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Digital transformation results in greater membership retention and revenue for The Nature Conservancy - Vimarsana News

Digital transformation results in greater membership retention and revenue for The Nature Conservancy

/PRNewswire/ -- In 2020 amid a pandemic, environmental conservation may not have been at the forefront of most people's concerns. So how did The Nature...

Training and Events; TPO, Processing, Tax Products - Vimarsana News

Training and Events; TPO, Processing, Tax Products

This isn’t a commentary. It’s a “next level experience!” How are we in the week ending the first quarter already? Here’s some news that will be greeted with glee by every independent mortgage banker in the nation, whether they do business in California or not. The California MBA and national MBA, and constituents across the state, have defeated the CRA requirement for non-depository institutions in that CA. Given that 20-25 percent of residential production comes from the Golden State, it has wide ramifications. CEO Susan Milazzo tells me that the author of S...

'Customer Intelligence' from Total Expert Helps Financial Brands Connect with Customers at Key Moments of Opportunity - Vimarsana News

'Customer Intelligence' from Total Expert Helps Financial Brands Connect with Customers at Key Moments of Opportunity

Platform combines key customer insights with industry-leading intelligent automation to deliver the perfect customer journey in modern financial services Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, today launched ‘Customer Intelligence.’ This is the first fintech platform to bring customer insights directly into

Total Expert To Help Mortgage Lenders Monitor Customers' Needs - Vimarsana News

Total Expert To Help Mortgage Lenders Monitor Customers' Needs

Total Expert's new Customer Intelligence tool can detect when borrowers are ready to buy a home or refinance a mortgage.

Source: inman.com
Treasure Data Named a Leader in First Major Evaluation of CDP Market - Vimarsana News

Treasure Data Named a Leader in First Major Evaluation of CDP Market

/PRNewswire/ -- Treasure Data, the enterprise customer data platform (CDP), today announced it has been named a Leader in the IDC MarketScape: Worldwide...