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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. Consider: Marketing automation through Salesforce Marketing Cloud extends the capabilities of the Financial Services Cloud across digital touchpoints.

Industry 294
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Recovery Has Passed Us By – We Need Hospitals to Be Resilient

Perficient

Achieving these commitments will require clinical, marketing, and operations teams partnering more closely together and in a way they never have before. Revenue recovery efforts offered a necessary but insufficient first step – we urge you not to be complacent if you’re fortunate to have managed through a first wave.

US 522
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The 7 Systems of Smarter Banks

Gonzobanker

This suite of systems can take banks from chaotic and fragmented operations to a smart, scaled future. Bank boards and executives often confuse “systems” to mean technology, but let’s clarify with broader definitions from the Cambridge Dictionary: A system is “a set of connected things that operate together” and “a way of doing things.”

System 78
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Data Is Key Across the Sales Enablement Platform

Perficient

With the growing number of data sources and feeds about client contacts, sales and transactions – and market data from the company’s internal and external sources – the data acquisition life cycle needs to continuously be streamlined, standardized, consolidated, and monitored. Client Data Hub – Sales Intelligence.

Data 322
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Introducing Salesforce Data Cloud and Einstein GPT for the Financial Services Industry

Perficient

The ability to unify disparate data sets, generate personalized content, and automate tasks will drive accelerated value from the Salesforce platform and its industry clouds. Data Cloud and Einstein GPT are two powerful tools that help businesses improve their data management, customer engagement, and operational efficiency.

Industry 221
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Zycus Ramps Up Customer Outreach In India With Salesforce

PYMNTS

Zycus said it will use Salesforce’s marketing automation solution Pardot to enhance customer engagement and acquisition in India. The company added that Salesforce’s technology enables Zycus to “blur the lines between sales, marketing, customer support, operations and even IT.”

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Chargeback Automation Is An Opportunity For Scale

PYMNTS

Businesses that hope to make 2018 a big growth year must start by asking themselves: “Which of my business operations are non-scalable?” Pallavi Kuppa-Apte, head of Sales and Marketing for the startup Chargehound , said that’s the question many of the company’s clients have been asking themselves in the past few months.

Retail 116