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Addressing the Need for Personalization in the Financial Services Industry

Perficient

With an increasing comfort with digital technology within financial services, firms must challenge traditional operating models and leverage digital tools to create an authentic relationship and earn (and retain) trust. Integrate and optimize your systems and processes, and use the right tools to enhance productivity.

Industry 294
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Legacy Healthcare CRM: Understanding Why It Needs to be Different

Perficient

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. If you do not leverage the tools it came with, it could look like a bad investment.

Marketing 332
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Data Is Key Across the Sales Enablement Platform

Perficient

My previous blog analyzed how technology and the right team can improve your sales enablement program. In addition to the technology and having the right teams involved, data – where and how it is sourced, stored, stewarded, refreshed, and enriched – is critical. Part of it is technology, and part of it is data. Data Analysis.

Data 322
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Accenture Debuts SynOps Automation Tool To Reallocate Human Talent

PYMNTS

Corporate consulting company Accenture is debuting its SynOps enterprise automation technology five years in the making, a tool that reports said could accelerate some organizations’ shift away from human capital or re-allocate human talent to more strategic roles.

Tools 115
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Hip On HIPAA: Pushing Back to Use Patient Data

Perficient

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
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Modernizing the Health Plan Business Process

Perficient

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
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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