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Empowering Your Financial Advisors With Salesforce

Perficient

Through Salesforce, of course! All of this contributes to higher ROI and elevated customer experiences, which work in tandem to boost brand reputation and loyalty. Here is an example scenario in which a financial advisor equipped with Salesforce was able to better target a client while maintaining regulatory compliance.

Taxes 294
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Bright Paths Students Demonstrate New Skills with Incredible Variety of Apps

Perficient

While she completed the prep course in Python coding from Bright Paths, she was never exposed to computers apart from emails. This FinTech app allows users to invest in a portfolio in their favorite brands or companies (DoorDash, Lululemon, Target, Costco, Amazon, etc.) She was inspired to try her hand at it and improve.

Milwaukee 348
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2020 Holiday Season: How Marketers Can Prepare and Adapt – Webinar Transcript

Perficient

Our focus is on customer experience-oriented strategy and aligning our clients’ technologies, investments, and what their business operations are that deliver a great customer experience. And how’s consumer buying behavior changing and how does that impact the need for brand trust?

Marketing 294
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The 2019 GonzoBanker Awards

Gonzobanker

Its Baldrige-winning tenacity on customer experience is legendary and consistent. Even with worries around an allegedly discriminatory algorithm, Silicon Valley UX met big bank Wall Street money in slick onboarding that has our attention. The Branding Name-Thud Award – Goes to BB&T + Suntrust becoming Truist.

Idaho 148
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How Adore Me Wants To Bring The Love Back To Lingerie

PYMNTS

Brands like Zara and H&M have completely changed the timing of the fashion cycle by putting out more clothes, more often and then pricing them down so consumers have a reason to always be buying — which was a model Adore Me could get behind. Capuono noted nearly half of Adore Me’s team is devoted to the user experience (UX) and IT.

UX 101
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We analyzed 7 of the fastest-growing personal finance apps of all time to figure out the secrets to their success — here’s what we learned

CB Insights

An explosion of new consumer finance brands is transforming how people save, spend, and manage their money. Mint was dominating the mobile financial management space, with a stronger brand and new resources from the Intuit acquisition. And it would be a constant challenge to keep them from hurting the customer experience.

Tools 78