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Data – The Lifeblood of Intelligence Automation

Perficient

If the tools we use for intelligence automation are not built around our customers, we will not be providing a truly personalized user experience. Data-readiness factors may include: Data cleanliness – Do we have a unified view of our customers?

Data 491
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Addressing the Need for Personalization in the Financial Services Industry

Perficient

In the financial services industry, security, stability, and protection are foundational brand values from which to deliver customer experiences. From these key values, customer journeys and the experiences they deliver bring these brand values to life for the consumer. Elements of Delivering a Personalized Experience.

Industry 294
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Generative AI – 7 Lessons That Tate Taught Us

South State Correspondent

The Start of Our Generative AI Journey “Tate,” a contraction of SouthS tate, was a brainchild of our Spark Innovation group, a team of 35 employees from various sections of the Bank brainstormed a use case, created personas, outlined a user journey, and then developed an action plan. In these sessions, you can dream.

US 195
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It’s a Program, Not a Project: Designing Websites for Accessibility

Perficient

Identifying and documenting accessibility requirements prior to development hand-off will significantly reduce the number of accessibility errors on a live page. In addition to the user experience, having an accessible site can mitigate the risk of potential legal complaints. Accessibility Belongs in the Design Phase.

UX 531
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The top lending & credit risk blogs of the year

Abrigo

As 2023 winds down, community banks and credit unions have worked hard to attract new customers and members and retain existing ones by streamlining processes and improving the end-user experience. But the benefits of automation are a key part of the customer experience.

Lending 221
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Finance Teams Surmount The Barriers To Custom Automation

PYMNTS

In an effort to lower the barriers for businesses to develop their own tools, some technology companies are turning toward low-code and no-code interfaces that offer the building blocks and user experience necessary for firms to create solutions that fit their needs and seamlessly integrate with existing infrastructure.

Data 175
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Channel Strategy for Corporate Banking: Is Your Bank Paying Enough Attention?

Celent Banking

Of those, 27% indicated that improving availability of online and mobile banking tools were a major reason for reviewing their bank relationships, and 55% cited the need for an improved customer experience. Simplify the user experience. Enhance authentication options, including biometrics.

Strategy 100