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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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For Customers, UX = XOXO

Jack Henry

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.

UX 95
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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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It’s a Program, Not a Project: Designing Websites for Accessibility

Perficient

It creates a more efficient and less expensive lifecycle process as defects are identified and solved before going to market. It helps in other crucial areas of your organization, such as search engine optimization (SEO) and legal risk management. These include motor, cognitive, visual, and hearing disabilities.

UX 531
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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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CFPB seeking to hire technologists

CFPB Monitor

The CFPB is seeking experts in data science, software engineering, product design, product management, and user experience (UX). Design & UX: Use expertise to help the CFPB understand how certain UX techniques can be harmful to consumers.

UX 78
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A Strategic Perspective: Emphasizing Inclusivity on a Global Level for Web Design

Perficient

It’s our job as marketers, designers, and strategists to develop and design inclusive web experiences and user interfaces. We must think from a global-to-global first perspective and connect our marketing strategy to understanding specific audiences for well-rounded inclusive website design. Why Global Inclusive Design is Important.