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Creating a Deposit Advance Product to Boost the Customer Experience

Perficient

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.

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HSBC’s Alvaro Teixeira to speak at Bank Innovation Ignite

Bank Innovation

Alvaro Teixeira, executive vice president and head of customer value management at HSBC Bank USA, will attend Bank Innovation Ignite this March 2-3 in Seattle. Teixeira is speaking at the Ignite Ideas session, in which financial industry leaders will highlight case studies.

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From Spreadsheet Chaos to Data Strategy Triumph with Perficient

Perficient

Customer Experience: Understanding advisors’ and managers’ needs, we tailored solutions to elevate service and engagement. Innovation & Product Development: Leveraging cloud solutions, we enhanced spreadsheet capabilities, boosting productivity.

Strategy 440
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Improving Debt Collections – It’s More Than Just Technology…

Perficient

Messaging and scripting geared towards customers who express interest in support and relief. Reengineered processes based on best practices and innovation. Case Study. Customer retention was suffering, and it was incurring unnecessary losses. These improvements also resulted in an improved customer experience.

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Perficient’s Brian Flanagan Featured in 2021 SoDA Report

Perficient

The SoDA Report is its regular publication that brings together research, thought leadership and case studies from some of the world’s leading digital agencies and technology innovators. SoDA is an extremely selective association of respected digital agency leaders and technology disruptors. See the full report.

Report 496
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Five financial innovations you may have missed

Chris Skinner

I just attended an EFMA conference where the opening presentation talked about the most innovative banks in the world. Here’s the result: Dronn Agent from Alior Bank Dronn is an intelligent virtual agent designed to communicate with customers verbally and guide them through a personalised conversation in a set of carefully selected use cases.

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Embracing Change & Other Insurance Trends We’re Forecasting for 2023

Perficient

All I can do is hopefully lay out some ideas and concepts to help you and your teams make the decisions that are best for your organization and your specific challenges, whether they be in customer experience, innovation, claims, data usage, etc. The new data paradigm focuses on using data to prepare for the future.

Trends 275