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

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

Perficient

MAY 5, 2022

A Pathway to Improved Loss Rates and Happier Customers. IDC recently included Perficient in the “Loan Collections-Recovery” category of its “ Market Glance: Worldwide Consumer & Small Businesses Lending Digital Transformation Strategies, Q2 2022 (Doc # US49009422, April 2022).”

Lending 354

Lending Strategy Marketing Big Data 354

Perficient

MARCH 10, 2021

podcast , we interview Jeff Small, Director of Mobile Product Strategy at Perficient about the evolution of digital product management and how organizations can think about digital products as a transformational strategy. Listen Now! In Episode 5 of the What If? Click The Player To Listen to Episode 5 Now. Meet the Hosts.

Strategy 493

Strategy Digital Strategies Customer Experience Leadership 493

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

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.

Taxes 294

Taxes Customer Experience Marketing Compliance 294

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

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

PYMNTS

OCTOBER 21, 2016

The fleet management market is estimated to grow from $9.54 According to MarketsandMarkets, the increasing need for operational efficiency is expected to be the primary driver for the fleet management market during the forecast period. When it comes to fleet management, the market is segmented into various industries.

Management 100

Management Marketing Regional System 100

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. Hot Head Burritos relied heavily on social media marketing efforts as many states rolled out stay-at-home orders. Expediting Guest Recovery.

Customer Experience 141

Customer Experience social media Ohio Operations 141

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. Financial institutions own 80% of data, and customers trust them with this data.

Customer Experience 93

Customer Experience Las Vegas Innovation Leadership 93

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. Ben Mendelsohn, Senior Vice President, Director of Retail Product Management, Fifth Third Bankcorp.

Customer Experience 59

Customer Experience Fraud Strategy Compliance 59

Abrigo

MARCH 3, 2022

CFIs are poised to regain the small business lending market Community Financial Institutions can leverage technology to improve customer experience and regain the small business lending market. Today, CFIs are uniquely positioned to regain the market. Changing Lending Environment. Streamline With Software.

Lending 195

Lending Community Marketing Community Bank 195

Perficient

OCTOBER 20, 2020

Investing in advanced supply chain automation and intelligent order management (OM) systems will not only improve how your organization fulfills against extreme demand but also serves your consumers more effectively in the end. As a result, the customer experience improved and our client saw record sales numbers during the COVID-19 pandemic.

System 324

System How To Customer Experience Meeting 324

Bank Innovation

MARCH 9, 2020

In the wake of today’s stock market free fall, the novel coronavirus and an oil price war, digital investment advisers are encouraging their customers to think long term and not make any rash decisions. The advice is consistent? with a long-term investment approach and guides against knee-jerk reactions to buy or sell.

Marketing 243

Marketing Customer Experience Management 243

Perficient

JUNE 23, 2020

For manufacturers with complex customizable products with extensive variables, the rules of configuration for those products can be difficult to manage. Without a system to manage the cost effects of these various variables and maintain changes in those values, your business may be resorting to providing complex quotes manually.

Customer Experience 322

Customer Experience Resources System Management 322

Accenture

JANUARY 23, 2022

The market turmoil of 2020-2021, along with an unprecedented surge that has renewed a focus on retail investors, has pushed direct investing platforms into the spotlight. From a customer experience perspective, direct investing is nothing new.

Retail 288

Retail social media Customer Experience Community 288

Perficient

DECEMBER 3, 2020

My last blog dove into the customer data management challenges financial companies might encounter when starting the personalization journey. Today, I’ll address customer intelligence and the benefits it provides. It enables you to build deeper and more effective customer relationships.

Customer Experience 322

Customer Experience Data Analytics Analysis 322

FICO

JULY 6, 2023

Beyond the pleasure of leading a FICO Falcon Fraud Manager User Forum and moderating a couple of panel breakout sessions, I I was also able to catch up with many of the fraud-focused attendees from around the world. Let’s dig in a little deeper. Scams: A Top Fraud Concern Scams are becoming a leading fraud concern, all around the world.

Fraud 52

Fraud Management Customer Experience San Diego 52

Perficient

JANUARY 5, 2021

Perficient’s AVPs represent a cross-section of the firm’s end-to-end digital consulting portfolio, and will provide leadership and strategy for areas including management consulting, cloud platform solutions and integration technologies, custom software development and mobile solutions, and optimized global delivery capabilities.

