Perficient

DECEMBER 7, 2020

Our experts are working with health insurers to leverage front and middle office automation using Salesforce Industries (formerly Vlocity). There are numerous benefits to this cloud-based technology. Brokers may complain that there aren’t enough self-service tools. These will become the measures of your program’s success.

Groups 294

Groups Comparison Industry Tools 294

Independent Banker

FEBRUARY 28, 2023

A big reason is because those valuable insights are often siloed away in a core system that marketers can’t access. In addition, many marketers don’t have tools for capturing customer information themselves. Making the investment On top of that, he says many balk at the cost of the technologies. Prioritize data accuracy.

Community Bank 129

Community Bank Community Marketing Data 129

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 100

Marketing Automation San Francisco Conference Marketing 100

Perficient

MARCH 15, 2021

A CRM database can be the tool that (just as its name describes) helps you to manage these patient relationships. I’ve talked in the past about how CRMs for healthcare have evolved to provide a “decision-engine” that helps understand the complex health needs of individual consumers and are still evolving to adapt the changing market.

Data 493

Data Marketing Community System 493

Cisco

MAY 5, 2021

Technology-fueled disruptors continue to threaten traditional financial businesses with the rise of fintech, challenger banks, and digital-only financial services. Our technology and expertise enable financial brands to make their customer experience a competitive advantage while building on years of technology and processes investments.

Customer Experience 122

Customer Experience Branding Tools Strategy 122

PYMNTS

SEPTEMBER 7, 2016

Revel Systems , the maker of an iPad point-of-sale management tool for brick-and-mortar retailers, food businesses and other industries, announced on Tuesday (Sept. 6) it is partnering with Punchh , a provider of mobile engagement, CRM and marketing automation technologies for restaurant chains.

System 100

System Customer Experience Marketing Automation Mobile 100

PYMNTS

FEBRUARY 22, 2018

Without a doubt, small businesses (SMBs) have more choice than ever before when adopting new technologies, and many of those new tools, from accounting to customer relationship management (CRM), are streaming in as Software-as-a-Service (SaaS). First off is simply choosing the right tool.”.

Tools 135

Tools Software Data Analysis 135

FICO

JULY 9, 2021

For many of these smaller players a partnership approach can be beneficial by leveraging resources and solutions made available through a technology partner. In general, the latest software solutions are expensive and in many cases beyond the reach of organizations of this size, which is where a technology partner can help.

Regional 52

Regional Software Analytics Resources 52

William Mills

NOVEMBER 1, 2016

Our agency is no stranger to technology, its evolution and its expanding impact on all of our lives. We live and breathe it each day through our clients, who have partnered with us (in most cases) for one reason: to help tell their technology story to the right people. But what about technology spending for your CMO?

Technology 40

Technology US Customer Experience Marketing 40

Gonzobanker

AUGUST 15, 2024

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

System Analytics Management Compliance 78

William Mills

JANUARY 18, 2018

By positioning your company as a thought leader through insightful articles on industry trends and new technologies, you become a trusted advisor. This is where utilizing marketing automation software can make the biggest impact on your lead generation program. Educate Your Marketplace.

eBook 41

eBook Marketing Automation Marketing social media 41

Fintech Labs Insights

JULY 22, 2015

CoreIQ is a marketing automation system developed by Onovative that speeds onboarding and broadens cross-selling opportunities for community banks and credit unions. Onovative sees its technology as a challenge to the Salesforces of the World, and similar platforms. Raised $400,000 in capital. How it Works.

Technology 12

Technology Marketing San Jose Community Bank 12

FICO

OCTOBER 24, 2018

This speed to deploy new strategies and predictive models helps insurers respond rapidly to internal or external policy changes and expedites time-to-market. Your rules platform should be cloud-ready, if not already deployed in the cloud, to help you rapidly operationalize your investments in data, analytics and optimization tools.

