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. In the financial services industry, security, stability, and protection are foundational brand values from which to deliver customer experiences.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

Abrigo

DECEMBER 22, 2023

Takeaway 2 The top lending and credit blog posts focused on the benefits of banking technology, interest rate management, and developing risk ratings. They’ve also focused on managing interest rate risk in a rising rate environment. But the benefits of automation are a key part of the customer experience.

Lending 221

Lending Risk Management Community Management 221

Cisco

MAY 29, 2019

In retail banking, it’s clear customer experience matters, and the stakes have never been higher. Study after study confirms the importance of providing personalized, integrated experiences for satisfaction and retention of financial services customers. Ultimately, customers want to be known and valued.

Customer Experience 72

Customer Experience Retail San Diego Study 72

Perficient

SEPTEMBER 9, 2020

Is your current go-to-market strategy really working for your customers, or are you forcing them to do business the way you want them to do business? Let’s say a sales representative gathers all the information needed from the buyer to configure a quote. All these questions are critical to ask and understand.

Resources 340

Resources System Marketing Strategies Strategy 340

ZootBlog

OCTOBER 11, 2016

This norm of using mobile devices to do everything from shopping to banking, mean security and a great user experience need to go hand-in-hand. We covered everything from pain points to fraud and compliance and best practices to manage it all. That is a staggering statistic clearly pointing to a poor user experience.

User Experience 60

User Experience Mobile Data Las Vegas 60

Perficient

SEPTEMBER 15, 2020

And in healthcare – an industry that tends to segment consumers into patient or member experience silos – consumers increasingly expect a seamless, holistic, digital health journey. Today, entire industries such as healthcare, banking, insurance, and business-to-business (B2B) sales are being rewired around customers and end users.

User Experience 427

User Experience Innovation Branding Customer Experience 427

Perficient

JANUARY 20, 2021

Instead, it means acknowledging that your target audience is not one-size-fits-all and different global audiences have different sets of needs, challenges, and means of accessing and interpreting information. Different cultures can interpret information differently based on context, phrasing, imagery, and so on.

Marketing Strategies 496

Marketing Strategies Strategy Regional Marketing 496

Cisco

MAY 29, 2019

In retail banking, it’s clear customer experience matters, and the stakes have never been higher. Study after study confirms the importance of providing personalized, integrated experiences for satisfaction and retention of financial services customers. Ultimately, customers want to be known and valued.

Customer Experience 48

Customer Experience Retail San Diego Study 48

PYMNTS

DECEMBER 29, 2020

Detecting potentially suspicious activity more quickly through the use of data also provides more meaningful and actionable information to law enforcement agencies that are facing rapidly evolving threats with limited resources. “So Where there’s a customer expectation, the institution needs to respond,” Wingert said.

Fraud 270

Fraud Compliance cryptocurrency Security 270

South State Correspondent

MAY 18, 2023

The Start of Our Generative AI Journey “Tate,” a contraction of SouthS tate, was a brainchild of our Spark Innovation group, a team of 35 employees from various sections of the Bank brainstormed a use case, created personas, outlined a user journey, and then developed an action plan. In these sessions, you can dream.

US 195

US Training Examples Data 195

Insights on Business

NOVEMBER 16, 2016

Most people who know the name Branch Rickey know him as the president and general manager of the Brooklyn Dodgers who played a key role in helping Jackie Robinson break the Major League Baseball color barrier in 1947. In fact, design is central to our mission of helping wealth management firms innovate in an era of digital disruption.

Innovation 117

Innovation Management User Experience Leadership 117

PYMNTS

JULY 1, 2020

From global customer acquisition efforts to real-time personalization of the user experience to infrastructure technology management, the opportunities are endless.”. For many FIs, cloud banking is the key to unlocking more resilient services while vastly improving customer experience.

System 268

System Digital Banking Tools User Experience 268

Perficient

FEBRUARY 4, 2021

It helps in other crucial areas of your organization, such as search engine optimization (SEO) and legal risk management. An inaccessible website will often prevent these Americans from being able to interact with your site, leading to user frustration, drop-off, and potential revenue loss.

