PYMNTS

OCTOBER 6, 2020

In a wide-ranging online panel discussion with Karen Webster, five executives across payments and supply chain management offered insight into the pain points exposed by the pandemic. That includes digitizing sales and marketing efforts, which of course had in the past been done face to face. Improving the B2B Customer Experience.

Customer Experience 211

Customer Experience Payments Online Management 211

Perficient

JULY 21, 2023

Salesforce Data Cloud is a real-time, unified data platform that helps businesses connect, harmonize, and engage with their customers. It provides a single view of the customer across all channels, enabling businesses to deliver real-time personalized experiences. Generate personalized content.

Industry 221

Industry Data Training Technology 221

Perficient

AUGUST 28, 2020

With better view and click through rates and less regulatory hurdles then email, they have become a popular channel for digital marketers trying to reach their audiences. With the Web Push Notifications for Sitecore Module, available on github , you can manage Web Push Notification campaigns directly in Sitecore. Sending Notifications.

Marketing Automation 520

Marketing Automation Marketing Customer Experience Tools 520

Perficient

FEBRUARY 15, 2022

A survey by market research firm Engine of 1000 individuals who currently use a financial advisor in the United States and Canada provides some quantitative support for what we all felt in our gut: investor communication preferences have undergone a lasting transformation from the COVID-19 pandemic.

Management 340

Management Rhode Island Delaware New Jersey 340

South State Correspondent

JULY 19, 2023

If you are looking to see the future of how banks will utilize artificial intelligence (AI), look no further than marketing. Even if you are not a bank marketer, this article is worth a read to understand AI’s capabilities. Bank marketing AI is ground zero to showcase the transformation that is already taking place.

Marketing 195

Marketing Training Video Tools 195

Perficient

MAY 5, 2022

A Pathway to Improved Loss Rates and Happier Customers. IDC recently included Perficient in the “Loan Collections-Recovery” category of its “ Market Glance: Worldwide Consumer & Small Businesses Lending Digital Transformation Strategies, Q2 2022 (Doc # US49009422, April 2022).”

Lending 354

Lending Strategy Marketing Big Data 354

Perficient

DECEMBER 3, 2020

My last blog dove into the customer data management challenges financial companies might encounter when starting the personalization journey. Today, I’ll address customer intelligence and the benefits it provides. They realize that they cannot leave those vast amounts of data unexploited.

Customer Experience 322

Customer Experience Data Analytics Analysis 322

South State Correspondent

APRIL 14, 2022

Sooner or later, you will need to present data to showcase your results. When making a data presentation, there is a boring way and an unforgettable way to do it. This article will detail the simple, four-step framework with a catchy acronym that will make you stand out the next time you need to highlight an achievement using data.

Data 195

Data Training Examples US 195

Perficient

JULY 1, 2020

The need for a seamless customer experience, speed to market, product and pricing transparency, and value of informational content in the B2B space has grown exponentially, meaning manufacturers have been creating more content and product information for their respective digital networks including one of their key channels– their distributors.

Management 322

Management How To System Guidelines 322

Perficient

DECEMBER 1, 2022

Across industries, so much of marketing effectively comes down to timing — appealing to the right person, at the right place, at the right time. Timing for marketing financial services and products as a financial advisor is especially crucial, as many financial needs follow the timeline of milestones in an individual’s life.

Taxes 294

Taxes Customer Experience Marketing Compliance 294

FICO

JULY 19, 2022

Wolf, Goat and Cabbage: The Digital Customer Experience Riddle. Disjointed digital customer experiences are causing banking and insurance customers to flee in record numbers. What does this riddle have to do with digital customer and experience and the customer journey? Tue, 07/02/2019 - 02:45.

Customer Experience 52

Customer Experience Strategy Analytics Technology 52

Perficient

FEBRUARY 29, 2024

Banking institutions are responding by integrating advanced technologies, particularly artificial intelligence and data analytics, into their lending operations to enhance efficiency and adaptability. Explore and integrate alternative data sources and innovative scoring models to offer fairer assessments of creditworthiness.

