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. How other companies developed the case for embedding intelligence in their order management and the benefits they realized.

Customer Experience 238

Customer Experience Study System Management 238

CFPB Monitor

AUGUST 1, 2022

On July 18, the Federal Housing Finance Agency (“FHFA”) announced the launch of a new Office of Financial Technology with the goal of advancing effective risk management as it evaluates fintech developments in the housing finance space. It also solicits feedback on how to maximize stakeholder engagement.

Financial Technology 78

Financial Technology Technology Fintech Compliance 78

Perficient

DECEMBER 2, 2020

Manage email and app notifications and alerts. Don’t Wreck Your Customer Relationships. There are so many ingredients that make up a reliable customer experience program. We know it’s impossible to make it work without the right strategies and technologies, and many different solutions are required to get it right.

Data 294

Data Customer Experience Case Study Branding 294

Abrigo

SEPTEMBER 9, 2019

The same is true of financial institutions when they consider technology investments to transform their lending and credit operations. In some cases, parts were overhauled multiple times as management has changed. The technology investment will undoubtedly help the financial institution transform inefficient processes.

Technology 150

Technology Lending Software Customer Experience 150

PYMNTS

OCTOBER 20, 2016

19) released a report, dubbed “Millennial Study: Privacy vs. Customer Experience,” which charts the digital consumer preferences and behaviors of millennials in seven global markets — the U.S., The study also identified U.S. LexisNexis Risk Solutions on Wednesday (Oct. For example, some companies in the U.S.

Millennials 100

Millennials Study Data Customer Experience 100

Bank Innovation

JANUARY 13, 2020

Alvaro Teixeira, executive vice president and head of customer value management at HSBC Bank USA, will attend Bank Innovation Ignite this March 2-3 in Seattle. Teixeira is speaking at the Ignite Ideas session, in which financial industry leaders will highlight case studies.

Innovation 221

Innovation Case Study Seattle Study 221

PYMNTS

OCTOBER 21, 2016

The fleet management market is estimated to grow from $9.54 percent, according to a new study by MarketsandMarkets. 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. billion in 2016 to $27.9

Management 100

Management Marketing Regional System 100

Perficient

OCTOBER 26, 2020

Digital process automation (DPA) services help a company formulate their digital transformation strategy, improving their customer experiences, and addressing the organizational change management aspect of a project. Consulting offerings that cover strategy, user experience, and change management, along with technology.

Report 294

Report Strategy US User Experience 294

Insights on Business

FEBRUARY 7, 2019

Now, advances in technology are finally enabling them to plan for the retirement that they want by automating a critical part of financial planning: wealth decumulation. According to a study by Schroders , there is a large gap between the income level retirees expect to receive in their golden years and the amount they actually collect.

Technology 102

Technology Study Security Management 102

Perficient

JANUARY 16, 2023

Put simply, embedded finance is the placing of a financial product in a nonfinancial customer experience, journey, or platform. . Buy/build and gap analysis studies are integral in helping determine where embedded finance may reap the most benefits. . Embedded Finance and Blockchain . Conclusion .

blockchain 275

blockchain Software Customer Experience Strategy 275

Perficient

OCTOBER 28, 2020

The new report provides an overview of technology service providers and assists global clients in identifying possible partners to support the transition to digital process automation (DPA). Forrester’s Now Tech report examines service providers for their work with DPA technologies and analyzes each vendor in two categories: Market presence.

US 294

US Strategy Customer Experience America 294

Perficient

MARCH 8, 2023

Fortunately, most societies today don’t legally bar women from partaking in these tasks, but the ancient history of shutting doors on women seeking greater financial control has left an undeniable gender gap in the world of financial services and a lingering, detrimental attitude that money management is a man’s job. households.

Innovation Strategies 275

Innovation Strategies Study Marketing Leadership 275

South State Correspondent

OCTOBER 26, 2023

As can be seen, the conference largely revolved around payments, artificial intelligence, fintech partnerships/management, regulation, and fraud/identity in its various forms. The topics were perfect, and there were some great case studies, but the substance was standard, bordering on underwhelming. Maybe a topic for next year?

Conference 221

Conference Las Vegas Fraud Case Study 221

Perficient

FEBRUARY 4, 2021

It helps in other crucial areas of your organization, such as search engine optimization (SEO) and legal risk management. According to the Web AIM million accessibility evaluation study , the top five compliance errors are low color contrast, missing alternative text, empty links, missing form labels, and empty buttons.

UX 531

UX Guidelines Compliance Study 531

Perficient

MAY 5, 2022

We knew that we could help optimize the debt collections process, reduce loan loss rates, and increase customer loyalty by leveraging a highly personalized and humanized approach to lending that combines process reengineering and technology throughout the customer journey. A Pathway to Improved Loss Rates and Happier Customers.

Lending 354

Lending Strategy Marketing Big Data 354

Insights on Business

FEBRUARY 6, 2019

The financial services industry is one of the fastest adopters of this technology. –> Read the Bradesco case study to learn more. The IBM Watson Assistant team has been busy in the past year helping clients implement state-of-the-art chatbots. IBM scores at the top in analyst ratings for chatbots.

Technology 144

Technology Video social media Case Study 144

PYMNTS

APRIL 17, 2020

Such investments in digital technology are expected to increase return on investment (ROI) and improve the overall customer experience. Fifty-six percent of customers in one study said menu board designs influenced their ordering decisions, while 74 percent reported that easy-to-read displays were a priority.

Customer Experience 167

Customer Experience Operations Technology Branding 167

PYMNTS

JULY 1, 2020

Banks are spending approximately 15 percent of their yearly operating budgets on technology upgrades, according to one study, and there has been an increase in partnerships between third-party cloud technology providers and global FIs eager to enhance their online platforms.

