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. –> Learn about IBM banking and financial markets solutions.

Customer Experience 93

Customer Experience Las Vegas Innovation Leadership 93

Independent Banker

FEBRUARY 28, 2023

Illustration by The Laundry Room/Stocksy Customer data fuels efficient and effective marketing these days. Andrew Catalano, Austin Williams While most community banks aren’t yet using first-party data for marketing purposes to grow revenue and retain customers, experts say those willing to invest in the effort can reap big rewards. “To

Community Bank 129

Community Bank Community Marketing Data 129

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. Having become a pro at Zoom meetings during the pandemic, I’m excited to up my game a notch this Wednesday, September 30.

Customer Experience 59

Customer Experience Fraud Strategy Compliance 59

Perficient

SEPTEMBER 19, 2023

Following last year’s conference, Perficient Insurance Principal Brian Bell shared three key takeaways from the 2022 event: First, data and analytics investments still topped many insurers’ list of operational priorities. Disrupt to win in the increasingly competitive insurance market.

Conference 221

Conference Strategy Innovation Industry 221

Celent Banking

FEBRUARY 1, 2017

Customer experience initiatives are typically the most numerous. While this makes the category more difficult to judge, it offers immense insight into what’s happening in the market. Digital banking subsidiaries : Many banks are finding that existing systems are too rigid to accommodate a truly digital experience.

Customer Experience 100

Customer Experience Branding Boston Innovation 100

Perficient

FEBRUARY 9, 2021

In marketing and design circles we often measure success in terms of meeting customer expectations. The American Customer Satisfaction Index defines customer expectations as “a measure of the customer’s anticipation of the quality of a company’s products or services.” Signals that Shape Desire.

Meeting 309

Meeting Customer Experience Millennials Branding 309

Perficient

AUGUST 9, 2022

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. Interested in discussing how you can improve your financial institution’s customer experience?

Community 275

Community Customer Experience ATM Examples 275

PYMNTS

JUNE 9, 2016

’s Gamer Network and its flagship event, the EGX gaming convention. Their obsessive focus on customer experience fits perfectly with our attendees’ discerning taste. We’re extremely pleased to have the backing of another market-leading partner.”. However, that comes with just as many of its own dangers.

Retail 100

Retail Resources Online Data 100

Fintech Labs Insights

MARCH 14, 2024

It’s time to register for the events you’re considering. For financial marketers, especially those in credit unions and community banks, the biggest event of the year, The Financial Brand Forum , is just two months away. Spring is in the air, and that means conference season is back. But there is much more to choose from.

Conference 15

Conference Fintech Marketing Las Vegas 15

PYMNTS

FEBRUARY 24, 2020

One of the most commonly talked-about and executed strategies in the 2020 connected commerce world is experiential marketing. For retailers, it can be as simple as an in-store event or a high-profile design that consumers will travel to visit. So, what constitutes experiential marketing for retailers? Golf games at the mall?

Retail 210

Retail Branding New York City Indiana 210

Bank Innovation

MARCH 26, 2020

Despite market strains caused by the novel coronavirus, providing funds for communities shouldn’t be a major issue for banks, according to Mike McCrary, first vice president of LSBX, Lincoln Savings Bank’s innovation lab.? “The The strength of […].

Community 273

Community Innovation Marketing Customer Experience 273

PYMNTS

MAY 28, 2020

But when it comes to the digital customer experience, retailers are playing catch-up. Eighty percent said providing a positive digital customer experience (CX) was a “challenge” as a result of the pandemic. The customer experience online has dozens of critical elements. The digital shift is definitely on.

Retail 144

Retail Customer Experience social media User Experience 144

Perficient

AUGUST 9, 2020

It’s merely a lull, a period of maintenance before the next symptoms or life events trigger the journey to resume. What is the difference between a healthcare journey map and a healthcare customer experience map? Healthcare journey maps and healthcare experience maps are different names for the same thing.

Customer Experience 322

Customer Experience Retail System Google 322

South State Correspondent

OCTOBER 26, 2023

Money 20/20 cocktail parties started at noon, and events from sponsored race car driving to helicopter tours were common. JP Morgan took over the centrally located Delmonico’s steakhouse for the entire event, which must have been a seven-figure investment.

Conference 221

Conference Las Vegas Fraud Case Study 221

Perficient

SEPTEMBER 25, 2020

Epi’s robust personalization experiences are something I’ve longed for in the B2B space, and Insite’s unique stronghold on the B2B manufacturing and distribution market will no doubt be an asset for Episerver. COVID-19 has taught us a lot, and one specific lesson is the need to react quickly to business events. What is Spire?

Customer Experience 262

Customer Experience US Tools Conference 262

South State Correspondent

OCTOBER 20, 2022

While these rules were derived from improving time-on-task, they can enhance bank performance no matter what metrics a bank uses for customer, employee, or total experience (the combination of employee and customer experience). Design or pick the fastest customer experience. The result? The result?

Policies 195

Policies Training Customer Experience Examples 195

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

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

Bank Innovation

MARCH 19, 2020

What is the role of innovation in response to these rapidly unfolding events? How will banking and fintech business models be impacted by this unprecedented coronavirus pandemic? How will banks and startups work together?

Meeting 293

Meeting Fintech Innovation Customer Experience 293

William Mills

MAY 17, 2018

The two-day, sold out event took place May 7-8, 2018 at Mercedes-Benz Stadium and welcomed 1,300 attendees (comprised of entrepreneurs, financial executives, venture firms and media). One notable session shared insider perspectives from venture capitalists who invest in fintech and what they are seeing from today’s fintech start-ups.