UX 531

UX Guidelines Compliance Study 531

Perficient

AUGUST 31, 2020

I would like to talk about how Twilio Flex and other services from Twilio can provide some clear ways not only to manage these immediate concerns, but also to drive innovations in how you interact with your customers. By now most contact centers managers have likely had enough time to think about what they might want to change.

Innovation 369

Innovation Video Strategy Customer Experience 369

PYMNTS

JANUARY 14, 2021

In an effort to lower the barriers for businesses to develop their own tools, some technology companies are turning toward low-code and no-code interfaces that offer the building blocks and user experience necessary for firms to create solutions that fit their needs and seamlessly integrate with existing infrastructure.

Data 175

Data Analytics User Experience Technology 175

PYMNTS

JULY 30, 2020

Our new integration with Plaid supports our mission to remove the complexities of payment processing, so our clients can focus on innovation and the customer experience,” Galileo CEO Clay Wilkes said in the company’s announcement of the partnership. The price of the service was not disclosed. “In

San Francisco 159

San Francisco User Experience Cards Customer Experience 159

PYMNTS

AUGUST 23, 2019

In the August edition of the Payments And The Platform Economy Playbook , PYMNTS examines how marketplaces are using technologies such as artificial intelligence (AI) and mobile payments to innovate the customer experience. Around the Payments And The Platform E conomy. To learn more, visit the Playbook’s feature story.

Millennials 165

Millennials Trends Meeting social media 165

PYMNTS

AUGUST 12, 2020

Seamless customer experiences are essential because consumers that face onboarding strains are likely to seek services elsewhere, Rodrigo Rodríguez , assortment and merchandising regional manager for Latin American eCommerce marketplace Linio , explained in a recent PYMNTS interview.

Customer Experience 197

Customer Experience Maine Regional America 197

Celent Banking

JANUARY 20, 2017

According to the GTNews 2016 Transaction Banking Survey Report, 91% of North American corporates are evaluating their cash management partners. Clearly, these responses are evidence that large numbers of corporate clients are less than satisfied with the channel tools and the overall digital client experience being offered.

Strategy 100

Strategy User Experience Digital Strategies Tools 100

PYMNTS

JUNE 4, 2019

Xpollens removes the complexity of issuing and managing payments methods, allowing Fintechs, retailers and corporates to concentrate on their core business, on providing the best customer experience, and to take full advantage of the huge business opportunities afforded by PSD2,” said Natixis Payments CEO Pierre-Antoine Vacheron.

Payments 115

Payments User Experience Cards Fintech 115

FICO

AUGUST 27, 2020

This blog post highlights six of the issues and risks in the identity management process where COVID-19 demands organizations focus their attention. Customer experience. There is a fine balance to be struck between managing ID security and offering customers an acceptable experience. Appropriate friction.

Management 52

Management Fraud Security Examples 52

PYMNTS

JUNE 25, 2019

The ways banks approach these relationships and develop new products is rapidly changing as PSD2 solidifies its grip in the EU, according to Markos Zachariadis, associate professor of management and information systems at Warwick Business School.

Fintech 122

Fintech Customer Experience Data User Experience 122

Insights on Business

MAY 8, 2019

If you’re reading this, then the chances are that you’re already aware that Sales Performance Management can be something of a niche subject within organizations, often only truly understood by a handful of people such as yourself perhaps. May 23 rd – 24 th : IBM Sales Performance Management European Summit , London.

Meeting 96

Meeting Management User Experience Customer Experience 96

Gonzobanker

JANUARY 17, 2020

In the soon to be released What’s Going On In Banking study, Cornerstone ’s Ron Shevlin shows that both bank and credit union execs are most fearful of big tech (Amazon Prime, Venmo, Apple Card) primarily because of their great data reach and ability to drive customer experience. Experian recently reported.

Customer Experience 127

Customer Experience Fintech Regional Cards 127

FICO

AUGUST 19, 2022

Enterprise intelligence that powers digital customer experiences has never been more advanced — so why are 70% of digital transformations floundering? So, where’s the “intelligence” in today’s “enterprises,” and the digital customer experiences digital transformation promised to deliver? Breaking the 5 Blockers.

