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Empowering Your Financial Advisors With Salesforce

Perficient

Across industries, so much of marketing effectively comes down to timing — appealing to the right person, at the right place, at the right time. Timing for marketing financial services and products as a financial advisor is especially crucial, as many financial needs follow the timeline of milestones in an individual’s life.

Taxes 294
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Deep Dive: Safeguarding B2B eCommerce And The Corporate Customer Experience

PYMNTS

Business identity theft is used to launch everything from purchasing plan scams to tax and credit card application fraud, and it caused an estimated $137 million in damages in 2017. Merchants can also turn to their card networks for support when deflecting card-not-present (CNP) fraud, preventing interruption to customer experiences.

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Insights and understanding – the key to customer experience?

NCR

Customer experience and the relationships consumers have with their banks have never been more important. They also offer a genuine alternative to established financial institutions, which must respond by showing they are not being left behind in the customer experience stakes.

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Interview: Gary Johnson on How COVID-19 Can Power the Electric Vehicle Market

Perficient

They also found that the customer experience is often just as good, if not better. This shift has caused customers’ expectations to increase, and companies to adjust to what many believe will be the new norm. What about the tax incentives and credits?

Marketing 309
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Death, Taxes And Digitizing Insurance Payments 

PYMNTS

If death and taxes are sureties, insurance payments rank up there, as people insure homes and autos and apartments against any number of calamitous scenarios. In an interview with PYMNTS, Colin Zalewski, senior product marketing manager for One, Inc., In one example, One, Inc.

Taxes 101
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FICO Payment and Credit Trends Market Update

FICO

Many credit card issuers were faced with making new operational decisions, adapting to new regulations, and providing a safe and engaging customer experience. This market update will help you keep a pulse on the changing circumstances that the pandemic has on consumers and payment trends. Unemployment and Consumer Behavior.

Trends 52
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COVID and Commerce: Why a Pandemic Will Compel B2B Businesses to Adopt B2C Models

Perficient

Interests and affinities in different market segments. The behavior of new vs. returning customers. How are you handling sales tax in various states that you might serve through a B2C channel? Look for changes or anomalies in these areas: Demographic makeup, such as age and gender. Geographic location.

Analytics 332