Leadership 531

Leadership Denver Charlotte Ohio 531

Bank Innovation

MARCH 30, 2020

Ally Invest, the brokerage arm of Ally Financial, is a web-based wealth management platform that offers two services: […]. As the coronavirus pandemic continues to rock the U.S.

Marketing 259

Marketing Innovation Management Customer Experience 259

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

FICO

OCTOBER 12, 2022

Risk-Aware Marketing to Personalize Telco Customer Engagement. Innovators are shoring up their market share by opting for cloud-hosted platform technology more typically favoured by banks. Proactive Risk-Aware Management is Everything When it Comes to Retention. There’s a mass of customer data available.

Marketing 96

Marketing Analytics Customer Experience Data 96

PYMNTS

DECEMBER 22, 2020

The automotive market continues to fire on all cylinders despite the pandemic as online and offline sales have either remained flat or trending up for Q3. This empowers our customers to buy a vehicle on their terms, whether that’s online, in person or seamless combination of the current platform enables customers to buy vehicle online.

Marketing 165

Marketing Online Trends Branding 165

Gonzobanker

JANUARY 4, 2024

In 2024, Smarter Banks will go on offense and differentiate with the customer experience. When it comes to client experience in banking, the last three years have been a long, reactionary grind of responding to COVID, a white-hot labor market driving up turnover, and rapidly shifting competitive dynamics.

Customer Experience 134

Customer Experience Community Knowledge Base Tools 134

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

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 also enable clients to use Writer’s snippets to follow strict compliance regulations and efficiently include disclosures in their Sales and Marketing.

Compliance 251

Compliance Industry Regulation Data 251

Accenture

MARCH 6, 2020

To respond effectively, they need to attain a similar degree of agility throughout their onboarding and customer lifecycle management (CLM) processes—enabling them to protect their revenue base, bring innovative products to market faster and deliver market-leading customer experiences.

Customer Experience 195

Customer Experience Innovation Management Marketing 195

PYMNTS

MARCH 1, 2017

in September 2015, and since then, Billingsley said the company has experienced many learning opportunities as it continues to expand within the market. Klarna launched its financing platform in the U.S. This makes millennials much more willing to use a payment option that allows them to break up payments over time for major purchases.

Customer Experience 100

Customer Experience Millennials Branding Cards 100

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. Opportunity #2: When customer satisfaction is on the line.

Customer Experience 72

Customer Experience Retail San Diego Study 72

Perficient

OCTOBER 5, 2023

Finalists are evaluated by a panel of judges who are well-versed in DXP and digital marketing. The judges evaluate all submissions on four criteria: functionality, integration, performance, and overall user experience. LanguageLine managed translations. Perficient managed parallel projects for UMB’s success.

User Experience 221

User Experience Regional America Tools 221

FICO

JUNE 22, 2020

In the first post in this series , I looked under the hood of the indirect automobile lending experience, reviewing the sophisticated software and prescriptive analytics that are necessary to transform it. In today’s post I will be exploring customer acquisition and retention in the telecommunications space.

Customer Experience 52

Customer Experience Analytics Data Video 52

PYMNTS

DECEMBER 11, 2019

Consumers are beginning to express more preferences regarding their buying and selling experiences on online marketplaces, which are seeing an increased amount of competition in the market as they attempt to hold onto their customer bases. About The Playbook.

Marketing 132

Marketing Millennials social media Case Study 132

Insights on Business

JANUARY 10, 2017

Many major hotel chains are aware that their market valuation has been eclipsed by Airbnb. And Blockbuster, which in 2004 had about 60,000 employees and more than 8,000 stores, was in bankruptcy by 2010 because Netflix and other on-demand video providers figured out how to deliver a much more convenient and rewarding experience.

Customer Experience 87

Customer Experience social media Video Innovation 87

Perficient

FEBRUARY 7, 2021

By understanding the elements that mean the most to their customers, designers and marketers can create more effective offers and ensure that offer messages convey the most compelling ideas. Targeting customer expectations requires speed and innovation but not precise marksmanship. In the Tolerance Zone.

Meeting 348

Meeting Customer Experience Branding Innovation 348

Perficient

JANUARY 31, 2022

As soon as its risk management system discovered the attack, it suspended withdrawals across the platform, reimbursed customers who were affected, and “revamped and migrated to a completely new 2FA infrastructure,” according to the company statement. The Crypto.com hack exposes shortcomings of multi-factor authentication.

Security 294

Security Risk Management Knowledge Base Customer Experience 294

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. What does your brand portray to the market?

Industry 294

Industry Branding Customer Experience Marketing Automation 294