Perficient

DECEMBER 1, 2022

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

Taxes Customer Experience Marketing Compliance 294

PYMNTS

JULY 23, 2020

Debit and credit cards are critical, Narayan said, because they are today’s key tools of the digital commerce ecosystem. Narayan said that partly means using some of the best user experience (UX) innovation that tech players have brought to the space. Consumers actually naturally gravitate to using a tool for a unique experience.

UX 165

UX Cards Google User Experience 165

PYMNTS

MAY 8, 2020

The small business FinTech arena continues to blossom as more developers explore ways to address a market historically underserved by traditional financial institutions (FIs). The Front-End Strategy: UX. One of them is its recently-announced bunq+1 tool , which allows users to add sub-accounts to card products.

User Experience 175

User Experience UX Fintech Tools 175

PYMNTS

SEPTEMBER 23, 2020

In the journey to improve the payments experience, sometimes the best user experience (UX) is an unnoticeable one. Key to achieving this goal is data integration, yet in markets where open banking frameworks aren't as advanced as jurisdictions like the U.K., A Better Payments Experience.

Fintech 315

Fintech UX Cards Payments 315

Perficient

DECEMBER 19, 2023

These IDC MarketScapes highlight leading global providers of experience build (XB) and experience design (XD) services, offering a framework for organizations to compare vendors based on their product and service offerings, capabilities, strategies, and current/future market success factors. What Does This Inclusion Mean for Perficient?

Report 251

Report Customer Experience Innovation Strategy 251

PYMNTS

FEBRUARY 20, 2020

Lucaciu is the chief technology officer of Adore Me , an eCommerce and brick-and-mortar retailer that has adjusted to disruptive changes in its market, including the bankruptcy of the parent company of Victoria’s Secret. Using Angular improves the user experience – and for Lucaciu, UX is key to AdoreMe’s success.

UX 210

UX Retail Technology Mobile 210

Perficient

FEBRUARY 15, 2022

A survey by market research firm Engine of 1000 individuals who currently use a financial advisor in the United States and Canada provides some quantitative support for what we all felt in our gut: investor communication preferences have undergone a lasting transformation from the COVID-19 pandemic.

Management 340

Management Rhode Island Delaware New Jersey 340

PYMNTS

DECEMBER 8, 2017

Payment Rails is making its official step into the cross-border payments market through the launch of its application program interface (API) and payment platform, the company said Thursday (Dec. The firm’s co-founder and chief product officer, Ferhan Patel, said the tool aims to fill gaps left by companies’ own banks.

Payments 195

Payments UX User Experience blockchain 195

PYMNTS

JUNE 19, 2020

Ranchere said challenger banks’ target market of millennial consumers have simply amassed fewer assets than their baby boomer parents have, as younger customers are less likely to have investment accounts or own homes. But now, a long-due market maturation is happening — one that Ranchere believes will ultimately be good for the sector.

Digital Banking 142

Digital Banking Payments Tools Branding 142

Gonzobanker

OCTOBER 6, 2023

Vendors may roll out a new user experience (UX) in an effort to extend the life of the core, but unless this fresh makeup is accompanied by meaningful product enhancements and architectural upgrades, the effect is simply postponing an inevitable “living dead” state. Use the tools at your disposal. Legacy Tech Stacks. No New Partners.

Strategy 97

Strategy System UX Tools 97

PYMNTS

OCTOBER 24, 2018

After a (very) long wait, Photoshop in full is finally coming to the iPad, and Adobe offered a first look at its long-speculated-on virtual reality authoring tool: Project Aero , which is still in private beta. Voice is weird,” Webster said. Adobe users will, however, have some edge in designing for and with Alexa and Echo devices.

Los Angeles 108

Los Angeles User Experience Google UX 108

PYMNTS

MAY 28, 2018

While we garnered valuable insights around how consumers can benefit from financial planning tools and the opportunity for Yahoo Finance to offer a diversified suite of financial products, we’ve made the decision to begin sunsetting Tanda this week,” wrote Lambert. It had been installed around 37,000 times to date across both iOS and Android.

