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From Spreadsheet Chaos to Data Strategy Triumph with Perficient

Perficient

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.

Strategy 440
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Why The Customer Experience Is A Program, Not A Project

PYMNTS

The pandemic has reshaped how we interact with merchants — and what we expect, as customers, from those increasingly digital interactions. Call it the transformation of CX, shorthand for the customer experience. I see us rapidly adopting more contactless payments or card-on-file interactions within an app.”.

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Crafting The Better B2B ‘Customer’ Experience

PYMNTS

In a wide-ranging online panel discussion with Karen Webster, five executives across payments and supply chain management offered insight into the pain points exposed by the pandemic. That’s been spurred in part by the fact that supply chain-focused technology is getting faster, cheaper and easier to scale within companies.

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Oracle: What’s Old Is New Again For B2B Customer Experience

PYMNTS

Allow us at PYMNTS to do our own small part in that ongoing effort, and apply that quote to the world of B2B customer experience — and the never-ending push to build a better digital ecosystem around that concept. A robust, predictive and personal customer experience (CX), arguably, is becoming the name of the game. “CX

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

Perficient

59% of millennial investors were most likely to use video chat with their advisor. 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.

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Perficient’s Banking & Insurance Client Executive Featured in Nuxeo’s New Podcast

Perficient

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. What can companies do to drive more value for their customers?

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FinTech Cloud Technology Fuels Banking Innovation

PYMNTS

As cloud technologies emerge to help financial institutions (FIs) drive digital innovation, Finastra has introduced its Fusion Payments To Go offering for small and medium-sized banks. By adopting Vault, we unlock new possibilities to deliver a seamless banking experience that will inevitably help us reach more customers.”.