Branding Customer Experience Marketing Taxes 
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.
South State Correspondent
MAY 1, 2024
Honkook Kim and his Gentle Monster Brand is a perfect example. The Banking Innovation Playbook – Step 1: Find a Niche Kim looked at the market and knew he needed traction in at least a single segment where he could create a brand and a following for Gentle Monster. Find the gap in one segment and build success from there.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
NCR
SEPTEMBER 13, 2017
Customer experience and the relationships consumers have with their banks have never been more important. They also offer a genuine alternative to established financial institutions, which must respond by showing they are not being left behind in the customer experience stakes. trillion) in 2017.
Gonzobanker
MAY 14, 2018
Financial Brand Forum , an exponentially growing event now in its fifth year – targeted at the morphing worlds of financial marketing, sales and service – is a well-oiled machine with several coats of highly buffed wax. What could possibly go wrong? As it turns out, a LOT can go right. Digital First Now!
Perficient
JANUARY 7, 2021
I recently interviewed Gary Johnson, a delivery director at Perficient who has worked with various automotive brands. They also found that the customer experience is often just as good, if not better. What about the tax incentives and credits? He gives a big nod to electric vehicles (EVs).
PYMNTS
FEBRUARY 8, 2018
If death and taxes are sureties, insurance payments rank up there, as people insure homes and autos and apartments against any number of calamitous scenarios. In an interview with PYMNTS, Colin Zalewski, senior product marketing manager for One, Inc., In one example, One, Inc. Policyholders, he said, have a choice of insurers.
Perficient
JULY 27, 2020
Interests and affinities in different market segments. The behavior of new vs. returning customers. How are you handling sales tax in various states that you might serve through a B2C channel? Medline at Home allows them to service the B2C customers in an experience that was designed specifically for that persona type.
Expert insights. Personalized for you.
294 
Let's personalize your content