Remove Customer Experience Remove Digital Strategies Remove Security Remove Technology
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[Guide] Why Personalization Is the Future of Financial Services

Perficient

It is becoming the key driver behind ongoing digital strategies, and the industry pundits echo that. Financial services companies say the top two challenges facing them are acquiring new customers and creating personalized experiences. Personalizing the customer experience is no easy task.

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Perficient Included in Forrester’s Application Modernization And Migration Services Landscape

Perficient

Work with strong partners that understand the real-world complexities coming with cloud adoption and invest time in the strategy and planning phases first,” said Steve Holstad, principal of digital strategy consulting, Perficient.

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

Gonzobanker

The lack of clear ownership in driving digital transformation represents a huge roadblock for financial institutions fighting to stay relevant. 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.

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TransferMate Secures Equity Investment from Allied Irish Banks

PYMNTS

20) that it secured equity investment from Allied Irish Banks. TransferMate has built a unique technology platform, and we are delighted to welcome AIB as an investor and partner. This partnership is a great example of how a leading bank and a FinTech company can work together to improve their customersexperiences.”.

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The Sorry State of Contact Center Technology

Gonzobanker

Customers love digital self-service—right up until they don’t, and then they want a live person. In our work with banks and credit unions around the country, an unavoidable truth comes up again and again: Even the flashiest digital strategy falls flat without the backing of a strong contact center.

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How financial services can build trust in the digital age

Bobsguide

So how can financial services operators build trust in this digital age? One approach is to ensure technology is being utilised to automate simple tasks, allowing bank staff to take on new more complex responsibilities. Technologies like artificial intelligence (AI) and machine learning are making personalisation at scale possible.

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Reinventing Financial Services

Insights on Business

From pressures around data security, a constantly evolving regulatory environment, and disruptive new players (fintechs)—all amplified by cost pressures and diminishing margins—it’s clear that business models need to quickly adapt. But this does not mean that workforces will be replaced with new technology.