UX 100

UX United States Groups Tools 100

Perficient

SEPTEMBER 25, 2020

Epi’s robust personalization experiences are something I’ve longed for in the B2B space, and Insite’s unique stronghold on the B2B manufacturing and distribution market will no doubt be an asset for Episerver. B2B is not B2C, but B2B organizations still need the tools and technology to serve up customer experiences that B2B users require.

Customer Experience 262

Customer Experience US Tools Conference 262

PYMNTS

JANUARY 26, 2017

Catching the customer’s eye in the hopes of drawing them onto a retail site where they will hopefully be inspired to buy something (or at least look at an ad that will later impel them to buy something) has been a hallmark of digital marketing since the first moment there was a digital space in which to market. So what is their secret?

User Experience 100

User Experience UX Data Marketing 100

Perficient

MARCH 17, 2021

In the Innovator’s Dilemma, Clayton Christensen points out that sustaining innovations are equally important to make continuous improvement and protect existing models and market share. Finally, not all innovation needs to be disruptive, turning the tables over and reinventing entire industries.

Innovation 340

Innovation Exercises Tools Study 340

Perficient

AUGUST 30, 2022

The Agile Manifesto declares that Agile works should value individuals and interactions over processes and tools, working software over comprehensive documentation, customer collaboration over contract negotiation, and responding to change over following a plan. Defining a clear Roadmap is an imperative beginning step in an Agile project.

Meeting 294

Meeting Examples UX Case Study 294

PYMNTS

JUNE 13, 2019

In tandem with the move, Whitepages Pro is changing the name of its business to Ekata to better differentiate the global B2B application program interfaces (APIs) and Software-as-a-Service ( SaaS ) tools on offer from these now independently operating units. Data sourcing and networks are also different across operations.

UX 124

UX Fraud Regional Operations 124

PYMNTS

JUNE 4, 2020

Fortunately, driving awareness of an FI’s updated capabilities to such a customer base is often much easier than promoting the bank to a mass market. Instead, they mostly provide a pre-paid card attached to a much slicker digital user experience (UX).

Mobile 141

Mobile UX Cards Payments 141

PYMNTS

JULY 24, 2019

That agility is in evidence with the speed at which tech-focused players bring new products and services to market, said Cohen. It is often changing and is not consistent from market to market or country to country. The digital players have great UX, which engenders trust in the interaction. “You

Digital Banking 160

Digital Banking UX Online Innovation 160

Perficient

AUGUST 9, 2022

It is imperative for financial institutions to train their employees comprehensively and supply them with the necessary tools to advise and support clients ethically and transparently. A sense of trust toward an institution, like a sense of trust toward a person, is earned.

Community 275

Community Customer Experience ATM Examples 275

Perficient

MAY 21, 2021

Deepti Dhar’s Bright Paths Project: Welcome to Stock Market. Deepti graduated with a Bachelor’s degree and diploma in Business Administration with a specialization in Marketing and worked as a Relationship Banker and as a Marketing Coordinator for the banking industry. Bright Paths Project: Welcome to Stock Market.

Milwaukee 348

Milwaukee Software Course Detroit 348

Perficient

SEPTEMBER 26, 2020

It’s a question healthcare marketers ask all the time: What are the keys to a good healthcare website? Beyond the basics, there are new technologies, integrations, plug-in tools, and more. We want a formula. Tried and true best practices. Something that will boil it all down to a clear roadmap. But how much of each do you need?

How To 354

How To Meeting Leadership Groups 354

Insights on Business

FEBRUARY 27, 2019

Forrester Research, one of America’s preeminent market research organizations, has included IBM as one of the “most significant” and also as one of the “eight providers that matter most” in its 2019 evaluation of sales performance management (SPM) solutions. Enable seamless data integration and deep insights using AI and advanced analytics.

Management 79

Management Analytics UX Data 79

Fintech Labs Insights

MARCH 3, 2016

That’s the driving factor behind Innofis , a company that furnishes a suite of digital banking tools providing a beautiful user experience for both bankers and their customers. The company’s back-end management tools make it simple for any bank employee to control banking campaigns across all channels. Founded in 2012.

UX 12

UX User Experience US Tools 12

Perficient

OCTOBER 19, 2020

The end-user experience becomes much easier to keep consistent than across a myriad of touchpoint technologies.

