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

Perficient

JULY 12, 2022

What does your brand portray to the market? In the financial services industry, security, stability, and protection are foundational brand values from which to deliver customer experiences. From these key values, customer journeys and the experiences they deliver bring these brand values to life for the consumer.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

PYMNTS

JUNE 22, 2016

With so much data available, is your organization harnessing it in the most efficient way in order to truly reap all the benefits of big data including driving innovation and improving the customer experience? Digital Discussion Presenters: Joe DeCosmo. CEO, Market Platform Dynamics. Digital Discussion Host: .

Customer Experience 104

Customer Experience Chicago Analytics Big Data 104

Perficient

NOVEMBER 30, 2020

There is no doubt that the role of the Chief Marketing Officer (CMO) has changed significantly in the past decade. However, these somewhat intangible metrics have given way to hardcore month-over-month and year-over-year growth metric expectations, leaving some CMOs without the right people, processes, or technologies to deliver.

Branding 378

Branding UX Customer Experience Marketing 378

Perficient

APRIL 14, 2022

The connection between technology and consumers in the insurance industry has never been more relevant. Although the insurance industry was already facing rising competition and customer expectations, the global pandemic forced our industry to take legacy processes and technologies, and transition to “digital” seemingly overnight. .

Strategy 332

Strategy Tools Industry Customer Experience 332

Gonzobanker

JANUARY 4, 2024

In 2024, Smarter Banks will go on offense and differentiate with the customer experience. When it comes to client experience in banking, the last three years have been a long, reactionary grind of responding to COVID, a white-hot labor market driving up turnover, and rapidly shifting competitive dynamics.

Customer Experience 120

Customer Experience Community Knowledge Base Tools 120

Perficient

JULY 15, 2020

Marry in people, process and technology and you have Producers and Consumers with a great value add. The explosion of data and advances in digital technologies has completely disrupted our industry as service / solution providers. We at Perficient leverage Customer Experience Mapping the most. Best Practices.

Data 497

Data Customer Experience Analytics Industry 497

Perficient

AUGUST 6, 2020

As you navigate the current landscape, providing a personalized and superior customer experience is more important than ever before. Successful leaders recognize that communicating with customers effectively can be the difference between standing out or losing a customer to a competitor – especially now.

US 309

US Customer Experience Strategy National 309

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

South State Correspondent

DECEMBER 8, 2023

This conference is crucial because it provides insight into small business banking and has a good mix of essential banking-focused topics with a heavy emphasis on the customer experience. We sat through almost every presentation and took pages of notes.

Conference 195

Conference Retail Community Bank Technology 195

PYMNTS

MARCH 26, 2019

Innovators are seeing the potential to shape the way consumers place their orders at quick-service restaurants (QSRs) through digital technology. The Voice AI Market. Xiao noted the company is excited about where the drive-thru market is headed in general.

Technology 121

Technology Maine Study Google 121

FICO

MAY 27, 2021

Having the ability to react in advanced and more assertively to market demands will instantly change how a consumer interacts with a company. Decision platforms are completely inserted into this reality, optimizing operations, facilitating adaptation to adverse scenarios and elevating the technological capabilities of companies.

Customer Experience 52

Customer Experience Guidelines Operations Analysis 52

South State Correspondent

OCTOBER 26, 2023

Clear introduced its reusable identity from its Sora ID acquisition and presented it at the conference for the first time to financial services companies. The near-frictionless Know Your Customer (KYC) solution merits a look from banks. However, of course, it was generative AI that remained at the peak of the hype cycle.

Conference 221

Conference Las Vegas Fraud Case Study 221

PYMNTS

NOVEMBER 24, 2020

Sixty-two percent of consumers say they prefer onboarding experiences that put security first and speed second, but this does not mean that businesses and banks can sacrifice the seamless service to which their customers are accustomed. It also found that just 16 percent of U.S.

Online 272

Online Report Customer Experience Analytics 272

PYMNTS

OCTOBER 10, 2019

The cloud storage subscription market is expected to increase at a compound annual growth rate (CAGR) of 24.8 North America and Europe also have presented strong user bases, while demand has been slower for countries with less-developed internet and communication technology sectors, such as those in Latin America, the Middle East and Africa.

Marketing 116

Marketing Payments Cards cryptocurrency 116

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

Perficient

SEPTEMBER 9, 2020

Digital commerce means looking at your business holistically to determine what you should change and address to benefit your customers. For B2B organizations, this means rethinking the way you buy, sell, market, and service your products and examining your go-to-market channels. Do you really know and understand your customers?

Resources 340

Resources System Marketing Strategies Strategy 340

South State Correspondent

MAY 13, 2024

With 142 presentations and panels, the content was tailored to the needs of every bank interested in payments. The major themes of fraud, artificial intelligence (AI), expansion of instant payments, open banking, and regulation were particularly relevant to your roles as executives, risk managers, compliance officers, and technology leaders.

Conference 195

Conference Payments Fraud Data 195

Perficient

MAY 21, 2021

As each student presented, the chat was full of encouraging comments and questions and the genuine interest and passion among these ladies were easy to see. . BONUS: Perficient’s Women in Tech ERG Shares Career Growth Experiences with Bright Paths Students. Perficient Proudly Presents the Bright Paths Student Demos.

Milwaukee 348

Milwaukee Software Course Detroit 348

Perficient

NOVEMBER 17, 2020

At the same time, Covid-19 presents opportunities for business leaders in the banking industry and beyond to develop strategies and branding that will define their future, as distinct market forces and customer behaviors will certainly emerge in the “new normal.”