Trends 221

Trends Industry Analytics Compliance 221

PYMNTS

MARCH 20, 2020

Open banking’s impact on small- to medium-sized businesses (SMBs) continues to proliferate as traditional financial institutions (FIs) embrace the opportunity to unlock data for third-party platforms. ’s experience is quickly influencing the way SMB lenders approach open banking in other markets like the U.S.

Lending 233

Lending Data User Experience Fraud 233

Perficient

JUNE 1, 2023

As the financial services industry continues to evolve, companies are looking for ways to stay ahead of the competition and increase their market share. We also enable clients to use Writer’s snippets to follow strict compliance regulations and efficiently include disclosures in their Sales and Marketing.

Compliance 251

Compliance Industry Regulation Data 251

FICO

JUNE 16, 2023

In case you didn’t get a chance to attend this year, here’s a recap of the top customer management experience themes and presentations. This means re-thinking legacy systems and breaking down silos that separate data and lines of business, in order to provide truly connected customer experiences.

Trends 52

Trends Management Customer Experience Resources 52

Accenture

SEPTEMBER 30, 2019

It’s no secret that the big tech companies—especially the ‘GAFA’ of Google, Amazon, Facebook and Apple—are using data to personalise and target offers to customers, and getting better returns as a result. Marketing in every industry is evolving, fast. Marketing in every industry is evolving—fast.

Data 150

Data Customer Experience Analytics Case Study 150

Abrigo

MARCH 3, 2022

CFIs are poised to regain the small business lending market Community Financial Institutions can leverage technology to improve customer experience and regain the small business lending market. The data also shows the emergence and success of online lenders, accounting for 20% of business loan applications.

Lending 195

Lending Community Marketing Community Bank 195

Insights on Business

DECEMBER 7, 2018

Constant customer feedback, net promoter scores and verbatims provide raw feedback for innovation and transform siloed departments like marketing, sales, and offering management to function as a holistic team. Data scientists pretty much rock. Data are your crown jewels and hybrid cloud can protect them.

Customer Experience 93

Customer Experience Las Vegas Innovation Leadership 93

Perficient

OCTOBER 20, 2020

Investing in advanced supply chain automation and intelligent order management (OM) systems will not only improve how your organization fulfills against extreme demand but also serves your consumers more effectively in the end. As a result, the customer experience improved and our client saw record sales numbers during the COVID-19 pandemic.

System 324

System How To Customer Experience Meeting 324

Perficient

SEPTEMBER 29, 2023

Gartner Finance Top 5 Rethinking the finance function Driving business growth Improving financial performance Building a world-class finance team Transforming the financial function Rethinking the Finance Function Salesforce Financial Services Cloud provides a unified platform for managing customer accounts, products, and transactions.

Tools 275

Tools Resources Analytics Training 275

Perficient

JULY 12, 2022

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. Your brand is the beacon of authenticity for a personal experience. What does your brand portray to the market? population (just over half of the U.S.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

Perficient

APRIL 2, 2021

It involves using software to analyze both structured and unstructured data (i.e., email, text, audio data), with the aim of identifying fraud or anomalous transactions. Personalization of Customer Services. Risk Management. AI may be used to augment risk management and control practices. Credit Decisions.

Regulation 309

Regulation Industry Risk Management Analysis 309

PYMNTS

OCTOBER 21, 2016

The fleet management market is estimated to grow from $9.54 According to MarketsandMarkets, the increasing need for operational efficiency is expected to be the primary driver for the fleet management market during the forecast period. When it comes to fleet management, the market is segmented into various industries.

Management 100

Management Marketing Regional System 100

PYMNTS

JUNE 19, 2020

Honest customer feedback can be critical to improving customers’ experiences at QSRs as restaurants reopen and invite consumers into reconfigured dine-in areas. Hot Head Burritos relied heavily on social media marketing efforts as many states rolled out stay-at-home orders. Expediting Guest Recovery. Lessons Learned.

Customer Experience 141

Customer Experience social media Ohio Operations 141

Perficient

JANUARY 28, 2021

One platform that is a proven solution to enable organizations to manage product data and rich product content in a single source of truth is inRiver’s Product Information Management (PIM) system. Faster time to market for enriched product information, including product relationships such as bundle and group products.

