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.

Customer Experience 309

Customer Experience Examples Case Study Resources 309

Perficient

DECEMBER 1, 2022

However, wealth management firms must walk a fine line between granting their advisors more marketing freedom and ensuring all marketing and outreach meet regulatory standards. All of this contributes to higher ROI and elevated customer experiences, which work in tandem to boost brand reputation and loyalty.

Taxes 294

Taxes Customer Experience Marketing Compliance 294

The Financial Brand

NOVEMBER 4, 2020

Personalized and frictionless engagement, beginning with digital account opening, is key to meeting tough challenges faced by the SMB market. The post Good Digital UX Is Now Table Stakes for Small Business Banking Success appeared first on The Financial Brand.

UX 30

UX Meeting Branding Marketing 30

Perficient

JANUARY 21, 2021

Brands have an opportunity to grow that trust by creating website experiences with up-to-date visuals, content, features, and functionalities consumers need to quickly navigate and find the information they are seeking. This approach enables your team to produce designs with no surprises and meet deadlines accordingly.

User Experience 508

User Experience Strategy Meeting Branding 508

Perficient

APRIL 20, 2023

And those consumers desire digital experiences that are personalized and meaningful. In fact, Gartner shares that brands risk losing 38 percent of customers from poor personalization efforts. That’s a whole lot of consumers, all of whom come with unique expectations, needs, and data.

Marketing 294

Marketing Marketing Strategies social media Strategy 294

Perficient

AUGUST 30, 2022

In this blog, I define Agile, explain the key components of an Agile approach, and provide an example of a financial services firm leveraging an Agile methodology to create new products that contribute to elevated customer experiences. Preferred technologies (UI/UX technologies, backend technologies like Java,Net, ETL Informatica, etc.)

Meeting 294

Meeting Examples UX Case Study 294

Perficient

FEBRUARY 25, 2021

Our story so far has explored the gap between what customers expect and what brands deliver. To avoid a fall, first take stock of your firm’s customer experience and digital maturity. We often ask clients to take our CX IQ assessment , Perficient’s customer experience diagnostic. Maybe not just yet.

Meeting 309

Meeting Customer Experience Branding Leadership 309