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3 Ways Financial Institutions Can Step Up for Underserved Communities

Perficient

The financial services industry has made major strides in amping up its overall customer experience game; however, there is still a deficit in the personalization and accessibility of products and services for many Americans. Trust and Transparency. .

Community 275
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Empowering Your Financial Advisors With Salesforce

Perficient

She had a list of eligible prospects from community events she had recently attended, as well as current clients in mind that would benefit from tax-aware asset location. All of this contributes to higher ROI and elevated customer experiences, which work in tandem to boost brand reputation and loyalty.

Taxes 294
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Who Owns Digital? Ugh, That’s the Problem for Bankers

Gonzobanker

Bank executives are coming to understand that in today’s world, the customer experience (CX) is the product, although not all have made a serious commitment to address newfound competition. Experience design is a specific skillset that is needed to steer the execution of a bank’s digital strategy. Among 300 U.S. Own It, Bankers!

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The 2022 GonzoBanker Awards

Gonzobanker

Hats off to Thomas Shara at Lakeland and Tony Labozzetta of Provident for architecting the new $25 billion super-community bank in New Jersey. All of this while knocking out a stellar 1.35% ROA and leading industry, community, and philanthropic efforts everywhere. The New Name for Community Award. merges with Lakeland Bancorp.

Community 216
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2020 Holiday Season: How Marketers Can Prepare and Adapt – Webinar Transcript

Perficient

Our focus is on customer experience-oriented strategy and aligning our clients’ technologies, investments, and what their business operations are that deliver a great customer experience. You hope that, the experience to me is—and we’ve talked about this before, Eric, in other conversations—about empathy.

Marketing 294