Customer Experience 52

Customer Experience Analytics Strategy Management 52

FICO

SEPTEMBER 29, 2022

Even if they’re appealing to younger demographics, those with lean credit histories and so-called ‘thin-files’, success hinges on the perception of trust, security, appropriate risk-aware offers and the quality of customer experience. Pre-Emptive Risk-Aware Product Offers Informed By The Most Accurate Data Sets.

Analytics 52

Analytics Data Risk Management Customer Experience 52

Perficient

OCTOBER 8, 2020

Hub is a logical/physical space where everyone comes searches content, deciphers information, looks for viable information, lineage etc. With that in mind for establishing a good change/revision management with Power BI models this capability was enabled. Microsoft is enabling a similar concept in Teams. pbix) files.

Analytics 579

Analytics Management Data Security 579

PYMNTS

MAY 20, 2020

Against that backdrop, where firms had sought to grow top lines (with profits to follow), now they must seek to manage costs. They must triage where they want to change the customer experience — reducing false positives, accepting more orders and stopping fraud in its tracks. Permanently.

Fraud 208

Fraud Examples Data Tools 208

PYMNTS

JULY 19, 2017

Today’s corporate travel and expense management market is all about consolidation and collaboration. This trend reached a new peak with news that K1 Investment Management is investing $125 million to combine Certify, Nexonia, ExpenseWatch and Tallie under one roof. The real question is that the traveler’s adoption level of that is.”.

Industry 108

Industry Policies Management User Experience 108

PYMNTS

MARCH 2, 2020

Property management, for instance, must manage transactions like rental deposit returns and referral payments, while in the automotive industry, collaboration between dealerships and lenders makes for some complex payments scenarios. From Gig Workers to Rebates. Think of a gig worker of a food delivery service.

Payments 151

Payments Cards Meeting Lending 151

PYMNTS

NOVEMBER 19, 2019

The credit cycle will turn, and you’ll have a generation of credit risk managers who’ve not been through a recession yet. For instance, with the recent launch of the Apple Card , Apple has sent a signal that they seek to offer a better user experience than banks. Do FIs want to navigate card programs through that?”.

Cards 140

Cards Apple Data Innovation 140

FICO

JUNE 27, 2022

Build Winning Customer Experiences Without Tanking Efficiency. Banking and insurance companies have a customer experience problem: despite spending hundreds of millions of dollars trying to optimize their clients’ customer experiences through digital transformation – spending that totaled more than $1.3

Customer Experience 52

Customer Experience Analytics Strategy Management 52

PYMNTS

MARCH 17, 2020

“When I think back to the feedback that we had from our prior digital experience, we got a lot of comments from our guests, our crew members in the restaurants and from our franchisees,” he explained. What we heard was that our existing app was overly complex, and [that] the user experience was not very intuitive.

Mobile 168

Mobile System Online Data 168

Insights on Business

FEBRUARY 4, 2019

When we design new features and capabilities in each release cycle of our IBM Incentive Compensation Management solution, we want to make it better for our customers. We also want our customers to have a competitive advantage. This happens while improving customer experiences at the speed and scale the modern enterprise demands.

Innovation 79

Innovation Software US Management 79

Gonzobanker

MARCH 13, 2018

This ability is extremely valuable, but it fails to achieve transformation goals in the absence of two important technology considerations in commercial lending transformations: 1) user experience, and 2) data strategy. The Importance of the User Experience. Consumerizing the commercial customer experience—i.e.,

Lending 60

Lending Technology User Experience Data 60

PYMNTS

MARCH 8, 2019

The company was one of the first to partake in the open banking ecosystem and, according to Baclin, maintaining top-notch security was high priority as it worked toward a more seamless user experience. Data availability is also changing how companies approach customer data when it comes to making products.

Lending 135

Lending Data Security Regulation 135

Cisco

JULY 29, 2021

In our ever-changing world, where the application represents the business itself and the level of digitization it provides is directly related to the perception of the brand; enterprises must ensure they stand differentiated by providing exceptional user experience – both for their customers as well as their employees alike.

Customer Experience 172

Customer Experience User Experience Analytics Resources 172