Perficient

JULY 12, 2022

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. Your brand is the beacon of authenticity for a personal experience. Elements of Delivering a Personalized Experience.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

PYMNTS

OCTOBER 6, 2020

In a wide-ranging online panel discussion with Karen Webster, five executives across payments and supply chain management offered insight into the pain points exposed by the pandemic. The push toward the digital transformation of lagging sectors such as the industrial and manufacturing verticals have accelerated.

Customer Experience 211

Customer Experience Payments Online Management 211

Perficient

FEBRUARY 2, 2023

Across industries, consumers are communicating the same demands; they see the thing, they want the thing, and they want it in their hands within hours, if possible. Successful subscription-based vendors will need to allow customers to easily pause, skip, and edit their subscription plans.

Industry 471

Industry Trends social media Payments 471

Bank Innovation

APRIL 1, 2019

Phil Beck, Head of Treasury Management at Capital One, is almost a year into his job at the McLean, Virginia-based bank, where his focus has been getting commercial banking up to speed with the digital economy.

Customer Experience 186

Customer Experience Capital Virginia Management 186

Perficient

JUNE 24, 2020

For those not familiar with the company, Nuxeo is the developer of a content services platform that combines enterprise content management (ECM) and digital asset management (DAM) functionality. It has an incredible list of customers. The podcast is hosted by Alan Porter, Nuxeo’s director of product marketing.

Customer Experience 332

Customer Experience Maine Course Industry 332

PYMNTS

AUGUST 11, 2020

Idaho-based Kount has released a new product aimed at preventing insurance fraud as the industry increasingly turns to digital, and even mobile, setups. Kount’s products help “insurance companies identify visitors, manage leads, and determine who is shopping for a quote.”. In a Tuesday (Aug.

Fraud 234

Fraud Industry Idaho Customer Experience 234

Perficient

APRIL 2, 2021

Personalization of Customer Services. AI technologies, such as voice recognition and natural language processing (NLP), are being used to improve customer experience and to gain operational efficiencies. AI is being leveraged at call centers to process and triage customer calls to provide improved customized service.

Regulation 309

Regulation Industry Risk Management Analysis 309

Bobsguide

FEBRUARY 7, 2018

Digitalisation seems to be transforming businesses across every industry. However, after the financial crisis in 2008, while other industries have been concentrating on. It is an actively discussed topic around the world and widely included in the strategies of companies, institutions, and societies.

Customer Experience 138

Customer Experience Management Strategy Industry 138

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.

Management 340

Management Rhode Island Delaware New Jersey 340

Perficient

AUGUST 3, 2023

Generative AI ingests data and understands guidelines incredibly well; therefore, businesses across industries are jumping to take advantage of all the possible ways the tool can help save them money and create elevated, uber-personalized customer experiences.

Industry 83

Industry Risk Management Customer Experience Fraud 83

Perficient

DECEMBER 14, 2020

Arvind and thought leaders will discuss the value of data within key industries and explore ways keep your business moving forward. Season one will include episodes around: Data and customer experience trends in financial services. The value of data in ecommerce, supply chain, and order management. Subscribe now!

Data 539

Data UX Big Data Analytics 539

FICO

JULY 19, 2022

Wolf, Goat and Cabbage: The Digital Customer Experience Riddle. Disjointed digital customer experiences are causing banking and insurance customers to flee in record numbers. What does this riddle have to do with digital customer and experience and the customer journey? Tue, 07/02/2019 - 02:45.

Customer Experience 52

Customer Experience Strategy Analytics Technology 52

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. Andy Collins, Fraud Prevention Industry Insights/Industry Relations Executive, Wells Fargo and Company, Inc.

Customer Experience 59

Customer Experience Fraud Strategy Compliance 59

Bobsguide

APRIL 28, 2020

With online banking constantly evolving, the industry and its disruptors continue to spearhead customer experience (CX) innovation and shake up the status quo. The financial services sector is a pioneer of digitalisation. As digital offerings from FS organisations become increasingly.

Management 167

Management Customer Experience Innovation Online 167

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

PYMNTS

JUNE 19, 2020

Honest customer feedback can be critical to improving customers’ experiences at QSRs as restaurants reopen and invite consumers into reconfigured dine-in areas. Restaurants must work to retain customers who have had unsatisfactory experiences. Expediting Guest Recovery.

Customer Experience 141

Customer Experience social media Ohio Operations 141

Perficient

MARCH 18, 2021

Magento Commerce is a scalable platform built to deliver personalized commerce experiences across every channel, from content management to visual merchandising to cart and checkout navigation, and so much more. It allows you to create a unified B2C or B2B commerce experience with omnichannel management.

Customer Experience 539

Customer Experience Management Retail Industry 539

Perficient

MAY 28, 2020

The Utilities industry is facing enormous change along with the rest of the world due to Covid-19 and its effects on commercial and residential consumption of energy. The industry has had to learn quickly to juggle demand and workforce planning. Using Oracle Data & Analytics to Manage Business Decisions .

Analytics 340

Analytics Customer Experience Risk Management Innovation 340

Perficient

SEPTEMBER 21, 2023

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

Data Tools Customer Experience Security 491

Insights on Business

DECEMBER 7, 2018

At Money20/20 in Las Vegas last month, IBM’s first Chief Digital Officer Bob Lord sat down with McKinsey’s Dan Stephens for a fireside chat on emerging technologies that can enable differentiated, magical experiences in the financial services industry. –> Learn about IBM banking and financial markets solutions.