Industry 40

Industry Analytics Strategy Policies 40

William Mills

APRIL 27, 2017

With the Fannie Mae and Freddie Mac still in recovery there has not been great investment in mortgage technology. These folks are may be one of the companies that bring 21st Century technology to the industry. They invested in new technology and are promoting the heck out of it. 12:28 pm Infocorp. Ana, CEO is speaking. “20

San Francisco 68

San Francisco social media San Jose Customer Experience 68

Gonzobanker

JUNE 26, 2019

The credit union also used marketing automation to collect data and develop journeys that deliver educational marketing materials both digitally and via direct mail campaigns. Reaching the Promise Land. CRM systems are still a relatively new phenomena in banking.

Idaho 119

Idaho Michigan System Lending 119

CB Insights

AUGUST 31, 2017

The corporate and CVC investors that participated in the round don’t come from the auto industry; rather, all three — Baidu Capital, Lenovo Ventures Group, and Tencent Holdings — are investment arms of well-known Chinese technology giants. Corporate Investors in the Round: Capital One Growth Ventures, Citi Ventures, Dell Technologies.

California 61

California Capital Company Industry 61

Independent Banker

FEBRUARY 28, 2022

Our technology, combined with the training that we provide, will result in a best-in-class solution. It offers digital appointment scheduling; lobby, management and contact center functions; as well as solutions like Reserve with Google and in person, phone and video appointments, says Romeo Iula, co-founder and chief technology officer.

Fintech 136

Fintech Marketing Community Bank Community 136

PYMNTS

JUNE 16, 2020

As a next step in the direction of a digital-first, omnichannel experience, David’s Bridal is teaming with mobile wallet marketing automation platform Popwallet. We are always looking for new and innovative tools to connect with her and we will not stop looking for new ways to surprise her, to delight her, and to serve her.”.

Mobile 169

Mobile Marketing Marketing Automation Customer Experience 169

CB Insights

APRIL 24, 2018

Retailers are leveraging technology, such as artificial intelligence and augmented reality, to enhance operational visibility and personalize their customer service, a new necessity in fast-changing and demanding consumer market. However, this isn’t the whole story. The new big-box store. Ikea as a model.

Retail 59

Retail Trends Technology Branding 59

Fintech Labs Insights

APRIL 30, 2015

Onovative’s powerfully simple marketing automation software helps financial institutions meet the challenge of cross-selling current customers. Slice’s technology provides item-level purchase data across the largest base of online consumers (two million and counting). Why it’s great. Founded: 2011.

San Jose 12

San Jose Las Vegas California Tucson 12

Fintech Labs Insights

DECEMBER 4, 2015

Onovative : The financial services marketing automation provider brought in $1 million. Small business lending technology. Marketing automation & analytics for financial institutions. Automated trading tools. Tags: Consumer, trading, investing, stock market. million, all equity.

New York City 12

New York City Company Fintech Louisville 12

Fintech Labs Insights

JUNE 15, 2016

Market intelligence is the tool for this kind of “know your customer,” but for many small and medium-sized banks the challenge of turning raw customer data into actionable market intelligence has been both pricey and technically prohibitive. At FinovateSpring, Race Data demonstrated its Relationship Accelerator.

Community Bank 12

Community Bank Data Community Marketing 12

FICO

OCTOBER 23, 2019

This highlights an opportunity that exists for credit unions and smaller lenders in the market to use technology to level the playing field. We completed surveys on this topic at FICO and the responses zero in on factors such as poor digital banking offerings, less personalized offers and smaller networks of branches and ATMs.

Customer Experience 40

Customer Experience Case Study Analytics Marketing 40

FICO

OCTOBER 23, 2019

This highlights an opportunity that exists for credit unions and smaller lenders in the market to use technology to level the playing field. We completed surveys on this topic at FICO and the responses zero in on factors such as poor digital banking offerings, less personalized offers and smaller networks of branches and ATMs.

Customer Experience 40

Customer Experience Case Study Analytics Marketing 40

FICO

OCTOBER 23, 2019

This highlights an opportunity that exists for credit unions and smaller lenders in the market to use technology to level the playing field. We completed surveys on this topic at FICO and the responses zero in on factors such as poor digital banking offerings, less personalized offers and smaller networks of branches and ATMs.

Customer Experience 40

Customer Experience Case Study Analytics Marketing 40