User Experience 309

User Experience Technology Software Mobile 309

Gonzobanker

MAY 1, 2018

The cloud-first architecture and responsive design are unlike anything credit unions have available today and should provide a competitive value prop when compared to other market digital solutions. This point alone is what makes the potential of this new entrant to the digital market so intriguing! Member Impact. Final Thoughts.

System 86

System UX Data Tools 86

Perficient

FEBRUARY 25, 2021

Such tools are critical to support learning at scale so digital teams can develop the personalization and relevance customers expect. It’s also about embedding those insights into detailed personas and journey maps for sharing throughout the organization. Robust analytics platforms provide ongoing insight.

Meeting 309

Meeting Customer Experience Branding Leadership 309

Gonzobanker

FEBRUARY 23, 2022

As the battle for customer market share heats up and booming M&A activity enables better customer experiences and digital tools, this is the perfect time to explore BaaS. and risk SWAT team that understands architecture, APIs, next-gen programming, UX, and technology risk to effectively work inside this ecosystem.

Community Bank 118

Community Bank Strategy Risk Management Fintech 118

Gonzobanker

DECEMBER 19, 2022

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. banks by market value.”. Thanks for elevating the pressing need for bankers to think more like marketers. talent market.

Community 216

Community Fintech Industry Innovation 216

Perficient

SEPTEMBER 29, 2020

And how can marketing build toward it? Health systems that succeed in building “stickiness” do things like use gamification and social media tools. They deal with life-or-death situations. They’re highly regulated. And so much more. So what can healthcare learn from retail about building a “consumer-centric experience”? Stickiness.

social media 294

social media System Retail Online 294

Gonzobanker

DECEMBER 20, 2019

The company’s market capitalization, which after declining to less than $600 million in the 2009 recession, has now grown to almost $3 billion. This was a terrific combination of two education-focused cooperatives across both Southern and Northern California markets. It’s early but it’ s a great entry to the market and our industry.

Idaho 148

Idaho Conference Data Marketing 148

PYMNTS

MAY 24, 2017

designers) need the tools to build great product experiences. There’s a lot to figure out in these interfaces, and until those teams can access tools to manage those workflows and design those experiences, we’re not going to really take full advantage of the potential that voice promises. Since it’s so new, product design people (U.S.

Mobile 100

Mobile Software Tools UX 100

CB Insights

OCTOBER 10, 2017

To build a successful personal finance management tool, it’s important to understand the dynamics of user acquisition and growth. It’s even harder when your target market would rather never think about what you’re trying to sell them — retirement, for example. Use pre-launch marketing to build both trust and hype.

Tools 78

Tools Millennials US Maine 78

Fintech Labs Insights

FEBRUARY 4, 2022

But in the past 5 years, SMB financial tools have exploded. And I know as well as anyone that business owners really don’t care what financial tools they use, or even how much they cost. But we’ll move into other markets as resources become available. —–. They just want banking and financial headaches to go away.

Fintech 15

Fintech Payments UX United States 15

Social Assurance

JANUARY 11, 2021

As financial marketers finalize their 2021 marketing plans, the focus for the the new year will center on executing new organizational goals, addressing changing consumer demands and behaviors and learning and experimenting with new marketing channels and tactics in evolving their marketing strategy. Facebook Pay.

social media 15

social media Branding Trends Tools 15

Social Assurance

JANUARY 11, 2021

As financial marketers finalize their 2021 marketing plans, the focus for the the new year will center on executing new organizational goals, addressing changing consumer demands and behaviors and learning and experimenting with new marketing channels and tactics in evolving their marketing strategy. Facebook Pay.

social media 15

social media Branding Trends Tools 15

Fintech Labs Insights

JANUARY 15, 2021

Rho has positioned itself for the more sophisticated business touting its $75M in deposit insurance (via a network of FDIC-insured banks), QuickBooks integration, accounts payable tools (ala Bill.com), low-cost FX and global transfers and even access to venture debt providers. Which is a bit of a problem from a marketing UX standpoint.

Fintech 15

Fintech UX Austin FDIC 15