Abrigo

MARCH 2, 2023

Banking technology decisions now affect future growth With the possibility of a recession, community financial institutions may consider a delay or cut in technology spending. Takeaway 2 According to Forrester data, firms pursuing technology-driven innovation grow three to four times faster than industry averages.

Technology 195

Technology Lending Community Software 195

PYMNTS

OCTOBER 6, 2020

In a wide-ranging online panel discussion with Karen Webster, five executives across payments and supply chain management offered insight into the pain points exposed by the pandemic. The push toward the digital transformation of lagging sectors such as the industrial and manufacturing verticals have accelerated.

Customer Experience 211

Customer Experience Payments Online Management 211

Perficient

JULY 21, 2023

Einstein GPT is a generative AI CRM technology that combines Salesforce proprietary AI models with generative AI technology from partners, public large language models (LLMs), and real-time data from Data Cloud. It can be used to create personalized content for customers, automate tasks, and generate predictions.

Industry 221

Industry Data Training Technology 221

Perficient

FEBRUARY 17, 2021

EDI remains an indispensable technology that has evolved gradually over the last 50 years, but many EDI products are showing their age. Now is the time for businesses to keep pace with these changes, but to do so, it is essential to understand B2B processes and technologies and how to optimize them.

Management 340

Management Customer Experience Technology Innovation 340

South State Correspondent

NOVEMBER 9, 2023

While technology has always been important in banking, it has yet to drive the essential functions of banking. With the rise of data, generative AI, personalization, instant payments, embedded banking, and traditional AI, the customer experience in banking is now often better through digital channels.

Trends 195

Trends Technology Fraud Data 195

Perficient

AUGUST 13, 2020

COVID-19 has taken businesses by surprise and impacted every single industry. However, we’ve seen that having an order management system (OMS) has given some businesses a leg up in avoiding supply chain disruption and continuing to run smoothly during this crisis. Surviving the COVID Crisis and Overcoming Supply Chain Disruptions.

Management 309

Management System Customer Experience Technology 309

South State Correspondent

MAY 9, 2022

The most significant problem with bank innovation is that bankers see or hear about a sexy piece of technology at a conference or at another bank and then acquire it. The new piece of technology ends up solving a known problem but, in the process, creates more problems, and risks, than it solves.

Technology 195

Technology Customer Experience Data Training 195

Perficient

DECEMBER 14, 2020

The COVID-19 pandemic has done a great job revealing trouble spots and gaps in many companies’ technology strategies this year. If you’ve discovered that your data strategy and technology solutions need improvement, then this podcast is for you. The value of data in ecommerce, supply chain, and order management.

Data 539

Data UX Big Data Analytics 539

Bank Innovation

APRIL 1, 2019

Phil Beck, Head of Treasury Management at Capital One, is almost a year into his job at the McLean, Virginia-based bank, where his focus has been getting commercial banking up to speed with the digital economy.

Customer Experience 186

Customer Experience Capital Virginia Management 186

Perficient

FEBRUARY 15, 2022

which highlighted increasing the focus on advisor marketing technologies and digital advertising to increase lead generation and new client acquisition, and it’s becoming clear that the old way of finding and interacting with investors is dying. It’s all about offering clients choices about the sort of experiences and services they want.

Management 340

Management Rhode Island Delaware New Jersey 340

Perficient

JUNE 24, 2020

For those not familiar with the company, Nuxeo is the developer of a content services platform that combines enterprise content management (ECM) and digital asset management (DAM) functionality. It has an incredible list of customers. The podcast is hosted by Alan Porter, Nuxeo’s director of product marketing.

Customer Experience 332

Customer Experience Maine Course Industry 332

Perficient

APRIL 2, 2021

Personalization of Customer Services. AI technologies, such as voice recognition and natural language processing (NLP), are being used to improve customer experience and to gain operational efficiencies. AI is being leveraged at call centers to process and triage customer calls to provide improved customized service.

Regulation 309

Regulation Industry Risk Management Analysis 309

PYMNTS

OCTOBER 8, 2020

As cloud technologies emerge to help financial institutions (FIs) drive digital innovation, Finastra has introduced its Fusion Payments To Go offering for small and medium-sized banks. In addition, Monese adopted Thought Machine’s cloud banking platform. Monese Adopts Thought Machine’s Cloud Banking Platform.

