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Creating a Deposit Advance Product to Boost the Customer Experience

Perficient

According to industry research, 73% of all people point to customer experience as an important factor in their purchasing decisions. Moreover, customers in the financial services industry are increasingly interested in using their go-to firm to cover more of their needs, rather than using multiple providers.

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Introducing Intelligent Data, a podcast from Perficient

Perficient

Season one will include episodes around: Data and customer experience trends in financial services. The value of data in ecommerce, supply chain, and order management. Data’s influence on customer experience and design. The importance of collaboration between UX designers and data engineers. Subscribe now!

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

Perficient

What infrastructure do you need for data / event / omni-channel management to support client/investor insight? Customer journey orchestration enables wealth management firms to engage prospects and clients at optimal points along their journeys, in real time, and through the most effective channels.

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It’s a Program, Not a Project: Designing Websites for Accessibility

Perficient

It helps in other crucial areas of your organization, such as search engine optimization (SEO) and legal risk management. Accessibility design can be led either by a designer or UX specialist who has accessibility knowledge, or it can be an accessibility-specific person. These include motor, cognitive, visual, and hearing disabilities.

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Data – The Lifeblood of Intelligence Automation

Perficient

The ability for intelligence automation tools to be able to quickly and accurately grab the most relevant and accurate information regarding a customer’s inquiry, sales deal, or more is based on many data-readiness factors. Data-readiness factors may include: Data cleanliness – Do we have a unified view of our customers?

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Understanding Disability Types for Effective UI Design: 3 Key Factors for Empathetic Problem-Solving

Perficient

Designing a purposeful and responsible user interface (UI) starts with the person on the other end of the experience, and that person may have a disability that is something they’ve lived with for years or are managing in the short term. Manager of User Insights & Research at Perficient. Whom Are We Really Considering?

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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.

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