Remove Case Study Remove Customer Experience Remove Management Remove Technology
article thumbnail

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
article thumbnail

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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. We know it’s impossible to make it work without the right strategies and technologies, and many different solutions are required to get it right.

Data 294
article thumbnail

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?

article thumbnail

How financial services firms are using chatbot technology to transform their businesses

Insights on Business

The financial services industry is one of the fastest adopters of this technology. –> Read the Bradesco case study to learn more. The IBM Watson Assistant team has been busy in the past year helping clients implement state-of-the-art chatbots. IBM scores at the top in analyst ratings for chatbots.

article thumbnail

Trending: Meeting The Millennial Need For AI-Powered Visual Shopping

PYMNTS

In the August edition of the Payments And The Platform Economy Playbook , PYMNTS examines how marketplaces are using technologies such as artificial intelligence (AI) and mobile payments to innovate the customer experience. To learn more about how thredUP is using AI to compete, visit the Playbook’s case study.

article thumbnail

Brand Differentiation – How One Bank Is Producing 132% Profit Growth

South State Correspondent

If your bank struggles to create a clear value proposition and brand differentiation, then we have a case study for you. Their secret – fanatical customer service. It would do that by using technology, design, and data science to provide a customer experience that would generate its publicity.

Branding 221