Customer Experience Management Meeting UX 
Perficient
MAY 6, 2022
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.
Perficient
DECEMBER 1, 2022
But financial advisors that work for larger wealth managers and are looking to be more targeted and personalized with client outreach are often burdened by the hoops put in place by corporate infrastructures that they must jump through in order to get new marketing content made or sales campaigns underway.
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PYMNTS
APRIL 17, 2020
For those firms that have been able to stay open amid the pandemic, he said, “staff are extremely precious” and are essential to giving consumers the best possible on-site experience. The ideal customer journey is frictionless and efficient, Redwood noted.
Perficient
DECEMBER 17, 2020
Your site experience must be set up in a way that meets and exceeds your customers’ shopping experience expectations and is conducive to driving conversions. The workflows and navigational paths must be aligned with how your customers want to shop, not how you think they should shop. Voice of the Customer (VOC).
Perficient
JANUARY 21, 2021
This approach enables your team to produce designs with no surprises and meet deadlines accordingly. Implementing strategies like these keep stakeholders and team members aligned on decisions for the project design, relieve pressure, maintain timeliness, and enable the client to improve the end-user experience overall.
PYMNTS
FEBRUARY 20, 2020
Using Angular improves the user experience – and for Lucaciu, UX is key to AdoreMe’s success. On the front end, he noted, Angular enables the ability to run several UX experiments and roll out different features to different segments. “It Instead of using Excel sheets from the U.S.
FICO
MARCH 1, 2022
Financial institutions should view this digital transformation surge as an opportunity to embrace intelligent technology that helps enable exceptional customer experiences and valuable outcomes. Financial institutions have access to a lot of data – from customers themselves, third-party organizations, meta data, and many other sources.
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