Remove Customer Experience Remove Industry Remove Management Remove UX
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Creating a Deposit Advance Product to Boost the Customer Experience

Perficient

According to industry research, 73% of all people point to customer experience as an important factor in their purchasing decisions. Moreover, customers in the financial services industry are increasingly interested in using their go-to firm to cover more of their needs, rather than using multiple providers.

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Introducing Intelligent Data, a podcast from Perficient

Perficient

Arvind and thought leaders will discuss the value of data within key industries and explore ways keep your business moving forward. Season one will include episodes around: Data and customer experience trends in financial services. The value of data in ecommerce, supply chain, and order management. Subscribe now!

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Sing It With Me: What’s the Mask Mandate Got To Do With Wealth Management?

Perficient

What infrastructure do you need for data / event / omni-channel management to support client/investor insight? Customer journey orchestration enables wealth management firms to engage prospects and clients at optimal points along their journeys, in real time, and through the most effective channels.

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Data – The Lifeblood of Intelligence Automation

Perficient

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?

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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. However, wealth management firms must walk a fine line between granting their advisors more marketing freedom and ensuring all marketing and outreach meet regulatory standards.

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IBM emerges strong in the Forrester Wave for Sales Performance Management 2019

Insights on Business

Forrester Research, one of America’s preeminent market research organizations, has named IBM as one of the “most significant” and also as one of the “eight providers that matter most” for 2019 in sales performance management (SPM). IBM leverages User Experience Design (UXD) for latest software release.

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

Gonzobanker

Bank executives are coming to understand that in today’s world, the customer experience (CX) is the product, although not all have made a serious commitment to address newfound competition. The bottom line is this: most banks lack the true management leadership and operating disciplines necessary to execute successfully on digital.