Remove Customer Experience Remove Management Remove Tools Remove UX
article thumbnail

Data – The Lifeblood of Intelligence Automation

Perficient

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
article thumbnail

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

Perficient

So, if you are responsible for giving your advisors the tools they need to succeed post-pandemic, here are some things to think about: How can you connect the digital experience to your other channels? What infrastructure do you need for data / event / omni-channel management to support client/investor insight?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

15 Ways We Are Using ChatGPT in Banking

South State Correspondent

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
article thumbnail

Empowering Your Financial Advisors With Salesforce

Perficient

But financial advisors that work for larger wealth managers and are looking to be more targeted and personalized with client outreach are often burdened by the hoops put in place by corporate infrastructures that they must jump through in order to get new marketing content made or sales campaigns underway.

Taxes 294
article thumbnail

Perficient, DTE Energy, and Non-Profit Client Win Respective Creative Awards

Perficient

The nonprofit’s initiative is a robust experience that includes an interactive map of over 95 Legacy Cities and gives users the tools such as filters and controls to navigate the map and manage and manipulate large amounts of data. This microsite launched successfully in June 2020.

Tools 475
article thumbnail

Top 3 Reasons Why Episerver’s Spire Front-End CMS is Really, Really Cool.

Perficient

One of the largest challenges B2B organizations have is being able to leverage actionable tools that allow them to react (pun very much intended) quickly to the ever-changing landscape of B2B. B2B is not B2C, but B2B organizations still need the tools and technology to serve up customer experiences that B2B users require.

article thumbnail

AdoreMe: Giving Lingerie A High Tech Touch

PYMNTS

Self-described as more of a tech guy than a lingerie guy, Lucaciu has coordinated a suite of tech offerings that not only get products in front of customers quickly, but also keep those customers engaged with sophisticated software and coding tools.

UX 210