Innovation 301

Innovation Technology Fintech Payments 301

PYMNTS

JUNE 7, 2017

Automation is giving hospitality businesses and the restaurant industry across the country instant control over internal processes, as well as the customer’s overall experience. It’s a one-stop shop for total control, enabling you and your staff to improve the customer experience.”. It’s very convenient.

Customer Experience 101

Customer Experience Video System Branding 101

Perficient

AUGUST 3, 2023

Generative AI ingests data and understands guidelines incredibly well; therefore, businesses across industries are jumping to take advantage of all the possible ways the tool can help save them money and create elevated, uber-personalized customer experiences.

Industry 83

Industry Risk Management Customer Experience Fraud 83

Perficient

JULY 1, 2020

Even though B2B healthcare companies have generally been quick to adapt to elevate digital and technological maturity, the involvement of marketplaces in the healthcare sector exposed the need for transparency in product information such as pricing and product specs. The Product Syndication Process.

Management 322

Management How To System Guidelines 322

FICO

JUNE 27, 2022

Build Winning Customer Experiences Without Tanking Efficiency. Banking and insurance companies have a customer experience problem: despite spending hundreds of millions of dollars trying to optimize their clients’ customer experiences through digital transformation – spending that totaled more than $1.3

Customer Experience 52

Customer Experience Analytics Strategy Management 52

FICO

JULY 19, 2022

Wolf, Goat and Cabbage: The Digital Customer Experience Riddle. Disjointed digital customer experiences are causing banking and insurance customers to flee in record numbers. What does this riddle have to do with digital customer and experience and the customer journey? Tue, 07/02/2019 - 02:45.

Customer Experience 52

Customer Experience Strategy Analytics Technology 52

PYMNTS

APRIL 10, 2020

There are several complexities associated with reviewing and settling claims, given the nature of the insurance industry, which requires stringent customer authentication and documentation. That means firms must make sure that disbursements and all other customer experiences can be accessed on multiple channels — including mobile.

Mobile 198

Mobile Technology social media Customer Experience 198

Perficient

FEBRUARY 11, 2021

Artificial intelligence (AI) has quickly become one of the industry’s biggest buzzwords, and many businesses are looking to utilize this technology to provide enhanced digital experiences. It continues to be adopted across various industry and technology verticals – including product information management (PIM).

Software 508

Software System Management Analytics 508

Perficient

DECEMBER 22, 2023

This blog was co-authored by: Ashley Simmons In conversations with financial services executives, Perficient consultants consistently delve into the application and usage of artificial intelligence (AI) within the industry. A pivotal aspect of this conversation revolves around the regulatory perspective toward AI.

Risk Management 221

Risk Management Compliance Fraud Regulation 221

Perficient

MAY 28, 2020

The Utilities industry is facing enormous change along with the rest of the world due to Covid-19 and its effects on commercial and residential consumption of energy. The industry has had to learn quickly to juggle demand and workforce planning. Using Oracle Data & Analytics to Manage Business Decisions .

Analytics 340

Analytics Customer Experience Risk Management Innovation 340

Perficient

NOVEMBER 23, 2020

It is becoming the key driver behind ongoing digital strategies, and the industry pundits echo that. Financial services companies say the top two challenges facing them are acquiring new customers and creating personalized experiences. Personalizing the customer experience is no easy task.

Customer Experience 309

Customer Experience Digital Strategies Data Tools 309

South State Correspondent

APRIL 23, 2024

Banking has a similar physics problem when management juggles strategy, risk/profitability, and customer behavior. This article will discuss the challenge of managing three potentially opposing forces and look towards physics to help us solve the mystery. Here, customer behavior is known, monitored, and managed.

Risk Management 195

Risk Management Strategy Management Customer Experience 195

Perficient

FEBRUARY 3, 2021

Forrester defines Salesforce consulting partners as: “Services providers that can help Salesforce customers successfully transform their business using Salesforce technology. Key services include strategy, design, consulting, implementation, training and enablement, change management, and support.”.

