Perficient

SEPTEMBER 21, 2023

The Data: The Gas That Makes the AI Go What good is a stand-alone AI tool for businesses if it isn’t grounded in trusted, contextual data? If the tools we use for intelligence automation are not built around our customers, we will not be providing a truly personalized user experience.

Data 491

Data Tools Customer Experience Security 491

Perficient

NOVEMBER 30, 2020

Today, I will dive into the customer data management challenges financial companies might encounter when starting their personalization journey. Data management in any financial services firm is complex. Users are demanding self-service access to data and easy-to-use tools for decision support and trend identification.

Management 309

Management Data Analytics Course 309

Perficient

FEBRUARY 15, 2022

which highlighted increasing the focus on advisor marketing technologies and digital advertising to increase lead generation and new client acquisition, and it’s becoming clear that the old way of finding and interacting with investors is dying. It’s all about offering clients choices about the sort of experiences and services they want.

Management 340

Management Rhode Island Delaware New Jersey 340

Perficient

AUGUST 5, 2020

With our team’s help, the client has been able to transition a significant portion of their userbase to a named user system and allowed us the opportunity to help develop the tools that their clients will use to manage these users.” — Austin Spinazze, Associate Technical Consultant. “I The leadership is really great!

Technology 441

Technology Austin Leadership US 441

PYMNTS

APRIL 9, 2018

The firm announced it is integrating its payments processing capabilities, PaySimple AppConnect, into Profit Rhino, a mobile sales tool and pricing service platform for in-the-field service providers like home services and repairs. Earlier this year another company, Insynq, introduced another solution for in-field service providers.

Tools 150

Tools Management Payments Customer Experience 150

Accenture

APRIL 23, 2019

Advances in technology and a push towards “consumerization” in business-to-business (B2B) payments is resulting in providers offering more digital tools than ever before. Beyond payment technology, significant investment has been made in improving the customer experience through user interface enhancements.

Tools 151

Tools Payments Cards Online 151

Accenture

MARCH 20, 2017

In the new world of digital payments, many technology developments are driven by customer experiences. Banks are investing heavily in technological innovations and Fintech relationships to provide better payments experiences to their customers. Read the full report.

Customer Experience 151

Customer Experience Payments User Experience Innovation 151

Accenture

MARCH 20, 2017

In the new world of digital payments, many technology developments are driven by customer experiences. Banks are investing heavily in technological innovations and Fintech relationships to provide better payments experiences to their customers. Read the full report.

Customer Experience 150

Customer Experience Payments User Experience Innovation 150

Perficient

FEBRUARY 27, 2024

This blog was co-authored by Perficient’s Insurance Principal and expert: Brian Bell As we step into 2024, the insurance industry faces significant transformations driven by technological advancements and evolving customer expectations. Leveraging cloud technology for streamlined operations and enhanced scalability.

Trends 221

Trends Industry Operations Customer Experience 221

Perficient

NOVEMBER 23, 2020

These two things – customer willingness to share information, and the industry’s increasing need to be more relevant for a customer – are driving interest and investment in technologies like artificial intelligence, machine learning, and smart personalization. Personalizing the customer experience is no easy task.

Customer Experience 309

Customer Experience Digital Strategies Data Tools 309

South State Correspondent

APRIL 23, 2024

Banking has a similar physics problem when management juggles strategy, risk/profitability, and customer behavior. This article will discuss the challenge of managing three potentially opposing forces and look towards physics to help us solve the mystery. Here, customer behavior is known, monitored, and managed.

Risk Management 195

Risk Management Strategy Management Customer Experience 195

Abrigo

MAY 8, 2024

WATCH Takeaway 1 Understanding generative AI and how peers are using AI and genAI helps financial institution leaders and management vet the technology and related risks. Nevertheless, understanding the technology is crucial. Stay up to date with free resources on managing risk and driving growth.

Examples 195

Examples Fraud Resources Risk Management 195

Perficient

FEBRUARY 29, 2024

Driven by technological advancements, regulatory changes, and shifting consumer preferences, the banking industry must evolve and respond accordingly. Leverage data analytics tools to optimize portfolio performance by identifying trends, patterns, and potential risks, enabling banks to make proactive adjustments and maximize returns.

Trends 221

Trends Industry Analytics Compliance 221

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

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

FICO

FEBRUARY 2, 2022

Be fascinated by your customers, not your technology. Make customers feel safe. I covered commandments 1, 2, and 9 in my post on The Customer Journey. Many enterprises have succumbed to the inclination to digitize everything, which by default leads to cold, clinical experiences. Omnichannel is customer-led.

Customer Experience 52

Customer Experience Digital Banking Video eBook 52

Perficient

SEPTEMBER 28, 2020

In other words, how to create your plan by making critical decisions from a business and technology standpoint. Think of it in terms of some friendly descriptors: Explore: explore options, define your customers’ experience, understand what you are trying to achieve. Experience. Do they need sales tools?

Strategy 309

Strategy Tools Operations Customer Experience 309

South State Correspondent

JANUARY 23, 2023

In three months, it has become the primary tool of many bankers, helping make banks more efficient across the organization. Our innovation working group, called Spark, has been playing with the tool for the past several months, and this article details how we use it to jump our productivity by 20%.

