Customer Experience Events Marketing UX 
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.
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?
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Perficient
SEPTEMBER 29, 2020
In August, we surveyed 154 marketing executives to find out what they think is likely to happen this holiday season and how they’re preparing for it. I’m the Principal for the Digital Marketing Solutions Business Unit here at Perficient. With me today is Jim Hertzfeld, our Chief Digital Strategist. Eric: Awesome.
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.
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?
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. For most organizations and their customers, 2020 was a year eventful beyond measure.
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. Experience design is a specific skillset that is needed to steer the execution of a bank’s digital strategy. Why Ownership Matters.
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