Report 507

Report Training Strategy Technology 507

Perficient

SEPTEMBER 19, 2023

And our team of industry experts is excited to connect, collaborate, and address the most pressing business needs of national and regional carriers. By exploring the cutting edge of technology, combined with deep business insights, we’re poised to deliver breakthrough results and keep Perficient and our clients at the forefront of innovation.

Conference 221

Conference Strategy Innovation Industry 221

Perficient

JUNE 23, 2020

In the B2B industry, complicated products and a large catalog can make providing a quote a lengthy process, often generating inaccurate product configurations and quotes. For manufacturers with complex customizable products with extensive variables, the rules of configuration for those products can be difficult to manage. What is CPQ?

Customer Experience 322

Customer Experience Resources System Management 322

FICO

SEPTEMBER 28, 2020

I’ll be participating in an excellent panel, “ Balancing Fraud Prevention & the Customer Experience ,” at the first virtual edition of CBA LIVE , the must-attend annual event for the retail banking industry. If that technology description sounds daunting, don’t be put off. Learn from Fraud-Fighting Superstars.

Customer Experience 59

Customer Experience Fraud Strategy Compliance 59

CFPB Monitor

AUGUST 1, 2022

On July 18, the Federal Housing Finance Agency (“FHFA”) announced the launch of a new Office of Financial Technology with the goal of advancing effective risk management as it evaluates fintech developments in the housing finance space. It also solicits feedback on how to maximize stakeholder engagement.

Financial Technology 78

Financial Technology Technology Fintech Compliance 78

FICO

JUNE 16, 2023

In case you didn’t get a chance to attend this year, here’s a recap of the top customer management experience themes and presentations. This means re-thinking legacy systems and breaking down silos that separate data and lines of business, in order to provide truly connected customer experiences.

Trends 52

Trends Management Customer Experience Resources 52

Abrigo

OCTOBER 20, 2020

Plan for new technology and innovations. The banking industry has faced many challenges in 2020, from transitioning to CECL, managing Paycheck Protection Program loans, and navigating an unprecedented economic recession. More than 500 banking professionals across the country gathered for a two-day 2020 ThinkBIG: Manage Risk.

Management 195

Management Lending Community Strategy 195

Perficient

AUGUST 28, 2020

It has been written in Utility industry publications that there is an enormous opportunity to marry Operational Technology and key Finance systems and use emerging technologies such as predictive analytics to build Data that Utility executives can strategically model with and plan to ensure the best and most efficient customer experience.

Analytics 340

Analytics Company Data Comparison 340

Accenture

JULY 8, 2019

As personal banking experiences continue to drive up the expectations of small- and medium-sized (SME) banking customers, many questions are arising for banks in this marketplace. Make the wrong calls, and your RMs may be hamstrung by inappropriate technology—undermining your position in the marketplace.

Tools 150

Tools Management Customer Experience Technology 150

Perficient

JANUARY 4, 2024

The continual evolution of these technologies has empowered businesses to leverage advanced algorithms, predictive modeling, and generative capabilities, driving unprecedented innovation and efficiency. Navigating this landscape is made significantly more manageable with the assistance of a specialized consulting partner well-versed in AI.

America 309

America Data Customer Experience Report 309

Perficient

JULY 15, 2020

Marry in people, process and technology and you have Producers and Consumers with a great value add. This Digital Transformation approach will help enterprises looking to re-platform, helping various Line of Businesses embark on the journey for Self Service Analytics, Modern fully managed Data Platform services etc. Best Practices.

Data 497

Data Customer Experience Analytics Industry 497

PYMNTS

DECEMBER 23, 2020

In today’s top news, President Trump called for more money in stimulus checks, and Goldman Sachs is testing a wealth management app for the masses. Goldman Testing Wealth Management App For The Masses. Goldman Sachs bank has reportedly begun internal testing of a wealth management app for the masses, called Marcus Invest.

Management 150

Management Payments Apple Tools 150

Perficient

SEPTEMBER 21, 2023

The ability for intelligence automation tools to be able to quickly and accurately grab the most relevant and accurate information regarding a customer’s inquiry, sales deal, or more is based on many data-readiness factors. Data-readiness factors may include: Data cleanliness – Do we have a unified view of our customers?

Data 491

Data Tools Customer Experience Security 491