Georgia 40

Georgia Technology Fintech Atlanta 40

Perficient

NOVEMBER 18, 2020

Additionally, patients can leverage a cost estimator tool and enroll in classes and events online. | www.henryford.com. DISCOVER MORE: Learn how we helped HFHS provide its patients a frustration-free online appointment scheduling experience. Henry Ford Health System Supports Both Patients and Staff Amidst the Pandemic.

System 493

System Leadership Resources Online 493

Gonzobanker

MARCH 28, 2024

Importantly, the company’s announced migration of “CEB” customers to D1 is a major lift and cheese-moving event for FIS customers. The digital players are working to differentiate based on stronger customer experience features and tight integrations in areas such as financial health, data-driven marketing and fraud/security.

Digital Banking 148

Digital Banking Customer Experience Strategy Exercises 148

Fintech Labs Insights

JULY 11, 2023

Below is our curated list of the best global banking tech events, conferences and trade shows in 2023. These are the largest events in the financial services industry geared towards banking technologists, program managers, marketers, developers and C-Suite execs at both legacy financial institutions and upstart banktech and fintech firms.

Las Vegas 12

Las Vegas San Diego Conference Austin 12

PYMNTS

JUNE 15, 2020

Fifty-seven percent of respondents expressed an interest in scheduling appointments with in-store staff, while 64 percent want to attend in-store events. As retailers start to plan inventory and marketing for the holiday season it becomes more important. Best price takes researching the market and then beating it.

Retail 175

Retail Survey Comparison Online 175

Insights on Business

SEPTEMBER 21, 2018

Every year, Money20/20 is one of my favorite conferences because I get to hear firsthand how leaders are reinventing financial services and are making fundamental shifts in technology, processes, people–and ultimately their own markets–to deliver better customer experiences, build skilled workforces, and solve industry-wide challenges.

Conference 115

Conference Customer Experience Industry Trends 115

Perficient

AUGUST 18, 2022

It also helps provide insight into what kind of advisor may be best for you, as some advisors specialize in helping clients navigate certain life events and circumstances. Personalization efforts are a long-term strategy to increase loyalty and revenue and remain competitive in the market. Check the advisor’s credentials.

Millennials 473

Millennials Management Tools Strategy 473

Fintech Labs Insights

MAY 2, 2023

Below is our curated list of the best global banking tech events, conferences and trade shows in 2023. These are the largest events in the financial services industry geared towards banking technologists, program managers, marketers, developers and C-Suite execs at both legacy financial institutions and upstart banktech and fintech firms.

Las Vegas 12

Las Vegas San Francisco San Diego Conference 12

Perficient

NOVEMBER 21, 2023

I see myself as a resource for sellers throughout Perficient by offering thought leadership and strategy that elevate conversations with our insurance clients and prospects. How would you say your role supports Perficient and our clients? We’re developing industry solutions needed by many of the largest insurance companies in the market.

Industry 221

Industry Conference Meeting Maine 221

PYMNTS

OCTOBER 16, 2019

We’re excited for this pilot with True Tickets to help us explore how to standardize processes across our partners and create a more consistent customer experience,” said Kyle Wright of Shubert Ticketing and managing principal of Broadway Tech Accelerator. “We

blockchain 108

blockchain Boston US Customer Experience 108

PYMNTS

JUNE 17, 2019

The company said in a release that customers with checking, savings, money market or CD accounts held with Discover Bank “can now rest easy” with the knowledge that fees will not accrue in the event of “an occasional oversight or pressing need.”.

ATM 155

ATM Cards Customer Experience Survey 155

PYMNTS

APRIL 28, 2020

Sponsorships, perhaps more than any other marketing area, have been turned on their collective heads. No PGA events. So half of the value you’re trying to replace, or make good, you know as a marketing term, with very limited television inventory, because usually it’s close to sold out in a healthy economy.”. championships.

social media 141

social media Branding Examples Marketing 141

PYMNTS

SEPTEMBER 15, 2020

"Our online storefront and purchasing technology empowers brands with a path to purchase that speaks to today's consumers, delivering high-value outcomes directly to consumers while increasing sales and customer loyalty, and creating a top-notch customer experience.”.

Miami 130

Miami Video Branding Online 130

PYMNTS

OCTOBER 16, 2019

We’re excited for this pilot with True Tickets to help us explore how to standardize processes across our partners and create a more consistent customer experience,” said Kyle Wright of Shubert Ticketing and managing principal of Broadway Tech Accelerator. “We

blockchain 100

blockchain Boston US Customer Experience 100

Gonzobanker

JUNE 1, 2023

Increase both the frequency and specificity of board updates As board members scroll headlines and hear pundits daily, it’s critical that management provides flash industry updates outlining overall industry market moves and how these shifts do or do not correlate to the bank’s specific conditions.

Capital 158

Capital Strategy social media Analysis 158

PYMNTS

JUNE 10, 2020

The Scottish technology firm said SMBs receive a platform that lets them compete in international markets with EdgeCTP and WU Edge joined together, according to a Wednesday (June 10) announcement. Recent world events have had a huge economic impact so traditional business, models must be replaced.

Risk Management 131

Risk Management Customer Experience Technology System 131

Fintech Labs Insights

JANUARY 18, 2023

Below is our curated list of the best global banking tech events and conferences in 2023. These are the largest events in the financial services industry geared towards banking technologists, program managers, marketers, developers and C-Suite execs at both legacy financial institutions and upstart banktech and fintech firms.

Las Vegas 12

Las Vegas San Diego Nashville Charlotte 12

Gonzobanker

FEBRUARY 8, 2022

Instead, stories and conversations were salted with examples of fintech investments, BaaS opportunities, customer experience transformation, crypto integration, and even blockchain experiments and the potential of DeFi. An arms race in marketing and digital cannot be ignored. What does this mean?

Fintech 167

Fintech Customer Experience Conference Technology 167