Perficient
FEBRUARY 15, 2022
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.
Jack Henry
APRIL 9, 2014
As seasoned operations managers, my peers and I settled in for the train wreck we knew was coming. I thought about those events recently while reading a series of articles about managing the online user experience. In software circles, UX (User Experience) is the new buzzword. Marketing !
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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
Perficient
DECEMBER 1, 2022
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.
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.
PYMNTS
MARCH 4, 2020
In a Masterclass conducted by Karen Webster, Norm DeLuca, managing director of banking solutions at Bottomline Technologies , said banks must put corporate clients at the center of their digital transformation roadmaps, helping those enterprises capitalize on the competitive advantage fostered by advanced technologies.
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