Management 458

Management System Online Customer Experience 458

Gonzobanker

APRIL 25, 2024

DoRight, Calvin’s son and present-day CEO, realized that the bank’s growth across counties, states and lines of business had made managing relationships much more involved than the ol’ nod to a customer on Main Street in the morning, an approach that had always worked well for his father. Thomas proclaimed. Or so they thought.

System 148

System Training Community Bank Management 148

Perficient

OCTOBER 13, 2020

Product Information Management (PIM) and commerce go hand-in-hand, and inRiver is the common factor that helps simplify product information for both B2B and B2C shopping channels. We assess your product data, recommend best practices for efficient structuring, and help your business adopt a single source of truth for product information.

Training 508

Training Data US Strategy 508

Perficient

JUNE 23, 2020

For manufacturers with complex customizable products with extensive variables, the rules of configuration for those products can be difficult to manage. Without a system to manage the cost effects of these various variables and maintain changes in those values, your business may be resorting to providing complex quotes manually.

Customer Experience 322

Customer Experience Resources System Management 322

FICO

OCTOBER 12, 2022

Risk-Aware Marketing to Personalize Telco Customer Engagement. Innovators are shoring up their market share by opting for cloud-hosted platform technology more typically favoured by banks. Proactive Risk-Aware Management is Everything When it Comes to Retention. FICO Admin. Tue, 07/02/2019 - 02:45. by Tim Young.

Marketing 96

Marketing Analytics Customer Experience Data 96

Perficient

SEPTEMBER 25, 2020

Ecommerce has revolutionized the way businesses in every industry operate and provides endless possibilities to expand sales channels, grow revenue, and elevate the customer experience. Empowered by Data, Driven by Results.

Customer Experience 238

Customer Experience Study System Management 238

South State Correspondent

JANUARY 30, 2024

Marketing and technology (IT) are two budgets that have taken the most significant hit. Benchmarking can help banks better optimize capital as it gives bank management a sense of what the average is for the industry. By revenue size, the data looks like the chart below. As such, bank budgets have come under scrutiny.

Capital 195

Capital Operations Customer Experience Comparison 195

FICO

SEPTEMBER 28, 2020

I’ll be participating in an excellent panel, “ Balancing Fraud Prevention & the Customer Experience ,” at the first virtual edition of CBA LIVE , the must-attend annual event for the retail banking industry. Ben Mendelsohn, Senior Vice President, Director of Retail Product Management, Fifth Third Bankcorp.

Customer Experience 59

Customer Experience Fraud Strategy Compliance 59

Perficient

FEBRUARY 11, 2021

AI is programmed intelligent software or hardware that can learn and solve problems and has forecasted growth of 54% this year in the software market worldwide. It continues to be adopted across various industry and technology verticals – including product information management (PIM). Businesses want more automated PIM processes.

Software 508

Software System Management Analytics 508

Perficient

JULY 11, 2023

Document creation and management is a crucial part of their operations. The Dataraptors inside these Omniscripts extract require data from Salesforce and merge it with the document template to dynamically generate several documents from a single template file. Tokens are nothing but the Placeholder for the data fields in Salesforce.

Industry 346

Industry Data Management Meeting 346

Perficient

OCTOBER 26, 2022

Many are struggling to make their dollars stretch and are looking to their financial institutions for guidance on how to better manage spending and stay afloat financially. Here are four ways financial institutions can better support struggling customers during periods of high inflation: 1. Invest in marketing.

Data 275

Data Tools Training Cards 275

Abrigo

DECEMBER 14, 2023

This includes asking data-driven questions to guide you as you fine-tune your new goals Takeaway 3 Consider getting rid of siloes and identifying centers of influence when it comes time to implement your strategic plan. Learn how to tap your data to generate management insights. Start with a survey and pre-planning meetings.

Lending 221

Lending Risk Management Meeting Survey 221

Perficient

FEBRUARY 18, 2021

Better data quality due to reduced integrations: . Integrations for foundational data (organization, location, and job function), requisition templates, position/job details, new hires, are no longer needed. This reduces the number of costly data errors that may arise throughout the recruiting, hiring and onboarding processes.

Data 497

Data User Experience Tools Mobile 497