Customer Experience Events Management UX 
Perficient
FEBRUARY 15, 2022
What infrastructure do you need for data / event / omni-channel management to support client/investor insight? Customer journey orchestration enables wealth management firms to engage prospects and clients at optimal points along their journeys, in real time, and through the most effective channels.
Perficient
DECEMBER 1, 2022
But financial advisors that work for larger wealth managers and are looking to be more targeted and personalized with client outreach are often burdened by the hoops put in place by corporate infrastructures that they must jump through in order to get new marketing content made or sales campaigns underway.
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Gonzobanker
JULY 20, 2022
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. The bottom line is this: most banks lack the true management leadership and operating disciplines necessary to execute successfully on digital.
Perficient
FEBRUARY 25, 2021
To avoid a fall, first take stock of your firm’s customer experience and digital maturity. We often ask clients to take our CX IQ assessment , Perficient’s customer experience diagnostic. When management disagree on CX goals, priorities or projected impact, delivery teams are left holding the bag. Heels dug in.
Perficient
SEPTEMBER 25, 2020
COVID-19 has taught us a lot, and one specific lesson is the need to react quickly to business events. Need to create a new homepage banner and move it on the page to be more visible for customers? B2B is not B2C, but B2B organizations still need the tools and technology to serve up customer experiences that B2B users require.
FICO
JANUARY 11, 2022
In addition to a new blog post that will be published monthly over 5 months, we are also excited to launch the following event: LinkedIn Live on Digital Banking. 9 am PST/11 am CST/ 12 pm EST. Join me and my guest, analyst Alex Johnson of Cornerstone, as we discuss this concept of digital transformation for the customer journey. .
Gonzobanker
DECEMBER 19, 2022
There’s nothing more Gonzo than a CEO who simply bleeds the soul of front-line relationship managers, and Brager could write a bestselling book on this topic. As Quontic co-founder George Lazaridis so aptly put it, “Steve was a charismatic leader who inspired progress, got results – and managed to have fun along the way.”
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