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

Perficient

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.

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Your Guide to Healthcare Personas

Perficient

What are marketing personas versus UX personas? Marketing personas define broad audience demographics. Marketing personas pinpoint the demographics of who to target, their affinities, and one key message that might resonate. UX personas have a real name – John, Simone, Anita – so that you build a relationship with them.

UX 332
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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
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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
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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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Payment Rails Latest To Roll Out API-Enabled Global Business Payments Platform

PYMNTS

Payment Rails is making its official step into the cross-border payments market through the launch of its application program interface (API) and payment platform, the company said Thursday (Dec. The firm’s co-founder and chief product officer, Ferhan Patel, said the tool aims to fill gaps left by companies’ own banks.

Payments 195
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Is a Zombie Core Eating Your Bank’s Brain?

Gonzobanker

Being on a zombie core doesn’t have to end in an apocalypse, as long as you know how to manage the system – and the vendor. Emerging third parties looking to grow market share may not invest in integrating with core solutions that have declining client bases. Legacy Tech Stacks. Staff Attrition. No New Partners.