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How Can Automakers and Suppliers Win Over Customers With Digital?

Perficient

Customer expectations have evolved drastically due to the impact that digital technology has placed on the customer experience. There is also no question that Covid-19 has changed the digital game by increasing digital transformations and creating a demand for a smooth digital experience.

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Empowering Your Financial Advisors With Salesforce

Perficient

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.

Taxes 294
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Data – The Lifeblood of Intelligence Automation

Perficient

The ability for intelligence automation tools to be able to quickly and accurately grab the most relevant and accurate information regarding a customer’s inquiry, sales deal, or more is based on many data-readiness factors. Data-readiness factors may include: Data cleanliness – Do we have a unified view of our customers?

Data 491
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[Webinar Recording] What Financial Institutions Can Learn From Top Brands in Other Industries

Perficient

By optimizing these digital efforts, companies will increase sales and provide value to their customers. Below are three examples of outstanding customer engagement campaigns that were launched by well-known brands (not discussed in our webinar!): The bot would talk to the customers like a friend on the phone.

Branding 294
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3 Ways Financial Institutions Can Step Up for Underserved Communities

Perficient

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
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15 Ways We Are Using ChatGPT in Banking

South State Correspondent

ChatGPT is a powerful language model that can understand a variety of languages, including emojis, that can assist banks with increasing the productivity of bankers, improving their customer experience, automating repetitive tasks, and providing personalized financial advice to customers.

Tools 370
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Part 1: What is Embedded Finance?

Perficient

Uber is one of the most prominent examples of a company reaping the benefits of the convenience posed through embedded finance experiences. The popularity of embedded finance is not limited to the transportation market. Use Cases . The Technology Behind Embedded Finance . Interested in learning more?