Tools 370

Tools Examples Analysis Data 370

Abrigo

SEPTEMBER 28, 2022

Construction loan administration Find out how today's technology has changed the shape of construction loan administration, creating a better customer experience and reducing risk. You might also like this webinar, "How to manage a high-performing construction loan portfolio." Technology can reduce both issues.

Lending 195

Lending Software Customer Experience Management 195

Bank Innovation

OCTOBER 9, 2019

Digital expense management company Expensify launched a corporate card this week, building on its automated transaction tracking technology. The card offers business customers a new tool to manage expenses and adds to the data repository that will help Expensify tailor customer experiences.

San Francisco 150

San Francisco Cards Customer Experience Tools 150

Perficient

OCTOBER 20, 2020

Having the most updated platform and technology stack possible is extremely important to take on holiday traffic. Your business’s technology infrastructure will need to be scalable to measure the surge of holiday sales, such as Black Friday where orders and online traffic will peak. Honing in On Order Management and Supply Chain.

Online 484

Online Mobile Management Retail 484

PYMNTS

DECEMBER 1, 2017

The latest survey by Capital One suggests treasurers still have an appetite for new tools and technologies. Capital One’s Treasury Management Services published its latest survey at the Association of Financial Professionals’ annual conference, held last month.

Tools 100

Tools Capital Mobile Survey 100

Abrigo

OCTOBER 20, 2020

Plan for new technology and innovations. The banking industry has faced many challenges in 2020, from transitioning to CECL, managing Paycheck Protection Program loans, and navigating an unprecedented economic recession. More than 500 banking professionals across the country gathered for a two-day 2020 ThinkBIG: Manage Risk.

Management 195

Management Lending Community Strategy 195

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

AUGUST 26, 2020

For instance, businesses that sell complicated healthcare products such as hospital beds or surgical tools have had to transition to an online sales process as opposed to in-person pitches within a facility. Integrating the Right Technology. Personalize the Customer Experience.

How To 420

How To Customer Experience Online Analytics 420

PYMNTS

JUNE 30, 2017

This week, Zebra Technologies launched its new MP7000 multi-plane 1D/2D imager scanner for merchants to help speed checkout processes. With this new offering, the company has integrated an intelligent illumination system that helps reduce used power and fewer parts to help enhance the consumer experience.

Technology 116

Technology Software Retail Customer Experience 116

Abrigo

FEBRUARY 6, 2024

Takeaway 3 Banks and credit unions should leverage new tools to improve check fraud prevention that can ease the burden on their staff and safeguard customers. Update your board about AML/fraud threats with this infographic: "5 Fraud typologies impacting you and your customers."

Fraud 221

Fraud Training Trends Regional 221

Perficient

NOVEMBER 20, 2020

With growing customer expectations around personalization, the ability to create effective, individualized visual content quickly and with limited expense is more important than ever. Synthetic content – imagery and video created using graphic arts tools and software – is a valuable tool in the race to personalize.

Video 322

Video Tools Digital Strategies Marketing 322

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

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 7, 2020

As COVID-19 forced companies around the world to rely on technology to work remotely and virtually connect with customers, the pandemic not only accelerated the digital transformation of every organization, but it has also showcased the importance of trust in technology,” the companies stated in a joint news release Wednesday (Oct.

Tools 273

Tools System Security Customer Experience 273

Abrigo

SEPTEMBER 28, 2022

Construction loan risk management software leverages technology and sound process management to pull construction lending away from its manual roots. You might also like this webinar, "How to manage a high-performing construction loan portfolio." Construction loan management software. Those days have passed.

Lending 195

Lending Software Risk Management Management 195

Perficient

SEPTEMBER 19, 2023

By exploring the cutting edge of technology, combined with deep business insights, we’re poised to deliver breakthrough results and keep Perficient and our clients at the forefront of innovation. Insurance is traditionally somewhat a laggard in embracing new technologies and leveraging cutting-edge tools to drive process improvements.

Conference 221

Conference Strategy Innovation Industry 221

PYMNTS

DECEMBER 8, 2020

"Our new financing will allow us to further distinguish our offerings and customer experience as an industry innovator," said Modal CEO and Founder Aaron Krane. American Honda has worked with Modal, formerly Drive Motors, since late 2018 to create branded online buying tools for Honda and Acura.

Oklahoma 253

Oklahoma Branding Tools Online 253

Perficient

DECEMBER 15, 2020

The main reason is that true end-to-end personalization is a challenge that requires developing new capabilities, including robust cross-channel offerings, cross-enterprise collaboration, a single view of the customer, and a new technology ecosystem. Creating a complete, accurate picture of any given customer is challenging.

Data 309

Data Strategy Tools Management 309

South State Correspondent

MARCH 14, 2024

This all compares to about a 40%+ return invested in improving processes (loan, branch, cash management, etc.) and about an 80%+ return spent on reducing customer churn, increasing lifetime value and/or helping cross-sell. Bank management should, of course, strive to increase cash flow as soon as possible.

Innovation 195

Innovation Strategy Capital Comparison 195

NCR

AUGUST 2, 2017

It’s always been the case that managing personal finances is one of the biggest headaches many people face in their everyday lives. However, personal financial management (PFM) tools have never exactly taken off, with many efforts failing to find a wide audience. Taking the management out of money management.

Tools 72

Tools Management Industry Data 72