Mobile 294

Mobile Online Conference Customer Experience 294

Perficient

JULY 20, 2023

In today’s business environment, physical checks present several challenges that hinder operational efficiency, including time-consuming processing, high costs, and susceptibility to errors or fraud. With accessible and affordable B2B payment technology, this need not be the case. billion payments (27.23

Strategy 221

Strategy Payments Fraud United States 221

South State Correspondent

APRIL 23, 2024

The Three-Body Problem in Banking If you have two forces, such as profit maximization and customer experience, you can optimize the solution to any point a bank desires. Sometimes, strategies around efficiency cause the combination of growth, risk management, and the customer experience to become unstable.

Risk Management 195

Risk Management Strategy Management Customer Experience 195

Perficient

OCTOBER 19, 2020

There is a tremendous opportunity for a unified and consistent experience across almost all user devices with the various advantages and mature technology PWAs utilize. The end-user experience becomes much easier to keep consistent than across a myriad of touchpoint technologies. The Advantages of PWAs.

User Experience 309

User Experience Technology Software Mobile 309

South State Correspondent

MARCH 7, 2023

In this article, we present the highlights from that presentation. Turbo projects start with saving employee resources, primarily time, to become more productive while providing a better customer experience. This is often the reaction to any new technology. Technology is neither good nor evil; it just exists.

Training 195

Training Video Tools US 195

Gonzobanker

FEBRUARY 8, 2022

Rather, the difference could be seen in just how significantly technology disruption has slammed its way into bankers’ discussions regarding shareholder value. At the same time, Michaud shared compelling data concerning just how big players like PayPal and Square have become relative to the market caps of traditional banks.

Fintech 166

Fintech Customer Experience Conference Technology 166

Perficient

NOVEMBER 21, 2023

I often engage with account developers and clients to address their requirements in transitioning legacy processes and technology to meet the expectations of a digital operating environment. Beyond this, my days typically revolve around three major aspects: Strategy.

Industry 221

Industry Conference Meeting Maine 221

Insights on Business

FEBRUARY 7, 2019

Now, advances in technology are finally enabling them to plan for the retirement that they want by automating a critical part of financial planning: wealth decumulation. Robo-advisors have already unlocked billions in value in the wealth accumulation market, serving millennial users who were similarly left out in the cold. and beyond.

Technology 102

Technology Study Security Management 102

South State Correspondent

OCTOBER 28, 2022

Gartner focused on technology infrastructure, while Money 20/20 was around fintech and payments. Small Idea – It’s Our Kid’s Technology. It was a sobering thought to realize that we are all really building most of this technology for our kids. Complicated technology sucks, but mortality sucks more. Big Idea – Trends.

Conference 195

Conference Technology Las Vegas Trends 195

PYMNTS

JANUARY 7, 2019

7) that the two are partnering up to enable a connected store experience leveraging Microsoft’s Azure cloud and Kroger technology. With the RaaS product, Kroger will offer a suite of capabilities for merchandising plans, collect customer feedback, boost employee productivity, improve inventory and allow for personalization.

Ohio 148

Ohio Customer Experience Retail Washington 148

Celent Banking

APRIL 28, 2017

My focus isn’t on individual companies, but rather the broad themes that I picked up from 59 presenters over the course of two days. There were few gee-whiz, wildly futuristic presentations. Presenters automated processes, improved learning, and took the drudgery and time out of many manual tasks. Customer Experience.

San Jose 125

San Jose Customer Experience Technology Analytics 125

Chris Skinner

JUNE 2, 2017

Things have moved at a pace and ferreting around the internet this morning, I found this fascinating presentation by Matthew Brennan (you can get a PDF by emailing info@chinachannel.co). WECHAT MARKETING IS DEAD THESE ARE JUST SOME OF THE SILLY THINGS WE CAN EXPECT MEDIA TO START SAYING ABOUT WECHAT IN THE NEXT 12 MONTHS.

User Experience 259

User Experience Conference Mobile Customer Experience 259

PYMNTS

APRIL 20, 2018

Restaurant customers placed more orders digitally and ate more meals away from restaurants in 2017 than in any other year on record, and projections say those figures will continue to grow in the months and years to come. That’s really what drove us down the path of creating an IHOP mobile app and investing in other technology.”.

Mobile 113

Mobile Technology Google America 113

PYMNTS

JUNE 20, 2019

LISNR sells pay-by-sound technology that requires no point-of-sale (POS) upgrades, which can help merchants better replicate seamless eCommerce experiences inside brick-and-mortar stores. No special features need to be present or enabled — unlike near-field communication (NFC), which only functions on certain phones.

Payments 203

Payments Retail Innovation Technology 203

South State Correspondent

OCTOBER 4, 2022

For example, anticipation and surprise make customers want to share social media content. A combination of surprise and sadness or anticipation and anger makes customers defect to another bank. By evoking these emotional dyads, bank marketers and product managers can target the customer’s actions.

How To 195

How To Customer Experience Examples social media 195

Perficient

MAY 17, 2022

The inevitable end of the chip shortage will expand the pool of vehicles to choose from and lower transaction prices as the market moves toward some semblance of normal. Empathy helps lenders provide an experience where borrowers feel respected, understood, and supported. Up until now, it’s all good. Until it isn’t.

Strategy 294

Strategy Customer Experience Study Technology 294

Perficient

JANUARY 26, 2021

It’s more than just showing up, it’s being present and doing what you say you are going to do. Our expertise in all of the major marketing technologies allows us to facilitate complex integrations across applications to give customers a unified solution. I respect that people on our team are available.

Training 322

Training Community Leadership Strategy 322

Gonzobanker

APRIL 25, 2024

When Calvin DoRight founded the bank in 1948, delivering exceptional customer service was his dream. Nevertheless, the bankers felt an obligation to move into the future, so on a sunny Tuesday they gathered in the basement training room to begin implementing this powerful new technology. Fast forward to modern times, when Thomas B.

System 134

System Training Community Bank Management 134