Customer Experience 93

Customer Experience Las Vegas Innovation Leadership 93

Perficient

JUNE 23, 2020

In the B2B industry, complicated products and a large catalog can make providing a quote a lengthy process, often generating inaccurate product configurations and quotes. For manufacturers with complex customizable products with extensive variables, the rules of configuration for those products can be difficult to manage. What is CPQ?

Customer Experience 322

Customer Experience Resources System Management 322

PYMNTS

MAY 13, 2020

With restaurants switching their business models to curbside pickup or delivery only — or are outright shuttering their doors for the time being — the food service industry has been one of the hardest hit by the pandemic. Boosting Buyer Experience Through Payments. Embracing Flexibility.

Industry 132

Industry Customer Experience Payments Strategy 132

FICO

JUNE 2, 2020

As a fraud professional, I am passionate about fighting financial crime — yet, at the same time, I tout the importance of balancing security with the customer experience. The frustrating treatment I received illustrates some lessons for a more positive customer experience. Lesson 1: Believe Your Customer.

Customer Experience 52

Customer Experience Fraud Handbook Management 52

FICO

MARCH 29, 2016

Or, at least that’s how you’re managing your customer experience. In simplest terms, Customer Experience Maturity is the breadth, depth, and frequency at which your company applies the best practices of Customer Experience Management (CEM). You’re so immature! appeared first on FICO.

Customer Experience 40

Customer Experience Management Leadership Training 40

Perficient

DECEMBER 22, 2023

This blog was co-authored by: Ashley Simmons In conversations with financial services executives, Perficient consultants consistently delve into the application and usage of artificial intelligence (AI) within the industry. A pivotal aspect of this conversation revolves around the regulatory perspective toward AI.

Risk Management 221

Risk Management Compliance Fraud Regulation 221

Perficient

NOVEMBER 23, 2020

It is becoming the key driver behind ongoing digital strategies, and the industry pundits echo that. Financial services companies say the top two challenges facing them are acquiring new customers and creating personalized experiences. Personalizing the customer experience is no easy task.

Customer Experience 309

Customer Experience Digital Strategies Data Tools 309

Perficient

JUNE 1, 2023

As the financial services industry continues to evolve, companies are looking for ways to stay ahead of the competition and increase their market share. We understand the complexities of the industry and are here to make the process of integrating Generative AI as seamless as possible.

Compliance 251

Compliance Industry Regulation Data 251

Accenture

JULY 8, 2019

As personal banking experiences continue to drive up the expectations of small- and medium-sized (SME) banking customers, many questions are arising for banks in this marketplace. Across the industry, automation and analytics are transforming service delivery and enabling new offerings. These are business-critical decisions.

Tools 150

Tools Management Customer Experience Technology 150

Abrigo

OCTOBER 20, 2020

The banking industry has faced many challenges in 2020, from transitioning to CECL, managing Paycheck Protection Program loans, and navigating an unprecedented economic recession. More than 500 banking professionals across the country gathered for a two-day 2020 ThinkBIG: Manage Risk. Plan for new technology and innovations.

Management 195

Management Lending Community Strategy 195

Bobsguide

AUGUST 1, 2018

Differentiation in delivering advanced customer experience in the wealth management industry is becoming of paramount importance, as the offering is niche and the market needs are constantly changing. To effectively address competitive challenges, Wealth Management firms tend to deploy technologies.

Management 104

Management Customer Experience Industry Technology 104

Perficient

SEPTEMBER 25, 2020

Ecommerce has revolutionized the way businesses in every industry operate and provides endless possibilities to expand sales channels, grow revenue, and elevate the customer experience. Intelligent Fulfillment Boosts Customer Service And Return On Inventory Investment. Empowered by Data, Driven by Results.

Customer Experience 238

Customer Experience Study System Management 238

Perficient

SEPTEMBER 19, 2023

And our team of industry experts is excited to connect, collaborate, and address the most pressing business needs of national and regional carriers. I’m looking forward to Strategies to Beat Uncertainty: Unlocking Business Growth in the Insurance Industry on Thursday and unlocking new ideas for the growth of insurance innovation.

Conference 221

Conference Strategy Innovation Industry 221

Perficient

JULY 15, 2020

This Digital Transformation approach will help enterprises looking to re-platform, helping various Line of Businesses embark on the journey for Self Service Analytics, Modern fully managed Data Platform services etc. We at Perficient leverage Customer Experience Mapping the most. Architectural patterns in the industry.

Data 497

Data Customer Experience Analytics Industry 497

PYMNTS

MAY 27, 2020

Unanswered customer complaints is one common example, particularly for companies that are new to amplifying their online channels. A new category is starting to grow around this area of online reputation management, with Lexus one of the latest brand names to embrace it.

Online 151

Online Management social media Branding 151

Perficient

AUGUST 28, 2020

It has been written in Utility industry publications that there is an enormous opportunity to marry Operational Technology and key Finance systems and use emerging technologies such as predictive analytics to build Data that Utility executives can strategically model with and plan to ensure the best and most efficient customer experience.

Analytics 340

Analytics Company Data Comparison 340

Perficient

DECEMBER 2, 2020

We were prepping for our webinar, “ Digital Strategy Lessons Financial Institutions Can Learn From Top Brands in Other Industries ,” which we’re co-hosting with him on December 8th. Having a balance with a bank doesn’t make you a customer.” Sure, by definition, a bank recognizes you as a customer. But most fail.

Data 294

Data Customer Experience Case Study Branding 294

Perficient

FEBRUARY 11, 2021

Artificial intelligence (AI) has quickly become one of the industry’s biggest buzzwords, and many businesses are looking to utilize this technology to provide enhanced digital experiences. It continues to be adopted across various industry and technology verticals – including product information management (PIM).

Software 508

Software System Management Analytics 508