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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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From Spreadsheet Chaos to Data Strategy Triumph with Perficient

Perficient

Uncovering the Challenge: Relying on Spreadsheets for Portfolio Analysis A leading wealth and asset management firm recently sought our financial services expertise for a critical challenge. Customer Experience: Understanding advisors’ and managers’ needs, we tailored solutions to elevate service and engagement.

Strategy 440
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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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Take Advantage of FSI Data to Illuminate Customer Relationships

Perficient

Manage email and app notifications and alerts. Don’t Wreck Your Customer Relationships. There are so many ingredients that make up a reliable customer experience program. A big part of getting it right and creating a loyal customer requires collecting and analyzing many data points. But most fail.

Data 294
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[Podcast] What If? So What? Episode 4: What if Every Brand Went Direct to Consumer?

Perficient

He implemented a metric-driven management system that saw revenue rise 15 percent and profitability quadruple in his first year. He also focused on improving the customer experience, raising the company’s net promoter score, which measures brand affinity, to three times higher than the manufacturing industry average.

Branding 441
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5 Big reasons to go digital with SMB & commercial lending

Abrigo

Automating SMB and commercial lending elevates your customer's experience From making it easier to apply to speeding up loan closings, automation can helps make business lending customers and staff happier. With an automated loan management system , there’s no more emailing with document attachments. Download case study.

Lending 195
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Recap of Money 20/20 USA 2023 and 10 Banking Thoughts

South State Correspondent

As can be seen, the conference largely revolved around payments, artificial intelligence, fintech partnerships/management, regulation, and fraud/identity in its various forms. The topics were perfect, and there were some great case studies, but the substance was standard, bordering on underwhelming. Maybe a topic for next year?