System 268

System Digital Banking Tools User Experience 268

Perficient

SEPTEMBER 15, 2020

Consumers expect technology to work intuitively, regardless of its underlying complexity. 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. Consumerism has reached critical mass in healthcare.

User Experience 427

User Experience Innovation Branding Customer Experience 427

Abrigo

FEBRUARY 23, 2022

Another option is to make small business lending more efficient and borrower-friendly so that the financial institution can win, process, and manage more loans without big increases in staffing or other expenses. That leaves two options: purchasing custom software or modifying one-size-fits-all software to fit their circumstances. .

How To 195

How To Lending Software Survey 195

Abrigo

FEBRUARY 13, 2020

Using a banking relationship manager helps your financial institution capture all customer/member information in a consistent, efficient manner. However, proximity to branches is becoming less and less important to customers and members. Use customer relationship managers to elevate relationship banking.

Community 273

Community Lending Management Innovation 273

PYMNTS

JANUARY 27, 2021

Banks’ use of such innovations is predicted to expand, too, with 60 percent of FIs saying they aim to gain customers and improve customer experiences using digital channels. A recent study found that stolen identities were the top fraud source for FIs that experienced account-opening fraud over the past year, at 55 percent.

Security 213

Security Innovation Fraud Study 213

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

Perficient

JANUARY 20, 2021

In a Journal of Engineering and Technology Management study, “research show[s] that the perceived usability increases when the website was originally conceived in the native language of the user.

Marketing Strategies 496

Marketing Strategies Strategy Regional Marketing 496

PYMNTS

NOVEMBER 25, 2019

You might end up ordering or paying with your face via facial recognition technology. Assuming the consumer has a mobile device and uses Apple or Google, the technology can push a loyalty program sign-up offer — sometimes including pre-filled forms — via the person’s NFC-enabled phone. percent of QSR customers and 47.5

Payments 225

Payments Mobile Dallas Apple 225

South State Correspondent

OCTOBER 20, 2022

While these rules were derived from improving time-on-task, they can enhance bank performance no matter what metrics a bank uses for customer, employee, or total experience (the combination of employee and customer experience). Design or pick the fastest customer experience.

Policies 195

Policies Training Customer Experience Examples 195

NCR

SEPTEMBER 14, 2016

The cost of bricks and mortar operations is high, staff need constant remote or on site management to perform, and consumers are now highly unpredictable in their choice of delivery channels, given the increasing capability of digital channels. Here are some of the considerations that businesses should take into account.

Customer Experience 40

Customer Experience Strategy Training Operations 40

South State Correspondent

OCTOBER 12, 2022

Instead of trying to “Wow” your customer, in this article, we present the “time-on-task metric” (and its companion, the Customer Effort Score (CES) framework) and detail not only why it matters but why it can change the course of your bank. The Problem with Focusing on Customer Service.

Study 195

Study Examples Branding Survey 195

PYMNTS

MAY 5, 2020

percent of consumers shop for retail goods online more often than they did on March 6, the first day of our study, and that continues to climb — up 10.5 For example shipping specialist Optoro announced a strategic partnership this morning with Returnly , which focuses on digital return experiences and post-purchase payments.

Florida 205

Florida Retail Tampa Customer Experience 205

FICO

JUNE 21, 2023

Home Blog Feed test See Customers Clearer with Hyper-Personalization at Scale Are you seeing the people behind the data? In fact, Forrester’s 2023 US Banking Customer Experience Index Rankings report found that emotional connection is a bigger driver of customer satisfaction and loyalty than ease or effectiveness.

Customer Experience 52

Customer Experience Analytics Data Technology 52

Perficient

JULY 10, 2023

Political climate, environmental issues, technology innovations, criminal activity, economic volatility/inflation, account diversity, and industry regulatory changes are just a few examples of factors that often spur reputational risk or crises. However, these reputational risk management (RRM) frameworks are still widely underdeveloped.

social media 170

social media Risk Management Analysis Industry 170

PYMNTS

AUGUST 23, 2017

Being connected via modern technology is something that’s becoming an expectation among consumers. From groceries to home buying, back-to-school shopping and more, there doesn’t seem to be many facets of everyday life that aren’t intricately connected to help provide an enhanced experience for consumers.

Millennials 196

Millennials Industry Groups Study 196

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. To learn more about how thredUP is using AI to compete, visit the Playbook’s case study.

Millennials 165

Millennials Trends Meeting social media 165

FICO

MAY 19, 2020

So, I thought I would outline my top 5 fraud manager considerations during COVID-19. So what must we consider when it comes to our customers, the fraudsters and our anti-fraud teams. 2) Top 5 Fraud Manager Considerations During COVID-19: Scams are now tailored, so we need to modify our strategies. Card Fraud.

Fraud 52

Fraud Management Handbook Cards 52

FICO

JANUARY 11, 2022

Be fascinated by your customers, not your technology. Future-proofing your organization now involves studying behavioral science and how people engage with technology. Consider how your interactions with customers must adapt to different digital channels versus a bank branch. An incorrect customer address poses ?little

Digital Banking 98

Digital Banking Customer Experience eBook UX 98

PYMNTS

JANUARY 13, 2021

That’s distributed banking, a FinTech model that “remains invisible and never enters into a customer relationship with the end user but rather facilitates the technology, payment choices, risk management and customer experiences necessary to delight everyone in the value chain.”.

Fintech 130

Fintech Customer Experience Lending Risk Management 130

PYMNTS

APRIL 29, 2020

New developments are focusing on supply chain, government activity and infrastructure to improve the customer experience as post-pandemic retail finds its legs. Research has shown that digital technologies can reduce costs for businesses,” the report said. Several of those developments can help SMBs.

Retail 154

Retail Customer Experience Branding Conference 154