Remove Community Remove Events Remove Marketing Remove UX
article thumbnail

3 Ways Financial Institutions Can Step Up for Underserved Communities

Perficient

The financial services industry must consider its customer experience game while also grappling with a sense of distrust from many communities due to systematic barriers, maintaining utmost accessibility due to the essentiality of the business, and the lack of financial literacy across the country. Trust and Transparency. .

Community 275
article thumbnail

For Customers, UX = XOXO

Jack Henry

In the early 1990’s, the owner of the small commercial bank where I served as the Data Processing Officer decided to shake things up a bit by removing a relatively popular head of operations and replacing him with the Vice President of Marketing. Marketing ! In software circles, UX (User Experience) is the new buzzword.

UX 95
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Empowering Your Financial Advisors With Salesforce

Perficient

Across industries, so much of marketing effectively comes down to timing — appealing to the right person, at the right place, at the right time. Timing for marketing financial services and products as a financial advisor is especially crucial, as many financial needs follow the timeline of milestones in an individual’s life.

Taxes 294
article thumbnail

2020 Holiday Season: How Marketers Can Prepare and Adapt – Webinar Transcript

Perficient

In August, we surveyed 154 marketing executives to find out what they think is likely to happen this holiday season and how they’re preparing for it. I’m the Principal for the Digital Marketing Solutions Business Unit here at Perficient. What will be different this holiday season and how to adjust your strategy accordingly.

Marketing 294
article thumbnail

The 2022 GonzoBanker Awards

Gonzobanker

TD has been a player that maintained its acquired market share so we are hoping this one doesn’t get messed up like other Canadian banks that have struggled in the Southwest. Hats off to Thomas Shara at Lakeland and Tony Labozzetta of Provident for architecting the new $25 billion super-community bank in New Jersey. Bravo April!

Community 216
article thumbnail

Nearshore Software Development in Action: What Delivery Success Looks Like

Perficient

In some cases, delivery teams will also have UX or UI designers, DevOps to support infrastructure needs, and/or Scrum Masters. One of our established clients is a marketing technology company that delivers seamless data-driven marketing solutions to its customers. However, it’s a discovery process when building a team.

Software 309
article thumbnail

Who Owns Digital? Ugh, That’s the Problem for Bankers

Gonzobanker

financial institution executives surveyed for What’s Going On In Banking 2022 , 19% of community banks and 10% of credit unions had not launched a digital transformation strategy prior to this year, and another 15% had no plans to do so. Among 300 U.S. Finally, it’s vital that digital product managers are flexible and know how to pivot.