Events Management Marketing UX 
Perficient
FEBRUARY 15, 2022
A survey by market research firm Engine of 1000 individuals who currently use a financial advisor in the United States and Canada provides some quantitative support for what we all felt in our gut: investor communication preferences have undergone a lasting transformation from the COVID-19 pandemic.
Jack Henry
APRIL 9, 2014
In the early 1990’s, the owner of the small commercial bank where I served as the Data Processing Officer decided to shake things up a bit by removing a relatively popular head of operations and replacing him with the Vice President of Marketing. Marketing ! In software circles, UX (User Experience) is the new buzzword.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Perficient
DECEMBER 1, 2022
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.
Perficient
SEPTEMBER 29, 2020
In August, we surveyed 154 marketing executives to find out what they think is likely to happen this holiday season and how they’re preparing for it. I’m the Principal for the Digital Marketing Solutions Business Unit here at Perficient. What will be different this holiday season and how to adjust your strategy accordingly.
Fintech Labs Insights
JANUARY 31, 2023
Here is our curated list of the best global payments industry events, conferences and trade shows scheduled in 2023. For the most part, financial technology event planners are organizing in-person gatherings, often with a virtual option. And prices tend to rise as the event draws closer. Payments UX: Zelle Confuses
Gonzobanker
JULY 20, 2022
The bottom line is this: most banks lack the true management leadership and operating disciplines necessary to execute successfully on digital. When a bank operates this way, the focus tends to be around operational uptime, security, and incident management while insufficient attention is given to the end-user customer experience.
Perficient
JANUARY 21, 2021
For example, when we began working with one of our long-term customers, a product manager told me, “With other offshore delivery teams, it felt like they were either working for us , or we were working for them. While requirement managers work with our developers to clarify any questions related to our customers’ business.
Expert insights. Personalized for you.
340 
Let's personalize your content