Perficient
APRIL 24, 2024
Uncovering the Challenge: Relying on Spreadsheets for Portfolio Analysis A leading wealth and asset management firm recently sought our financial services expertise for a critical challenge. Customer Experience: Understanding advisors’ and managers’ needs, we tailored solutions to elevate service and engagement.
Perficient
JUNE 30, 2020
Customer experience leaders continue to look for ways to improve their customer experience technologies. Assessing your technology stack with respect to customer experience is essential to making sure your technology is keeping pace and able to deliver new and innovative capabilities.
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South State Correspondent
AUGUST 15, 2022
The reality is that banks don’t think from the customer’s perspective enough. The customer experience is horrible for many bank processes. Not understanding your customer can lead to a brand and products misaligned with the customer’s needs resulting in an erosion of a bank’s competitive position.
South State Correspondent
AUGUST 15, 2022
The reality is that banks don’t think from the customer’s perspective enough. The customer experience is horrible for many bank processes. Not understanding your customer can lead to a brand and products misaligned with the customer’s needs resulting in an erosion of a bank’s competitive position.
Perficient
NOVEMBER 10, 2020
I talk with a lot of companies who want to up their game in delivering a better customer experience. ” There’s no doubt that many efforts to improve customer experiences is very difficult and is a lot of effort. But isn’t the value of achieving the desired experience worth it? Source: KPMG.
Perficient
DECEMBER 10, 2020
The pandemic exposed both good and bad customer experiences as companies reacted to the changing market and economic conditions. As we start to emerge from the pandemic in 2021, what should customer experience practitioners focus on to begin to ramp back up? Customers who are expecting to forever change their behaviors.
Perficient
OCTOBER 18, 2021
In our latest webinar, “Optimization Strategies to Improve Collections,” Scott Albahary, Perficient’s financial services chief strategist, and Byron Gifford, Perficient’s collection transformations lead, shared tangible solutions to the challenges collections and recoveries groups face. Customer experience really matters in collections.
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