Industry

Perficient

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. It can be used to create personalized content for customers, automate tasks, and generate predictions. This is where Data Cloud and Einstein GPT come in.

Industry 221
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Modernizing the Health Plan Business Process

Perficient

The digital interactions happening beyond your industry shape members’ expectations. . Common Risks and Consequences for Health Plans Not Embracing Digital Transformation: Digital transformation in regulated industries, such as health insurance, can feel daunting, to say the least. Does any of this sound familiar?

Groups 294
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Passing The Middle-Market Automation Exam

PYMNTS

Visa would look at that continuum but focus on process and technology, said King. Formalized processes tend to take root, along with automation, as firms grow, he said, especially along units and activities involving finance or accounting. King asked. “In Even some of the resellers do not have the terms straight,” he said.

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Legacy Healthcare CRM: Understanding Why It Needs to be Different

Perficient

The optimal form of Customer Relationship Management in any industry is a one-to-one interaction with a person that knows you. To be clear, today’s Enterprise CRM platforms have extremely robust marketing capabilities with highly evolved targeting and tracking tools. One-to-One Relationship Management.

Marketing 332
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How Can Regional Insurance Carriers Harness the Power of AI?

Perficient

In today’s rapidly evolving technological landscape, artificial intelligence (AI) has emerged as a game-changer for various industries. One such industry that will be forced to utilize AI solutions to gain a competitive advantage is the regional insurance carrier industry.

Regional 221