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Sing It With Me: What’s the Mask Mandate Got To Do With Wealth Management?

Perficient

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.

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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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It’s a Program, Not a Project: Designing Websites for Accessibility

Perficient

It creates a more efficient and less expensive lifecycle process as defects are identified and solved before going to market. It helps in other crucial areas of your organization, such as search engine optimization (SEO) and legal risk management. These include motor, cognitive, visual, and hearing disabilities.

UX 531
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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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IBM emerges strong in the Forrester Wave for Sales Performance Management 2019

Insights on Business

Forrester Research, one of America’s preeminent market research organizations, has named IBM as one of the “most significant” and also as one of the “eight providers that matter most” for 2019 in sales performance management (SPM). IBM leverages User Experience Design (UXD) for latest software release.

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2020 Holiday Season: How Marketers Can Prepare and Adapt – Webinar Transcript

Perficient

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.

Marketing 294
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A Strategic Perspective: Emphasizing Inclusivity on a Global Level for Web Design

Perficient

It’s our job as marketers, designers, and strategists to develop and design inclusive web experiences and user interfaces. We must think from a global-to-global first perspective and connect our marketing strategy to understanding specific audiences for well-rounded inclusive website design.